Narrative Update • Jun 13

The Life Sciences is pretty flat in the last 7 days, but West Pharmaceutical Services has stood out, gaining 4.6%. As for the the longer term, the industry is up 8.7% over the past 12 months. As for the next few years, earnings are expected to grow by 17% per annum.
Has the U.S. Life Sciences Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 14 Jun 2026 | US$581.0b | US$150.6b | US$13.7b | 39.2x | 42.4x | 3.9x |
| Tue, 12 May 2026 | US$554.8b | US$150.3b | US$14.0b | 32.1x | 39.7x | 3.7x |
| Thu, 09 Apr 2026 | US$559.3b | US$147.8b | US$14.1b | 38.6x | 39.7x | 3.8x |
| Sat, 07 Mar 2026 | US$586.6b | US$147.8b | US$14.0b | 34.3x | 41.9x | 4x |
| Mon, 02 Feb 2026 | US$652.6b | US$147.0b | US$12.6b | 34x | 51.8x | 4.4x |
| Wed, 31 Dec 2025 | US$664.6b | US$145.8b | US$12.4b | 35.9x | 53.7x | 4.6x |
| Fri, 28 Nov 2025 | US$681.0b | US$145.8b | US$12.5b | 37.4x | 54.6x | 4.7x |
| Sun, 26 Oct 2025 | US$664.2b | US$145.3b | US$14.5b | 34.1x | 46x | 4.6x |
| Tue, 23 Sep 2025 | US$573.4b | US$144.3b | US$14.6b | 31.5x | 39.4x | 4x |
| Thu, 21 Aug 2025 | US$589.6b | US$144.1b | US$14.5b | 29x | 40.7x | 4.1x |
| Sat, 19 Jul 2025 | US$532.7b | US$142.9b | US$9.1b | 34.3x | 58.4x | 3.7x |
| Mon, 16 Jun 2025 | US$526.1b | US$142.9b | US$9.2b | 35.7x | 57.4x | 3.7x |
| Wed, 14 May 2025 | US$537.8b | US$142.7b | US$9.0b | 35.3x | 59.5x | 3.8x |
| Fri, 11 Apr 2025 | US$530.7b | US$142.6b | US$10.0b | 33.2x | 53.3x | 3.7x |
| Sun, 09 Mar 2025 | US$611.4b | US$143.1b | US$9.8b | 42.5x | 62.7x | 4.3x |
| Tue, 04 Feb 2025 | US$692.1b | US$143.0b | US$10.4b | 39.5x | 66.6x | 4.8x |
| Thu, 02 Jan 2025 | US$650.9b | US$142.4b | US$10.2b | 44.2x | 63.6x | 4.6x |
| Sat, 30 Nov 2024 | US$672.6b | US$142.4b | US$10.2b | 44.6x | 65.7x | 4.7x |
| Mon, 28 Oct 2024 | US$674.4b | US$142.0b | US$8.3b | 35.4x | 81.6x | 4.7x |
| Wed, 25 Sep 2024 | US$743.2b | US$141.8b | US$8.5b | 37.6x | 87.5x | 5.2x |
| Fri, 23 Aug 2024 | US$747.7b | US$141.8b | US$8.5b | 37.2x | 88.3x | 5.3x |
| Sun, 21 Jul 2024 | US$675.6b | US$141.2b | US$12.2b | 39.9x | 55.3x | 4.8x |
| Tue, 18 Jun 2024 | US$695.0b | US$141.3b | US$12.2b | 38.3x | 57.1x | 4.9x |
| Thu, 16 May 2024 | US$737.1b | US$141.5b | US$12.6b | 39x | 58.7x | 5.2x |
| Sat, 13 Apr 2024 | US$725.5b | US$142.0b | US$12.8b | 42.3x | 56.7x | 5.1x |
| Mon, 11 Mar 2024 | US$754.1b | US$142.1b | US$12.8b | 44.5x | 58.8x | 5.3x |
| Wed, 07 Feb 2024 | US$715.4b | US$141.9b | US$12.8b | 39.1x | 55.7x | 5x |
| Fri, 05 Jan 2024 | US$687.9b | US$153.9b | US$14.2b | 36x | 48.5x | 4.5x |
| Sun, 03 Dec 2023 | US$651.8b | US$153.8b | US$14.0b | 35.5x | 46.5x | 4.2x |
| Tue, 31 Oct 2023 | US$558.7b | US$153.8b | US$11.2b | 29.1x | 49.8x | 3.6x |
| Thu, 28 Sep 2023 | US$668.3b | US$154.6b | US$11.2b | 33.5x | 59.7x | 4.3x |
| Sat, 26 Aug 2023 | US$712.7b | US$154.6b | US$11.2b | 32.9x | 63.6x | 4.6x |
| Mon, 24 Jul 2023 | US$741.4b | US$155.5b | US$12.7b | 29.4x | 58.4x | 4.8x |
| Wed, 21 Jun 2023 | US$693.2b | US$152.4b | US$12.5b | 29.2x | 55.4x | 4.5x |
55.4x
Which industries have driven the changes within the U.S. Healthcare industry?
| US Market | 0.87% | |
| Healthcare | 0.88% | |
| Life Sciences | -0.96% | |
| Clinical Research and Equipment | -0.96% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| WST West Pharmaceutical Services | US$328.82 | 4.6% +US$1.0b | 48.2% | PE42.8x | |
| RGEN Repligen | US$130.59 | 6.8% +US$467.1m | 2.4% | PE143.3x | |
| MEDP Medpace Holdings | US$467.34 | 2.9% +US$373.8m | 56.7% | PE29x | |
| TECH Bio-Techne | US$54.00 | 3.9% +US$314.7m | 6.9% | PE77.2x | |
| CRL Charles River Laboratories International | US$187.51 | 3.4% +US$297.2m | 25.5% | PS2.2x |