I believe Sartorius still offers good upside and I looked at mtd in the past but never found it cheap enough. It's a great business, but organic growth is not too high for it's valuation. I prefer other life sciences companies instead, but I won't role out that I'll buy it some day
I still like Sartorius and yes it still has upside. One thing that was always in the back of my mind was their attempt to acquire Maravai for $11bn back in 2022 which makes me question their capital deployment.
I believe Sartorius still offers good upside and I looked at mtd in the past but never found it cheap enough. It's a great business, but organic growth is not too high for it's valuation. I prefer other life sciences companies instead, but I won't role out that I'll buy it some day
I still like Sartorius and yes it still has upside. One thing that was always in the back of my mind was their attempt to acquire Maravai for $11bn back in 2022 which makes me question their capital deployment.