---
title: Solventum (SOLV) — intrinsic value and fair price
canonical: https://sweetvaluelab.com/stocks/solv
ticker: SOLV
as_of: 2026-10-17
sector: Healthcare
industry: Medical - Instruments & Supplies
---
# Solventum (SOLV)

Solventum (SOLV) closed at $85.81 on Oct 16, 2026, undervalued by 55% vs its model value of $189.85 (from a five-year discounted cash flow).

## Key figures

| Figure | Value |
| --- | ---: |
| Last close | $85.81 (Oct 16, 2026) |
| Model value (from a five-year discounted cash flow) | $189.85 |
| Price vs model | undervalued by 55% vs model |
| Range of that model | $119.22 – $443.66 |
| Market value | $14.6B |
| P/E (fiscal 2025) | 9.7 |
| Net margin (fiscal 2025) | 18.7% |
| Free cash flow (fiscal 2025) | -$10.0M |
| Dividend yield (trailing twelve months) | 0.00% |
| Beta | 0.70 |
| Cost of capital (WACC) | 8.30% |
| Business classification | Mature & Stable (Low/slowing growth (~1% recent), Moderate margins (19% net margin), Highly cyclical earnings, Negative free cash flow) |

## On the stock lists

| List | Place | Figure | Page |
| --- | ---: | ---: | --- |
| Lowest P/E | #14 | 9.7× | https://sweetvaluelab.com/lists/lowest-pe |

## Valuation models

Each model's value per share and the role the engine gave it for this business. The headline above is one model's value; every other model is listed with its own, and each has a page of its own under the valuation. Computed Oct 17, 2026.

| Model | Role | Value per share | Low | High |
| --- | --- | ---: | ---: | ---: |
| DCF · Perpetuity growth · 5y | primary | $189.85 | $119.22 | $443.66 |
| DCF · Perpetuity growth · 10y | cross check | $193.86 | $126.15 | $432.61 |
| DCF · EBITDA exit · 5y | cross check | $205.03 | $141.50 | $279.86 |
| DCF · EBITDA exit · 10y | cross check | $206.05 | $142.33 | $290.88 |
| P/E · peers | cross check | $195.92 | $182.84 | $204.46 |
| P/E · own history | cross check | $75.26 | $67.21 | $211.42 |
| PEG | sanity check | $57.28 | $57.28 | $57.28 |
| EV/EBITDA · peers | cross check | $197.78 | $176.77 | $311.49 |
| EV/Revenue · peers | cross check | $85.62 | $55.14 | $146.52 |
| Earnings power value | cross check | $0.00 | $0.00 | $0.00 |
| Dividend discount | cross check | $0.00 | $0.00 | $0.00 |

## Insider activity (SEC Form 4)

No open-market insider buys or sales filed in the past 90 days.

| Date | Insider | Relationship | Transaction | Shares | Value |
| --- | --- | --- | --- | ---: | ---: |
| Sep 1, 2026 | Hanson Bryan C | Chief Executive Officer | Option/RSU exercise | 67,261 | — |
| Sep 1, 2026 | Hanson Bryan C | Chief Executive Officer | Tax withholding | 26,468 | $2.4M |
| Sep 1, 2026 | Hanson Bryan C | Chief Executive Officer | Option/RSU exercise | 67,261 | $0 |
| Aug 17, 2026 | Zieselman Neil Craig | SVP, Controller & CAO | Grant / award | 6,911 | $0 |
| May 15, 2026 | ALBAN CARLOS | Director | Grant / award | 3,300 | $0 |

## Recent SEC filings

| Filed | Form | What | Filing |
| --- | --- | --- | --- |
| Aug 5, 2026 | 10-Q | Quarterly report | https://www.sec.gov/Archives/edgar/data/1964738/000196473826000047/solv-20260630.htm |
| Aug 5, 2026 | 8-K | 2.02 Results of Operations (Earnings); 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1964738/000196473826000045/solv-20260805.htm |
| Aug 5, 2026 | 8-K | 7.01 Regulation FD Disclosure; 8.01 Other Events; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1964738/000196473826000043/solv-20260805.htm |
| Jul 20, 2026 | 8-K | 5.02 Departure/Election of Directors or Officers | https://www.sec.gov/Archives/edgar/data/1964738/000196473826000038/solv-20260716.htm |
| Jun 5, 2026 | 8-K | 8.01 Other Events; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1964738/000196473826000036/solv-20260602.htm |

## Superinvestors holding it (latest 13F)

| Manager | Quarter | Shares | Value |
| --- | --- | ---: | ---: |
| Nelson Peltz | 2026-06-30 | 8,236,753 | $635.5M |
| Christopher Davis | 2026-06-30 | 6,307,729 | $486.7M |
| Richard Pzena | 2026-06-30 | 417,770 | $32.2M |
| Bridgewater | 2026-06-30 | 177,921 | $13.7M |

5 tracked managers in all.

## About

Solventum Corporation, established in 2023 and headquartered in Saint Paul, Minnesota, operates as a healthcare entity dedicated to pioneering, producing, and commercializing diverse solutions that address critical needs for both customers and patients. The company's business activities are organized into four principal segments. The Medsurg division furnishes various products and services, including sophisticated wound care items, intravenous (I.V.) site management tools, sterilization assurance systems, temperature regulation devices, surgical instruments, stethoscopes, and medical electrodes. Its Dental Solutions segment provides a comprehensive range of dental and orthodontic offerings, such as brackets, clear aligners, restorative filling materials, and bonding agents. The Health Information Systems division concentrates on advanced software platforms, covering functionalities like…

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Source: https://sweetvaluelab.com/stocks/solv (SweetValueLab, free, no account). Prices and statements from Financial Modeling Prep; filings from SEC EDGAR. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.