Narrow-moat Siegfried reported solid half-yearly results, highlighted by net sales of nearly CHF 620 million, representing growth of 3.5% versus the prior-year period. Siegfried is tracking our expectations, and we retain our fair value estimate of CHF 1,020 per share.
As drug manufacturing continues to become more complex, the long-term outlook looks bright as biotechnology and pharmaceutical firms will continue to be more reliant on outsourced manufacturing.
Siegfried is vulnerable to facility closures whether from natural disasters or manufacturing issues, and a warning letter from the FDA or other regulatory agency can result in manufacturing delays or closures.
|
Metric
|
SFZN
|
LONN
|
02269
|
|---|---|---|---|
Price/Earnings (Normalized) | 35.24 | 33.41 | 20.61 |
Price/Book Value | 5.76 | 4.15 | 1.62 |
Price/Sales | 3.88 | 5.82 | 3.70 |
Price/Cash Flow | 25.29 | 29.25 | 21.00 |
|
Metric
|
SFZN
|
LONN
|
02269
|
|---|---|---|---|
Quick Ratio | 1.19 | 1.38 | 2.40 |
Current Ratio | 2.70 | 2.04 | 2.91 |
Interest Coverage | 17.61 | 6.88 | 23.45 |
|
Metric
|
SFZN
|
LONN
|
02269
|
|---|---|---|---|
Return on Assets (Normalized) | 7.69% | 5.18% | 7.48% |
Return on Equity (Normalized) | 18.01% | 9.32% | 11.09% |
Return on Invested Capital (Normalized) | 11.28% | 7.38% | 8.36% |
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1-Day Chart
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Name
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Price
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Morningstar Rating for Stocks
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United States