Onterris Inc Dossier
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SectorIndustrials IndustryEnvironmental & Facilities Services Beta (adjusted)1.45 Intrinsic Value No headline value published yetWe haven't published a headline intrinsic value for this company yet. Our data-reliability standards weren't met. Method estimates are shown for reference. Market Price $12.73Price as of 1 Oct 2026 Data confidence Sign in to view data confidence Market Cap $447M Enterprise Value $783.4M Shares Outstanding 36.2M diluted Moat Rating None Next Earnings Date4 Nov 2026 All prices and values are periodic snapshots, not live quotes. Source dates are shown for reference. ThesisStreet consensus, scenarios, merits, risks, and invalidation triggers Thesis Summary Onterris Inc. (formerly Montrose Environmental Group, Inc.) is a leading global environmental solutions provider well-positioned to benefit from structural tailwinds in environmental regulation, particularly around PFAS standards and new reporting rules. Despite recent quarterly volatility in weather-dependent and emergency response revenues, the company's core Consulting and Treatment segment continues to show robust organic growth. With a strong pipeline, high cash conversion, and strategic positioning, Onterris represents an attractive growth opportunity in the environmental services sector. This section is the 12-month view: analyst targets and the probability-weighted scenarios built from them. The intrinsic value at the top of this page answers a different question: what the business is worth today. Street view · analyst 12-month targets Low · most bearish analyst$19.00 Mean target$27.00 High · most bullish analyst$31.00 Our research · scenarios, merits, risks, and invalidation triggersResearch as of 18 Sep 2026 Scenarios · 12-month scenario targets Bear CaseDownside scenario $19.0020% Prolonged delays in regulatory rollouts combined with a sharp decline in emergency response and weather-related projects lead to revenue misses and margin compression. Base CaseCentral scenario $27.0050% Matches the consensus meanOnterris successfully executes on its 2026 guidance, achieving mid-single-digit organic growth and stable Adjusted EBITDA margins as regulatory tailwinds offset normal fluctuations in emergency response activity. Bull CaseUpside scenario $31.0030% Accelerated regulatory enforcement of PFAS and other contaminants drives a surge in high-margin consulting and remediation contracts, exceeding full-year guidance and expanding margins. Scenarios are anchored to street consensus at the research date, with our probabilities and rationale. Key Investment Merits
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All scenarios are estimates and subject to change. Past performance is not indicative of future results. Quality Pillars MembersThis section is available to registered members. Create a free account or sign in to unlock the full breakdown. Explore this dossierValuationIntrinsic value, the six-method breakdown, peer medians, and your assumptions sandbox.Financial SnapshotRevenue, profitability, returns, balance sheet, dividends, and the filing-level detail.Qualitative AnalysisBusiness overview, strategic initiatives, and mergers, acquisitions & partnerships.Outlook & Key DatesForward estimates, reporting calendar, and the monitoring framework. |