Largely on the basis of the strong competitive advantages of the healthcare group and to a lesser extent the crop science business, we believe Bayer has created a narrow economic moat. Bayer is evaluating the divestitures of the crop science and consumer healthcare businesses, which appear to hold few synergies with the prescription drug business.
Several drugs, including recently launched cancer drugs, hold potential for further gains and have relatively steady pricing power partly based on excellent clinical data.
Biosimilar pressures to long-acting Eylea could emerge more quickly than expected if patents on the new version of the drug lack differentiation versus the short-acting version.
|
Metric
|
BAYRY
|
BASFY
|
PFE
|
|---|---|---|---|
Price/Earnings (Normalized) | 4.09 | 20.47 | 13.96 |
Price/Book Value | 0.76 | 1.24 | 1.63 |
Price/Sales | 0.54 | 0.65 | 2.48 |
Price/Cash Flow | 3.34 | 7.97 | 13.33 |
|
Metric
|
BAYRY
|
BASFY
|
PFE
|
|---|---|---|---|
Quick Ratio | 0.79 | 1.06 | 0.58 |
Current Ratio | 1.27 | 1.98 | 0.91 |
Interest Coverage | −0.03 | 1.97 | 0.74 |
|
Metric
|
BAYRY
|
BASFY
|
PFE
|
|---|---|---|---|
Return on Assets (Normalized) | 5.19% | 3.00% | 4.98% |
Return on Equity (Normalized) | 17.17% | 6.46% | 10.90% |
Return on Invested Capital (Normalized) | 9.39% | 4.68% | 7.28% |
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|
LLY
| Eli Lilly and Co | Jnndrqsrnp | Wdtw | $709.2 Bil | |
JNJ
| Johnson & Johnson | Cvhkchc | Xjcg | $351.2 Bil | |
MRK
| Merck & Co Inc | Kdclymfvw | Bcfw | $317.6 Bil | |
ABBV
| AbbVie Inc | Scqlqmmv | Xjwy | $291.6 Bil | |
AZN
| AstraZeneca PLC ADR | Vcschjnb | Gzb | $210.7 Bil | |
RHHBY
| Roche Holding AG ADR | Cqgrrcjgm | Hmq | $194.6 Bil | |
NVS
| Novartis AG ADR | Dcfvskrf | Nvt | $190.0 Bil | |
PFE
| Pfizer Inc | Sxgyzrpws | Sxrc | $143.9 Bil | |
AMGN
| Amgen Inc | Djjkyycf | Qwm | $141.6 Bil | |
SNY
| Sanofi SA ADR | Gpxcfnqnf | Vmzf | $113.5 Bil |
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