Professional
Added to YB: 2026-03-20
Pitch date: 2026-02-19
SHC [neutral]
Sotera Health Company
-21.75%
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
$3.9B
Pitch Price
$17.33
Price Target
30.00 (+121%)
Dividend
N/A
EV/EBITDA
10.36
P/E
51.30
EV/Sales
5.04
Sector
Life Sciences Tools and Services
Category
value
McIntyre Partnerships Portfolio Holding: Sotera Health Company
SHC (holding update): Predictable, recession-proof biz w/ zero down years in 20yrs. 2025 inflection: Sterigenics rev +10% vs 4-7% prior (volumes +5% post-destocking). OBBB Act lowers tax rate from 34% to mid-20s, boosting EPS est ~10%. Legal settlements easing. Trades 17x '26 EPS vs STE at 25x despite similar duopoly position. Target $30 (25x '27 EPS $1.20) vs $17 current, driven by ~10% EBITDA growth, capital returns & multiple expansion.
Read full article (2 min)