-1.49%
8.99%
6.01%
4.23%
36.08%
-8.83%
46.42%
AI Spotlight on LONN
Company Description
Lonza Group Ltd supplies products and services to the pharmaceutical, biotech, and nutrition markets in Switzerland and internationally.It operates through Biologics, Small Molecules, Cell and Gene, and Capsules and Health Ingredients divisions.The Biologics division engages in the contract development and manufacturing services for biopharmaceuticals.
The Small Molecules division operates as an integrated development and manufacturing service provider for small molecule drug substances and their intermediates.The Cell and Gene division develops technologies and platforms that industrialize the manufacturing processes and production of cell and gene therapies.It also offers contract development and manufacturing services for a range of allogeneic and autologous cell therapies, and exosome-based therapies, as well as viral vector gene therapies.
This segment provides specialty raw materials and enabling technology solutions in cell and gene therapy, injectable drugs, vaccines, and bio-manufacturing markets.The Capsules and Health Ingredients division offers capsules, dosage form solutions, and health ingredients for pharmaceutical and nutraceutical customers.Lonza Group Ltd was founded in 1897 and is headquartered in Basel, Switzerland.
Market Data
| Last Price | 582 |
| Change Percentage | -1.49% |
| Open | 589.4 |
| Previous Close | 590.8 |
| Market Cap ( Millions) | 40067 |
| Volume | 286323 |
| Year High | 604.4 |
| Year Low | 429 |
| M A 50 | 543.97 |
| M A 200 | 531.7 |
Financial Ratios
| FCF Yield | 0.06% |
| Dividend Yield | 0.69% |
| ROE | 6.14% |
| Debt / Equity | 50.49% |
| Net Debt / EBIDTA | 195.60% |
| Price To Book | 4.45 |
| Price Earnings Ratio | 72.49 |
| Price To FCF | 1541.04 |
| Price To sales | 5.98 |
| EV / EBITDA | 23.73 |
News
- Jan -31 - Lonza Group Ltd (LZAGF) (FY 2024) Earnings Call Highlights: Steady Revenue and Strategic Growth ...
- Jan -17 - JPM 2025: Lonza shares outlook on CHI exit and acquisition strategy
- Jan -10 - Synaffix secures ADC deals with Boehringer and Mitsubishi Tanabe
- Jan -09 - Boehringer Ingelheim broadens oncology portfolio with license for Synaffix's ADC technology
- Jan -01 - NVST or LZAGY: Which Is the Better Value Stock Right Now?
- Dec -23 - New Strong Sell Stocks for December 23rd
- Dec -13 - Dietmar Berger is Gilead’s new CMO; Padlock investors sue Bristol Myers
- Dec -13 - Dietmar Berger is Gilead’s new CMO; Padlock investors sue Bristol Myers
- Dec -13 - Padlock investors sue Bristol Myers; Dietmar Berger is Gilead’s new CMO
- Dec -12 - Elevation Oncology Expands Pipeline with Nomination of EO-1022, a HER3 ADC for the Treatment of HER3-expressing Solid Tumors
- Nov -04 - Lonza's Synaffix Collaborates with BigHat Biosciences on the Development of a Machine Learning-Designed ADC
- Oct -30 - Lonza Group AG (LZAGY): Among UBS’ Top Tech Based Disruptive Stocks For 2030
- Oct -24 - Lonza Expects Accelerating Sales Growth in Final Quarter
- Oct -08 - AHCO vs. LZAGY: Which Stock Is the Better Value Option?
- Sep -02 - All You Need to Know About Lonza Group (LZAGY) Rating Upgrade to Strong Buy
- Jul -18 - ESLOY or LZAGY: Which Is the Better Value Stock Right Now?
- May -15 - Acumen Pharmaceuticals Inc (ABOS) (Q1 2024) Earnings Call Transcript Highlights: Strategic ...
- May -09 - Maravai LifeSciences Holdings Inc (MRVI) (Q1 2024) Earnings Call Transcript Highlights: ...
- May -02 - NeuroSense Announces First Quarter 2024 Business Update
- Apr -05 - Lonza Group Full Year 2023 Earnings: Revenues Beat Expectations, EPS Lags
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Biologics
Expected Growth : 9 %
What the company do ?
Biologics from Lonza Group AG refers to the development and manufacturing of biological molecules, such as proteins, antibodies, and vaccines, for therapeutic and diagnostic applications.
Why we expect these perspectives ?
Lonza Group AG's Biologics segment growth is driven by increasing demand for complex biologics, strategic partnerships, and investments in capacity expansion. The rising adoption of biologics in oncology and immunology, coupled with the company's expertise in cell and gene therapy, contributes to its 9% growth. Additionally, Lonza's strong pipeline and collaborations with pharma and biotech companies further support its growth momentum.
Segment n°2 -> Capsules & Health Ingredients
Expected Growth : 8 %
What the company do ?
Lonza's Capsules & Health Ingredients segment offers a range of capsules, including vegetarian and vegan options, as well as health ingredients like probiotics and omega-3 fatty acids.
Why we expect these perspectives ?
Lonza's Capsules & Health Ingredients segment growth is driven by increasing demand for nutritional supplements, rising adoption of vegan and vegetarian lifestyles, and growing awareness of preventive healthcare. Additionally, the segment benefits from Lonza's strong R&D capabilities, strategic partnerships, and expanding production capacity to meet growing customer needs.
Segment n°3 -> Small Molecules
Expected Growth : 11 %
What the company do ?
Small Molecules from Lonza Group AG are bioactive compounds used in pharmaceuticals, agrochemicals, and other industries, offering customized synthesis and manufacturing services.
Why we expect these perspectives ?
Lonza's Small Molecules segment growth is driven by increasing demand for complex APIs, strategic partnerships, and capacity expansions. The company's expertise in niche technologies, such as cryogenic and hazardous chemistry, also supports growth. Additionally, the rising importance of oncology and rare disease treatments, which rely heavily on small molecules, contributes to the segment's 11% growth.
Segment n°4 -> Cell & Gene
Expected Growth : 12 %
What the company do ?
Cell & Gene from Lonza Group AG refers to a segment offering solutions for cell and gene therapy manufacturing, including cell culture media, gene editing tools, and viral vector production.
Why we expect these perspectives ?
Lonza's Cell & Gene segment growth is driven by increasing demand for cell and gene therapies, strategic partnerships, and investments in manufacturing capacity expansion. The 12% growth rate is also fueled by the adoption of Lonza's proprietary technologies, such as the Cocoon platform, and a strong pipeline of projects in the gene editing and immunotherapy spaces.
Segment n°5 -> Corporate/Eliminations
Expected Growth : 7 %
What the company do ?
Corporate/Eliminations from Lonza Group AG refers to the consolidation and elimination of intercompany transactions and balances within the group, ensuring accurate financial reporting.
Why we expect these perspectives ?
Lonza Group AG's Corporate/Eliminations segment growth of 7% is driven by strategic cost savings initiatives, operational efficiencies, and effective capital allocation. Additionally, the company's focus on innovation and R&D investments in high-growth areas, such as biotech and pharma, contribute to its growth momentum.
Lonza Group Ag Products
| Product Range | What is it ? |
|---|---|
| Cell and Gene Therapies | Lonza provides a range of cell and gene therapies for the treatment of various diseases, including cancer, genetic disorders, and infectious diseases. |
| Viral Vectors | Lonza offers a range of viral vectors, including lentiviral, adenoviral, and adeno-associated viral vectors, for gene therapy and vaccine development. |
| Bioscience Solutions | Lonza provides a range of bioscience solutions, including cell culture media, buffers, and reagents, for life science research and development. |
| Pharmaceutical Development Services | Lonza offers a range of pharmaceutical development services, including formulation development, analytical testing, and clinical trial manufacturing. |
| Small Molecule APIs | Lonza provides a range of small molecule active pharmaceutical ingredients (APIs) for the treatment of various diseases. |
| Biopharmaceutical Development Services | Lonza offers a range of biopharmaceutical development services, including cell line development, process development, and analytical testing. |
| Contract Manufacturing | Lonza provides contract manufacturing services for pharmaceutical, biotech, and specialty ingredient companies. |
Lonza Group AG's Porter Forces
Threat Of Substitutes
The threat of substitutes for Lonza Group AG is moderate, as there are some alternatives available in the market, but they are not very attractive to customers.
Bargaining Power Of Customers
The bargaining power of customers for Lonza Group AG is low, as the company has a diverse customer base and no single customer accounts for a significant portion of its revenue.
Bargaining Power Of Suppliers
The bargaining power of suppliers for Lonza Group AG is moderate, as the company relies on a few key suppliers for certain raw materials, but it also has some bargaining power due to its large scale of operations.
Threat Of New Entrants
The threat of new entrants for Lonza Group AG is low, as the company operates in a highly regulated industry and has significant barriers to entry, including high capital requirements and complex manufacturing processes.
Intensity Of Rivalry
The intensity of rivalry for Lonza Group AG is high, as the company operates in a highly competitive industry with several large players, and there is a constant need to innovate and differentiate its products and services to stay ahead of the competition.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 23.09% |
| Debt Cost | 3.95% |
| Equity Weight | 76.91% |
| Equity Cost | 7.16% |
| WACC | 6.42% |
| Leverage | 30.01% |
Lonza Group AG : Quality Control
Lonza Group AG passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| IQV | IQVIA Holdings Inc. provides advanced analytics, technology solutions, and clinical research services to the life sciences industry in the Americas, Europe, Africa, and the Asia-Pacific. It operates through three segments: … |
| MRK.DE | MERCK Kommanditgesellschaft auf Aktien operates in the healthcare, life science, and electronics sectors worldwide. It discovers, develops, manufactures, and markets pharmaceutical and biological prescription drugs to treat neurology and immunology, … |
| ERF.PA | Eurofins Scientific SE, together with its subsidiaries, provides various analytical testing and laboratory services worldwide. The company offers a portfolio of approximately 200,000 analytical methods to evaluate the safety, identity, … |
| ICLR | ICON Public Limited Company, a clinical research organization, provides outsourced development and commercialization services in Ireland, rest of Europe, the United States, and internationally. The company specializes in the strategic … |
| BIM.PA | bioMérieux S.A. develops and produces in vitro diagnostic solutions for the diagnosis of infectious diseases in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company offers … |
Peers Metrics
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Peers Group Analysis
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Merck KGaA
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bioMérieux
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Lonza
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Eurofins Scientific
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IQVIA
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