Professional
Added to YB: 2025-09-11
Pitch date: 2025-09-03
SHC [bullish]
Sotera Health Company
+8.59%
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
$15.48
Price Target
35.00 (+108%)
Dividend
N/A
EV/EBITDA
12.15
P/E
188.19
EV/Sales
5.81
Sector
Life Sciences Tools and Services
Category
turnaround
McIntyre Partnerships Portfolio Holding: Sotera Health Company
SHC (holding update): Sterilization services co recovering from post-COVID medical inventory destocking. Q2 showed 6% volume growth vs historical 4-7%, confirming recovery thesis. Dominant position in essential healthcare services. CEO says destocking over, volumes matching end markets. $35 price target (18x 2027 EBITDA) vs $16 current, assumes return to ~10% EBITDA growth.
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