Stevanato Group S.p.A.

NYSE:STVN Voorraadrapport

Marktkapitalisatie: US$4.9b

Stevanato Group Inkomsten in het verleden

Verleden criteriumcontroles 5/6

Stevanato Group heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 1.8%, terwijl de Life Sciences-industrie de winst zag dalen met 3.8% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 9%. Het rendement op eigen vermogen van Stevanato Group is 9.2%, en het heeft een nettomarge van 11.7%.

Belangrijke informatie

1.76%

Groei van de winst

-0.38%

Groei van de winst per aandeel

Life Sciences Groei van de industrie21.51%
Inkomstengroei8.97%
Rendement op eigen vermogen9.23%
Nettomarge11.75%
Laatste winstupdate31 Mar 2026

Recente prestatie-updates uit het verleden

Recent updates

Seeking Alpha 3h

Stevanato: HVS Momentum Overshadows Engineering Weakness, Offering Compelling Upside

Summary Stevanato Group is reiterated as a Buy, driven by robust Q1 results and a compelling long-term growth trajectory. The High-Value Solutions segment accelerated, now comprising 47% of sales, fueled by broad biologics and injectable therapies demand. Management attributed the slowdown in the Engineering segment to project timing and order delays rather than competitive pressure or deteriorating demand. Importantly, segment profitability improved despite lower volumes. Margin expansion, operational leverage from new facilities, and growth are not well reflected in the current valuation. We reiterate our buy rating. Read the full article on Seeking Alpha
Narratiefupdate Jun 01

STVN: Biologics Strength And GLP-1 Exposure Will Balance Execution Risks

Narrative Update Analysts have trimmed their average price targets for Stevanato Group by several dollars per share, generally moving into a $19 to $32 range as updated models reflect Q4 results, revised GLP-1 growth expectations, and a greater focus on the core biologics and engineering businesses. Analyst Commentary Recent Street research points to a more cautious tone around Stevanato Group, with several price targets reset into a tighter band even after Q4 results came in ahead of some expectations.
Narratiefupdate May 08

STVN: Core Biologics Shift Will Support Future Earnings Power Despite Guidance Reset

Narrative Update Analysts have trimmed Stevanato Group's average price target to reflect the recent cuts to $19, $26, $28 and $32, with updated models indicating a fair value estimate of about $24.81. This is based on slightly lower margin assumptions, a modest adjustment to long term growth, a somewhat lower discount rate, and a higher expected future P/E multiple.
Narratiefupdate Apr 23

STVN: Core Biologics Shift Will Drive Future Earnings Power

Analysts have trimmed their Stevanato Group price targets by several dollars across the Street, now clustering in a $19 to $32 range, as they refresh models after Q4 results and factor in slightly lower long term margin, growth, and P/E assumptions, alongside shifting expectations for GLP-1 and core biologics revenue contributions. Analyst Commentary Recent research updates show analysts marking down their price targets but still drawing a clear line between near term noise and the longer term setup for Stevanato Group, especially around GLP-1 exposure and the broader biologics portfolio.
Narratiefupdate Apr 09

STVN: Biologics And GLP-1 Exposure Will Support Future Upside Potential

Analysts have trimmed the Stevanato Group fair value estimate from $18.09 to $17.50 after a series of reduced Street price targets, citing updated models post Q4 results, a higher discount rate, slightly softer revenue growth and margin assumptions, and a higher future P/E multiple that still reflects support for the core biologics and GLP-1 exposure. Analyst Commentary Recent Street research has largely centered on resetting expectations after Q4, with several bearish analysts trimming price targets while still recognizing the support from biologics and GLP-1 exposure.
Narratiefupdate Mar 26

STVN: Biologics Focus And On Body Delivery Collaboration Will Drive Future Cash Flows

Analyst price targets for Stevanato Group have been reduced across several firms, with cuts ranging from $5.50 to $8 per share as analysts factor in updated Q4 results, a shift in GLP-1 growth expectations, and a greater focus on the core biologics and engineering businesses. Analyst Commentary Recent Street research on Stevanato Group reflects a mix of reduced price targets and generally supportive views on the company’s execution in biologics, premium formats, and GLP-1 related revenue.
Narratiefupdate Mar 11

STVN: Biologics Mix Shift And On Body Delivery Partnership Will Support Future Cash Flows

Analysts have trimmed their consolidated price target on Stevanato Group by $4.09 to $32.00. This reflects updated models after Q4 results, slightly lower fair value assumptions, modestly higher discount rates, and more measured expectations for revenue growth, profit margins, and future P/E, even as they continue to highlight strength in GLP-1 and broader biologics demand.
Narratiefupdate Feb 25

STVN: Large-Volume Self-Administration Partnership Will Support Future Upside Potential

Analysts have trimmed their 12 month price target on Stevanato Group by about $4.90 per share to reflect updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E multiples, citing recent Street research calls that include Jefferies cutting its target by $5.50. Analyst Commentary Bearish analysts are signaling a more cautious stance on Stevanato Group, reflected in reduced 12 month price targets that factor in updated views on fair value, discount rates, revenue growth, profit margins, and future P/E multiples.
Narratiefupdate Feb 09

STVN: Large Volume On-Body Delivery Partnership Will Support Stronger Future Cash Flows

Analysts have nudged their fair value estimate for Stevanato Group slightly higher to US$36.09, citing small adjustments to discount rate assumptions, revenue growth outlook, profit margin expectations, and a refined future P/E framework. What's in the News Datwyler, LTS Device Technologies and Stevanato Group entered a collaboration focused on large volume subcutaneous drug delivery using on-body administration for larger dose volumes (Key Developments).
Analyseartikel Feb 04

Why We're Not Concerned Yet About Stevanato Group S.p.A.'s (NYSE:STVN) 27% Share Price Plunge

Unfortunately for some shareholders, the Stevanato Group S.p.A. ( NYSE:STVN ) share price has dived 27% in the last...
Narratiefupdate Jan 26

STVN: Large Volume Drug Delivery Collaboration Will Support Stronger Future Cash Flows

Analysts have nudged their price target for Stevanato Group slightly higher to $36.08 from $36.05, citing updated assumptions for revenue growth, profit margins, and future P/E that modestly adjust their long term valuation. What's in the News Datwyler, LTS Device Technologies and Stevanato Group announced a collaboration focused on large volume subcutaneous drug delivery, targeting more convenient on body administration of larger doses for patients, with a joint platform to be presented at Pharmapack in Paris on January 21 to 22, 2026 (Key Developments).
Narratiefupdate Jan 11

STVN: Expanded Drug Delivery Capacity Will Support Stronger Future Cash Flows

Analysts now estimate Stevanato Group's fair value price target at approximately US$36.05, a very small adjustment from about US$36.08. This reflects updated views that combine slightly higher revenue growth expectations with modestly lower profit margin assumptions and a marginally higher future P/E outlook.
Analyseartikel Jan 06

Are Stevanato Group S.p.A. (NYSE:STVN) Investors Paying Above The Intrinsic Value?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Stevanato Group fair value estimate is US$16.36 Current share...
Narratiefupdate Dec 27

STVN: Expanded Drug Delivery Capacity Will Support Stronger Future Cash Flows

Analysts have nudged their price target on Stevanato Group slightly higher to approximately $36.08 per share from about $36.05, citing modestly stronger expectations for revenue growth and profit margins that more than offset a small anticipated decline in the company’s future price to earnings multiple. What's in the News Maintained 2025 revenue guidance, expecting between €1.160 billion and €1.190 billion, signaling confidence in demand and operational execution (Corporate Guidance) Announced a significant expansion of drug delivery system manufacturing capacity in Bad Oeynhausen, Germany, adding over 2,500 square meters of advanced production space to support global pharma and biotech customers (Business Expansions) Invested multi millions in an ISO 8 cleanroom environment equipped for injection molding and automated assembly, aimed at strengthening resilient, Europe based supply chains for partners (Business Expansions) Enhanced the Bad Oeynhausen site to scale production of key devices such as the Aidaptus autoinjector and Alina pen injector platforms, reinforcing the company’s role in patient centric combination products (Business Expansions) Valuation Changes Fair Value Estimate has risen slightly to approximately $36.08 per share from about $36.05.
Narratiefupdate Dec 12

STVN: Expanded Drug Delivery Capacity Will Support Stronger Future Profit Margins

Analysts have modestly trimmed their price target on Stevanato Group to approximately $36.05 from about $36.07, reflecting slightly higher perceived risk via a raised discount rate, which is only partly offset by improved profit margin expectations and a marginally lower forecast valuation multiple. What's in the News Maintained 2025 revenue guidance, with expected revenue in the range of €1.160 billion to €1.190 billion (Corporate guidance) Announced a significant expansion of drug delivery system manufacturing capacity at its Bad Oeynhausen, Germany facility, adding over 2,500 square meters of advanced production space (Business expansion) Invested multiple millions in a new ISO 8 cleanroom, injection molding, and automated assembly operations to support global pharma and biotech partners with resilient European supply chains (Business expansion) Strengthened production capabilities for key platforms, including the Aidaptus autoinjector and Alina pen injector, enhancing its role in patient centric combination products (Business expansion) Valuation Changes Fair Value Estimate: edged down slightly to approximately €36.05 from about €36.07 per share, reflecting a marginally lower intrinsic valuation.
Narratiefupdate Nov 25

STVN: German Facility Expansion Will Drive Stronger Supply Chain Integration

Analysts have slightly lowered their price target for Stevanato Group, adjusting the fair value from $28.80 to $28.78 based on minor updates to growth and profitability expectations. What's in the News Stevanato Group S.p.A. maintained its revenue guidance for 2025, expecting revenues in the range of €1.160 billion to €1.190 billion (Key Developments).
Narratiefupdate Nov 11

STVN: Expansion Of German Manufacturing Facility Will Fuel Future Upside

Narrative Update on Stevanato Group Price Target Analysts have raised their price target for Stevanato Group slightly, increasing it from $28.62 to $28.80. This change is attributed to modest improvements in projected revenue growth and profit margins, despite a higher discount rate.
Analyseartikel Sep 22

Investors Interested In Stevanato Group S.p.A.'s (NYSE:STVN) Earnings

Stevanato Group S.p.A.'s ( NYSE:STVN ) price-to-earnings (or "P/E") ratio of 46.4x might make it look like a strong...
Analyseartikel Aug 08

Here's What Analysts Are Forecasting For Stevanato Group S.p.A. (NYSE:STVN) After Its Second-Quarter Results

NYSE:STVN 1 Year Share Price vs Fair Value Explore Stevanato Group's Fair Values from the Community and select yours A...
Analyseartikel Jun 23

Stevanato Group (NYSE:STVN) Takes On Some Risk With Its Use Of Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha Mar 09

Stevanato: Ramping Syringe Demand, Buy Confirmed

Summary Stevanato's 2024 revenue reached €1.1 billion, surpassing analyst expectations. This growth was driven by Biopharmaceutical and Diagnostic Solutions, despite a challenging year with inventory issues. Investments in expanding facilities in Latina and Fishers aim to meet rising product demand, and a significant sales increase is expected. Supportive CAPEX investment in different GEO provides downside protection in case of tariff war. Stevanato's valuation is supported by sales accelleration and EBITDA growth evolution. Read the full article on Seeking Alpha
User avatar
Nieuw narratief Nov 20

Engineering Optimization And Capacity Expansion To Unlock Growth Opportunities

Optimizing the Engineering segment and strategic shifts towards ready-to-use systems are expected to drive cost savings, improve margins, and boost productivity.
Seeking Alpha Nov 13

Stevanato: Supportive Biopharmaceutical And Diagnostic Segment And Destocking Improvement

Summary Q3 2024 sales exceeded estimates, but adj. EBITDA and EPS fell short due to under-utilization and higher costs in the Engineering division. Despite temporary headwinds, we expect sequential margin improvement thanks to high-value solutions and new facilities ramp-up. Long-term growth remains strong, and Stevanato's economic moat remains intact. Looking ahead, we decided to maintain our buy rating target. Read the full article on Seeking Alpha
Seeking Alpha May 29

Stevanato: Destock Pressures, Long-Term Upside

Summary Stevanato revised its guidance for 2024 due to weaker-than-expected orders and clients' destocking activities. The company's Q1 results show decreased EBITDA and profit, causing investors to sell off shares. Here at the Lab, we remain confident in long-term prospects thanks to capacity expansion and biologics demand. STVN is not trading at a premium compared to its peers. Therefore, we reinstated a buy rating status. Read the full article on Seeking Alpha

Opbrengsten en kosten

Hoe Stevanato Group geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.


Inkomsten en omzetgeschiedenis

NYSE:STVN Opbrengsten, kosten en inkomsten (EUR Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
31 Mar 261,20314112825
31 Dec 251,18614012525
30 Sep 251,17014112225
30 Jun 251,14513512024
31 Mar 251,12512511926
31 Dec 241,10411811730
30 Sep 241,09411511635
30 Jun 241,08812311337
31 Mar 241,08313611337
31 Dec 231,08514611436
30 Sep 231,05714911736
30 Jun 231,03114711735
31 Mar 231,01014311735
31 Dec 2298414311234
30 Sep 2292413910033
30 Jun 228931229533
31 Mar 228631258631
31 Dec 218441348330
30 Sep 218181238225
30 Jun 217611217922
31 Mar 217181087919
31 Dec 20662797917
31 Dec 1953739778

Kwaliteitswinsten: STVN heeft hoge kwaliteitsinkomsten.

Groeiende winstmarge: De huidige netto winstmarges (11.7%) STVN } zijn hoger dan vorig jaar (11.2%).


Analyse vrije kasstroom versus winst


Analyse van de winstgroei in het verleden

Winsttrend: De winst van STVN is de afgelopen 5 jaar met 1.8% per jaar gegroeid.

Versnelling van de groei: De winstgroei van STVN over het afgelopen jaar ( 12.6% ) overtreft het 5-jarig gemiddelde ( 1.8% per jaar).

Winst versus industrie: De winstgroei STVN over het afgelopen jaar ( 12.6% ) overtrof de Life Sciences -sector 5.2%.


Rendement op eigen vermogen

Hoge ROE: Het Rendement op eigen vermogen ( 9.2% ) van STVN wordt als laag beschouwd.


Rendement op activa


Rendement op geïnvesteerd vermogen


Ontdek sterk presterende bedrijven uit het verleden

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/06/10 10:12
Aandelenkoers aan het einde van de dag2026/06/10 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Stevanato Group S.p.A. wordt gevolgd door 18 analisten. 10 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Curtis MoilesBNP Paribas
Hugo SolvetBNP Paribas
Michael RyskinBofA Global Research