Sotera Health Company provides sterilization solutions, lab testing, and advisory services for the healthcare industry in the United States, Canada, Europe, and internationally.
FAIL · Does not pass the screen
18.37 USD
At the last full screen 2026-09-11
Screened 2026-09-11 · the tape above runs as of 23:00 UTC · two dates, stated on purpose · verdict and workings shown in full · never trimmed
PRICE · FAIR-VALUE RANGE1M3M6MYTD1Y3Y5Y
What this means: price 18.37 against the desk's fair-value range, base estimate 23.07, over the last year.
Positioning no disclosures inside 60 days, left as found
Options no verdict drawn today, left as found
Ethical does not pass the values gate
Price18.37 USD
Fair value23.07
Ethical score70.0/100
Our investment reviews on this name
2026-09-12Read Markdown18.37+0.0% to today
2026-08-12Read Markup18.86-2.6% to today
2026-07-02Read Accumulation16.19+13.5% to today ✓
Our analytic regime reads on this name, dated and marked against today's price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
Sotera Health Company holds its Markdown at $18.37. Elevated stress, defensive posture warranted, held for 181 days.
As held on the ledger · 2026-09-11
Phase
Markdown · caution
Quantitative state
Elevated stress, defensive posture warranted, held for 181 days
Price at the screen
$18.37
Valuation
32.23 trailing · 17.09 forward price to earnings
Values screen
FAIL· score 70.0
Beta
1.78
The Workings
Five Screens, Shown in Full
Does not pass. Debt ratio
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
69.68%
Below 33%
Interest-bearing debt is 69.7% of its assets, above the one-third ceiling the screen allows.
Fail
Interest-bearing cash
0.00%
Below 33%
Cash held in interest-bearing accounts and securities is 0.0% of assets, under the one-third limit.
Pass
Receivables
14.83%
Below 49%
Money owed to the company is 14.8% of assets, under the 49% limit.
Pass
Revenue purity
0.00%
Below 5%
Only 0.0% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
Fair value range in USD, drawn from the 2026-09-11 screen. The gold marker is the market price at the same screen. A 25.6% margin of safety to the base estimate.
Third-party analyst targets: 9 covering, consensus Buy. The average target sits +22% from the screen price.
Reading the gap · Both our model and the analysts see meaningful upside from here.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-09-11 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
The quiet backbone behind every sterile syringe
Picture the last medical device that touched your skin. Chances are it passed through Sotera's chambers for gamma or ethylene oxide treatment. The company grows revenue at 10 percent a year, turns a 10 percent profit margin and delivers 23 percent return on equity, all while clearing the ethical screen without flags.
Yet the opportunity rating sits at none. Forward earnings sit at 16.7 times, the moat remains unknown and nine analysts already cluster around a $20 target that leaves little extra room once the 22 percent margin of safety is priced in. Nothing here screams mispriced leader, just a competent service business in a crowded field.
Currency swings, regulatory changes around sterilisation gases and customer concentration in device makers all sit in the risk column. The numbers do not scream danger, but they also fail to clear the bar for conviction. Analysis, not advice.
The risks · The things to watch: it already moves more than the market on an average day; it carries a real debt load, which raises the stakes if revenue slips.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
SHC trades on Nasdaq. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-09-12Markdown · changed$18.37-2.6%Entry 5
The framework has shifted from markup to markdown since the last review. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 2.6% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are up 32%. Our forward projection puts the odds of a 10% gain over the next month near 27%. The street (8 analysts) rates it buy, with a mean price target of $20.
2026-08-12Markup · changed$18.86+16.5%Entry 4
The framework has shifted from accumulation to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 16.5% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are up 32%. Our forward projection puts the odds of a 10% gain over the next month near 27%. The street (8 analysts) rates it buy, with a mean price target of $20.
2026-07-18Accumulation$16.19+0.0%Entry 3
The framework reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are up 32%. Our forward projection puts the odds of a 10% gain over the next month near 27%. The street (8 analysts) rates it buy, with a mean price target of $20.
2026-07-03Accumulation$16.19+0.0%Entry 2
The framework reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows good risk-adjusted returns.
2026-07-02Accumulation$16.19Entry 1
The framework reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows good risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
