Added to YB: 2026-01-20
Pitch date: 2026-01-16
BAYN.DE [bullish]
Bayer Aktiengesellschaft
-8.54%
current return
Author Info
Duck Pond Value Research is seeking tranquil ponds with a value philosophy. Margin of safety is not just a mantra. Follow us for investment theses, sector reports, or our economic perspectives. Sometimes ponds can be moats. Sign up for the 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 43.40
Price Target
N/A
Dividend
0.29%
EV/EBITDA
7.31
P/E
-10.20
EV/Sales
1.47
Sector
Pharmaceuticals
Category
growth
the Pond Journal: Bayer
BAYN.DE: Up 100% past year as pharma turnaround materializes, but Crop Science holds most upside via molecular breeding moat. Monsanto acquisition (2018) brought litigation costs (€14B-20B) but created global seed leader with 2x competitors' R&D budget. Seeds = 50% of Crop Science (20% total revenue) with growth vector from climate adaptation needs. Complex 6+ year development cycles create unbreachable genetic data fortress.
Read full article (4 min)