Professional
Added to YB: 2025-02-20
Pitch date: 2025-02-03
SHC [bullish]
Sotera Health Company
+22.49%
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
$13.74
Price Target
N/A
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 Portfolio Holding: Sotera Health Company
SHC: High-quality duopoly in medical device sterilization. 10% historical growth, 55% EBITDA margins. Trading at 10x 2025 EV/EBITDA, 13x 2025 EPS due to legal fears & market downturn. CA litigation overestimated at $2B. Customer destocking stabilizing, expect return to 10% EBITDA growth. Rerating likely as volumes recover.
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