---
title: Charles River Laboratories (CRL) — intrinsic value and fair price
canonical: https://sweetvaluelab.com/stocks/crl
ticker: CRL
as_of: 2026-10-17
sector: Healthcare
industry: Medical - Diagnostics & Research
---
# Charles River Laboratories (CRL)

Charles River Laboratories (CRL) closed at $300.15 on Oct 16, 2026, overvalued by 348% vs its model value of $66.97 (from its peers' median EV/EBITDA).

## Key figures

| Figure | Value |
| --- | ---: |
| Last close | $300.15 (Oct 16, 2026) |
| Model value (from its peers' median EV/EBITDA) | $66.97 |
| Price vs model | overvalued by 348% vs model |
| Range of that model | $65.36 – $104.69 |
| Market value | $14.5B |
| P/E (fiscal 2025) | — |
| Net margin (fiscal 2025) | -3.6% |
| Free cash flow (fiscal 2025) | $518.5M |
| Dividend yield (trailing twelve months) | 0.00% |
| Beta | 1.40 |
| Cost of capital (WACC) | 9.54% |
| Business classification | Mature & Stable (Revenue declining (~-1% recent), Currently unprofitable, Highly cyclical earnings) |

## On the stock lists

| List | Place | Figure | Page |
| --- | ---: | ---: | --- |
| Best performing this year | #44 | +50.5% | https://sweetvaluelab.com/lists/best-performing-this-year |

## Valuation models

Each model's value per share and the role the engine gave it for this business. The headline above is one model's value; every other model is listed with its own, and each has a page of its own under the valuation. Computed Oct 17, 2026.

| Model | Role | Value per share | Low | High |
| --- | --- | ---: | ---: | ---: |
| DCF · Perpetuity growth · 5y | primary | $0.00 | $0.00 | $23.58 |
| DCF · Perpetuity growth · 10y | cross check | $1.71 | $0.00 | $27.69 |
| DCF · EBITDA exit · 5y | cross check | $54.31 | $23.01 | $91.23 |
| DCF · EBITDA exit · 10y | cross check | $43.71 | $15.15 | $82.18 |
| EV/EBITDA · peers | cross check | $66.97 | $65.36 | $104.69 |
| EV/Revenue · peers | cross check | $244.34 | $234.53 | $264.52 |
| Earnings power value | cross check | $40.10 | $29.37 | $54.82 |
| Dividend discount | cross check | $0.00 | $0.00 | $0.00 |

## Insider activity (SEC Form 4)

Past 90 days: 1 open-market buy ($2,974.3) and 16 open-market sales ($23.6M); 10b5-1 plan sales included.

| Date | Insider | Relationship | Transaction | Shares | Value |
| --- | --- | --- | --- | ---: | ---: |
| Oct 5, 2026 | Parisotto Shannon M | CEVP, Disc & Safety Assessment | Option/RSU exercise (10b5-1 plan) | 981 | $0 |
| Oct 5, 2026 | Parisotto Shannon M | CEVP, Disc & Safety Assessment | Open-market sell (10b5-1 plan) | 981 | $302,579.6 |
| Oct 5, 2026 | Parisotto Shannon M | CEVP, Disc & Safety Assessment | Option/RSU exercise (10b5-1 plan) | 981 | $204,479.6 |
| Sep 30, 2026 | Coleman Glenn | EVP & Chief Financial Officer | Open-market buy | 10 | $2,974.3 |
| Aug 25, 2026 | FOSTER JAMES C | Director | Option/RSU exercise (10b5-1 plan) | 21,132 | $4.1M |

## Recent SEC filings

| Filed | Form | What | Filing |
| --- | --- | --- | --- |
| Sep 24, 2026 | 8-K | 7.01 Regulation FD Disclosure; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1100682/000110068226000142/crl-20260924.htm |
| Aug 5, 2026 | 10-Q | Quarterly report | https://www.sec.gov/Archives/edgar/data/1100682/000110068226000118/crl-20260627.htm |
| Aug 5, 2026 | 8-K | 2.02 Results of Operations (Earnings); 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1100682/000110068226000115/crl-20260805.htm |
| May 11, 2026 | 8-K | 5.02 Departure/Election of Directors or Officers; 5.07 Submission of Matters to a Shareholder Vote; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1100682/000095010326007060/dp246529_8k.htm |
| May 7, 2026 | 10-Q | Quarterly report | https://www.sec.gov/Archives/edgar/data/1100682/000110068226000038/crl-20260328.htm |

## Superinvestors holding it (latest 13F)

| Manager | Quarter | Shares | Value |
| --- | --- | ---: | ---: |
| Bill Nygren | 2026-06-30 | 2,241,144 | $508.3M |
| John Rogers | 2026-06-30 | 1,506,185 | $341.6M |

2 tracked managers in all.

## About

Charles River Laboratories International, Inc. operates as a contract research organization (CRO), providing essential preclinical services to the pharmaceutical and biotechnology industries. Its core business revolves around assisting clients with drug discovery, non-clinical development, and thorough safety testing, with its services extending globally across the United States, Europe, Canada, and the Asia Pacific region. The company organizes its diverse offerings into three principal segments: Research Models and Services (RMS), Discovery and Safety Assessment (DSA), and Manufacturing Solutions. 1. Research Models and Services (RMS): This division is a key supplier of high-quality rodent research models, including specially bred strains of rats and mice for experimental purposes. It also offers a comprehensive array of support services to help clients effectively utilize these models…

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Source: https://sweetvaluelab.com/stocks/crl (SweetValueLab, free, no account). Prices and statements from Financial Modeling Prep; filings from SEC EDGAR. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.
