Sartorius AG — Financial Overview, Stock Price, Market Cap

Financial Performance

5Y price score: (91)

10Y return: 191.8%

DATE RANGE:

ㅤ

By default your notes are visible only to you.

158.2

52-week range

224.0

222

Your model inputs

Required return / cost of capital

FCFF terminal growth rate

Your fair value & Margin of safety

To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.

Forecast:

Valuation

Free Cash Flow Yield

1.9 %

Dividend Yield TTM

0.3 %

Market cap

17,267

Price / Earnings TTM

78.4

Price / Book TTM

6.9

PEG TTM

0.9

Earnings growth and return

LTM

5YR

10YR

Total return (price & dividends)

16.1 %

(61.1) %

191.8 %

Free cash flow per share growth

42.3 %

(21.8) %

1,418.5 %

Earnings per share growth

102.1 %

(52.3) %

21.1 %

Founded: 1,870

Employees: 13,762

Business Summary:Sartorius Aktiengesellschaft provides bioprocess solutions and lab products and services worldwide. The company offers biosensors and kits, compliance tools, systems software, label-free detection systems, and SPR systems; live-cell analysis systems, flow cytometry platform, and cell analysis reagents and consumables; and antibody and recombinant protein media, viral vaccines media, regenerative medicine media, general media, downstream buffer, microcarrier, and stem cell media and reagent products, as well as strong acids, bases, and alcohols and detergents. It also provides multi-parallel bioreactors, benchtop bioreactors, single-use bioreactors, stainless steel bioreactors, cell culture bioreactors, microbial bioreactors, and software apps for bioreactors; membranes, blotting products, filter papers, glass and quartz microfibre products, and filtration equipment; syringe filters; and filtration devices, ultrafiltration devices, sterile filtration devices, harvesting devices, analytical sample prep systems, buffer exchange systems, diagnostic sample prep systems, particle analysis systems, pharmaceutical filtration systems, protein DNA concentration systems, venting moisture barriers, clarification systems, buffer and media products, and membrane chromatography products. In addition, the company offers process filtration products; process filtration products; process chromatography products; fluid management products; process analytical technology and data analytics; industrial microbiology systems; water purification systems; weighing systems; pipetting and dispensing systems; OEM systems; and centrifuges. Further, it provides bioprocess development and engineering, protein expression system, media and process, testing, instrument, and validation services. It serves the life science research, biopharmaceutical manufacturing, quality control and testing, and applied industries. The company was founded in 1870 and is headquartered in Göttingen, Germany.

Contribute

By providing well-researched and detailed answer you increase your chance of becoming Top Contributor. TopFunds is free for all top contributors. Learn more

VIEW ALL Q&A

Fair Value Reference Estimate

Latest Earnings Call Takeaways

2026 Q3 (Oct 22, 2026)

1) Strategy & Leadership Changes
- Sartorius is transitioning to a more integrated operating model, moving away from separate divisional silos to enhance customer experience and operational efficiency.
- Michael Grosse emphasized the importance of a unified approach to better serve customers and streamline processes.
- The new structure will be implemented in 2027, with key leadership roles assigned to enhance accountability and coordination across the company.

2) Financial & Segment Results
- Sartorius reported solid growth in Q3 2026, with operational sales growth of 8.1% in constant currencies, driven by both divisions.
- Bioprocess Solutions (BPS) achieved operational sales growth of 8.1%, while Lab Products & Services (LPS) grew by 8.3% in constant currencies.
- Underlying EBITDA increased by 6.9% to EUR 828 million, with a margin of 30.2%, reflecting higher volumes and operational leverage.
- Free cash flow surged by 55% to EUR 310 million, supported by strong cash generation and reduced capital expenditures.

3) Market Trends & Headwinds
- The company noted a shift from tariff surcharges being a benefit in the first half to a headwind in Q3, impacting growth rates.
- Despite this, underlying demand remains strong, particularly in consumables and bioprocessing, with healthy pipelines and increasing research activities.
- The LPS division's strong performance was partly attributed to demand pull forward, which may not be sustainable in the upcoming quarters.

4) Operational & Product Plans
- Sartorius is focusing on innovation, with new product launches in both divisions, including AI-driven solutions for drug discovery.
- The company is well-positioned to capitalize on trends in bioprocessing, particularly with the adoption of intensified processes and single-use technologies.
- The upcoming changes in financial reporting under IFRS 18 will enhance transparency without affecting underlying business performance metrics.

5) Guidance & Outlook
- Sartorius confirmed its full-year guidance, expecting operational group sales growth around the midpoint of 5%-9% and an underlying EBITDA margin slightly above 30%.
- For BPS, growth expectations remain unchanged, while LPS guidance was raised to the upper end of 2%-6% due to strong performance.
- The company anticipates challenges in Q4 due to a tough comparison base and the impact of tariff surcharges.

Bottom line: Sartorius is demonstrating robust operational growth and profitability, with a strategic shift towards a more integrated structure aimed at enhancing customer experience. While facing some headwinds from tariff changes and market dynamics, the company remains confident in its growth trajectory and innovation capabilities, making it a compelling investment opportunity for shareholders.