AVTR
ACCE-researchedOverview
ACCE thesis
Avantor supplies mission-critical materials, consumables, and lab equipment to biopharma companies, academic research institutions, and applied markets worldwide, with particular strength in single-use bioprocessing technologies and analytical instruments. The company benefits from sticky customer relationships and recurring revenue streams as labs burn through consumables regardless of economic cycles, plus exposure to the structural growth in biologics manufacturing. Management expects double-digit growth in the biopharma end market through 2025 as customers ramp new drug production and expand manufacturing capacity. Trading at 9.5x forward earnings despite generating $7.8 billion in annual revenue, the stock has been crushed by temporary margin pressure from supply chain normalization. Free cash flow generation remains strong at $900 million annually, supporting the 1.2% dividend yield while management continues strategic acquisitions to expand their consumables portfolio.
Walk me through this stock
Plain-English pros, cons, and what to watch. Pro feature.
Price
Valuation
INVESTORSix independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.
- +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
- +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
- +Editable DCF workbench with saved scenarios
Quality
INVESTORThe full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.
- +Conviction score breakdown and earnings-quality grade
- +Growth / value / quality / momentum component scores
- +90-day score history and score-threshold backtests
Analysts
Wall Street consensus
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
- +Price-target low / average / high vs the current price, with implied upside
- +Forward revenue and EPS consensus by fiscal year
- +ACCE fair-value models lined up against the Street
Smart Money
PROFollow the institutions: 13F position changes, insider trades, and active 13D activist filings.
- +Quarter-over-quarter institutional position changes
- +Recent open-market insider transactions
- +Active 13D activist filings and top holders
Compare
Where it sits vs peers
Algorithmic peers (6)
| Ticker | Company | Mcap | P/E | ROE | D/E | Yield | Quality | |
|---|---|---|---|---|---|---|---|---|
| ALGN | Align Technology Inc. Common Stock | $10.5B | 25.6 | 10.2% | 0.01 | 0.0% | - | Compare |
| COO | The Cooper Companies Inc. Common Stock | $10.5B | 19.0 | 6.8% | 0.30 | 0.0% | - | Compare |
| RGEN | Repligen Corporation Common Stock | $10.0B | 242.3 | 2.0% | 0.27 | 0.0% | - | Compare |
| BAX | Baxter International Inc. Common Stock | $11.8B | - | -14.4% | 1.55 | 0.9% | - | Compare |
| ATR | AptarGroup Inc. Common Stock | $7.9B | 22.5 | 13.5% | 0.56 | 1.5% | - | Compare |
| COLO-B.CO | Coloplast A/S | $14.5B | 34.1 | 18.5% | 1.36 | 5.5% | - | Compare |
Sector report card
Where AVTR ranks against its sector peers on each metric.
News and Record
Press releases mentioning this company
- GlobeNewswire•Sep 8, 2026My Green Lab Expands ACT Ecolabel Channel Partner Network Ahead of New EU Environmental Claims Rules
- GlobeNewswire•Aug 19, 2026Merit Medical Announces Global Operations Leadership Transition
- PR Newswire•May 19, 2026Global Cell Culture Media Market Outlook 2026-2036: Biologics Manufacturing and Cell Therapy Expansion Accelerate Growth for Avantor, Thermo Fisher Scientific, and Lonza Group AG
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