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Here's Why Investors Should Hold Stericycle (SRCL) Stock Now

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Stericycle, Inc. has had an impressive run on the bourse over the past three months. The stock has gained 10.9%, outperforming the 3.9% rise of the industry it belongs to. Considering strength in the company’s business-to-business services and a global acquisition strategy, we believe that the stock has the potential to continue the bull run.

The company has a long-term expected earnings per share growth rate of 9.6%. It is expected to register 6.7% and 3.4% earnings growth in 2018 and 2019, respectively.

Strength in Business-to-Business Services

Stericycle provides business-to-business services in highly regulated areas, enabling customers and businesses to comply with tough regulatory policies. Primarily, the companytargets smaller businesses with high demand for regulatory assistance and offers services depending on the varying customer needs. We believe this business strategy will help the company earn profits and expand additional service offerings like hazardous or pharmaceutical waste management, communication services and secure information destruction.

Moreover, government regulatory bodies require proper and immediate implementation of rules and regulations to protect the overall health environment. Notably, this is a major positive for Stericycle, which is focused on providing regulated business-to-business services.

Stericycle, Inc. Revenue (TTM)

Acquisition Pool Remains Robust in Multiple Geographies

Stericycle continues to grow backed by acquisitions in both domestic and international markets. In 2017 and 2016, the company completed 30 and 31 acquisitions, respectively. These buyouts contributed $570.1 million to 2016 revenues and $32.2 million to 2017 revenues. For first-quarter 2018, the contribution from buyouts totaled $7.1 million.

Stericycle is highly optimistic about “tuck-in” acquisition opportunities, which are expected to create value for shareholders and widen its services suite. In first-quarter 2018, the company closed nine tuck-in acquisitions (all in the domestic market), with eight in Secure Information Destruction and one in Regulated Medical Waste. The deals together contributed about $0.7 million to corporate revenues, with estimated annualized revenues of $8.5 million.

The acquisition pool of the company remains robust in multiple geographies and lines of business. The global acquisition strategy increases Stericycle’s customer base by providing a long-term growth platform for selling multiple services. The company is continuously on the lookout for strategic acquisitions, which will increase its market share and expand its geographic base.

Zacks Rank & Key Picks

Currently, Stericycle has a Zacks Rank #3 (Hold). Some better-ranked stocks in the broader Business Services sector include WEX (WEX - Free Report) , IQVIA Holdings (IQV - Free Report) and Paychex (PAYX - Free Report) . All the stocks carry a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The long-term expected earnings per share growth rate for WEX, IQVIA Holdings and Paychex is 15%, 11.8% and 8.2%, respectively.

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