Narrative Update • Jun 13

Over the last 7 days, the Life Sciences industry has remained flat, although notably West Pharmaceutical Services gained 4.6%. The past year has been better, since the industry has gained 8.7% in that time. 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 |
|---|---|---|---|---|---|---|
| Mon, 15 Jun 2026 | US$581.0b | US$150.6b | US$13.7b | 39.2x | 42.4x | 3.9x |
| Wed, 13 May 2026 | US$540.6b | US$150.3b | US$14.0b | 32x | 38.6x | 3.6x |
| Fri, 10 Apr 2026 | US$573.9b | US$147.8b | US$14.1b | 37.7x | 40.7x | 3.9x |
| Sun, 08 Mar 2026 | US$568.9b | US$147.8b | US$14.0b | 34.3x | 40.7x | 3.8x |
| Tue, 03 Feb 2026 | US$652.7b | US$147.0b | US$12.6b | 34.8x | 51.8x | 4.4x |
| Thu, 01 Jan 2026 | US$664.0b | US$145.8b | US$12.4b | 35.7x | 53.7x | 4.6x |
| Sat, 29 Nov 2025 | US$678.1b | US$145.8b | US$12.5b | 37x | 54.4x | 4.7x |
| Mon, 27 Oct 2025 | US$664.2b | US$145.3b | US$14.5b | 34.1x | 46x | 4.6x |
| Wed, 24 Sep 2025 | US$569.3b | US$144.3b | US$14.6b | 30.9x | 39.1x | 3.9x |
| Fri, 22 Aug 2025 | US$586.9b | US$144.1b | US$14.5b | 28.5x | 40.5x | 4.1x |
| Sun, 20 Jul 2025 | US$520.4b | US$142.9b | US$9.1b | 34.3x | 57x | 3.6x |
| Tue, 17 Jun 2025 | US$526.1b | US$142.9b | US$9.2b | 36.4x | 57.4x | 3.7x |
| Thu, 15 May 2025 | US$529.4b | US$142.7b | US$9.0b | 33.7x | 58.6x | 3.7x |
| Sat, 12 Apr 2025 | US$497.6b | US$142.6b | US$10.0b | 34.6x | 50x | 3.5x |
| Mon, 10 Mar 2025 | US$611.4b | US$143.1b | US$9.8b | 42.5x | 62.7x | 4.3x |
| Wed, 05 Feb 2025 | US$679.6b | US$143.1b | US$10.4b | 39.7x | 65.4x | 4.8x |
| Fri, 03 Jan 2025 | US$651.1b | US$142.4b | US$10.2b | 42.6x | 63.7x | 4.6x |
| Sun, 01 Dec 2024 | US$672.6b | US$142.4b | US$10.2b | 44.5x | 65.7x | 4.7x |
| Tue, 29 Oct 2024 | US$674.4b | US$142.0b | US$8.3b | 36.2x | 81.6x | 4.7x |
| Thu, 26 Sep 2024 | US$745.5b | US$141.8b | US$8.5b | 36.8x | 87.7x | 5.3x |
| Sat, 24 Aug 2024 | US$738.0b | US$141.8b | US$8.5b | 37.4x | 87.2x | 5.2x |
| Mon, 22 Jul 2024 | US$675.6b | US$141.2b | US$12.2b | 39.9x | 55.3x | 4.8x |
| Wed, 19 Jun 2024 | US$694.2b | US$141.3b | US$12.2b | 38.6x | 57x | 4.9x |
| Fri, 17 May 2024 | US$744.4b | US$141.5b | US$12.6b | 38.7x | 59.3x | 5.3x |
| Sun, 14 Apr 2024 | US$725.5b | US$142.0b | US$12.8b | 42.3x | 56.7x | 5.1x |
| Tue, 12 Mar 2024 | US$753.4b | US$142.2b | US$12.8b | 44.2x | 59x | 5.3x |
| Thu, 08 Feb 2024 | US$715.4b | US$141.9b | US$12.8b | 39x | 55.7x | 5x |
| Sat, 06 Jan 2024 | US$689.0b | US$153.9b | US$14.2b | 36.1x | 48.6x | 4.5x |
| Mon, 04 Dec 2023 | US$651.8b | US$153.8b | US$14.0b | 35.5x | 46.5x | 4.2x |
| Wed, 01 Nov 2023 | US$572.6b | US$153.7b | US$11.2b | 29.7x | 51.3x | 3.7x |
| Fri, 29 Sep 2023 | US$670.3b | US$154.6b | US$11.2b | 33.1x | 59.8x | 4.3x |
| Sun, 27 Aug 2023 | US$712.7b | US$154.6b | US$11.2b | 32.9x | 63.6x | 4.6x |
| Tue, 25 Jul 2023 | US$744.7b | US$155.5b | US$12.7b | 29.5x | 58.7x | 4.8x |
| Thu, 22 Jun 2023 | US$691.0b | US$152.4b | US$12.5b | 29.2x | 55.3x | 4.5x |
55.3x
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 |