Professional
Added to YB: 2025-08-05
Pitch date: 2024-01-24
SHC [neutral]
Sotera Health Company
+13.58%
current return
Author Info
No bio for this author
Company Info
Sotera Health Company provides sterilization, lab testing, and advisory services for the healthcare industry in the United States, Canada, Europe, and internationally.
Market Cap
$4.5B
Pitch Price
$14.80
Price Target
37.00 (+120%)
Dividend
N/A
EV/EBITDA
12.15
P/E
188.19
EV/Sales
5.81
Sector
Life Sciences Tools and Services
Category
value
McIntyre Partnerships Portfolio Holding: Sotera Health Company
SHC (holding update): Leading medical device sterilization duopoly with 10% growth, 55% EBITDA margins, 100% top customer retention. Currently trades at 12x 2024 EV/EBITDA vs 18x historical due to: 1) med device destocking (resolving), 2) GLP-1 fears (minimal impact), 3) lingering litigation concerns. Target $37 based on 18x EV/EBITDA, 25x P/E on 2026 estimates.
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