Professional
Added to YB: 2026-01-12
Pitch date: 2026-01-04
BAYN.DE [neutral]
Bayer Aktiengesellschaft
+1.25%
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 worldwide. The company operates through Pharmaceuticals, Consumer Health, and Crop Science segments.
Market Cap
EUR 37.7B
Pitch Price
EUR 38.40
Price Target
N/A
Dividend
0.29%
EV/EBITDA
8.51
P/E
-190.23
EV/Sales
1.53
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)