West reported year-on-year organic revenue growth of 11.9% and adjusted diluted EPS growth of 36% for the quarter. Midpoint guidance for full-year organic revenue growth and adjusted diluted EPS growth was revised upwards to 11.5% and 29%, respectively, up from 10.5% and 23%.
West’s top-line growth is likely to be buoyed by secular trends in injectable drugs, especially increasing use of biologic drugs.
Many of West’s products and services could be insourced by customers, and a reversal of higher outsourcing could occur if customers decide they want more control over the supply chain.
Metric | WST | PODD | ATR |
|---|---|---|---|
Price/Earnings (Normalized) | 47.04 | 25.22 | 26.30 |
Price/Book Value | 9.70 | 6.51 | 3.49 |
Price/Sales | 8.72 | 3.25 | 2.34 |
Price/Cash Flow | 37.93 | 15.41 | 13.15 |
Metric | WST | PODD | ATR |
|---|---|---|---|
Quick Ratio | 1.88 | 1.56 | 0.90 |
Current Ratio | 2.82 | 2.51 | 1.50 |
Interest Coverage | 96.20 | 9.95 | 6.29 |
Metric | WST | PODD | ATR |
|---|---|---|---|
Return on Assets (Normalized) | 16.01% | 14.63% | 6.77% |
Return on Equity (Normalized) | 21.75% | 32.09% | 13.07% |
Return on Invested Capital (Normalized) | 19.50% | 20.54% | 9.42% |
1-Day Chart | Name | Price | Morningstar Rating for Stocks | Capital Allocation | Economic Moat | Market Cap |
|---|---|---|---|---|---|---|
| Intuitive Surgical Inc ISRG | LOCK|QDL?BCX | LOCK|Znr | $156B | |||
| Becton Dickinson & Co BDX | LOCK|NR> | LOCK|?&^z> | $58B | |||
| Alcon Inc ALC | LOCK|!&Jy$LR | LOCK|RJLP | $36B | |||
| Medline Inc Ordinary Shares - Class A MDLN | LOCK|t^t@x?< | LOCK|mCl&? | $36B | |||
| ResMed Inc RMD | LOCK|<@FjXY?^ | LOCK|?CHk | $33B | |||
| Solventum Corp SOLV | LOCK|<@LFYQm | LOCK|Fm& | $15B | |||
| Baxter International Inc BAX | LOCK|j# | LOCK|!#$!# | $14B | |||
| Align Technology Inc ALGN | LOCK|CR!F<XK | LOCK|!<L$^ | $12B | |||
| The Cooper Companies Inc COO | LOCK|c%w%Ysv | LOCK|RXMF | $12B |
United States