Added to YB: 2025-04-03
Pitch date: 2025-02-15
SOLV [bullish]
Solventum Corporation
+10.83%
current return
Author Info
No bio for this author
Company Info
Solventum Corporation, a healthcare company, develops, manufactures, and commercializes a portfolio of solutions to address critical customer and patient needs in the United States and internationally.
Market Cap
$13.9B
Pitch Price
$73.89
Price Target
150.00 (+81%)
Dividend
N/A
EV/EBITDA
13.04
P/E
9.19
EV/Sales
2.07
Sector
Health Care Equipment and Supplies
Category
turnaround
Solventum Corporation - $SOLV
SOLV: 3M spinoff trades 12x EBIT, 13x P/E. 2% rev growth, $1.1B FCF. Margin uplift from 22% to 24% possible. Trian activist involved. Phase 2 restructuring to drive growth/margins. 100% upside potential. Catalysts: margin improvement, cash deployment. Risks: debt, slow growth.
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