Added to YB: 2026-06-24
Pitch date: 2026-04-15
SHC [bullish]
Sotera Health Company
+0.06%
current return
Author Info
No bio for this author
Company Info
Sotera Health Company provides sterilization solutions, lab testing, and advisory services for the healthcare industry in the United States, Canada, Europe, and internationally.
Market Cap
$4.5B
Pitch Price
$16.03
Price Target
30.00 (+87%)
Dividend
N/A
EV/EBITDA
11.24
P/E
38.54
EV/Sales
5.42
Sector
Life Sciences Tools and Services
Category
value
Sotera Health Company - $SHC
SHC: ~$6bn EV duopoly sterilization provider to medtech at ~10x NTM EBITDA (3x discount to Steris) on litigation/sponsor overhangs. 50% EBITDA margins, 4%+ pricing, 90%+ contracted rev. EtO suits settling favorably; EPA rules consolidate share. Sandbagged guidance vs Steris LDD growth. FCF inflection. Base case $30/share (12x EBITDA) = 25% 3yr IRR vs $16.
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