Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI Summary - About
Sotera Health Co(SHC)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SHC
11/13/2026: SHC (1-star) is currently NOT-A-BUY. Pass it for now.
Sotera Health is a specialized life sciences services provider that plays a critical role in sterilizing medical devices and providing lab testing for healthcare companies. Its main strength lies in its integrated business model, which creates high customer stickiness and stable, recurring demand for its essential services. While the company holds a major market position, its investment story is tempered by significant litigation risks and environmental regulatory hurdles related to its legacy sterilization operations. These legal factors create price volatility that may not suit conservative investors, though the company’s essential role in the healthcare supply chain remains a core value driver. Investors should monitor future settlement updates and environmental compliance progress.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Growth is steady due to healthcare demand but dampened by litigation-related capital constraints. |
| Momentum investor | Weak fit | Momentum is often erratic due to binary outcomes from regulatory or legal news. |
| Value investor | Mixed fit | The stock may appear attractively valued but carries significant tail risk from legal liabilities. |
| Dividend investor | Weak fit | The company does not pay a dividend. |
| Low-risk investor | Weak fit | High volatility due to litigation risk makes this unsuitable for low-risk portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock frequently reacts sharply to regulatory and legal developments. |
| Valuation risk | Medium | Valuation is sensitive to assumptions regarding future legal settlements. |
| Competition risk (Sterilization Services) | Medium | Competition from large players like STERIS limits pricing power in certain segments. |
| Business quality | Medium / high | The core business is essential and high-margin, but legal risks cloud the quality. |
| Dividend income | Low / none | No dividend income is provided. |
| Execution risk | Medium | Managing complex global facility compliance requires significant operational focus. |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.66B USD | Price to earnings Ratio 27.17 | 1Y Target Price 21.44 |
Price to earnings Ratio 27.17 | 1Y Target Price 21.44 | ||
Volume (30-day avg) 2.4M shares | Beta 1.93 | 52 Weeks Range 13.09 - 19.85 | Updated Date 11/13/2026 |
52 Weeks Range 13.09 - 19.85 | Updated Date 11/13/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.6 |
Sector & Industry Intelligence
Sector
Healthcare
Bullish- Sentiment
- Strong Bullish
- Momentum
- Momentum Steady
- BUY participation
- 62.6%
- Active BUY / eligible
- 72 / 115
- 30-Day BUY Count Change
- +35
- Market state
- Strong Bullish
The number of qualifying BUY stocks has remained relatively stable.
Industry
Diagnostics & Research
- BUY participation
- 68.8%
- Active BUY / eligible
- 11 / 16
- 30-Day BUY Count Change
- 0
Sector signal summarizes BUY breadth conditions for the sector. It does not override this stock’s BUY, SELL, or PASS advisory.
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -1.03% | Avg. Invested days 54 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/13/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Sterigenics | Outsourced gamma, EO, and e-beam sterilization services. | The largest revenue driver, relying on the mandatory sterilization of medical devices. |
| Nelson Labs | Microbiological and analytical testing services. | Provides stable, recurring revenue from the medical device R&D process. |
| Geography | Global operations with significant presence in North America and Europe. | Well-diversified across key healthcare markets, though subject to regional regulations. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-11-03 | When Before Market | Estimate 0.24 | Actual 0.27 |
Profitability
Profit Margin 14.11% | Operating Margin (TTM) 36.76% |
Management Effectiveness
Return on Assets (TTM) 8.6% | Return on Equity (TTM) 27.03% |
Valuation
Trailing PE 27.17 | Forward PE 15.95 | Enterprise Value 6.56B | Price to Sales(TTM) 3.79 |
Enterprise Value 6.56B | Price to Sales(TTM) 3.79 | ||
Enterprise Value to Revenue 5.33 | Enterprise Value to EBITDA 12.09 | Shares Outstanding 285.63M | Shares Floating 201.11M |
Shares Outstanding 285.63M | Shares Floating 201.11M | ||
Percent Insiders 2.41 | Percent Institutions 104.09 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.