Professional
Added to YB: 2026-05-18
Pitch date: 2026-05-15
AVTR [neutral]
Avantor, Inc.
-0.26%
current return
Author Info
No bio for this author
Company Info
Avantor, Inc. engages in the provision of mission-critical products and services to customers in the biopharma, healthcare, education and government, advanced technologies, and applied materials industries in the Americas, Europe, Asia, the Middle East, and Africa.
Market Cap
$5.4B
Pitch Price
$7.66
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.82
P/E
-9.69
EV/Sales
1.36
Sector
Life Sciences Tools and Services
Category
value
The Broyhill Equity Composite Portfolio Holding: Avantor, Inc.
AVTR (exited position): Destocking cycle extended beyond model; mgmt failed to defend share vs Thermo Fisher. Swapped half to TMO last yr, now fully exited & redeployed into Sotera Health sterilization duopoly at discount to intrinsic value after self-inflicted execution issues.
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