- Bayer acquired Monsanto for $66 billion in 2018. Today, because of the Roundup© litigations, Bayer’s market cap stands at $67 billion.
- Bayer just reported Q1-2021 with its stock trading up significantly 7% intraday, a fair financial result and reaffirmed 2021 guidance.
- The current dividend appears safe at 3.5% and is expected to grow.
- However, the Roundup© litigations remain a cloud over Bayer, and I conclude the risks outweigh the opportunity presented at Bayer's current market discount.
For further details see:
Bayer: There Is Still A Company After The $11.6 Billion Roundup Lawsuit, But Is It Worth The Risk?