Siegfried Holding AG

SFZN: XSWX (CHE)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	CHF 4,717.00	Bsbbtr	Nnmggbwrq

Siegfried: Benefits From Healthy Drug Outsourcing Demand; Fair Value Estimate of CHF 1,020

Rachel Elfman

Jul 24, 2024

We are launching coverage of Siegfried Holding, a leading global contract development and manufacturing organization, or CDMO. We assign Siegfried a fair value estimate of CHF 1,020 and a narrow economic moat rating based on high customer switching costs, as the challenges associated with changing a drug's manufacturing process make customers unlikely to switch to a different CDMO.

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