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Sign in to unlockFair Value Distribution — percentile bands
0.0% of simulations place fair value above current price
WHAT IS PRICED IN
Revenue-Based Reverse DCF
14.8%/yr
±5.7% · revenue growth to justify current price
FCF-Based Reverse DCF
19.6%/yr
±3.0% · FCF growth to justify current price
THE GAP
Market pricing margin compression or rising capex
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Sign in to unlockCharles River Labs preclinical CRO; biopharmaceutical outsourcing; early-stage drug discovery.
Biotech funding crunch reducing early-stage projects; PETA regulatory pressure on animal models.
Updated Apr 7
FY2025 revenue $4.02B (-1.6% organic), non-GAAP EPS $10.28 (flat). Core DSA/RMS margins held; CDMO/Biologics Solutions destroyed $376M value via impairments Q4 alone ($380M goodwill over 2 yrs). FCF s...
FY2025 revenue $4.02B (-1.6% organic). Non-GAAP EPS $10.28 (flat). CDMO+Cell Solutions divested to GI Partners for contingent payments (~zero upfront), European Discovery assets sold to IQVIA for $145...
CRL reported FY2025 revenue of .0B with earnings-neutral demand environment. DSA segment dominates (59.8% revenue) facing pricing pressure and elevated competition. RMS remains stable with 21.1% contr...