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Sotera Health Co (SHC) Stock Fundamental Analysis & AI Rating 2026

SHC Nasdaq Services-Misc Health & Allied Services, NEC DE CIK: 0001822479
Recently Updated • Analysis: Apr 15, 2026 • SEC Data: 2025-12-31
HOLD
72% Conf
Pending
Analysis scheduled

📊 SHC Key Takeaways

Revenue: $1.2B
Net Margin: 6.7%
Free Cash Flow: $149.2M
Current Ratio: 2.46x
Debt/Equity: 3.53x
EPS: $0.27
AI Rating: HOLD with 72% confidence
Sotera Health Co (SHC) receives a HOLD rating with 72% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.2B, net profit margin of 6.7%, and return on equity (ROE) of 12.9%, Sotera Health Co demonstrates mixed fundamentals in the Services sector. Below is our complete SHC stock analysis for 2026.

Is Sotera Health Co (SHC) a Good Investment?

Claude

Sotera Health demonstrates solid operational fundamentals with strong revenue growth (5.7% YoY) and exceptional gross margins (55.5%), supported by robust cash flow generation ($287.2M operating cash flow, $149.2M free cash flow). However, the company's aggressive leverage (3.53x Debt/Equity ratio with $2.1B long-term debt) paired with flat net income growth creates material financial risk that constrains upside potential.

Why Buy Sotera Health Co Stock? SHC Key Strengths

Claude
  • + Exceptional gross margins (55.5%) demonstrating strong pricing power and operational efficiency
  • + Robust cash generation with $287.2M operating cash flow and 12.8% FCF margin supporting debt service capacity
  • + Strong liquidity position with 2.46x current ratio and $344.6M cash reserves providing financial flexibility
  • + Consistent revenue growth of 5.7% YoY in defensive healthcare services sector

SHC Stock Risks: Sotera Health Co Investment Risks

Claude
  • ! Excessive leverage with 3.53x Debt/Equity ratio and $2.1B long-term debt limiting financial flexibility
  • ! Stagnant net income growth (flat YoY) despite 5.7% revenue growth suggests margin compression or operational headwinds
  • ! Low ROA of 2.4% indicates asset-heavy business model with limited capital efficiency
  • ! Implied interest coverage ratio appears tight given $2.1B debt against $147.5M operating income, constraining debt reduction capacity

Key Metrics to Watch

Claude
  • * Net income growth trajectory and operating margin expansion to validate revenue growth sustainability
  • * Debt reduction progress and leverage ratio trajectory to assess deleveraging commitment
  • * Free cash flow stability and allocation between debt paydown versus growth investments

Sotera Health Co (SHC) Financial Metrics & Key Ratios

Revenue
$1.2B
Net Income
$77.9M
EPS (Diluted)
$0.27
Free Cash Flow
$149.2M
Total Assets
$3.3B
Cash Position
$344.6M

💡 AI Analyst Insight

Strong liquidity with a 2.46x current ratio provides a solid financial cushion.

SHC Profit Margin, ROE & Profitability Analysis

Gross Margin 55.5%
Operating Margin 12.7%
Net Margin 6.7%
ROE 12.9%
ROA 2.4%
FCF Margin 12.8%

SHC vs Services Sector: How Sotera Health Co Compares

How Sotera Health Co compares to Services sector averages

Net Margin
SHC 6.7%
vs
Sector Avg 10.0%
SHC Sector
ROE
SHC 12.9%
vs
Sector Avg 16.0%
SHC Sector
Current Ratio
SHC 2.5x
vs
Sector Avg 1.5x
SHC Sector
Debt/Equity
SHC 3.5x
vs
Sector Avg 0.7x
SHC Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Sotera Health Co Stock Overvalued? SHC Valuation Analysis 2026

Based on fundamental analysis, Sotera Health Co has mixed fundamental signals relative to the Services sector in 2026.

Return on Equity
12.9%
Sector avg: 16%
Net Profit Margin
6.7%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
3.53x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Sotera Health Co Balance Sheet: SHC Debt, Cash & Liquidity

Current Ratio
2.46x
Quick Ratio
2.24x
Debt/Equity
3.53x
Debt/Assets
81.4%
Interest Coverage
N/A
Long-term Debt
$2.1B

SHC Revenue & Earnings Growth: 5-Year Financial Trend

SHC 5-year financial data: Year 2021: Revenue $931.5M, Net Income -$20.9M, EPS $-0.09. Year 2022: Revenue $1.0B, Net Income -$38.6M, EPS $-0.16. Year 2023: Revenue $1.0B, Net Income $116.9M, EPS $0.41. Year 2024: Revenue $1.1B, Net Income -$233.6M, EPS $-0.83. Year 2025: Revenue $1.2B, Net Income $51.4M, EPS $0.18.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Sotera Health Co's revenue has grown significantly by 25% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.18 reflects profitable operations.

SHC Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
12.8%
Free cash flow / Revenue

SHC Quarterly Earnings & Performance

Quarterly financial performance data for Sotera Health Co including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $285.5M $17.0M $0.06
Q2 2025 $276.6M -$5.3M $-0.02
Q1 2025 $248.2M N/A $0.02
Q3 2024 $263.2M $12.7M $0.04
Q2 2024 $255.3M $8.8M $0.03
Q1 2024 $220.6M N/A $0.01
Q3 2023 $248.7M $12.7M $0.04
Q2 2023 $255.3M $23.5M $0.08

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Sotera Health Co Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$287.2M
Cash generated from operations
Capital Expenditures
$138.0M
Investment in assets
Dividends
None
No dividend program

SHC SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Sotera Health Co (CIK: 0001822479)

📋 Recent SEC Filings

Date Form Document Action
Apr 8, 2026 DEF 14A tm261581-1_def14a.htm View →
Apr 2, 2026 4 xslF345X06/ownership.xml View →
Mar 16, 2026 8-K shc-20260312.htm View →
Mar 10, 2026 4 xslF345X05/ownership.xml View →
Mar 10, 2026 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about SHC

What is the AI rating for SHC?

Sotera Health Co (SHC) has an AI rating of HOLD with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are SHC's key strengths?

Claude: Exceptional gross margins (55.5%) demonstrating strong pricing power and operational efficiency. Robust cash generation with $287.2M operating cash flow and 12.8% FCF margin supporting debt service capacity.

What are the risks of investing in SHC?

Claude: Excessive leverage with 3.53x Debt/Equity ratio and $2.1B long-term debt limiting financial flexibility. Stagnant net income growth (flat YoY) despite 5.7% revenue growth suggests margin compression or operational headwinds.

What is SHC's revenue and growth?

Sotera Health Co reported revenue of $1.2B.

Does SHC pay dividends?

Sotera Health Co does not currently pay dividends.

Where can I find SHC SEC filings?

Official SEC filings for Sotera Health Co (CIK: 0001822479) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is SHC's EPS?

Sotera Health Co has a diluted EPS of $0.27.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is SHC a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Sotera Health Co has a HOLD rating with 72% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is SHC stock overvalued or undervalued?

Valuation metrics for SHC: ROE of 12.9% (sector avg: 16%), net margin of 6.7% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy SHC stock in 2026?

Our dual AI analysis gives Sotera Health Co a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is SHC's free cash flow?

Sotera Health Co's operating cash flow is $287.2M, with capital expenditures of $138.0M. FCF margin is 12.8%.

How does SHC compare to other Services stocks?

Vs Services sector averages: Net margin 6.7% (avg: 10%), ROE 12.9% (avg: 16%), current ratio 2.46 (avg: 1.5).

Is Sotera Health Co carrying too much debt?

SHC has a debt-to-equity ratio of 3.53x, which is above the Services sector average of 0.7x. However, the current ratio of 2.46 suggests adequate short-term liquidity.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 15, 2026 | Data as of: 2025-12-31 | Powered by Claude AI