Added to YB: 2026-03-04
Pitch date: 2026-03-03
STVN [bullish]
Stevanato Group S.p.A.
+10.04%
current return
Author Info
Aurelion Research is a research analyst with a passion for markets, specializing in high‑conviction ideas across shipping, offshore drilling, and thematic equity research. Sign up for the newsletter.
Company Info
Stevanato Group S.p.A. engages in the design, production, and distribution of products and processes to provide solutions for biopharma and healthcare industries in Europe, the Middle East, Africa, North America, South America, and the Asia Pacific.
Market Cap
$4.2B
Pitch Price
$16.13
Price Target
N/A
Dividend
0.35%
EV/EBITDA
15.30
P/E
29.97
EV/Sales
3.75
Sector
Life Sciences Tools and Services
Category
value
New Stock Addition: High Quality Healthcare Company Trading at an Extremely Cheap Valuation
STVN (new position): Italian pharma packaging leader w/ 13.7% CAGR (2019-25), 24.3% EBITDA margin. High-Value Solutions driving margin expansion as capex falls from 40% to 11% by 2028, inflecting FCF positive. Deep moat via regulatory lock-in + capital intensity. Trades 20.2x fwd P/E vs peers at 30x despite superior growth. GLP-1 concerns overdone. Buying pre-earnings dip.
Read full article (6 min)