CSL Ltd
CSL: XASX (AUS)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| LOCK|^p | LOCK|XjB$z | LOCK|bV^<&^ |
CSL: Vifor Still Weighing on Returns on Capital Years After Acquisition
CSL shares are down roughly 40% since acquiring Vifor in August 2022, an iron deficiency and kidney disease business and the largest acquisition in its history. However, several other factors have contributed too, most recently in soft earnings guidance driven by a troubled vaccines business.
