Bayer is a life sciences group based in Germany. Co.'s operations are organized along three divisions: Pharmaceuticals (engaged in prescription pharmaceuticals for cardiology and women's healthcare); Consumer Health (engaged in non-prescription products in dermatology, dietary supplement, analgesic, gastrointestinal, allergy, cold and flu, foot care, sun protection and cardiovascular risk prevention categories); and CropScience (engaged in the development of seeds and plant traits; crop protection; and for gardens, the green industry and non-agricultural pest control). Co. also maintains an Animal Health business unit engaged in the development of products for farm and companion animals.
  • TickerBAY001
  • ISINDE000BAY0017
  • SectorPharmaceuticals & Biotechnology
  • CountryGermany

Analysts

Valens Research

Valens Equity Insights and Inflections - 2019 01 02

PSX currently trades below historical averages relative to UAFRS-based (Uniform) Assets, with a 1.0x Uniform P/B. However, even at these levels, the market is pricing in expectations for Uniform ROA to improve from current 3% levels in 2017 to 5% in 2022, accompanied by 2% Uniform Asset growth going forward. Meanwhile, analysts have more bullish expectations, projecting Uniform ROA to improve to 8% levels through 2019, accompanied by 11% Uniform Asset growth. However, management appears to have concerns about their profitability and projects that markets and analysts may not be factoring in, s...

Valens Research

Valens Equity Insights and Inflections - 2018 10 10

AI:FRA currently trades near recent averages relative to UAFRS-based (Uniform) Earnings, with a 24.9x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to expand from 8% in 2017 to record-high 10% levels in 2022, accompanied by 4% Uniform Asset growth going forward. Analysts have similar expectations, projecting Uniform ROA to improve to 9% in 2019, accompanied by no further Uniform Asset growth. However, management has concerns about their ability to improve their efficiencies, global trade tensions, and growth in developing economies, suggesting these bullis...

Valens Research

Valens Equity Insights and Inflections - 2018 04 18

DOOR currently trades below recent averages relative to UAFRS-based (Uniform) Earnings, with a 13.8x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to fall to 10% levels through 2022, accompanied by 1% Uniform Asset growth going forward. However, analysts have more bullish expectations, projecting Uniform ROA to expand to 15% through 2019, accompanied by 3% Uniform Asset growth. Given positive analyst outlook and management's confidence in their acquisitions, productivity, and sales, market expectations appear too bearish. Should DOOR succeed in their growt...

Valens Research

Valens Equity Insights and Inflections - 2019 01 02

PSX currently trades below historical averages relative to UAFRS-based (Uniform) Assets, with a 1.0x Uniform P/B. However, even at these levels, the market is pricing in expectations for Uniform ROA to improve from current 3% levels in 2017 to 5% in 2022, accompanied by 2% Uniform Asset growth going forward. Meanwhile, analysts have more bullish expectations, projecting Uniform ROA to improve to 8% levels through 2019, accompanied by 11% Uniform Asset growth. However, management appears to have concerns about their profitability and projects that markets and analysts may not be factoring in, s...

Valens Research

Valens Equity Insights and Inflections - 2018 10 10

AI:FRA currently trades near recent averages relative to UAFRS-based (Uniform) Earnings, with a 24.9x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to expand from 8% in 2017 to record-high 10% levels in 2022, accompanied by 4% Uniform Asset growth going forward. Analysts have similar expectations, projecting Uniform ROA to improve to 9% in 2019, accompanied by no further Uniform Asset growth. However, management has concerns about their ability to improve their efficiencies, global trade tensions, and growth in developing economies, suggesting these bullis...

Valens Research

Valens Equity Insights and Inflections - 2018 04 18

DOOR currently trades below recent averages relative to UAFRS-based (Uniform) Earnings, with a 13.8x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to fall to 10% levels through 2022, accompanied by 1% Uniform Asset growth going forward. However, analysts have more bullish expectations, projecting Uniform ROA to expand to 15% through 2019, accompanied by 3% Uniform Asset growth. Given positive analyst outlook and management's confidence in their acquisitions, productivity, and sales, market expectations appear too bearish. Should DOOR succeed in their growt...

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