Professional
Added to YB: 2026-09-22
Pitch date: 2026-07-09
AVTR [bullish]
Avantor, Inc.
+42.45%
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
$10.5B
Pitch Price
$10.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.84
P/E
-18.16
EV/Sales
2.12
Sector
Life Sciences Tools and Services
Category
turnaround
Longleaf Partners Fund Portfolio Holding: Avantor, Inc.
AVTR (hold): Avantor remains held after contributing during the quarter, with signs of stabilization: book-to-bill exceeded one, and new CEO Emmanuel Ligner is guiding to revenue growth and strong free-cash-flow generation in 2H26. Operational progress includes a new VWR website design and improved ship-to-order patterns in Bioprocessing. Merck KGaA’s Bio-Techne purchase at a solid-teens EBITDA multiple underscores the space’s attractiveness despite slower-than-normal near-term revenue growth.
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