BAYRY(BAYRY)
BAYRY
10/2/26
Bayer (BAYRY)
Friday
5:44 PM
ThesisConcerns over patent expirations and competitive pressures in the pharmaceutical sector are overshadowing positive developments in emerging markets and R&D.
Revenue Outlook
What Moves the Stock
- 01Regulatory approvals for new drugs, particularly in oncology and cardiology
- 02Market performance of key products like Xarelto and Eylea
- 03Developments in the agricultural sector, including crop protection products
- 04M&A activity or strategic partnerships that enhance growth prospects
- 05Pharmaceuticals - approximately 60% of total revenue
- 06Consumer Health - approximately 25% of total revenue
- 07Crop Science - approximately 15% of total revenue
- 08Increased focus on personalized medicine and targeted therapies
FY2025 Snapshot
- Revenue
- $43.8B
- Rev. Growth
- -6.1%
- Gross Margin
- 59.2%
- Op. Margin
- 15.3%
- Net Margin
- -7.9%
- Net Income
- $-3.5B
- NI Growth
- -36.3%
- EPS
- $-0.88
- 1Y Return
- +45.6%
BAYRY Chart
My Notes
- "Management highlighted, 'While we see growth in emerging markets, the impact of patent expirations cannot be overlooked.'"
- Moat: Bayer's competitive advantage is supported by its extensive R&D capabilities and a diversified product portfolio…
- value - given its current valuation metrics (Price/Sales of 0.8x), investors may see potential for recovery and capital appreciation.
- Bayer's debt levels (Debt/Equity of 1.35) mean that rising interest rates could increase financing costs…
- Watch on earnings: Pharmaceutical revenue growth rate, Free cash flow generation, Debt/Equity ratio.
One Sentence Summary:
Bayer: the story is balanced — regulatory approvals for new drugs, particularly in oncology and cardiology.
Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.
Explore More
52-Week Highs Breakout
Stocks breaking to new annual highs
52-Week Lows Oversold
S&P 500 oversold value screener
Trending Momentum
Relative strength momentum leaders
Earnings Calendar
Upcoming earnings dates & reports
S&P 500 Screener
Filter and sort all 500 stocks
Strategy Focus List
Continuous multi-factor scoring & catalyst forensics
Market Movers
Today's biggest gainers and losers
