Olin Corporation (OLN)
NYSEMaterialsChemicalsSnapshot 2026-11-04
$18.08+3.14%
Close 2026-11-04 · 1-day change
NYSEMaterialsChemicalsSnapshot 2026-11-04
Research Workspace
Put OLN beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Materials: fringe margins under pressure (0q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Execute Beyond250 structural cost reductions: Direct metric needs a verified mapping.
View ThesisRevenue is contracting — down about 1% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 51% in its worst 12-month stretch.
View RiskOlin's value rests on the Huntsman merger closing in early 2027. The company must execute structural cost cuts to justify the price. Revenue growth is not accelerating, and the company remains unprofitable. The latest quarter beat expectations with an EPS of 0.13. OLN trades at 0.3x sales versus a 1.3x peer median. This discount reflects modest growth expectations relative to our view. The primary pillar is under pressure due to unverified cost metrics. The thesis comparison is not yet verified. Peer multiples imply a price about 32% above where it trades. The thesis is on watch, and this read is provisional.
Trailing returns as of 2026-11-04. OLN is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 16 analysts currently covering OLN (as of Nov 2026).
Based on 7 Wall Street analysts offering 12-month price targets for OLN in the last 4 months.
Continue this research
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| OLN Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 5 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Diversified Chemicals — fair value, gap to price, and forward P/E.
Compare the value case
Put OLN next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Complete the Huntsman merger and prepare for integration
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $18.08
The last 12 months of price, then the range of analyst 12-month targets from today’s $18.08.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
Confirms merger timeline and quantifies synergy targets.
Threatens: Complete the merger with Huntsman and plan integration
Merger timing slips to Q1 2027, delaying integration benefits and framing a low 2026 EBITDA outlook.