Bayer Aktiengesellschaft (BAYER) Fair Value & Analysis
Healthcare · HU · Market cap 12.9T HUF
Fair value as of: Aug 13, 2026
From 13 valuation models · updated yesterday
Fair value updated Aug 13, 2026, revised from 16,911 HUF to 14,810 HUF (−12.4%) since Jul 14, 2026. Share price +0.8% over the past month.
A solid business, but screening 16% overvalued on our models.
What matters now
- The model range is unusually wide (8,078 HUF to 24,204 HUF). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- Solid but not exceptional quality (54/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
60‑month range 7,730 HUF – 25,183 HUF · fair‑value band 8,078 HUF – 24,204 HUF · the 17,685 HUF price screens above the 14,810 HUF fair value. Dashed = 300-day average. As of Aug 13, 2026.
Analysis
Bayer Aktiengesellschaft (BAYER) currently trades at 17,685 HUF, while our model-based Fair Value estimate is 14,810 HUF, implying the stock looks roughly 16.3% overvalued today. The Quality Score stands at 54/100 (solid quality), in the Healthcare sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).
Over the trailing twelve months, Bayer Aktiengesellschaft generated revenue of 45.2B HUF at a net margin of -4.8%. Revenue declined 2.4% year over year. It earns a return on equity of -6.9%. Net debt stands at 28.5B HUF. Fundamentals as of Aug 13, 2026
Our scenario range runs from 8,078 HUF (bear case) to 24,204 HUF (bull case); at 17,685 HUF, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 5% below its 52-week high and 77% above its 52-week low, currently above its 200-day average. For context, the median of 10 Healthcare peers we cover trades at -20% fair-value upside, at -16%, BAYER screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 13 models by family
Widest divergence: Multiples (26,046 HUF) versus Asset-Based (5,643 HUF). Highest evidence: Growth DCF (80).
Notify me when BAYER reaches fair value
Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 50 · Market factors (momentum, volatility) 78
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Bayer Aktiengesellschaft operates as a life science company in Europe, the Middle East, Africa, Germany, Switzerland, North America, the United States, the Asia Pacific, China, Latin America, and Brazil. It operates through Pharmaceuticals, Consumer Health, and Crop Science segments.
Full company description
Bayer Aktiengesellschaft operates as a life science company in Europe, the Middle East, Africa, Germany, Switzerland, North America, the United States, the Asia Pacific, China, Latin America, and Brazil. It operates through Pharmaceuticals, Consumer Health, and Crop Science segments. The Pharmaceuticals segment provides prescription products primarily for cardiology and women's health care; specialty therapeutics in the areas of oncology, hematology, and ophthalmology; and diagnostic imaging equipment and contrast agents, as well as cell and gene therapy. The Consumer Health segment offers nonprescription over-the-counter medicines for self-medication and self-care; nutritional supplements; allergy, cough, and cold; dermatology; pain and cardiovascular risk prevention; and digestive health products. The Crop Science segment offers chemical and biological crop protection products, improved plant traits, seeds, digital solutions, and pest and weed management products, as well as customer services for agriculture. It also engages in the breeding, propagation, and production/processing of seeds, including seed dressing. The company distributes its products through wholesalers, pharmacies and pharmacy chains, supermarkets, online and other retailers, and hospitals, as well as directly to farmers. Bayer Aktiengesellschaft was founded in 1863 and is based in Leverkusen, Germany.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Bayer Aktiengesellschaft reported revenue of 45.6B HUF in FY2025 versus 44.1B HUF in FY2021, a compound +0.8%/yr. Reported net income was −3.6B HUF in FY2025.
BAYER screens 16% overvalued. Compare with Eli Lilly and Company →
Peer Group
Drug Manufacturers - General · 77 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Drug Manufacturers - General median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Drug Manufacturers - General stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Eli Lilly and Company LLY | $1,220 | $389.47 | -68% |
| Johnson & Johnson, JNJ | $260.86 | $169.04 | -35% |
| AbbVie Inc ABBV | $248.76 | $67.72 | -73% |
| Roche Holding 1RO | €392.80 | €240.14 | -39% |
| Merck & Co MRK | €115.42 | €118.21 | +2% |
| Novartis AG NVSN | 2,742 MXN | 1,964 MXN | -28% |
| AstraZeneca PLC AZN | $158.50 | $127.32 | -20% |
| Novo Nordisk A/S NOVOB | kr 299.50 | kr 409.46 | +37% |
| Sanofi SNYN | 770.00 MXN | 1,041 MXN | +35% |
| GSK plc GSKN | 917.00 MXN | 879.08 MXN | -4% |
Compare Bayer Aktiengesellschaft with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Healthcare stocks →
Frequently asked questions
Is Bayer Aktiengesellschaft (BAYER) overvalued or undervalued?
What is the fair value of BAYER?
What is the quality score of BAYER?
What is the revenue of Bayer Aktiengesellschaft (BAYER)?
What is the net profit margin of BAYER?
How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
Track Bayer Aktiengesellschaft and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.