Avantor Inc (AVTR)vsWest Pharmaceutical Services Inc (WST)
AVTR
Avantor Inc
$14.81
-0.47%
HEALTHCARE · Cap: $10.31B
WST
West Pharmaceutical Services Inc
$346.23
+0.58%
HEALTHCARE · Cap: $23.93B
Smart Verdict
WallStSmart Research — data-driven comparison
Avantor Inc generates 97% more annual revenue ($6.56B vs $3.33B). WST leads profitability with a 17.0% profit margin vs -8.8%. WST earns a higher WallStSmart Score of 61/100 (C+).
AVTR
Hold38
out of 100
Grade: F
WST
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+23.7%
Fair Value
$12.63
Current Price
$14.81
$2.18 discount
Margin of Safety
-46.2%
Fair Value
$168.33
Current Price
$346.23
$177.90 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Strong operational efficiency at 22.5%
Areas to Watch
0.5% revenue growth
Weak financial health signals
ROE of -9.9% — below average capital efficiency
Earnings declined 37.4%
Trading at 8.2x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : AVTR
The strongest argument for AVTR centers on Price/Book.
Bull Case : WST
The strongest argument for WST centers on Altman Z-Score, Debt/Equity, Operating Margin. Profitability is solid with margins at 17.0% and operating margin at 22.5%. Revenue growth of 13.8% demonstrates continued momentum.
Bear Case : AVTR
The primary concerns for AVTR are Revenue Growth, Piotroski F-Score, Return on Equity.
Bear Case : WST
The primary concerns for WST are Price/Book, PEG Ratio, P/E Ratio. A P/E of 43.5x leaves little room for execution misses.
Key Dynamics to Monitor
AVTR profiles as a turnaround stock while WST is a mature play — different risk/reward profiles.
WST carries more volatility with a beta of 1.14 — expect wider price swings.
WST is growing revenue faster at 13.8% — sustainability is the question.
AVTR generates stronger free cash flow (141M), providing more financial flexibility.
Bottom Line
WST scores higher overall (61/100 vs 38/100), backed by strong 17.0% margins and 13.8% revenue growth. AVTR offers better value entry with a 23.7% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Avantor Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Avantor, Inc. provides products and services to clients in the biopharmaceutical, healthcare, education and government, advanced technologies and applied materials industries in America, Europe, Asia, the Middle East and Africa. The company is headquartered in Radnor, Pennsylvania.
Visit Website →West Pharmaceutical Services Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
West Pharmaceutical Services, Inc. is a designer and manufacturer of injectable pharmaceutical packaging and delivery systems. The company is headquartered in Exton, Pennsylvania.
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