Professional
Added to YB: 2024-01-30
Pitch date: 2024-01-30
SHC [bullish]
Sotera Health Company
+15.12%
current return
Author Info
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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
$14.62
Price Target
37.00 (+120%)
Dividend
N/A
EV/EBITDA
12.15
P/E
188.19
EV/Sales
5.81
Sector
Life Sciences Tools and Services
Category
value
McIntyre Partnerships holding - Sotera Health Company ($SHC)
SHC: Duopoly in crucial medical sterilization, 100% top customer retention, 10% sales growth, 55% EBITDA margin. Undervalued at 12x EV/EBITDA, 15x EPS due to temporary headwinds - inventory normalization, GLP-1 fears, manageable legal issues. Catalyst: multiple normalization. $37 PT on $700M EBITDA, $1.50 EPS '26 at 18x, 25x multiples (now $15).
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