Professional
Added to YB: 2026-01-12
Pitch date: 2026-01-04
BAYN.DE [neutral]
Bayer Aktiengesellschaft
+5.34%
current return
Author Info
The Superinvestors of Augustusville runs a small family office and shares pitches for their investments. Sign up for their newsletter.
Company Info
Bayer Aktiengesellschaft operates as a life science company in Europe, the Middle East, Africa, Germany, Switzerland, North America, the United States, the Asia Pacific, China, Latin America, and Brazil.
Market Cap
EUR 36.9B
Pitch Price
EUR 38.40
Price Target
N/A
Dividend
0.29%
EV/EBITDA
7.31
P/E
-10.20
EV/Sales
1.47
Sector
Pharmaceuticals
Category
turnaround
The Superinvestors of Augustusville 2025 Review: Bayer Aktiengesellschaft
BAYN.DE (holding update): Contrarian play after 80% drawdown from Monsanto litigation burden. 2025 progress on legal cases, improved pharma pipeline, agri growth expected. Major cost cuts/job reductions drove ~75% stock recovery. Gap between core vs IFRS earnings remains large. Turnaround potential if legacy issues resolved in 2026.
Read full article (1 min)