External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

<ul><li>SHC is a provider of medical device and pharmaceutical sterilization services with potential for significant upside</li><li>Operates in a duopoly market with high barriers to entry and strong customer retention</li><li>Stock is currently undervalued, providing investors with a timely opportunity to capitalize on the company's potential</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

SHC is a provider of medical device and pharmaceutical sterilization services with potential for significant upsideOperates in a duopoly market with high barriers to entry and strong customer retentionStock is currently undervalued, providing investors with a timely opportunity to capitalize on the company's potentialThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Sotera Health Co (SHC) - Wednesday, Mar 13, 2024

Global Healthcare Analyst

Tina Banerjee

Becton Dickinson and Co / Equity Bottom-Up

<ul>
<li>Ruling on Ethylene Oxide in favor of Sotera is a positive for all the medical devices companies including <a href="https://www.smartkarma.com/entities/becton-dickinson-and-co" target="_blank" data-smartkarma-citation="entities:13061:1" rel="noopener">Becton Dickinson and Co (BDX US)</a>, who have EO sterilization facilities.  </li>
<li>In FY22, BD reported strong base business, which grew 6.9% y/y on reported basis. On currency-neutral basis, base business increased 9.4% y/y in FY22, accelerated from 8.1% in FY21.</li>
<li>FY22 marks 51st consecutive year of dividend increase for BD, which makes it one of the leading dividend yield stocks. Currently, the stock has a dividend yield of 1.53%.</li>
</ul>


Ruling on Ethylene Oxide in favor of Sotera is a positive for all the medical devices companies including Becton Dickinson and Co (BDX US), who have EO sterilization facilities.  
In FY22, BD reported strong base business, which grew 6.9% y/y on reported basis. On currency-neutral basis, base business increased 9.4% y/y in FY22, accelerated from 8.1% in FY21.
FY22 marks 51st consecutive year of dividend increase for BD, which makes it one of the leading dividend yield stocks. Currently, the stock has a dividend yield of 1.53%.


Becton Dickinson and Co (BDX US): EO Ruling Is Positive; Strong Base Business to Drive Growth Ahead

United States

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Sotera Health Company (SHC US)

Sotera Health Co (SHC) - Wednesday, Mar 13, 2024

SHC is a provider of medical device and pharmaceutical sterilization services with potential for significant upside. Operates in a duopoly market...

Value Investors Club

Becton Dickinson and Co (BDX US): EO Ruling Is Positive; Strong Base Business to Drive Growth Ahead

Recent EO ruling is positive for BD. Base business momentum, new launches targeting higher-impact and higher-growth markets, and tuck-in M&A should...

Tina Banerjee

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