AU · rank #18 · 2026-10-20
SRT3
XETRA · EUR · $20.21B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.072 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.02 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 4 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $273.63 | +5.1% |
| Momentum acceleration 3-month minus 12-month momentum. | +14.33% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.21 |
| Gross margin TTM | +45.7% |
| 52w high | $271.90 |
| Market cap (USD) | $20.21B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Sartorius Aktiengesellschaft (SRT3@XETRA) is a leading single-use bioprocessing and lab equipment supplier for biopharma manufacturing, with recurring consumables driving growth and Bioprocess Solutions expanding 8.3% in H1 2026.
Rationale
The quant setup is supported by positive analyst action—4 net upward revisions in 30d, 5.1% implied upside, and improving momentum—backed by resilient consumables demand and reaffirmed 2026 sales and margin guidance.
Material risks
- 1The business lacks sole-supplier protection: Cytiva, Thermo Fisher, Merck and others can substitute Sartorius systems, while the MAbSilico collaboration is explicitly non-exclusive, limiting any moat premium.
- 2Elevated leverage at 3.51x net debt/EBITDA plus tariff compensation, FX and capex uncertainty could cap multiple expansion if growth or margins slow.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.