Professional
Added to YB: 2025-01-16
Pitch date: 2025-01-15
CRL [bullish]
Charles River Laboratories International, Inc.
+17.51%
current return
Author Info
Upslope Capital is an alternative investment management firm based in Colorado. They manage a global long/short public equity investment strategy. Follow on Twitter/X.
Company Info
Charles River Laboratories International, Inc. provides drug discovery, non-clinical development, and safety testing services in the United States, Europe, Canada, the Asia Pacific, and internationally.
Market Cap
$7.0B
Pitch Price
$168.62
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.22
P/E
-232.20
EV/Sales
2.45
Sector
Life Sciences Tools and Services
Category
value
Upslope Capital Management Portfolio Holding: Charles River Laboratories International, Inc.
CRL: Leading pharma services co. w/ 80% market share in approved drugs. Near trough after COVID boom. Rev +50%, FCF/sh +30% vs 5y ago. Dominant scale, sticky biz. FCF $450M/yr. AI & reshoring tailwinds. 12x NTM EBITDA, 18x EPS, 3x sales. Risks: pharma budgets, biotech funding, supply chain.
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