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Avantor Community
NYSE:AVTR Community
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Avantor
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Pharma Contracts And R&D Will Drive Growth Amid Price Pressures
Key Takeaways Strong demand from pharma and biotech, coupled with innovation and digital transformation, positions Avantor for sustained revenue and customer growth. Cost transformation and investment in specialized solutions are set to drive margin improvement and capitalize on higher-value market segments.
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US$14.12
FV
10.3% undervalued
intrinsic discount
2.49%
Revenue growth p.a.
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7 days ago
author updated this narrative
Avantor
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
Digital Transformation And Rising Costs Will Undermine Lab Chemicals Sector
Key Takeaways Accelerating digital transformation and automation in labs threaten Avantor's core consumables business, risking product obsolescence and challenging revenue growth. Rising costs from supply chain disruptions, regulatory demands, and aggressive pricing strategies are compressing margins and heightening long-term earnings volatility.
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US$12.00
FV
5.5% overvalued
intrinsic discount
1.27%
Revenue growth p.a.
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0
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4 days ago
author updated this narrative
Avantor
AN
AnalystHighTarget
Consensus Narrative from 17 Analysts
Secular Trends And Cell Therapies Will Expand Markets Despite Risks
Key Takeaways Industry-leading digital tools and expanded international presence position Avantor to outpace peers in revenue growth and improved margins through accelerated customer acquisition. Expertise in bioprocessing and integrated supply chain enables Avantor to capitalize on advanced therapies and outsourcing trends, sustaining premium pricing and strong long-term profitability.
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US$17.87
FV
29.1% undervalued
intrinsic discount
3.20%
Revenue growth p.a.
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5 days ago
author updated this narrative
Your Valuation for
AVTR
AVTR
Avantor
Your Fair Value
US$
Current Price
US$12.66
33.3% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-564m
8b
2015
2018
2021
2024
2025
2027
2030
Revenue US$7.5b
Earnings US$773.4m
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