AVANTOR INC AVTR

February 20, 2020 - 11:05am EST by

member

						2020	2021
Price:		17.80		EPS		.78	.94
Shares Out. (in M):		643		P/E		23	20
Market Cap (in $M):		11,500		P/FCF		25	22
Net Debt (in $M):		5,000		EBIT		1,043	1,129
TEV (in $M):		16,400		TEV/EBIT		15.7	14.5

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#	AUTHOR DATE SUBJECT
7	member 1/15/21 12:09PM Re: COVID vaccine angle could drive multiple expansion 6
AVTR has added a great deal of color around its vaccine tailwinds. From evercore - "So I think there's quite a number of variables that have yet to settle out and it's obviously a complex situation,... login to read the rest view available tags
6	member 8/10/20 2:35PM COVID vaccine angle could drive multiple expansion
Some notes from catching up with AVTR mgmt post quarter, think this presents some meaningful upside optionality if it pans out... Confirmed the bioproduction is now a $1bn run-rate revenue business which is really close to 17%... login to read the rest 2 view available tags
5	member 7/30/20 12:12PM Blow out and a little background from a credit guy
I have been following AVTR through the lbo and I like to point out first and foremost that this biz is really 2 bizs that were smooshed together. You have the base vwr biz that... login to read the rest 1 view available tags
4	member 4/20/20 11:53AM Re: Comment Source 3
Hi virtualodin, the comment is from TMO's analyst day on 5/23/2018. 1 view available tags
3	member 4/19/20 10:13AM Comment Source
Where did this comment come from? Thanks Basically, there are two major players, ourselves and now Avantor. Avantor is an excellent company and has done well so it's been a very stable set of market conditions over view available tags
1	member 2/20/20 2:24PM Management Credibility
What makes you convinced that the algo isn't punctured? 2020 is supposed to be a low-teen % EBITDA growth year given rest of VWR synergy delivery, yet the co is guiding to a HSD %... login to read the rest 4 view available tags

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