Repligen Corporation (RGEN)vsWest Pharmaceutical Services Inc (WST)
RGEN
Repligen Corporation
$114.32
-1.70%
HEALTHCARE · Cap: $6.55B
WST
West Pharmaceutical Services Inc
$247.02
+0.71%
HEALTHCARE · Cap: $17.68B
Smart Verdict
WallStSmart Research — data-driven comparison
West Pharmaceutical Services Inc generates 316% more annual revenue ($3.07B vs $738.26M). WST leads profitability with a 16.1% profit margin vs 6.6%. WST appears more attractively valued with a PEG of 2.89. WST earns a higher WallStSmart Score of 55/100 (C-).
RGEN
Hold45
out of 100
Grade: D+
WST
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-246.3%
Fair Value
$40.25
Current Price
$114.32
$74.07 premium
Margin of Safety
-256.8%
Fair Value
$68.99
Current Price
$247.02
$178.03 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
18.1% revenue growth
Safe zone — low bankruptcy risk
Strong operational efficiency at 21.6%
Areas to Watch
1.6% earnings growth
ROE of 2.4% — below average capital efficiency
6.6% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.1% earnings growth
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : RGEN
The strongest argument for RGEN centers on Revenue Growth. Revenue growth of 18.1% demonstrates continued momentum.
Bull Case : WST
The strongest argument for WST centers on Altman Z-Score, Operating Margin. Profitability is solid with margins at 16.1% and operating margin at 21.6%.
Bear Case : RGEN
The primary concerns for RGEN are EPS Growth, Return on Equity, Profit Margin. A P/E of 135.2x leaves little room for execution misses.
Bear Case : WST
The primary concerns for WST are P/E Ratio, EPS Growth, PEG Ratio.
Key Dynamics to Monitor
RGEN profiles as a growth stock while WST is a mature play — different risk/reward profiles.
RGEN carries more volatility with a beta of 1.18 — expect wider price swings.
RGEN is growing revenue faster at 18.1% — sustainability is the question.
WST generates stronger free cash flow (175M), providing more financial flexibility.
Bottom Line
WST scores higher overall (55/100 vs 45/100), backed by strong 16.1% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Repligen Corporation
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Repligen Corporation develops and markets bioprocessing systems and technologies for use in the biologic drug manufacturing process in North America, Europe, Asia Pacific, and internationally. The company is headquartered in Waltham, Massachusetts.
West Pharmaceutical Services Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
West Pharmaceutical Services, Inc. is a designer and manufacturer of injectable pharmaceutical packaging and delivery systems. The company is headquartered in Exton, Pennsylvania.
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