Professional
Added to YB: 2026-07-27
Pitch date: 2026-07-23
SHC [bullish]
Sotera Health Company
Author Info
The Lion's Roar is searching for the next long/short idea. Primarily US, SMID cap focused, but looking for value everywhere. Sign up for the newsletter.
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
$5.0B
Pitch Price
N/A
Price Target
26.20
Dividend
N/A
EV/EBITDA
12.11
P/E
42.82
EV/Sales
5.84
Sector
Life Sciences Tools and Services
Category
value
O'Keefe Stevens Advisory New Position: Sotera Health Company
SHC (new position): Sterilization duopoly (Sterigenics + Steris ~70% share), 50% EBITDA margins, 20yrs consecutive rev growth, high switching costs. Warburg finished selling early 2026, removing overhang. Targets 5-7% organic growth, $500-600M FCF '25-'27. EtO litigation to resolve by '27, net leverage 3.2x declining as capex normalizes. New CEO Shader. 50% near-term upside; long-term compounder.
Read full article (4 min)