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Bayer Aktiengesellschaft (BAYN.DE) — Structural Peer Analysis

Bayer Aktiengesellschaft ranks in an above-average position in its peer group, with profitability as the least supportive dimension. That creates a tension: current price behavior looks stronger than the structural profile would suggest.

Updated 2026-07-05 · DAX40
Current market signal · 2026-07-03
Weak profile, strong price

Discounted for Persistent Weakness, Not Opportunity

52w drawdown 0.0% · 21d vs sector +34.3%

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ENTRY TODAY
Elevated price zonebelow norm
TODAY (5y history)87th pct today
0th50th100th
Today the stock sits in a historically elevated range, while its multiple is below its own norm.
Describes where today's entry sits in the stock's own long-term price and valuation history. Descriptive only. Not investment advice.
Dimension Profile

Peer-relative scores, weakest to strongest

Weakest Profitability 42
Around median
Weak Stability 47
Around median
Moderate Growth 75
Top 25% of peers
Strongest Valuation 82
Top 10% of peers
Peer-Relative Score
61
Peer-Score
Above-average peer position
Signal qualitylow
Structural Read

Discounted for Persistent Weakness, Not Opportunity

Bayer Aktiengesellschaft develops pharmaceuticals, crop science products, and consumer health goods.

The market prices Bayer on continued operational weakness and peer underperformance, not on sustainable earning power. With a ROIC of just 2.3%—well below the cost of capital—and an operating margin of 7.1% that continues to slip against competitors, the market consistently discounts Bayer’s shares, reflecting skepticism that the company can deliver sufficient returns. Compared to specialized peers, Bayer is especially exposed to regulatory risks and pricing pressure in crop science and pharmaceuticals, which leads the market to penalize its valuation further and amplify doubts about a near-term recovery in profitability. The market assigns a clear discount, granting no premium for Bayer’s size or diversification. Only a clear turnaround with sustained margin improvement and peer catch-up over multiple quarters would break the current valuation framing.

AssetNext · 2026-06-05 · Rule-based and descriptive. Not investment advice.

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This analysis is rule-based and descriptive. Peer-relative scores are derived from functional peer group comparisons using publicly available financial data. Scores reflect structural positioning only and do not constitute investment advice, a buy or sell recommendation, or a forecast of future performance. AssetNext peer scores are recalculated periodically as new data becomes available.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.