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OLIN Corp (OLN) Stock Fundamental Analysis & AI Rating 2026

OLN NYSE Chemicals & Allied Products VA CIK: 0000074303
Recently Updated • Analysis: Apr 13, 2026 • SEC Data: 2025-12-31
STRONG SELL
88% Conf
Pending
Analysis scheduled

📊 OLN Key Takeaways

Revenue: $6.8B
Net Margin: -1.5%
Free Cash Flow: $247.9M
Current Ratio: 1.21x
Debt/Equity: 1.55x
EPS: $-0.88
AI Rating: STRONG SELL with 88% confidence
OLIN Corp (OLN) receives a STRONG SELL rating with 88% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $6.8B, net profit margin of -1.5%, and return on equity (ROE) of -5.5%, OLIN Corp demonstrates mixed fundamentals in the Materials sector. Below is our complete OLN stock analysis for 2026.

Is OLIN Corp (OLN) a Good Investment?

Claude

OLIN Corp faces severe financial distress with negative net margins (-1.5%), zero interest coverage, and inability to service debt from operations despite positive free cash flow. High leverage (1.55x D/E) combined with razor-thin gross margins (7.4%) and deteriorating profitability indicate structural competitive pressures threatening long-term viability.

Why Buy OLIN Corp Stock? OLN Key Strengths

Claude
  • + Positive free cash flow of $247.9M demonstrates cash generation capability despite accounting losses
  • + Stable revenue base of $6.8B with modest 3.7% YoY growth showing market demand persistence
  • + Substantial asset base of $7.3B provides operational foundation and collateral value

OLN Stock Risks: OLIN Corp Investment Risks

Claude
  • ! Interest coverage at 0.0x - operating earnings cannot service debt obligations, indicating default risk
  • ! Unprofitable with -$101.1M net loss and -1.5% net margin, deteriorating 196.7% YoY in EPS
  • ! Razor-thin 7.4% gross margin indicates severe competitive pressure or structural cost disadvantages
  • ! High leverage at 1.55x debt-to-equity unsustainable given inability to generate operating profits
  • ! Weak liquidity with quick ratio of 0.73x below prudent threshold, limited cash reserves of $167.6M
  • ! Operating margin of 0.1% leaves no cushion for economic downturns or cost pressures

Key Metrics to Watch

Claude
  • * Interest Coverage Ratio - must turn positive to demonstrate debt sustainability
  • * Gross Margin Expansion - critical indicator of whether pricing or cost issues are being addressed
  • * Operating Margin Path to Profitability - essential for debt service capability
  • * Free Cash Flow Sustainability - whether positive FCF persists given unprofitability trajectory
  • * Debt Reduction Progress - leverage must decline to mitigate financial risk
  • * Working Capital Efficiency - key to maintaining positive cash flow amid losses

OLIN Corp (OLN) Financial Metrics & Key Ratios

Revenue
$6.8B
Net Income
$-101.1M
EPS (Diluted)
$-0.88
Free Cash Flow
$247.9M
Total Assets
$7.3B
Cash Position
$167.6M

💡 AI Analyst Insight

The relatively thin 3.7% FCF margin may limit capital allocation flexibility.

OLN Profit Margin, ROE & Profitability Analysis

Gross Margin 7.4%
Operating Margin 0.1%
Net Margin -1.5%
ROE -5.5%
ROA -1.4%
FCF Margin 3.7%

OLN vs Materials Sector: How OLIN Corp Compares

How OLIN Corp compares to Materials sector averages

Net Margin
OLN -1.5%
vs
Sector Avg 10.0%
OLN Sector
ROE
OLN -5.5%
vs
Sector Avg 14.0%
OLN Sector
Current Ratio
OLN 1.2x
vs
Sector Avg 1.6x
OLN Sector
Debt/Equity
OLN 1.5x
vs
Sector Avg 0.6x
OLN Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is OLIN Corp Stock Overvalued? OLN Valuation Analysis 2026

Based on fundamental analysis, OLIN Corp shows some fundamental concerns relative to the Materials sector in 2026.

Return on Equity
-5.5%
Sector avg: 14%
Net Profit Margin
-1.5%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.55x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

OLIN Corp Balance Sheet: OLN Debt, Cash & Liquidity

Current Ratio
1.21x
Quick Ratio
0.73x
Debt/Equity
1.55x
Debt/Assets
74.5%
Interest Coverage
0.03x
Long-term Debt
$2.8B

OLN Revenue & Earnings Growth: 5-Year Financial Trend

OLN 5-year financial data: Year 2021: Revenue $8.9B, Net Income -$11.3M, EPS $-0.07. Year 2022: Revenue $9.4B, Net Income -$969.9M, EPS $-6.14. Year 2023: Revenue $9.4B, Net Income $1.3B, EPS $7.96. Year 2024: Revenue $9.4B, Net Income $1.3B, EPS $8.94. Year 2025: Revenue $6.8B, Net Income $452.0M, EPS $3.57.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: OLIN Corp's revenue has declined by 23% over the 5-year period, indicating business contraction. The most recent EPS of $3.57 reflects profitable operations.

OLN Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
3.7%
Free cash flow / Revenue

OLN Quarterly Earnings & Performance

Quarterly financial performance data for OLIN Corp including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $1.6B $42.1M $-0.21
Q2 2025 $1.6B -$1.6M $0.00
Q1 2025 $1.6B $1.2M $0.01
Q3 2024 $1.6B $94.9M $-0.21
Q2 2024 $1.6B $120.1M $0.62
Q1 2024 $1.6B $47.8M $0.40
Q3 2023 $1.7B $104.5M $0.82
Q2 2023 $1.7B $144.7M $1.13

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

OLIN Corp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$474.2M
Cash generated from operations
Stock Buybacks
$50.5M
Shares repurchased (TTM)
Capital Expenditures
$226.3M
Investment in assets
Dividends Paid
$91.6M
Returned to shareholders

OLN SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for OLIN Corp (CIK: 0000074303)

📋 Recent SEC Filings

Date Form Document Action
Mar 20, 2026 4 xslF345X06/wk-form4_1774016651.xml View →
Mar 20, 2026 DEF 14A oln-20260316.htm View →
Feb 25, 2026 4 xslF345X05/wk-form4_1772056151.xml View →
Feb 24, 2026 4 xslF345X05/wk-form4_1771971993.xml View →
Feb 24, 2026 4 xslF345X05/wk-form4_1771971810.xml View →

Frequently Asked Questions about OLN

What is the AI rating for OLN?

OLIN Corp (OLN) has an AI rating of STRONG SELL with 88% confidence, based on fundamental analysis of SEC EDGAR filings.

What are OLN's key strengths?

Claude: Positive free cash flow of $247.9M demonstrates cash generation capability despite accounting losses. Stable revenue base of $6.8B with modest 3.7% YoY growth showing market demand persistence.

What are the risks of investing in OLN?

Claude: Interest coverage at 0.0x - operating earnings cannot service debt obligations, indicating default risk. Unprofitable with -$101.1M net loss and -1.5% net margin, deteriorating 196.7% YoY in EPS.

What is OLN's revenue and growth?

OLIN Corp reported revenue of $6.8B.

Does OLN pay dividends?

OLIN Corp pays dividends, with $91.6M distributed to shareholders in the trailing twelve months.

Where can I find OLN SEC filings?

Official SEC filings for OLIN Corp (CIK: 0000074303) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is OLN's EPS?

OLIN Corp has a diluted EPS of $-0.88.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is OLN a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, OLIN Corp has a STRONG SELL rating with 88% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is OLN stock overvalued or undervalued?

Valuation metrics for OLN: ROE of -5.5% (sector avg: 14%), net margin of -1.5% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy OLN stock in 2026?

Our dual AI analysis gives OLIN Corp a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is OLN's free cash flow?

OLIN Corp's operating cash flow is $474.2M, with capital expenditures of $226.3M. FCF margin is 3.7%.

How does OLN compare to other Materials stocks?

Vs Materials sector averages: Net margin -1.5% (avg: 10%), ROE -5.5% (avg: 14%), current ratio 1.21 (avg: 1.6).

Is OLIN Corp carrying too much debt?

OLN has a debt-to-equity ratio of 1.55x, which is above the Materials sector average of 0.6x. However, the current ratio of 1.21 suggests adequate short-term liquidity.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 13, 2026 | Data as of: 2025-12-31 | Powered by Claude AI