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Stericycle SRCL

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    1. Exceptionally Strong International Sales in Stericycle ’s Third Quarter Weigh on Margins

      Commentary

      Fri, 24 Oct 2014

      Third-quarter sales surged as Stericycle combined its typical acquisition cadence ..... organic growth is outside the norm for Stericycle ’s international segment; as such ..... impact of PSC Environmental, which Stericycle acquired at a much lower margin profile

    2. Stericycle ’s Moat-Building PSC Acquisition Supports Strong Second-Quarter Results

      Commentary

      Fri, 25 Jul 2014

      Stericycle ’s strong second-quarter results included ..... increase our fair value estimate for Stericycle to $110 per share from $107 to account ..... continue to believe that the deal supports Stericycle ’s already wide economic moat. PSC

    3. 4 Reasons to Clean Up With This Moat Stock

      Video Reports

      Wed, 2 Jul 2014

      Barbara Noverini: [TICKER: SRCL ] Stericycle is a great example of a wide ..... operating histories. Third, Stericycle 's 25 years of acquisitions ..... The market is well aware or Stericycle 's long-term growth potential

      Stericycle found at 0:03, 0:57

      Barbara Noverini: [TICKER: SRCL ] Stericycle is a great example of a wide moat that developed in an industry that's protected by regulatory barriers to entry. It's the
      as self-management or relying on fragmented players with tenuous operating histories. Third, Stericycle's 25 years of acquisitions have led to an extremely dense operating network, which has provided the company with a cost advantage relative to smaller players with more sparse operating networks. And fourth, we believe that the company has developed efficient scale within a niche market. While the company is quite penetrated domestically, we believe that it will continue to successfully replicate it's business model internationally which provides a company with a long runway for growth. The market is well aware or Stericycle's long-term growth potential, and therefore shares often trade at a premium to our fair value estimate, which is currently $107 per share.
    4. Daniel Ginnetti to Succeed Frank Ten Brink as CFO of Stericycle

      Commentary

      Tue, 3 Jun 2014

      On June 2, Stericycle announced that long-tenured chief ..... effective August 2014. Pursuant to Stericycle ’s long-term executive succession ..... operational and financial experience at Stericycle , most recently working closely with

    5. Stericycle ’s First-Quarter Margins Suffer from Mix Shift, but PSC Acquisition is Promising

      Commentary

      Fri, 25 Apr 2014

      Stericycle began 2014 with another quarter of double ..... represent some of the highest margins for Stericycle , slower growth in this segment affects ..... growth has settled into the low-end of Stericycle ’s historically guided range of 8

    6. Stericycle's Acquisition of PSC Environmental Supports Our Wide Moat Rating; Shares Fairly Valued

      Commentary

      Wed, 23 Apr 2014

      On Tuesday, Stericycle announced its intent to acquire hazardous ..... or roughly 8.5 times EBITDA. Stericycle used a combination of cash and credit ..... update our fair value estimate until Stericycle provides additional information during

    7. Growth Platforms Weigh on Margins in Fourth Quarter as Stericycle Adds to an Already Wide Moat

      Commentary

      Thu, 6 Feb 2014

      Stericycle finished 2013 with another quarter of double ..... take in margins has been a recurring theme for Stericycle ; however, we view this as symptomatic of the many irons that Stericycle has in the fire, rather than an indication

    8. Domestic Revenue Growth Slows in Stericycle ’s Third Quarter

      Commentary

      Thu, 24 Oct 2013

      Stericycle reported stronger profitability in the ..... growth of 6.5% was on the low end of Stericycle ’s typical target range. In particular ..... margin expansion. However, wide-moat Stericycle ’s shares have historically commanded

    9. Ancillary Services Support Strong Internal Growth for Stericycle in the First Quarter

      Commentary

      Thu, 25 Apr 2013

      Stericycle SRCL reported solid first-quarter results highlighting strong internal ..... our view, the quarter reflected the compounding power of wide-moat Stericycle 's growth-by-acquisition strategy, particularly as premium product

    10. Mix Shift Continues to Weigh on Stericycle's Operating Margins Despite Strong Top Line in 2012

      Commentary

      Thu, 7 Feb 2013

      Although Stericycle SRCL finished 2012 with strong top-line ..... in the international segment, as Stericycle 's expansion activity continues a ..... large-quantity customers. As Stericycle builds route density and adds small

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