Added to YB: 2025-10-02
Pitch date: 2025-08-16
SOLV [bullish]
Solventum Corporation
+17.22%
current return
Author Info
No bio for this author
Company Info
Solventum Corporation, a healthcare company, develops, manufactures, and commercializes a portfolio of solutions to address critical customer and patient needs in the United States and internationally.
Market Cap
$13.9B
Pitch Price
$70.79
Price Target
130.00 (+57%)
Dividend
N/A
EV/EBITDA
13.04
P/E
9.19
EV/Sales
2.07
Sector
Health Care Equipment and Supplies
Category
turnaround
Solventum Corporation - $SOLV
SOLV: a spinoff from 3M trading 11.3x EBITDA vs 14x comps despite recurring healthcare revenue. Underearning on separation costs & 3M supply agreement hitting margins. Revenue growth inflecting: 2.5% Q1, 2.8% Q2 vs 1.2% in 2024 from talent upgrades. $3.3B Purification sale cuts debt, enables M&A. Conservative mgmt beat every quarter. $130 target (80% upside) as margins normalize to historical 25% levels by 2028.
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