- ISIN
- US83601L1026
- CUSIP
- 83601L102
- Sector
- Healthcare
- Industry
- Diagnostics & Research
- IPO Date
- Nov 20, 2020
Highlights
- Market Cap
- $4.56B
- Enterprise Value
- $6.53B
- EPS (TTM)
- $0.41
- PE Ratio
- 38.54
- PEG Ratio
- 75.02
- Total Revenue (TTM)
- $1.19B
- Gross Profit (TTM)
- $657.17M
- EBITDA (TTM)
- $458.84M
- Year Range
- $10.93 - $19.85
- Target Price
- $22.00
- ROA (TTM)
- 3.64%
- ROE (TTM)
- 18.92%
Share Price Chart
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Performance
SHC Performance Chart
Sotera Health Company (SHC) is down 10.2% since the beginning of the year. At $16 per share, SHC is trading 20.2% below its 52-week high of $20. Investors who bought $1,000 worth of SHC shares 5 years ago would now be looking at an investment worth $664.
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Returns By Period
Sotera Health Company (SHC) has returned -10.20% so far this year and 42.83% over the past 12 months.
Sotera Health Company
- 1D
- 0.64%
- 1M
- 1.15%
- YTD
- -10.20%
- 6M
- -9.02%
- 1Y
- 42.83%
- 3Y*
- -4.15%
- 5Y*
- -7.86%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -1.44%
- 1M
- -1.45%
- YTD
- 7.60%
- 6M
- 6.59%
- 1Y
- 22.24%
- 3Y*
- 19.20%
- 5Y*
- 11.54%
- 10Y*
- 13.71%
SHC Monthly Returns History
Based on dividend-adjusted daily data since Nov 20, 2020, SHC's average daily return is +0.03%, while the average monthly return is +0.71%. At this rate, an investment would double in approximately 8.2 years.
Historically, 51% of months were positive and 49% were negative. The best month was Jan 2023 with a return of +107.0%, while the worst month was Sep 2022 at -59.7%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 4 months.
On a daily basis, SHC closed higher 47% of trading days. The best single day was Jan 10, 2023 with a return of +99.7%, while the worst single day was Sep 19, 2022 at -33.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.72% | -10.32% | -11.75% | 8.51% | 0.51% | 1.28% | -10.20% | ||||||
| 2025 | 0.22% | -9.04% | -6.50% | -1.37% | 6.43% | -9.15% | 3.33% | 42.47% | -3.91% | 5.53% | 5.30% | 0.92% | 28.95% |
| 2024 | -12.64% | 1.97% | -19.99% | -6.74% | -0.18% | 6.17% | 16.85% | 11.32% | 8.16% | -6.17% | -15.95% | 3.87% | -18.81% |
| 2023 | 106.96% | -3.19% | 7.31% | -6.37% | -15.98% | 33.71% | 0.74% | -14.96% | -7.19% | -15.49% | 7.82% | 23.44% | 102.28% |
| 2022 | -8.66% | 1.67% | -0.96% | -5.91% | 4.51% | -8.03% | -1.99% | -11.93% | -59.67% | 0.88% | 21.22% | -0.12% | -64.63% |
| 2021 | -4.92% | 0.23% | -4.55% | 3.21% | -6.44% | 0.54% | -2.19% | 3.21% | 6.91% | -5.54% | -13.60% | 10.36% | -14.18% |
Benchmark Metrics
Sotera Health Company has an annualized alpha of -9.67%, beta of 1.18, and R2 of 0.10 versus S&P 500 Index. Calculated based on daily prices since November 20, 2020.
- This stock participated in 188.51% of S&P 500 Index downside but only 111.63% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.10 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- -9.67%
- Beta
- 1.18
- R²
- 0.10
- Upside Capture
- 111.63%
- Downside Capture
- 188.51%
Return for Risk
Risk / Return Rank
SHC ranks 74 for risk / return — better than 74% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Sotera Health Company (SHC) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SHC | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.66 | ||
| Sortino ratioReturn per unit of downside risk | -0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.32 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.34 | 2.46 | -1.12 |
| Martin ratioReturn relative to average drawdown | 3.31 | 10.92 | -7.61 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Sotera Health Company. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Sotera Health Company was 79.47%, occurring on Nov 17, 2022. The portfolio has not yet recovered.
The current Sotera Health Company drawdown is 45.34%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -79.47%Nov 2022 | 1y 8mo | — | 5y 3moMar 2021 - now |
2021 correction2021 | -10.68%Jan 2021 | 1mo 6d | 1mo 11d | 2mo 17dDec 2020 - Feb 2021 |
2021 pullback2021 | -9.12%Mar 2021 | 17d | 3d | 20dFeb 2021 - Mar 2021 |
2020 pullback2020 | -7.04%Nov 2020 | 0s | 3d | 3dNov 2020 - Nov 2020 |
2020 pullback2020 | -4.26%Nov 2020 | 1d | 2d | 3dNov 2020 - Nov 2020 |
Drawdown Indicators
| SHC | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.47% | -56.78% | -22.69% |
Max Drawdown (1Y)Largest decline over 1 year | -32.14% | -9.10% | -23.04% |
Max Drawdown (3Y)Largest decline over 3 years | -48.77% | -18.90% | -29.87% |
Max Drawdown (5Y)Largest decline over 5 years | -78.19% | -25.43% | -52.76% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -45.34% | -3.21% | -42.13% |
Average DrawdownAverage peak-to-trough decline | -40.79% | -10.71% | -30.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.97% | 2.04% | +10.93% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Sotera Health Company over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Sotera Health Company is priced in the market compared to other companies in the Diagnostics & Research industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for SHC, comparing it with other companies in the Diagnostics & Research industry. Currently, SHC has a P/E ratio of 38.5. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for SHC compared to other companies in the Diagnostics & Research industry. SHC currently has a PEG ratio of 75.0. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for SHC relative to other companies in the Diagnostics & Research industry. Currently, SHC has a P/S ratio of 3.8. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for SHC in comparison with other companies in the Diagnostics & Research industry. Currently, SHC has a P/B value of 7.3. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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