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Olin CorporationNYSE:OLN Stock Report

Market Cap US$3.1b
Share Price
US$26.78
US$26.29
1.9% overvalued intrinsic discount
1Y29.5%
7D-5.8%
Portfolio Value
View

Olin Corporation

NYSE:OLN Stock Report

Market Cap: US$3.1b

Olin (OLN) Stock Overview

Manufactures and distributes chemical products in the United States, Europe, Asia Pacific, the Middle East, Africa, and India Middle East, Africa, India, Latin America, and Canada. More details

OLN fundamental analysis
Snowflake Score
Valuation5/6
Future Growth3/6
Past Performance0/6
Financial Health2/6
Dividends3/6

OLN Community Fair Values

Create Narrative

See what 25 others think this stock is worth. Follow their fair value or set your own to get alerts.

Olin Corporation Competitors

Price History & Performance

Summary of share price highs, lows and changes for Olin
Historical stock prices
Current Share PriceUS$26.78
52 Week HighUS$30.46
52 Week LowUS$18.08
Beta1.21
1 Month Change2.64%
3 Month Change12.19%
1 Year Change29.50%
3 Year Change-50.49%
5 Year Change-43.92%
Change since IPO512.11%

Recent News & Updates

Narrative Update May 02

OLN: Higher P/E Assumptions And Execution Progress Will Support Post 2025 Recovery

The analyst price target for Olin has been increased from $28 to $35. Analysts cited updated assumptions around slightly higher revenue growth, modestly stronger profit margins, and a higher future P/E multiple as key drivers of the change.

Recent updates

Narrative Update May 02

OLN: Higher P/E Assumptions And Execution Progress Will Support Post 2025 Recovery

The analyst price target for Olin has been increased from $28 to $35. Analysts cited updated assumptions around slightly higher revenue growth, modestly stronger profit margins, and a higher future P/E multiple as key drivers of the change.
Narrative Update Apr 18

OLN: Commodity Tightness And Buybacks Will Temper Ongoing Earnings Headwinds

Olin's analyst price target has been revised higher from about $22.07 to $26.29. This reflects analysts' updated views on fair value after a series of recent target increases tied to refreshed commodity chemical forecasts and post-earnings model updates.
Seeking Alpha Apr 06

Olin: Results May Be Bottoming

Summary Olin remains a buy as Middle East conflict tightens global petrochemical supply, supporting US-centric producers and improving pricing power. OLN's Q1 likely marks the bottom, with Q2 expected to benefit from lower US natural gas prices and improved margins, especially in Chlor Alkali. Despite weak construction demand, supply disruptions and cost tailwinds should drive at least $150M free cash flow in 2026, with further upside possible. Leverage has peaked at 4.1x due to EBITDA compression, but stable net debt and a 2.8% dividend yield reinforce OLN’s resilient balance sheet. Read the full article on Seeking Alpha
Narrative Update Apr 03

OLN: Cost Actions And Supply Shifts Will Shape Post 2025 Recovery Path

The analyst price target for Olin has been adjusted to $28.00. Analysts cite updated commodity chemical forecasts, recent earnings model revisions, and changing supply expectations linked to geopolitical disruptions as key drivers of the change.
Narrative Update Mar 20

OLN: Future Commodity Oversupply And Earnings Pressures Will Constrain Share Performance

Analysts have raised the Olin price target slightly, with updates clustering in the mid $20s as they incorporate revised commodity chemical forecasts related to supply disruptions and recent earnings updates. Analyst Commentary Recent research on Olin has centered on price target revisions clustered in the low to mid US$20s, with most firms maintaining neutral stances.
Narrative Update Mar 06

OLN: Cost Actions And Early Cycle Catalysts Will Support Post 2025 Recovery

The updated analyst price target for Olin ticks down slightly to about $27.40 from roughly $27.87, as analysts factor in a modestly lower assumed P/E multiple, a small adjustment to expected revenue growth, a slightly higher profit margin assumption, and a reduced discount rate following recent mixed revisions across Street models. Analyst Commentary Recent Street commentary on Olin has been mixed.
Narrative Update Feb 19

OLN: Earnings Pressures And Commodity Oversupply Will Restrain Share Returns

We are trimming our Olin fair value estimate to $22.07 from $24.73 after analysts reset price targets around $24 on mixed post earnings revisions to revenue growth, profit margins, and assumed future P/E multiples. Analyst Commentary Street research on Olin has clustered around a price target in the low to mid $20s, with several firms updating models after management flagged short term earnings pressures and a mixed backdrop across commodities and specialties.
Narrative Update Feb 05

OLN: Future Earnings Pressures And Commodity Oversupply Will Weigh On Shares

Our updated narrative on Olin reflects a fair value move from $20.00 to $18.00, in line with a series of recent analyst price target trims that focus on softer revenue trends, lower projected profit margins, a higher discount rate, and a shift to a higher assumed future P/E multiple. Analyst Commentary Recent Street research on Olin has leaned cautious, with a cluster of price target trims over a short period.
Narrative Update Jan 22

OLN: Cost Actions And EDC Deal Will Support Post 2025 Earnings Recovery

Analysts have nudged their price targets on Olin higher overall, with our updated fair value estimate moving by about $1 to $27.87 as they factor in mixed earnings pressures, slightly adjusted growth and margin expectations, and a range of new target revisions across the Street. Analyst Commentary Recent commentary on Olin reflects a split view, with some firms trimming targets on near term earnings and demand pressures while more optimistic voices see reasons to keep leaning into the story as conditions eventually stabilize.
Narrative Update Jan 08

OLN: Weaker 2025 Demand Will Set Up Earnings Rebound In 2026

Narrative Update The updated analyst price target for Olin edges higher to about $29 from roughly $28.70, reflecting a slightly stronger fair value estimate even as analysts highlight weaker near term demand, reduced EBITDA guidance, and a mix of lower targets from UBS and Truist alongside a higher forecast from BofA. Analyst Commentary The latest research on Olin shows a split tape, with some firms cutting targets on weaker demand and others turning more constructive.
Narrative Update Dec 16

OLN: Earnings Recovery Beyond 2025 Will Drive Share Price Upside

Analysts have trimmed their price target on Olin by about $1 to roughly $28.70. This reflects reduced fair value, higher perceived risk, and softer growth and margin expectations, despite some still constructive long term views.
Narrative Update Oct 22

Analyst Commentary Reflects Cautious Optimism as Olin Faces Mixed Signals and Modest Valuation Gains

Olin's analyst price target has increased from $24.13 to $24.73 per share, reflecting analysts' cautious optimism in light of mixed industry signals and recent adjustments in company forecasts. Analyst Commentary Analyst perspectives on Olin remain divided, with both bullish takeaways and areas of caution shaping recent research updates.
Narrative Update Oct 08

Cost Cuts And Global Demand Will Strengthen Operational Resilience

Olin's fair value estimate has increased modestly from $23.47 to $24.13 per share, as analysts revise expectations following lowered growth outlooks. They also note stabilization in key markets and the prospect of improving commercial sales performance.
Analysis Article Sep 21

Investors Will Want Olin's (NYSE:OLN) Growth In ROCE To Persist

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
Analysis Article Jul 16

Is Now An Opportune Moment To Examine Olin Corporation (NYSE:OLN)?

Olin Corporation ( NYSE:OLN ), might not be a large cap stock, but it saw a decent share price growth of 15% on the...
Analysis Article Jun 28

Here's Why Olin (NYSE:OLN) Is Weighed Down By Its Debt Load

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysis Article May 23

Returns On Capital Are Showing Encouraging Signs At Olin (NYSE:OLN)

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analysis Article May 05

Olin (NYSE:OLN) Will Pay A Dividend Of $0.20

Olin Corporation's ( NYSE:OLN ) investors are due to receive a payment of $0.20 per share on 13th of June. This makes...
Analysis Article Apr 09

Olin Corporation's (NYSE:OLN) 26% Cheaper Price Remains In Tune With Earnings

To the annoyance of some shareholders, Olin Corporation ( NYSE:OLN ) shares are down a considerable 26% in the last...
Analysis Article Mar 31

Is It Time To Consider Buying Olin Corporation (NYSE:OLN)?

While Olin Corporation ( NYSE:OLN ) might not have the largest market cap around , it received a lot of attention from...
Analysis Article Mar 13

Here's Why Olin (NYSE:OLN) Has A Meaningful Debt Burden

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha Mar 10

Olin: Selling Off, But Not Necessarily Cheap

Summary Olin's shares have plummeted over 50% in the past year due to weak results, which makes me cautious given the debt assumed. The company operates in commodity-like markets and has a mediocre track record. A recent $75 million acquisition looks ill-timed, but is aimed at capturing synergies, which makes sense from a capital allocation point of view. Given the uncertain economic conditions and high leverage, I remain cautious about Olin's prospects, despite its 3.3% dividend yield and long history of payments. Read the full article on Seeking Alpha
Seeking Alpha Jan 03

Olin: Shares Are Cheap Even With Subdued Results (Rating Upgrade)

Summary Olin Corporation shares fell 38% in 2024 due to weak Chinese demand and management turnover, creating a potential value opportunity for 2025. Despite ongoing challenges, new management's guidance and cost-cutting plans aim to double EBITDA and return $1 billion annually to shareholders by 2029. The company's financial position allows for incremental growth, with strategic options for its North American PVC business unlikely to be particularly large. With a 10% free cash flow yield and potential 25-30% return, Olin shares are a strong buy, despite market downturns and subdued construction activity. Read the full article on Seeking Alpha
Analysis Article Dec 11

Why We're Not Concerned About Olin Corporation's (NYSE:OLN) Share Price

With a price-to-earnings (or "P/E") ratio of 30.2x Olin Corporation ( NYSE:OLN ) may be sending very bearish signals at...
Analysis Article Oct 28

Olin (NYSE:OLN) Is Due To Pay A Dividend Of $0.20

The board of Olin Corporation ( NYSE:OLN ) has announced that it will pay a dividend of $0.20 per share on the 13th of...
Seeking Alpha Oct 27

Olin Corporation: Update For 2024E, A 'Buy' But With A Note

Summary Olin Corporation has underperformed, with my stake down over 20%, but I still see long-term potential despite short-term challenges. 3Q24 results were impacted by Hurricane Beryl and weak Chlor Alkali and Epoxy markets, but lower operating costs and military ammo sales offer some positives. Olin's valuation suggests a conservative "Buy" for the long-term, but better short-term investment options exist; waiting until post-4Q24 for clearer recovery signs is advisable. Despite volatility and macro challenges, I maintain a $65 PT and "Buy" rating, expecting potential upside from credit upgrades and dividend bumps. Read the full article on Seeking Alpha
Analysis Article Oct 12

We Think Olin (NYSE:OLN) Is Taking Some Risk With Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Sep 20

Olin Corporation: Navigating The Trough With A Coiled Spring's Potential Rebound

Summary Olin Corporation faces significant challenges due to a drop in global demand, overinvestment issues, and recent disruptions from Hurricane Beryl, which collectively strained its performance. The company faced a revenue decline and reduced profitability in Q2, but showed sequential improvement in net income along with a gradual reduction in its overall slowdown. Despite current macro challenges, Olin shows promising signs of recovery with growth in key markets, favorable economic trends, and strategic initiatives, suggesting the potential for a rebound in the coming years. Olin's stock shows mixed valuation compared to the broader materials sector, trading at a discount based on trailing metrics but appearing overvalued on forward metrics. Read the full article on Seeking Alpha
User avatar
New Narrative Aug 30

Capital Allocation And Resilience Fuel Growth Amidst Epoxy Market And Hurricane Challenges

Olin's focus on maintaining a strong balance sheet and targeted share repurchases is poised to enhance shareholder value by boosting EPS growth.
Seeking Alpha Jul 05

Olin Corporation: Earnings Could 'Boom' Next Year

Summary Today, we take an in-depth look at Olin Corporation, which manufactures chemical products globally, including ammunition through its Winchester brand. The stock is down some 15% so far in 2024 as earnings should decline slightly in FY2024 even as sales are forecast to grow. While estimates for FY2025 vary widely, profits should rebound sharply in the coming fiscal year. An analysis of Olin Corporation follows in the paragraphs below. Read the full article on Seeking Alpha
Analysis Article May 13

Olin (NYSE:OLN) Might Have The Makings Of A Multi-Bagger

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analysis Article Apr 29

Olin (NYSE:OLN) Is Paying Out A Dividend Of $0.20

Olin Corporation ( NYSE:OLN ) will pay a dividend of $0.20 on the 14th of June. Including this payment, the dividend...
Seeking Alpha Apr 27

Olin Corporation: Q1 Results May Signal A Turning Point (Rating Upgrade)

Summary Olin Corporation's shares have been stagnant over the past year due to weakness in the PVC market and management turmoil. The company's Q1 results showed some sequential growth and improved margins in its business units. Olin's new CEO and guidance suggest a path to gradual recovery, leading to my recommendation to buy shares after six months at hold. Read the full article on Seeking Alpha
Analysis Article Apr 22

Olin (NYSE:OLN) Has A Somewhat Strained Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysis Article Apr 08

Potential Upside For Olin Corporation (NYSE:OLN) Not Without Risk

There wouldn't be many who think Olin Corporation's ( NYSE:OLN ) price-to-earnings (or "P/E") ratio of 15.3x is worth a...
Analysis Article Mar 24

What Does Olin Corporation's (NYSE:OLN) Share Price Indicate?

While Olin Corporation ( NYSE:OLN ) might not have the largest market cap around , it saw a decent share price growth...

Shareholder Returns

OLNUS ChemicalsUS Market
7D-5.8%-1.7%-0.3%
1Y29.5%7.0%24.1%

Return vs Industry: OLN exceeded the US Chemicals industry which returned 7% over the past year.

Return vs Market: OLN exceeded the US Market which returned 24.1% over the past year.

Price Volatility

Is OLN's price volatile compared to industry and market?
OLN volatility
OLN Average Weekly Movement7.9%
Chemicals Industry Average Movement7.4%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

Stable Share Price: OLN has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: OLN's weekly volatility (8%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
18927,849Ken Lanewww.olin.com

Olin Corporation manufactures and distributes chemical products in the United States, Europe, Asia Pacific, the Middle East, Africa, and India Middle East, Africa, India, Latin America, and Canada. It operates through three segments: Chlor Alkali Products and Vinyls; Epoxy; and Winchester. The Chlor Alkali Products and Vinyls segment offers chlorine and caustic soda, ethylene dichloride and vinyl chloride monomers, methyl chloride, methylene chloride, chloroform, carbon tetrachloride, perchloroethylene, hydrochloric acid, hydrogen, bleach products, potassium hydroxide, and chlorinated organics intermediates and solvents.

Olin Corporation Fundamentals Summary

How do Olin's earnings and revenue compare to its market cap?
OLN fundamental statistics
Market capUS$3.05b
Earnings (TTM)-US$184.90m
Revenue (TTM)US$6.72b
0.5x
P/S Ratio
-16.5x
P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
OLN income statement (TTM)
RevenueUS$6.72b
Cost of RevenueUS$6.29b
Gross ProfitUS$427.60m
Other ExpensesUS$612.50m
Earnings-US$184.90m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)-1.62
Gross Margin6.36%
Net Profit Margin-2.75%
Debt/Equity Ratio172.7%

How did OLN perform over the long term?

See historical performance and comparison

Dividends

3.0%
Current Dividend Yield
-49%
Payout Ratio

Does OLN pay a reliable dividends?

See OLN dividend history and benchmarks
When do you need to buy OLN by to receive an upcoming dividend?
Olin dividend dates
Ex Dividend DateMay 14 2026
Dividend Pay DateJun 12 2026
Days until Ex dividend5 days
Days until Dividend pay date24 days

Does OLN pay a reliable dividends?

See OLN dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/18 14:54
End of Day Share Price 2026/05/15 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Olin Corporation is covered by 31 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Michael LeitheadBarclays
Bhavesh LodayaBMO Capital Markets Equity Research
John McNultyBMO Capital Markets Equity Research