Is Viatris Stock a Good Investment?
Viatris Investment Advice | VTRS |
- Examine Viatris' financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Viatris' leadership team and their track record. Good management can help Viatris navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Pharmaceuticals space and any emerging trends that could impact Viatris' business and its evolving consumer preferences.
- Compare Viatris' performance and market position to its competitors. Analyze how Viatris is positioned in terms of product offerings, innovation, and market share.
- Check if Viatris pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Viatris' stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Viatris stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Viatris is a good investment.
Sell | Buy |
Strong Hold
Market Performance | Modest | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Average | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Viatris Stock
Researching Viatris' stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 83.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 0.8. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Viatris has Price/Earnings To Growth (PEG) ratio of 0.08. The entity recorded a loss per share of 0.73. The firm last dividend was issued on the 22nd of November 2024. Viatris had 3:2 split on the 9th of October 2003.
To determine if Viatris is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Viatris' research are outlined below:
| Viatris has high likelihood to experience some financial distress in the next 2 years | |
| Over 83.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from MacroaxisInsider: Acquisition by Vivaldi Coelho Rogerio of 21267 shares of Viatris subject to Rule 16b-3 |
Viatris Quarterly Cash And Short Term Investments |
|
Viatris uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Viatris. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Viatris' previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 26th of February 2024 Upcoming Quarterly Report | View | |
| 13th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 26th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Viatris' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Viatris' investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2008-05-08 | 2008-03-31 | 0.08 | 0.09 | 0.01 | 12 | ||
2000-08-10 | 2000-06-30 | 0.07 | 0.06 | -0.01 | 14 | ||
1997-10-28 | 1997-09-30 | 0.1 | 0.11 | 0.01 | 10 | ||
1997-05-01 | 1997-03-31 | 0.06 | 0.05 | -0.01 | 16 | ||
1997-01-22 | 1996-12-31 | 0.08 | 0.07 | -0.01 | 12 | ||
1996-10-24 | 1996-09-30 | 0.07 | 0.06 | -0.01 | 14 | ||
1996-07-23 | 1996-06-30 | 0.06 | 0.05 | -0.01 | 16 | ||
1996-05-08 | 1996-03-31 | 0.08 | 0.07 | -0.01 | 12 |
Know Viatris' Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Viatris is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Viatris backward and forwards among themselves. Viatris' institutional investor refers to the entity that pools money to purchase Viatris' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Rubric Capital Management Lp | 2024-06-30 | 20.1 M | Camber Capital Management Llc | 2024-09-30 | 15 M | Dimensional Fund Advisors, Inc. | 2024-09-30 | 14.1 M | Norges Bank | 2024-06-30 | 12.6 M | Australiansuper Pty Ltd | 2024-09-30 | 12.2 M | Charles Schwab Investment Management Inc | 2024-09-30 | 11.6 M | Bank Of New York Mellon Corp | 2024-06-30 | 11.5 M | Legal & General Group Plc | 2024-06-30 | 11.4 M | Northern Trust Corp | 2024-09-30 | 10.8 M | Vanguard Group Inc | 2024-09-30 | 141 M | Blackrock Inc | 2024-06-30 | 92.7 M |
Viatris' market capitalization trends
The company currently falls under 'Large-Cap' category with a current market capitalization of 15.78 B.Market Cap |
|
Viatris' profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Capital Employed | 0.02 | 0.02 |
Determining Viatris' profitability involves analyzing its financial statements and using various financial metrics to determine if Viatris is a good buy. For example, gross profit margin measures Viatris' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Viatris' profitability and make more informed investment decisions.
Viatris' Earnings Breakdown by Geography
Please note, the imprecision that can be found in Viatris' accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Viatris. Check Viatris' Beneish M Score to see the likelihood of Viatris' management manipulating its earnings.
Evaluate Viatris' management efficiency
Viatris has return on total asset (ROA) of 0.0248 % which means that it generated a profit of $0.0248 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of (0.0434) %, meaning that it created substantial loss on money invested by shareholders. Viatris' management efficiency ratios could be used to measure how well Viatris manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to drop to 0 in 2024. Return On Capital Employed is likely to drop to 0.02 in 2024. At this time, Viatris' Total Assets are comparatively stable compared to the past year. Non Current Assets Total is likely to gain to about 36.4 B in 2024, whereas Net Tangible Assets are likely to drop (11.3 B) in 2024.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 17.05 | 11.70 | |
| Tangible Book Value Per Share | (7.15) | (7.51) | |
| Enterprise Value Over EBITDA | 8.79 | 11.04 | |
| Price Book Value Ratio | 0.64 | 0.60 | |
| Enterprise Value Multiple | 8.79 | 11.04 | |
| Price Fair Value | 0.64 | 0.60 | |
| Enterprise Value | 7.5 B | 7.2 B |
The strategic initiatives led by Viatris' management are central to its market success. By analyzing these initiatives, we provide a clear picture of the stock's growth prospects.
Dividend Yield 0.0363 | Forward Dividend Yield 0.0363 | Forward Dividend Rate 0.48 | Beta 0.929 |
Basic technical analysis of Viatris Stock
As of the 30th of November, Viatris has the Risk Adjusted Performance of 0.0638, semi deviation of 1.41, and Coefficient Of Variation of 1337.61. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Viatris, as well as the relationship between them. Please validate Viatris mean deviation, information ratio, as well as the relationship between the Information Ratio and downside variance to decide if Viatris is priced more or less accurately, providing market reflects its prevalent price of 13.09 per share. Given that Viatris has jensen alpha of 0.0843, we advise you to double-check Viatris's current market performance to make sure the company can sustain itself at a future point.Viatris' insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Viatris insiders, such as employees or executives, is commonly permitted as long as it does not rely on Viatris' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Viatris insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Viatris' Outstanding Corporate Bonds
Viatris issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Viatris uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Viatris bonds can be classified according to their maturity, which is the date when Viatris has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| VIACOM INC 6875 Corp BondUS925524AX89 | View | |
| VIACOM INC 55 Corp BondUS925524AV24 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| VTRS 23 22 JUN 27 Corp BondUS92556VAC00 | View | |
| VTRS 165 22 JUN 25 Corp BondUS92556VAB27 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| VIACOMCBS INC Corp BondUS92556HAA59 | View | |
| VIACOMCBS INC Corp BondUS92556HAB33 | View |
Understand Viatris' technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Viatris' various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0638 | |||
| Market Risk Adjusted Performance | 0.2827 | |||
| Mean Deviation | 1.33 | |||
| Semi Deviation | 1.41 | |||
| Downside Deviation | 1.58 | |||
| Coefficient Of Variation | 1337.61 | |||
| Standard Deviation | 2.25 | |||
| Variance | 5.08 | |||
| Information Ratio | 0.0137 | |||
| Jensen Alpha | 0.0843 | |||
| Total Risk Alpha | (0.22) | |||
| Sortino Ratio | 0.0195 | |||
| Treynor Ratio | 0.2727 | |||
| Maximum Drawdown | 16.45 | |||
| Value At Risk | (2.44) | |||
| Potential Upside | 3.11 | |||
| Downside Variance | 2.5 | |||
| Semi Variance | 1.98 | |||
| Expected Short fall | (1.58) | |||
| Skewness | 3.18 | |||
| Kurtosis | 18.56 |
| Risk Adjusted Performance | 0.0638 | |||
| Market Risk Adjusted Performance | 0.2827 | |||
| Mean Deviation | 1.33 | |||
| Semi Deviation | 1.41 | |||
| Downside Deviation | 1.58 | |||
| Coefficient Of Variation | 1337.61 | |||
| Standard Deviation | 2.25 | |||
| Variance | 5.08 | |||
| Information Ratio | 0.0137 | |||
| Jensen Alpha | 0.0843 | |||
| Total Risk Alpha | (0.22) | |||
| Sortino Ratio | 0.0195 | |||
| Treynor Ratio | 0.2727 | |||
| Maximum Drawdown | 16.45 | |||
| Value At Risk | (2.44) | |||
| Potential Upside | 3.11 | |||
| Downside Variance | 2.5 | |||
| Semi Variance | 1.98 | |||
| Expected Short fall | (1.58) | |||
| Skewness | 3.18 | |||
| Kurtosis | 18.56 |
Consider Viatris' intraday indicators
Viatris intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Viatris stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 53187.24 | |||
| Daily Balance Of Power | (0.87) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 13.17 | |||
| Day Typical Price | 13.14 | |||
| Price Action Indicator | (0.14) | |||
| Period Momentum Indicator | (0.13) | |||
| Relative Strength Index | 72.9 |
Viatris Corporate Filings
13A | 12th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
8K | 7th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 25th of October 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
| 20th of August 2024 Other Reports | ViewVerify |
Viatris Stock media impact
Far too much social signal, news, headlines, and media speculation about Viatris that are available to investors today. That information is available publicly through Viatris media outlets and privately through word of mouth or via Viatris internal channels. However, regardless of the origin, that massive amount of Viatris data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Viatris news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Viatris relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Viatris' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Viatris alpha.
Viatris Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Viatris can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Viatris Historical Investor Sentiment
Investor biases related to Viatris' public news can be used to forecast risks associated with an investment in Viatris. The trend in average sentiment can be used to explain how an investor holding Viatris can time the market purely based on public headlines and social activities around Viatris. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Viatris' market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Viatris and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Viatris news discussions. The higher the estimate score, the more favorable the investor's outlook on Viatris.
Viatris Corporate Management
| Melissa Trombetta | Head Relations | Profile | |
| Andrew Enrietti | Chief Officer | Profile | |
| Theodora Mistras | Chief Officer | Profile | |
| David Bayles | Chief Officer | Profile | |
| Sanjeev Sethi | Chief Officer | Profile | |
| Ramkumar Rayapureddy | Chief Officer | Profile |
Additional Tools for Viatris Stock Analysis
When running Viatris' price analysis, check to measure Viatris' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Viatris is operating at the current time. Most of Viatris' value examination focuses on studying past and present price action to predict the probability of Viatris' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Viatris' price. Additionally, you may evaluate how the addition of Viatris to your portfolios can decrease your overall portfolio volatility.