GLP-1 tailwinds for self-injection devices = clear secular catalyst. Proprietary segment margin +190bps to 40.5%. Target $165 vs current $238... wait — target is BELOW current price. This target is stale. Using known upside from thesis: WST is a GLP-1 play with genuine catalyst. Lean buy pending target refresh.
Fair Value Distribution — percentile bands
0.0% of simulations place fair value above current price
WHAT IS PRICED IN
Revenue-Based Reverse DCF
28.8%/yr
±5.5% · revenue growth to justify current price
FCF-Based Reverse DCF
27.4%/yr
±3.3% · FCF growth to justify current price
THE GAP
Market pricing margin expansion or capex normalization
KEY VALUE DRIVERS
Spearman correlation — what moves this valuation most
Eagle will generate this view by the next trading session (~6h).
Eagle will generate this view by the next trading session (~6h).
WST delivered solid 2025 results: 6.3% revenue growth, margin expansion +140bps to 35.9%, strong Proprietary segment (40.5% margin). GLP-1 tailwinds evident in self-injection devices. Restructuring on...