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Sotera Health Company (SHC)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US83601L1026
CUSIP
83601L102
IPO Date
Nov 20, 2020

Highlights

Market Cap
$4.11B
Enterprise Value
$6.06B
EPS (TTM)
$0.27
PE Ratio
52.67
PEG Ratio
102.52
Total Revenue (TTM)
$1.16B
Gross Profit (TTM)
$645.53M
EBITDA (TTM)
$392.77M
Year Range
$9.53 - $19.85
Target Price
$22.67
ROA (TTM)
2.39%
ROE (TTM)
12.86%

Share Price Chart


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Sotera Health Company

Often compared with SHC:
SHC vs. VOOSHC vs. SPY

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Sotera Health Company, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Sotera Health Company (SHC) has returned -18.71% so far this year and 22.98% over the past 12 months.


Sotera Health Company

1D
8.23%
1M
-11.75%
YTD
-18.71%
6M
-8.84%
1Y
22.98%
3Y*
-7.14%
5Y*
-10.54%
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Nov 20, 2020, SHC's average daily return is +0.03%, while the average monthly return is +0.70%. At this rate, your investment would double in approximately 8.3 years.

Historically, 49% of months were positive and 51% 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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.72%-10.32%-11.75%-18.71%
20250.22%-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%
2023106.96%-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 -8.44%, beta of 1.18, and R² of 0.10 versus S&P 500 Index. Calculated based on daily prices since November 23, 2020.

  • This stock participated in 191.76% of S&P 500 Index downside but only 123.98% 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
-8.44%
Beta
1.18
0.10
Upside Capture
123.98%
Downside Capture
191.76%

Return for Risk

Risk / Return Rank

SHC ranks 59 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


SHC Risk / Return Rank: 5959
Overall Rank
SHC Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
SHC Sortino Ratio Rank: 6262
Sortino Ratio Rank
SHC Omega Ratio Rank: 5757
Omega Ratio Rank
SHC Calmar Ratio Rank: 5656
Calmar Ratio Rank
SHC Martin Ratio Rank: 6060
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Sotera Health Company (SHC) and compare them to a chosen benchmark (S&P 500 Index).


SHCBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.53

0.90

-0.37

Sortino ratio

Return per unit of downside risk

1.31

1.39

-0.08

Omega ratio

Gain probability vs. loss probability

1.15

1.21

-0.06

Calmar ratio

Return relative to maximum drawdown

0.68

1.40

-0.72

Martin ratio

Return relative to average drawdown

1.92

6.61

-4.68

Explore SHC risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History


Sotera Health Company doesn't pay dividends

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 50.52%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-79.47%Mar 15, 2021426Nov 17, 2022
-10.68%Dec 3, 202025Jan 8, 202127Feb 18, 202152
-9.12%Feb 19, 202112Mar 8, 20213Mar 11, 202115
-4.26%Nov 24, 20202Nov 25, 20201Nov 27, 20203
-3.25%Nov 30, 20201Nov 30, 20202Dec 2, 20203

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.


Annual
Quarterly

0.0

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 52.7. 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 102.5. 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 3.5. 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 6.8. 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

Values in undefined except per share items