WSTWest Pharmaceutical Services

$350.14

Is the business good?

How good a business is WST?

West Pharmaceutical Services earns 19% on the capital it employs against a 9.0% cost of capital, so the business is worth more the bigger it gets.

19%

Return on invested capital · cost of capital 9.0% · 10 points above what the capital costs: growth creates value

Operating margin
20%

Operating margin · Medical Instruments & Supplies median 5.8% · 12 months to Q1 2026

Cash conversion
0.84×

Cash conversion · 0.66× a year ago · some of the reported profit has not turned into cash yet

Share count, year on year
−0.82%

Share count, year on year · flat: no meaningful dilution

Operating margin by fiscal year
YearOperating margin
FY202019%
FY202127%
FY202225%
FY202323%
FY202420%
FY202519%
Details
Gross margin12 months to Q1 2026
36%
Operating margin12 months to Q1 2026
20%
Net margin12 months to Q1 2026
17%
Free cash flow margin
14%
R&D as % of revenue
2.3%
Revenue, trailing twelve months
$3.22B
Free cash flow, trailing twelve months
$458M
Net income, trailing twelve months
$543M
Return on invested capitaloperating profit after tax ÷ debt + equity − cash
19%

Margins, capital and share counts from the statements as filed with the SEC; cash conversion from the cash flow statement.