Lonza Group Ltd

LONN: XSWX (CHE)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	CHF 337.00	Lhxnwxl	Gswpbljqf

Maintaining CHF 620 Fair Value Estimate for Narrow-Moat Lonza; Shares Undervalued

Rachel Elfman

Jun 13, 2022

We maintain our fair value estimate of CHF 620 per share for narrow-moat Lonza. The outlook for Lonza is bright as drug manufacturing becomes more complex with biologics and cell and gene therapies playing larger roles. We view Lonza’s share price as undervalued, currently trading 16% below our fair value estimate.

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