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

Company Info

ISINUS9553061055
CUSIP955306105
SectorHealthcare
IndustryMedical Instruments & Supplies

Highlights

Market Cap$28.97B
EPS$7.87
PE Ratio50.28
PEG Ratio7.00
Revenue (TTM)$2.95B
Gross Profit (TTM)$1.14B
EBITDA (TTM)$847.80M
Year Range$310.07 - $415.26
Target Price$400.43
Short %2.16%
Short Ratio1.63

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.


West Pharmaceutical Services, Inc.

Popular comparisons: WST vs. FRT, WST vs. ALB, WST vs. OXY, WST vs. EXPD, WST vs. DHR, WST vs. ALGN, 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%-10.00%0.00%10.00%20.00%NovemberDecember2024FebruaryMarchApril
-1.70%
15.74%
WST (West Pharmaceutical Services, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

West Pharmaceutical Services, Inc. had a return of 7.64% year-to-date (YTD) and 4.31% in the last 12 months. Over the past 10 years, West Pharmaceutical Services, Inc. had an annualized return of 24.77%, outperforming the S&P 500 benchmark which had an annualized return of 10.53%.


PeriodReturnBenchmark
Year-To-Date7.64%6.12%
1 month-2.27%-1.08%
6 months-1.70%15.73%
1 year4.31%22.34%
5 years (annualized)28.11%11.82%
10 years (annualized)24.77%10.53%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20246.00%-3.93%10.42%
2023-7.79%-15.17%10.27%0.39%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of WST is 53, suggesting that the investment has average results relative to the market 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 5353
West Pharmaceutical Services, Inc.(WST)
The Sharpe Ratio Rank of WST is 5555Sharpe Ratio Rank
The Sortino Ratio Rank of WST is 4848Sortino Ratio Rank
The Omega Ratio Rank of WST is 5050Omega Ratio Rank
The Calmar Ratio Rank of WST is 5656Calmar Ratio Rank
The Martin Ratio Rank of WST is 5555Martin 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.


WST
Sharpe ratio
The chart of Sharpe ratio for WST, currently valued at 0.12, compared to the broader market-2.00-1.000.001.002.003.000.12
Sortino ratio
The chart of Sortino ratio for WST, currently valued at 0.35, compared to the broader market-4.00-2.000.002.004.006.000.35
Omega ratio
The chart of Omega ratio for WST, currently valued at 1.05, compared to the broader market0.501.001.501.05
Calmar ratio
The chart of Calmar ratio for WST, currently valued at 0.11, compared to the broader market0.001.002.003.004.005.000.11
Martin ratio
The chart of Martin ratio for WST, currently valued at 0.36, compared to the broader market-10.000.0010.0020.0030.000.36
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.89, compared to the broader market-2.00-1.000.001.002.003.001.89
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.74, compared to the broader market-4.00-2.000.002.004.006.002.74
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.501.001.501.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.43, compared to the broader market0.001.002.003.004.005.001.43
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.65, compared to the broader market-10.000.0010.0020.0030.007.65

Sharpe Ratio

The current West Pharmaceutical Services, Inc. Sharpe ratio is 0.12. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
0.12
1.89
WST (West Pharmaceutical Services, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

West Pharmaceutical Services, Inc. granted a 0.21% dividend yield in the last twelve months. The annual payout for that period amounted to $0.78 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.78$0.77$0.73$0.69$0.65$0.61$0.57$0.53$0.49$0.45$0.41$0.39

Dividend yield

0.21%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.20$0.00$0.00
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
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
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
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
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
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
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
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
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
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
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

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%0.2%
West Pharmaceutical Services, Inc. has a dividend yield of 0.21%, 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%9.8%
West Pharmaceutical Services, Inc. has a payout ratio of 9.78%, 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.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-19.20%
-3.66%
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 19.20%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-55.52%Dec 31, 2021213Nov 3, 2022
-54.74%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
-43.08%Jun 8, 1987238May 13, 1988309Aug 3, 1989547

Volatility

Volatility Chart

The current West Pharmaceutical Services, Inc. volatility is 5.64%, 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%NovemberDecember2024FebruaryMarchApril
5.64%
3.44%
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

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items