Added to YB: 2026-01-05
Pitch date: 2025-12-30
SRTA [bullish]
Strata Critical Medical, Inc.
+19.59%
current return
Author Info
Guardian Capital shares independent research on asymmetry in capital markets. Sign up for the newsletter.
Company Info
Strata Critical Medical, Inc. provides time-critical logistics and medical services to the healthcare industry in the United States.
Market Cap
$464.6M
Pitch Price
$4.85
Price Target
N/A
Dividend
N/A
EV/EBITDA
502.24
P/E
-27.92
EV/Sales
1.80
Sector
Health Care Providers and Services
Category
special_situation
STRATA Critical Medical (NASDAQ: SRTA): The Orphan in Organ Logistics
SRTA: Transformed from Blade Air Mobility to pure-play organ transplant logistics/clinical services after divesting aviation biz to Joby. Trades ~10x 2026E EBITDA vs peer TMDX at 8x rev/50x EBITDA. High-margin growth profile warrants 20-25x multiple. Orphaned by legacy holders, not yet discovered by healthcare investors.
Read full article (1 min)