Is Viatris Stock a Good Investment?

Viatris Investment Advice

VTRS

To provide specific investment advice or recommendations on Viatris stock, we recommend investors consider the following general factors when evaluating Viatris. This will help you to make an informed decision on whether to include Viatris in one of your diversified portfolios:

Examine Viatris' financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
Research Viatris' leadership team and their track record. Good management can help Viatris navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
Consider the overall health of the Pharmaceuticals space and any emerging trends that could impact Viatris' business and its evolving consumer preferences.
Compare Viatris' performance and market position to its competitors. Analyze how Viatris is positioned in terms of product offerings, innovation, and market share.
Check if Viatris pays a dividend and its dividend yield and payout ratio.
Review what financial analysts are saying about Viatris' stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.

It's important to note that investing in Viatris stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Viatris is a good investment.

Sell

Buy

Strong Hold

Our advice tool can cross-verify current analyst consensus on Viatris and to analyze the firm potential to grow in the current economic cycle. To make sure Viatris is not overpriced, please validate all Viatris fundamentals, including its number of shares shorted, current ratio, working capital, as well as the relationship between the ebitda and target price . Given that Viatris has a price to earning of 15.16 X, we advise you to double-check Viatris market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your current risk tolerance and investing horizon.

Market Performance	Very Weak	Details
Volatility	Very steady	Details
Hype Condition	Over hyped	Details
Current Valuation	Undervalued	Details
Odds Of Distress	Above Average	Details
Economic Sensitivity	Follows the market closely	Details
Investor Sentiment	Alarmed	Details
Analyst Consensus	Buy	Details
Financial Strenth (F Score)	Healthy	Details
Financial Leverage	Not Rated	Details
Reporting Quality (M-Score)	Unlikely Manipulator	Details

Examine Viatris Stock

Researching Viatris' stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 83.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 0.66. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Viatris recorded a loss per share of 0.05. The entity last dividend was issued on the 23rd of May 2024. The firm had 3:2 split on the 9th of October 2003.

To determine if Viatris is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Viatris' research are outlined below:

	Viatris generated a negative expected return over the last 90 days
	Viatris has high likelihood to experience some financial distress in the next 2 years
	Over 83.0% of the company outstanding shares are owned by institutional investors
	Latest headline from investing.com: Disposition of 89419 shares by Brian Roman of Viatris at 10.3829 subject to Rule 16b-3

Viatris Quarterly Cash And Short Term Investments

1.08 Billion

Viatris uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Viatris. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Viatris' previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.

	26th of February 2024 Upcoming Quarterly Report	View
	13th of May 2024 Next Financial Report	View
	31st of December 2023 Next Fiscal Quarter End	View
	26th of February 2024 Next Fiscal Year End	View
	30th of September 2023 Last Quarter Report	View
	31st of December 2022 Last Financial Announcement	View

Earnings surprises can significantly impact Viatris' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Viatris' investors have experienced.

Reported	Fiscal Date	Estimated EPS	Reported EPS	Surprise
2008-05-08	2008-03-31	0.08	0.09	0.01	12
2000-08-10	2000-06-30	0.07	0.06	-0.01	14
1997-10-28	1997-09-30	0.1	0.11	0.01	10
1997-05-01	1997-03-31	0.06	0.05	-0.01	16
1997-01-22	1996-12-31	0.08	0.07	-0.01	12
1996-10-24	1996-09-30	0.07	0.06	-0.01	14
1996-07-23	1996-06-30	0.06	0.05	-0.01	16
1996-05-08	1996-03-31	0.08	0.07	-0.01	12

Know Viatris' Top Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Viatris is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Viatris backward and forwards among themselves. Viatris' institutional investor refers to the entity that pools money to purchase Viatris' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.

		Shares
Morgan Stanley - Brokerage Accounts	2023-12-31	13.2 M
Bank Of New York Mellon Corp	2023-12-31	11.8 M
Norges Bank	2023-12-31	11.7 M
Dimensional Fund Advisors, Inc.	2024-03-31	11.6 M
Charles Schwab Investment Management Inc	2024-03-31	11.4 M
Northern Trust Corp	2023-12-31	11.3 M
Australiansuper Pty Ltd	2024-03-31	10.8 M
Slate Path Capital Lp	2024-03-31	10.8 M
Legal & General Group Plc	2023-12-31	10.7 M
Vanguard Group Inc	2024-03-31	141.5 M
Blackrock Inc	2023-12-31	92.3 M

Note, although Viatris' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Viatris' market capitalization trends

The company currently falls under 'Large-Cap' category with a current market capitalization of 12.37 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Viatris's market, we take the total number of its shares issued and multiply it by Viatris's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Market Cap

2.38 Billion

Viatris' profitablity analysis

Viatris' profitability indicators refer to fundamental financial ratios that showcase Viatris' ability to generate income relative to its revenue or operating costs. If, let's say, Viatris is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Viatris' executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Viatris' profitability requires more research than a typical breakdown of Viatris' financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.

	Last Reported	Projected for Next Year
Return On Tangible Assets	0	0
Return On Capital Employed	0.05	0.05
Return On Assets	0	0
Return On Equity	0	0

Determining Viatris' profitability involves analyzing its financial statements and using various financial metrics to determine if Viatris is a good buy. For example, gross profit margin measures Viatris' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Viatris' profitability and make more informed investment decisions.

Viatris' Earnings Breakdown by Geography

The data published in Viatris' official financial statements usually reflect Viatris' business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Viatris. For example, before you start analyzing numbers published by Viatris accountants, it's critical to develop an understanding of what Viatris' liquidity, profitability, and earnings quality are in the context of the Pharmaceuticals space in which it operates.

Please note, the presentation of Viatris' financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Viatris' management is honest, while the outside auditors are strict and uncompromising. Whatever the case, the imprecision that can be found in Viatris' accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Viatris. Please utilize our Beneish M Score to check the likelihood of Viatris' management manipulating its earnings.

Evaluate Viatris' management efficiency

Viatris has return on total asset (ROA) of 0.0271 % which means that it generated a profit of $0.0271 on every $100 spent on assets. This is way below average. Viatris' management efficiency ratios could be used to measure how well Viatris manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to drop to 0 in 2024. Return On Capital Employed is likely to drop to 0.05 in 2024. At this time, Viatris' Total Assets are comparatively stable compared to the past year. Non Current Assets Total is likely to gain to about 37.2 B in 2024, whereas Net Tangible Assets are likely to drop (11.3 B) in 2024.

	Last Reported	Projected for Next Year
Book Value Per Share	17.05	17.90
Net Current Asset Value	0.00	0.00
Tangible Asset Value	0.00	0.00
Tangible Book Value Per Share	(7.15)	(7.51)
Enterprise Value Over EBITDA	6.42	6.10
Price Book Value Ratio	0.64	0.60
Enterprise Value Multiple	6.42	6.10
Price Fair Value	0.64	0.60
Enterprise Value	2.2 B	2.3 B

The analysis of Viatris' management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Viatris' future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Viatris Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.

Dividend Yield

0.0461

Forward Dividend Yield

0.0461

Forward Dividend Rate

0.48

Beta

1.134

Basic technical analysis of Viatris Stock

As of the 30th of May, Viatris has the Coefficient Of Variation of (410.14), variance of 2.34, and Risk Adjusted Performance of (0.14). In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Viatris, as well as the relationship between them. In other words, you can use this information to find out if the company will indeed mirror its model of past prices and volume data, or the prices will eventually revert. We were able to interpolate data for thirteen technical drivers for Viatris, which can be compared to its competition. Please validate Viatris mean deviation and maximum drawdown to decide if Viatris is priced more or less accurately, providing market reflects its prevalent price of 10.48 per share. Given that Viatris has information ratio of (0.27), we advise you to double-check Viatris's current market performance to make sure the company can sustain itself at a future point.

Viatris' insider trading activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Viatris insiders, such as employees or executives, is commonly permitted as long as it does not rely on Viatris' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Viatris insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

		Rajiv Malik over a month ago Acquisition by Rajiv Malik of 18845 shares of Viatris subject to Rule 16b-3
		Anthony Mauro over two months ago Disposition of 158824 shares by Anthony Mauro of Viatris subject to Rule 16b-3
		Anthony Mauro over two months ago Disposition of 250000 shares by Anthony Mauro of Viatris at 12.0948 subject to Rule 16b-3
		Lyons Dillon Joellen over two months ago Acquisition by Lyons Dillon Joellen of 17970 shares of Viatris subject to Rule 16b-3
		Brian Roman over two months ago Disposition of 1727 shares by Brian Roman of Viatris subject to Rule 16b-3
		Mistras Theodora over two months ago Disposition of 46169 shares by Mistras Theodora of Viatris subject to Rule 16b-3
		Brian Roman over a year ago Exercise of in-the-money or at-the-money derivative position by Brian Roman of 5034 shares of Viatris

Viatris' Outstanding Corporate Bonds

Viatris issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Viatris uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Viatris bonds can be classified according to their maturity, which is the date when Viatris has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

	VTRS 23 22 JUN 27 Corp Bond US92556VAC00	View
	VTRS 165 22 JUN 25 Corp Bond US92556VAB27	View

View All Viatris Corporate Bonds

Understand Viatris' technical and predictive indicators

Using predictive indicators to make investment decisions involves analyzing Viatris' various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.

	Risk Adjusted Performance	(0.14)
	Market Risk Adjusted Performance	(0.42)
	Mean Deviation	1.1
	Coefficient Of Variation	(410.14)
	Standard Deviation	1.53
	Variance	2.34
	Information Ratio	(0.27)
	Jensen Alpha	(0.40)
	Total Risk Alpha	(0.45)
	Treynor Ratio	(0.43)
	Maximum Drawdown	7.1
	Value At Risk	(2.16)
	Potential Upside	1.79
	Skewness	(1.61)
	Kurtosis	5.33

	Risk Adjusted Performance	(0.14)
	Market Risk Adjusted Performance	(0.42)
	Mean Deviation	1.1
	Coefficient Of Variation	(410.14)
	Standard Deviation	1.53
	Variance	2.34
	Information Ratio	(0.27)
	Jensen Alpha	(0.40)
	Total Risk Alpha	(0.45)
	Treynor Ratio	(0.43)
	Maximum Drawdown	7.1
	Value At Risk	(2.16)
	Potential Upside	1.79
	Skewness	(1.61)
	Kurtosis	5.33

Consider Viatris' intraday indicators

Viatris intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Viatris stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

	Accumulation Distribution	102723.0
	Daily Balance Of Power	0.85
	Rate Of Daily Change	1.02
	Day Median Price	10.4
	Day Typical Price	10.43
	Price Action Indicator	0.17
	Period Momentum Indicator	0.17
	Relative Strength Index	93.41

Viatris Corporate Filings

F4	28th of May 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities	View Verify
8K	9th of May 2024 Report filed with the SEC to announce major events that shareholders should know about	View Verify
10K	26th of April 2024 An amendment to a previously filed Form 10-K	View Verify
F3	19th of April 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock	View Verify

Viatris time-series forecasting models is one of many Viatris' stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Viatris' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Viatris Stock media impact

Far too much social signal, news, headlines, and media speculation about Viatris that are available to investors today. That information is available publicly through Viatris media outlets and privately through word of mouth or via Viatris internal channels. However, regardless of the origin, that massive amount of Viatris data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.

A primary focus of Viatris news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Viatris relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Viatris' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Viatris alpha.

Viatris Sentiment by Major News Outlets

Investor sentiment, mood or attitude towards Viatris can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.

Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.

Viatris Historical Investor Sentiment

Investor biases related to Viatris' public news can be used to forecast risks associated with an investment in Viatris. The trend in average sentiment can be used to explain how an investor holding Viatris can time the market purely based on public headlines and social activities around Viatris. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.

Viatris' market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Viatris and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Viatris news discussions. The higher the estimate score, the more favorable the investor's outlook on Viatris.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Viatris without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Viatris Corporate Management

Elected by the shareholders, the Viatris' board of directors comprises two types of representatives: Viatris inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Viatris. The board's role is to monitor Viatris' management team and ensure that shareholders' interests are well served. Viatris' inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Viatris' outside directors are responsible for providing unbiased perspectives on the board's policies.

Melissa Trombetta	Head Relations	Profile
Andrew Enrietti	Chief Officer	Profile
Theodora Mistras	Chief Officer	Profile
David Bayles	Chief Officer	Profile
Sanjeev Sethi	Chief Officer	Profile
Ramkumar Rayapureddy	Chief Officer	Profile

How to buy Viatris Stock?

Examine Viatris' financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
Research Viatris' leadership team and their track record. Good management can help Viatris navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
Consider the overall health of the Pharmaceuticals space and any emerging trends that could impact Viatris' business and its evolving consumer preferences.
Compare Viatris' performance and market position to its competitors. Analyze how Viatris is positioned in terms of product offerings, innovation, and market share.
Check if Viatris pays a dividend and its dividend yield and payout ratio.
Review what financial analysts are saying about Viatris' stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.

Already Invested in Viatris?

The danger of trading Viatris is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Viatris is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Viatris. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Viatris is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.

When determining whether Viatris is a strong investment it is important to analyze Viatris' competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Viatris' future performance. For an informed investment choice regarding Viatris Stock, refer to the following important reports: