PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
West Pharmaceutical Services, Inc. (WST)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US9553061055

CUSIP

955306105

Sector

Healthcare

IPO Date

Jan 13, 1978

Highlights

Market Cap

$22.57B

EPS (TTM)

$6.73

PE Ratio

46.31

PEG Ratio

5.82

Total Revenue (TTM)

$2.88B

Gross Profit (TTM)

$1.00B

EBITDA (TTM)

$743.90M

Year Range

$264.65 - $412.94

Target Price

$361.57

Short %

2.59%

Short Ratio

1.83

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
WST vs. FRT WST vs. ALB WST vs. OXY WST vs. EXPD WST vs. ALGN WST vs. DHR WST vs. XRAY WST vs. ABBV WST vs. O WST vs. SPY
Popular comparisons:
WST vs. FRT WST vs. ALB WST vs. OXY WST vs. EXPD WST vs. ALGN WST vs. DHR WST vs. XRAY WST vs. ABBV WST vs. O WST vs. SPY

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in West Pharmaceutical Services, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-20.00%-15.00%-10.00%-5.00%0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
-3.12%
12.14%
WST (West Pharmaceutical Services, Inc.)
Benchmark (^GSPC)

Returns By Period

West Pharmaceutical Services, Inc. had a return of -8.65% year-to-date (YTD) and -8.41% in the last 12 months. Over the past 10 years, West Pharmaceutical Services, Inc. had an annualized return of 20.48%, outperforming the S&P 500 benchmark which had an annualized return of 11.21%.


WST

YTD

-8.65%

1M

12.11%

6M

-2.22%

1Y

-8.41%

5Y (annualized)

17.33%

10Y (annualized)

20.48%

^GSPC (Benchmark)

YTD

25.15%

1M

2.97%

6M

12.53%

1Y

31.00%

5Y (annualized)

13.95%

10Y (annualized)

11.21%

Monthly Returns

The table below presents the monthly returns of WST, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20246.00%-3.93%10.42%-9.61%-7.29%-0.61%-6.99%2.44%-4.29%2.59%-8.65%
202312.93%19.36%9.29%4.32%-7.37%14.30%-3.72%10.56%-7.79%-15.17%10.27%0.39%49.97%
2022-16.12%-1.56%6.10%-23.25%-1.49%-2.58%13.69%-13.64%-17.06%-6.49%2.07%0.29%-49.70%
20215.77%-6.29%0.40%16.65%5.78%3.34%14.71%9.69%-6.00%1.26%3.02%5.95%65.88%
20203.84%-3.46%1.12%24.43%14.15%5.15%18.43%5.61%-3.19%-1.03%1.19%2.96%89.05%
201910.60%-3.25%5.20%12.48%-7.42%9.21%9.82%5.97%-2.50%1.54%2.22%2.24%54.13%
20181.70%-12.95%1.23%0.07%5.43%6.76%10.59%6.75%5.48%-14.10%3.44%-10.52%-0.08%
2017-0.08%-2.55%-1.04%12.95%5.42%-2.58%-6.03%-1.87%10.59%5.49%-1.45%-1.26%17.02%
2016-4.78%8.39%11.77%2.89%5.45%1.07%5.96%1.93%-8.96%2.24%6.73%4.53%41.87%
2015-7.18%10.97%10.03%-11.33%1.61%7.28%3.27%-6.71%-3.10%11.12%5.07%-4.49%14.03%
2014-3.09%-3.94%-3.36%-1.29%-2.97%0.21%-3.15%6.58%3.06%14.78%1.48%2.36%9.53%
20138.52%2.04%7.48%-1.37%7.34%2.49%5.25%0.26%11.29%17.75%3.25%-1.72%81.24%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of WST is 30, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of WST is 3030
Combined Rank
The Sharpe Ratio Rank of WST is 3232
Sharpe Ratio Rank
The Sortino Ratio Rank of WST is 2828
Sortino Ratio Rank
The Omega Ratio Rank of WST is 2727
Omega Ratio Rank
The Calmar Ratio Rank of WST is 3131
Calmar Ratio Rank
The Martin Ratio Rank of WST is 3434
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for West Pharmaceutical Services, Inc. (WST) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for WST, currently valued at -0.23, compared to the broader market-4.00-2.000.002.004.00-0.232.53
The chart of Sortino ratio for WST, currently valued at -0.06, compared to the broader market-4.00-2.000.002.004.00-0.063.39
The chart of Omega ratio for WST, currently valued at 0.99, compared to the broader market0.501.001.502.000.991.47
The chart of Calmar ratio for WST, currently valued at -0.21, compared to the broader market0.002.004.006.00-0.213.65
The chart of Martin ratio for WST, currently valued at -0.47, compared to the broader market0.0010.0020.0030.00-0.4716.21
WST
^GSPC

The current West Pharmaceutical Services, Inc. Sharpe ratio is -0.23. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of West Pharmaceutical Services, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
-0.23
2.54
WST (West Pharmaceutical Services, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

West Pharmaceutical Services, Inc. provided a 0.25% dividend yield over the last twelve months, with an annual payout of $0.81 per share. The company has been increasing its dividends for 27 consecutive years, earning it the status of a dividend aristocrat.


0.20%0.30%0.40%0.50%0.60%0.70%0.80%$0.00$0.20$0.40$0.60$0.8020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.81$0.77$0.73$0.69$0.65$0.61$0.57$0.53$0.49$0.45$0.41$0.39

Dividend yield

0.25%0.22%0.31%0.15%0.23%0.41%0.58%0.54%0.58%0.75%0.77%0.78%

Monthly Dividends

The table displays the monthly dividend distributions for West Pharmaceutical Services, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.00$0.21$0.81
2023$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.00$0.20$0.00$0.77
2022$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.00$0.19$0.00$0.73
2021$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.00$0.18$0.00$0.69
2020$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.00$0.17$0.00$0.65
2019$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.16$0.00$0.00$0.61
2018$0.14$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.15$0.00$0.00$0.57
2017$0.13$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.14$0.00$0.00$0.53
2016$0.12$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.13$0.00$0.00$0.49
2015$0.11$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.12$0.00$0.00$0.45
2014$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.11$0.00$0.00$0.41
2013$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.39

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.3%
West Pharmaceutical Services, Inc. has a dividend yield of 0.25%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%12.0%
West Pharmaceutical Services, Inc. has a payout ratio of 11.98%, which is below the market average. This means West Pharmaceutical Services, Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-40.00%-30.00%-20.00%-10.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-31.43%
-0.88%
WST (West Pharmaceutical Services, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the West Pharmaceutical Services, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the West Pharmaceutical Services, Inc. was 55.52%, occurring on Nov 3, 2022. The portfolio has not yet recovered.

The current West Pharmaceutical Services, Inc. drawdown is 31.43%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-55.52%Dec 31, 2021213Nov 3, 2022
-54.76%Jul 23, 1999816Oct 22, 2002288Dec 12, 20031104
-50.52%Oct 5, 1989285Nov 21, 1990371May 18, 1992656
-45.12%Sep 22, 2008116Mar 9, 2009824Jun 13, 2012940
-43.09%Jun 8, 1987238May 13, 1988309Aug 3, 1989547

Volatility

Volatility Chart

The current West Pharmaceutical Services, Inc. volatility is 20.16%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%JuneJulyAugustSeptemberOctoberNovember
20.16%
3.96%
WST (West Pharmaceutical Services, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of West Pharmaceutical Services, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of West Pharmaceutical Services, Inc. compared to its peers in the Medical Instruments & Supplies industry.


PE Ratio
50.0100.0150.046.3
The chart displays the price to earnings (P/E) ratio for WST in comparison to other companies of the Medical Instruments & Supplies industry. Currently, WST has a PE value of 46.3. This PE ratio falls in the average range for the industry.
PEG Ratio
0.05.010.015.020.05.8
The chart displays the price to earnings to growth (PEG) ratio for WST in comparison to other companies of the Medical Instruments & Supplies industry. Currently, WST has a PEG value of 5.8. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for West Pharmaceutical Services, Inc..


Loading data...

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items