SHC

NEUTRAL

$16.3 Live

Sotera Health Company · NASDAQ

Target $20.5 (+25.8%)

$10.17 52W Range $19.85

SHC Sotera Health Company - Fundamental Analysis

NEUTRAL

Console Chart News

SHC Stock | Fundamental Analysis & Investment Insights

NASDAQ • Healthcare • Diagnostics & Research

Current Price Live

$16.3

Analyst Target

$20.5

+25.8% Upside

52W High

$19.85

52W Low

$10.17

Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers Insiders SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 19, 2026

Market cap

$4.65B

P/E

60.37

ROE

15.4%

Profit margin

6.7%

Debt/Equity

3.76

Dividend yield

N/A

AI Analysis

AI-powered fundamental assessment

Confidence

80%

SHC presents a conflicted profile with a stable Piotroski F-Score of 4/9 but significant valuation gaps, as the current price of $16.30 far exceeds the Graham Number ($3.6) and Intrinsic Value ($7.97). While the company shows explosive earnings growth (175.4% YoY) and strong operating margins, these are offset by a high Debt/Equity ratio of 3.76 and a bearish technical trend. The stark contrast between bullish analyst targets ($20.50) and aggressive insider selling ($1.28B) suggests a high-risk environment where growth expectations are priced in at a steep premium.

Key Strengths

Strong operating margin of 35.75%

Exceptional YoY earnings growth of 175.40%

Healthy short-term liquidity with a current ratio of 2.46

Consistent track record of beating earnings estimates (3/4 last quarters)

Strong analyst consensus with a 'Buy' recommendation and $20.50 target

Key Risks

Significant overvaluation relative to Graham and Intrinsic value formulas

High leverage with a Debt/Equity ratio of 3.76

Sluggish top-line revenue growth (4.60% YoY)

Bearish technical trend (0/100) and poor 5-year price performance

Lack of dividend yield or shareholder return program

AI Fair Value Estimate

Based on comprehensive analysis

$11.25

-31.0% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall

Weak

Value

Future

Past

Health

Dividend

AI Verdict

Speculative Growth

Key drivers: Earnings acceleration, High leverage, Insider divestment, Valuation premium

Confidence

85%

Value

30/100

Ref P/E 60.37, PEG 1.31, Graham Number $3.6

Positives

Forward P/E (15.58) is significantly lower than trailing P/E

Watchpoints

Price is 4.5x the Graham Number
Price is 2x the Intrinsic Value

Future

65/100

Ref 175.4% Earnings Growth vs 4.6% Revenue Growth

Positives

Strong EPS growth trajectory
Positive analyst price targets

Watchpoints

Low revenue growth suggests earnings growth may be driven by cost-cutting rather than expansion

Past

50/100

Ref Historical price changes

Positives

Strong 1-year recovery (+55.5%)

Watchpoints

Poor 5-year performance (-37.5%)

Health

45/100

Ref Piotroski F-Score 4/9, Debt/Equity 3.76

Positives

Current ratio (2.46) indicates good short-term solvency

Watchpoints

High Debt/Equity (3.76)
Piotroski F-Score of 4/9 is only marginally stable

Dividend

0/100

Ref Dividend Yield N/A

Positives

No standout positives identified.

Watchpoints

No dividend payments
0% payout ratio

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price

$16.3

Analyst Target

$20.5

Upside/Downside

+25.8%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for SHC and closest competitors.

Updated 2026-04-17

Company	5Y	3Y	1Y	6M	1M	1W
SHC Sotera Health Company Primary	-37.5%	-1.2%	+55.5%	+0.9%	+18.6%	+6.1%
ALKS Alkermes plc Peer	+40.1%	+3.5%	-17.4%	+2.9%	-20.5%	-3.0%
RDNT RadNet, Inc. Peer	+171.5%	+117.6%	+21.3%	-21.5%	-2.6%	+8.9%
FOLD Amicus Therapeutics, Inc. Peer	+55.8%	+30.6%	+110.0%	+75.0%	+0.8%	+0.2%
OPCH Option Care Health, Inc. Peer	+46.4%	-9.8%	-12.2%	+4.5%	-3.6%	-2.8%

SHC

Sotera Health Company

Primary

-37.5%

-1.2%

+55.5%

+0.9%

+18.6%

+6.1%

ALK

Alkermes plc

Peer

+40.1%

+3.5%

-17.4%

+2.9%

-20.5%

-3.0%

RDN

RadNet, Inc.

Peer

+171.5%

+117.6%

+21.3%

-21.5%

-2.6%

+8.9%

FOL

Amicus Therapeutics, Inc.

Peer

+55.8%

+30.6%

+110.0%

+75.0%

+0.8%

+0.2%

OPC

Option Care Health, Inc.

Peer

+46.4%

-9.8%

-12.2%

+4.5%

-3.6%

-2.8%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

60.37

15.58

1.31

7.65

3.99

5.64

11.87

$4.65B

Profitability

Profit margins and return metrics

Profit Margin 6.7%

Operating Margin 35.75%

Gross Margin 55.48%

ROE 15.42%

ROA 8.18%

Growth

Revenue and earnings growth rates

Revenue Growth +4.6%

Earnings Growth +175.4%

Q/Q Revenue Growth +4.56%

Q/Q Earnings Growth +182.8%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity

3.76

High debt

Current Ratio

2.46

Strong

Quick Ratio

2.09

Excellent

Cash/Share

$1.21

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue

$0.3B

Gross Margin

54.7%

Op. Margin

34.7%

Net Margin

11.5%

Total Assets

$3.3B

Liabilities

$2.7B

Equity

$0.6B

Debt/Equity

4.38x

Operating CF

$0.1B

CapEx

$-0.1B

Free Cash Flow

$0.1B

FCF Yield

51%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-04-30

$N/A

2026-02-24

$0.26

+7.0% surprise

2025-11-04

$0.26

+19.1% surprise

2025-08-08

$0.2

+15.9% surprise

Healthcare Sector Comparison

Comparing SHC against 447 companies in the Healthcare sector (26 bullish, 140 neutral, 281 bearish)

P/E Ratio

60.37

This Stock

87.83

Sector Avg

-31.3% (Discount)

Return on Equity (ROE)

15.42%

This Stock

-97.42%

Sector Avg

-115.8% (Below Avg)

Profit Margin

6.7%

This Stock

-14.95%

Sector Avg

-144.8% (Weaker)

Debt to Equity

3.76

This Stock

3.06

Sector Avg

+22.9% (Higher)

Revenue Growth

4.6%

This Stock

147.85%

Sector Avg

-96.9% (Slower)

Current Ratio

2.46

This Stock

4.68

Sector Avg

-47.4% (Weaker)

Similar Companies

Peer comparison within the same industry

Company	AI Rating	Market Cap	P/E	ROE	Profit Margin	Price
SHC Sotera Health Company	NEUTRAL	$4.65B	60.37	15.4%	6.7%	$16.3
ALKS Alkermes plc	BEARISH	$4.63B	19.41	14.7%	16.4%	$27.76	Compare
RDNT RadNet, Inc.	BEARISH	$4.69B	-	1.4%	-0.9%	$60.39	Compare
FOLD Amicus Therapeutics, Inc.	BEARISH	$4.54B	-	-11.6%	-4.3%	$14.47	Compare
OPCH Option Care Health, Inc.	NEUTRAL	$4.45B	22.32	15.2%	3.7%	$28.34	Compare

SHC Sotera Health Company

NEUTRAL

Mkt Cap

$4.6B

P/E

60.4

ROE

15.4%

Price

$16.3

Compare with SHC

Compare with SHC

Compare with SHC

Compare with SHC

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

Date	Insider	Position	Transaction	Shares	Value
2026-03-06	GTCR INVESTMENT XI L.L.C.	Beneficial Owner of more than 10% of a Class of Security	Sale	10,000,000	$152,700,000
2026-03-06	WARBURG PINCUS & CO	Beneficial Owner of more than 10% of a Class of Security	Sale	15,000,000	$229,050,000
2026-03-02	RUTZ MICHAEL PATRICK	Officer	Stock Award	45,223	-
2026-03-02	RUTZ MICHAEL PATRICK	Officer	Stock Award	14,573	-
2026-03-02	DIMITRIEF ALEXANDER	General Counsel	Stock Award	16,816	-
2026-03-02	PETRAS MICHAEL B. JR.	Chief Executive Officer	Stock Award	240,248	-
2026-03-02	PETRAS MICHAEL B. JR.	Chief Executive Officer	Stock Award	89,686	-
2026-03-02	LYONS JONATHAN M	Chief Financial Officer	Stock Award	59,355	-
2026-03-02	LYONS JONATHAN M	Chief Financial Officer	Stock Award	17,937	-
2025-12-08	PETRAS MICHAEL B. JR.	Chief Executive Officer	Sale	750,000	$12,337,500
2025-12-03	WARBURG PINCUS, L.L.C.	Beneficial Owner of more than 10% of a Class of Security	Sale	9,720,000	$158,727,600
2025-12-03	GTCR INVESTMENT XI L.L.C.	Beneficial Owner of more than 10% of a Class of Security	Sale	6,480,000	$105,818,400
2025-12-03	WARBURG PINCUS & CO	Beneficial Owner of more than 10% of a Class of Security	Sale	9,720,000	$158,727,600
2025-11-10	GTCR INVESTMENT XI L.L.C.	Beneficial Owner of more than 10% of a Class of Security	Sale	12,000,000	$187,812,000
2025-11-10	WARBURG PINCUS & CO	Beneficial Owner of more than 10% of a Class of Security	Sale	18,000,000	$281,718,000

GTCR INVESTMENT XI L.L.C.

Beneficial Owner of more than 10% of a Class of Security

Sell

2026-03-06

10,000,000 shares · $152,700,000

WARBURG PINCUS & CO

Beneficial Owner of more than 10% of a Class of Security

Sell

2026-03-06

15,000,000 shares · $229,050,000

RUTZ MICHAEL PATRICK

Officer

Stock Award

2026-03-02

45,223 shares

RUTZ MICHAEL PATRICK

Officer

Stock Award

2026-03-02

14,573 shares

DIMITRIEF ALEXANDER

General Counsel

Stock Award

2026-03-02

16,816 shares

PETRAS MICHAEL B. JR.

Chief Executive Officer

Stock Award

2026-03-02

240,248 shares

PETRAS MICHAEL B. JR.

Chief Executive Officer

Stock Award

2026-03-02

89,686 shares

LYONS JONATHAN M

Chief Financial Officer

Stock Award

2026-03-02

59,355 shares

LYONS JONATHAN M

Chief Financial Officer

Stock Award

2026-03-02

17,937 shares

PETRAS MICHAEL B. JR.

Chief Executive Officer

Sell

2025-12-08

750,000 shares · $12,337,500

WARBURG PINCUS, L.L.C.

Beneficial Owner of more than 10% of a Class of Security

Sell

2025-12-03

9,720,000 shares · $158,727,600

GTCR INVESTMENT XI L.L.C.

Beneficial Owner of more than 10% of a Class of Security

Sell

2025-12-03

6,480,000 shares · $105,818,400

WARBURG PINCUS & CO

Beneficial Owner of more than 10% of a Class of Security

Sell

2025-12-03

9,720,000 shares · $158,727,600

GTCR INVESTMENT XI L.L.C.

Beneficial Owner of more than 10% of a Class of Security

Sell

2025-11-10

12,000,000 shares · $187,812,000

WARBURG PINCUS & CO

Beneficial Owner of more than 10% of a Class of Security

Sell

2025-11-10

18,000,000 shares · $281,718,000

Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

DEF 14A

FORM DEF 14A

2026-04-08

SHC filed a definitive proxy statement on April 8, 2026, providing shareholders with necessary information to vote on corporate matters at the upcoming annual meeting.

8-K

2026-03-16

SHC filed an 8-K on March 16, 2026, likely to announce its annual financial results for the fiscal year ended December 31, 2025.

8-K

2026-03-06

10-K

2026-02-24

SHC filed its annual 10-K report on February 24, 2026. While specific financial metrics and risk details were not provided in the excerpts, the filing includes comprehensive disclosures within the Business, Risk Factors, and MD&A sections.

8-K

2026-02-24

SHC filed a current report likely announcing its annual financial results.

8-K

2026-02-05

SHC announced its fourth-quarter and full-year financial results for the fiscal year ended December 31, 2025.

8-K

2026-01-12

8-K

2025-11-10

SHC filed an 8-K on November 10, 2025, likely to announce its third-quarter financial results.

10-Q

2025-11-04

SHC filed its 10-Q on November 4, 2025, though the provided excerpt contains no specific financial highlights. The filing includes a dedicated section for Risk Factors under Item 1A.

8-K

2025-11-04

SHC filed an 8-K on November 4, 2025, likely to announce its third-quarter financial results.

8-K

2025-09-18

8-K

2025-09-05

8-K

2025-08-08

10-Q

2025-08-08

8-K

2025-07-24

Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus

BUY

8 analysts

Barclays

2026-04-14

Maintains

Overweight Overweight

Citigroup

2026-02-24

Maintains

Buy Buy

Piper Sandler

2026-01-09

Neutral Overweight

William Blair

2025-12-18

init

Outperform

BMO Capital

2025-11-13

init

Outperform

JP Morgan

2025-11-05

Maintains

Neutral Neutral

Barclays

2025-11-05

Maintains

Overweight Overweight

Piper Sandler

2025-11-05

Maintains

Neutral Neutral

Past News Coverage

Recent headlines mentioning SHC from our newsroom.

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SHC

SHC Sotera Health Company - Fundamental Analysis

At a glance

AI Analysis

Key Strengths

Key Risks

Performance Snowflake

Stock Price & Analyst Targets

Multi-Horizon Performance vs Peers

Historical Performance Trends

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Valuation Metrics

Profitability

Growth

Financial Health

Financial Statement Flow

Quarterly Earnings History

Healthcare Sector Comparison

Similar Companies

Recent Insider Trading

SEC Filings

Wall Street Analysts

Past News Coverage

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