Steris Plc Dossier
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SectorHealth Care IndustryMedical Devices Beta (adjusted)0.94 Intrinsic Value $269.66median of 6 methods · middle span $217-$310based on filings through 30 Jun 2026 Market Price $209.34Price as of 1 Oct 2026 UndervaluedIntrinsic value is 29% above the market price −50% · IV below pricenear fair value ±15%IV above price · +50% Data confidence Sign in to view data confidence Market Cap $20.4B Enterprise Value $21.8B Shares Outstanding 97.8M diluted Moat Rating Narrow Next Earnings Date4 Nov 2026 Last ex-dividend4 Sep 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 STERIS entered fiscal 2027 with resilient operating momentum: first-quarter revenue increased 7%, constant-currency organic revenue increased 6%, and adjusted diluted EPS increased 11% to $2.59. Management maintained fiscal 2027 expectations for 7%-8% reported revenue growth, 6%-7% constant-currency organic growth and adjusted diluted EPS of $11.10-$11.30. These results support a durable growth thesis tied to procedure volumes and infection-prevention demand. The balanced Hold view reflects execution risk around tariffs, restructuring and a large North Carolina capacity investment. 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$232.00 Mean target$263.13 High · most bullish analyst$280.00 Our research · scenarios, merits, risks, and invalidation triggersResearch as of 2 Sep 2026 Scenarios · 12-month scenario targets Bear CaseDownside scenario $232.0019% Procedure growth moderates or customer capital spending weakens while tariff, inflation, restructuring and major-project costs pressure margins and cash conversion. Organic growth falls below the 6% fiscal 2027 guidance floor or adjusted EPS falls below $11.10. Base CaseCentral scenario $263.1358% Matches the consensus meanSTERIS delivers approximately within its maintained fiscal 2027 ranges of 7%-8% reported revenue growth, 6%-7% constant-currency organic growth and $11.10-$11.30 adjusted diluted EPS. Bull CaseUpside scenario $280.0023% Procedure volumes and demand across STERIS's diversified customer base remain strong, organic growth finishes above the fiscal 2027 guidance range, and operating leverage produces adjusted EPS above management's range while the new formulated-chemistries capacity strengthens long-term supply and growth. Scenarios are anchored to street consensus at the research date, with our probabilities and rationale. Key Investment Merits
Key Investment Risks
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. |