Market PositionNormalizing end-market volumes, coupled with cross-selling execution, potential outsourcing & marketshare benefits from new industry regulations, strong cost control, and disciplined capital allocation underpin the conviction in SHC's growth potential.
Revenue GrowthThe macro/industry headwinds that have dragged on SHC's growth over the last 2–3 years have finally begun to dissipate, clearing the way for a re-acceleration in both revenue and EBITDA growth back toward management's longer-range targets.
ValuationShares currently trade at a meaningful discount to its peer average, leaving room for some valuation upside as growth continues to recover.