Teva: Deeply Undervalued FCF Machine


  • Teva is an Israeli pharmaceutical company and the largest global generic manufacturer which suffered numerous challenges in recent years.
  • The new management has a clear vision of how to deliver value to shareholders with the help of the company’s strong assets portfolio.
  • The company’s fair value is estimated by me to be close to $15 billion, indicating almost 50% upside potential.
Teva Pharmaceuticals USA headquarters in Parsippany, NJ, USA.


Investment thesis

Investors of Teva Pharmaceutical (NYSE:TEVA) experienced a lot of pain in recent years as the company faced multiple challenges and litigations, which led to a massive reputation loss. However, the new CEO of the company outlined

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