Added to YB: 2026-01-20
Pitch date: 2026-01-16
BAYN.DE [bullish]
Bayer Aktiengesellschaft
+5.01%
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 worldwide. The company operates through Pharmaceuticals, Consumer Health, and Crop Science segments.
Market Cap
EUR 45.3B
Pitch Price
EUR 43.40
Price Target
N/A
Dividend
0.24%
EV/EBITDA
9.43
P/E
-228.86
EV/Sales
1.70
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)