Strata Critical Medical, Inc.
$6.21
+1.5%Strata Critical Medical, Inc. provides time critical logistics solutions and specialized medical services to healthcare providers across the United States. The company operates as both an air and ground transporter of human organs for transplant. The company was formerly known as Blade Air Mobility, Inc. and change its name to Strata Critical Medical, Inc. in August 2025. The company was founded in 2014 and is headquartered in New York, New York.
At a Glance
Live SnapshotIntrinsic Alpha Methodology
Thesis Lenses
Signal
High confidenceValuation multiple is compressed (P/E 12.4).
Valuation inputs: P/E 12.4, earnings yield +8.1%, momentum +1.5%.
If multiples stay elevated while momentum fades, downside repricing risk rises.
Driver
High confidenceReturn profile is acceptable (ROE +14.8%, ROIC +15.0%).
Profitability stack: net margin +21.0%, ROE +14.8%, ROIC +15.0%.
Quality deterioration often appears in margins before it shows up in headline EPS.
Risk
High confidenceDownside profile looks controlled across current risk inputs.
Risk factors: liabilities/assets +14.3%, momentum +1.5%, net margin +21.0%.
Higher leverage with weak momentum and thin margins can amplify drawdown severity.
Strata Critical Medical, Inc. Market vs Earnings Trajectory
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Strata Critical Medical, Inc. Fair Value Envelope
Strata Critical Medical, Inc. Profit Bridge
Profitability Analysis
Gross Margin
Moderate margins typical of competitive industries. Monitor for pricing pressure or rising costs.
Operating Margin
Operating losses indicate the core business is unprofitable. Requires restructuring or revenue growth.
Net Profit Margin
Exceptional profitability. The company converts a significant portion of revenue to bottom-line earnings.
Strata Critical Medical, Inc. Cash Conversion Engine
Cash Flow Quality Analysis
FCF Conversion Rate
Negative free cash flow despite positive earnings raises concerns about cash generation ability or heavy capital requirements.
CapEx Intensity
Asset-light business model. Low capital requirements leave more cash available for shareholders and growth investments.
FCF Growth Trend
Significant FCF decline raises concerns. Urgent review needed of operational performance and capital allocation.
Working Capital Impact
Minimal working capital impact on FCF. Changes in operating assets and liabilities well-managed.
Cash Flow Quality Insight
Cash flow concerns: Despite profitability, the company is burning cash. Review working capital management, CapEx levels, and sustainability of current operations.
Strata Critical Medical, Inc. Funding & Solvency Profile
Financial Health Analysis
Current Ratio
Excellent liquidity position. The company can easily cover its short-term obligations with substantial cushion.
Debt-to-Equity Ratio
Conservative capital structure. The company relies primarily on equity financing, indicating low financial risk.
Working Capital
Strong working capital position provides significant operational flexibility and financial cushion.
Asset Composition
Capital-intensive business with significant long-term investments in property, equipment, or intangibles.
Financial Health Insight
Strong financial foundation: Excellent liquidity combined with conservative leverage suggests the company is well-positioned to weather economic uncertainties and fund growth opportunities.
Strata Critical Medical, Inc. Street Expectations Map
Wall Street analysts project that SRTA stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 7.25, with estimates ranging from a low of 7.25 to a high of 7.25.
The consensus 1-year price target stands at 7.25, with estimates ranging from a low of 7.25 to a high of 7.25.
Analyst Consensus Analysis
Upside Potential
Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.
Analyst Agreement
High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.
Analyst Conviction
Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.
Market Sentiment Insight
Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.
Strata Critical Medical, Inc. Insider Positioning
During the last 12 months, insiders have purchased $98K and sold $5.15M worth of SRTA shares, resulting in $5.05M of net selling activity.
3 Months
0
0.00
65.2K
382.27K
-382K
-$382K
3-6 Months
17.0K
76.04K
0
0.00
+76K
+$76K
6-9 Months
5.0K
21.82K
435.9K
1.56M
-1.5M
-$1.54M
9-12 Months
0
0.00
1.1M
3.21M
-3.2M
-$3.21M
Top Buyers
Heyburn William A.
Director, Officer: Co-Ceo And Cfo
$76K
Lauck Andrew
Director
$22K
Top Sellers
Tomkiel Melissa M.
Director, Officer: Co-Ceo And General Counsel
$1.80M
Heyburn William A.
Director, Officer: Co-Ceo And Cfo
$1.72M
Wiesenthal Robert S
Director, 10 Percent Owner, Officer: Chief Executive Officer
$940K
Cohen Amir
Officer: Chief Accounting Officer
$576K
Love Reginald
Director
$96K
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $5.05M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Buy/Sell Ratio
Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.
Recent Trend (3 Months)
Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.
Insider Participation
5 insider sellers vs. 2 buyers. Widespread selling across multiple insiders may signal concerns.
Insider Activity Insight
Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.
No Dividend Yield Data
SRTA has not reported any dividend yield values in the available annual periods.
srta Dividend History
Learning Layer
Related Guides
Build conviction on SRTA by pairing this stock hub with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.