Professional
Added to YB: 2026-09-24
Pitch date: 2026-09-21
SRTA [bullish]
Strata Critical Medical, Inc.
-1.47%
current return
Author Info
Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life
Company Info
Strata Critical Medical, Inc. provides time-critical logistics and medical services to the healthcare industry in the United States.
Market Cap
$472.4M
Pitch Price
$5.46
Price Target
N/A
Dividend
N/A
EV/EBITDA
53.02
P/E
-19.29
EV/Sales
1.77
Sector
Health Care Providers and Services
Category
growth
Idea Brunch with David Polansky and Tim Delaney of Immersion Investments - Strata Critical Medical, Inc.
SRTA: Strata Critical Medical is the high-quality organ-logistics and clinical-services business left after Blade sold passenger aviation, combining low-teens expected organic growth with industry consolidation and a debt-free balance sheet. At roughly $5, it traded near 10x estimated 2026 EBITDA and 20x free cash flow; EBITDA could compound above 30% annually over five years, subject to integration, capital-allocation, regulatory and organic-growth risks.
Read full article (2 min)