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Sotera Health Company (SHC) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Sotera Health Company

SHCMarket cap $5.21BPrice $18.3

Country🇺🇸United States

SectorHealthcare

IndustryLife Sciences

Sterilizes medical devices, tests biological safety, and keeps hospital supply chains running through gamma, X-ray, and gas sterilization. Roughly 40 billion medical products worldwide pass through its facilities every year before reaching patients.

In Bastion Portfolios?

52W Return+13%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+5%5

Revenue Forecast

Rev CAGR (1y)+7%5

Rev CAGR (3y)+6%5

Rev CAGR (5y)+7%6

Earnings Forecast

EPS Growth Y+1+263%10

EPS Growth Y+2+10%6

EPS Growth Y+3+11%7

Quality

Margins

EBIT Margin37%9

Net Income Margin13%7

Free Cash Flow Margin9%6

Debt

Net Debt/EBITDA3.23

Efficiency

ROE28%9

ROA5%6

Earnings Stability55

GEAR+AVERAGE53

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)175

P/E Ratio (Forward 3y)155

P/BV7.82

EV Multiples

EV/EBITDA Fwd115

EV/EBIT Fwd146

Yield

Free Cash Flow Yield2.2%4

Dividend Yieldna–

Momentum

Short term

1 month return-3%6

3 month return+1%7

YTD return+3%5

Mid term

Price vs 52wHigh92%9

1 year return+13%6

Long term

3 year return+27%4

5 year return-30%2

Risk Shield

Price Risk

Beta1.32

Volatility29%7

Free Cash Flow

Free Cash Flow Margin9%6

Free Cash Flow Yield2.2%4

Quality

ROCE15%7

Earnings Stability55

Net Debt/EBITDA3.23

02Growth

Is it actually growing, and how fast?

SHCSotera Health

Revenue FY25$1.2B

GROWTH RATING↗

AVERAGE53 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+5%5

Revenue, next 1Y+7%5

Revenue, next 3Y, CAGR+6%5

Revenue, next 5Y, CAGR+7%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+263%10

EPS growth, FY27E+10%6

EPS growth, FY28E+11%7

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 11%/yr vs revenue 6%/yr).

WATCH

A mid-pack grower, ahead of 53% of companies worldwide.

Revenue is set to grow 6%/yr over the next 3 years, in line with the market.5/10

Revenue grew 5%/yr over the last 3 years and is set to keep growing around 6%/yr.

Over five years revenue is set to grow 7%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE55 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-3%6

3-month return+1%7

YTD return+3%5

MID & LONG-TERM▾SCORE

% of 52-week high92%9

1-year return+13%6

3-year return+27%4

5-year return-30%2

MOMENTUM ASSESSMENT

STRENGTHS

It's up 13% over the past year, but 8% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+1%).

WATCH

Returns sit at the market level over the past month (-3%) and so far this year (+3%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+27% over three years and -30% over five), behind 70% of the market.

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Sotera Health Company. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

SHCSotera Health

Revenue FY25$1.2B

GROWTH RATING↗

AVERAGE53 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+5%5

Revenue, next 1Y+7%5

Revenue, next 3Y, CAGR+6%5

Revenue, next 5Y, CAGR+7%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+263%10

EPS growth, FY27E+10%6

EPS growth, FY28E+11%7

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 11%/yr vs revenue 6%/yr).

WATCH

A mid-pack grower, ahead of 53% of companies worldwide.

Revenue is set to grow 6%/yr over the next 3 years, in line with the market.5/10

Revenue grew 5%/yr over the last 3 years and is set to keep growing around 6%/yr.

Over five years revenue is set to grow 7%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE55 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-3%6

3-month return+1%7

YTD return+3%5

MID & LONG-TERM▾SCORE

% of 52-week high92%9

1-year return+13%6

3-year return+27%4

5-year return-30%2

MOMENTUM ASSESSMENT

STRENGTHS

It's up 13% over the past year, but 8% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+1%).

WATCH

Returns sit at the market level over the past month (-3%) and so far this year (+3%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+27% over three years and -30% over five), behind 70% of the market.

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Sotera Health Company. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community