Added to YB: 2025-06-06
Pitch date: 2025-04-18
OLN [bullish]
Olin Corporation
+10.93%
current return
Author Info
No bio for this author
Company Info
Olin Corporation manufactures and distributes chemical products in the United States, Europe, Asia Pacific, Latin America, and Canada.
Market Cap
$2.3B
Pitch Price
$19.99
Price Target
84.00 (+279%)
Dividend
3.98%
EV/EBITDA
6.16
P/E
43.23
EV/Sales
0.81
Sector
Chemicals
Category
value
Olin Corporation - $OLN
OLN: Trading at ~10% FCF yield (Recession case) with 2.5x dividend coverage. Consolidated chlor-alkali producer (30% N.A. market share) with 'value over volume' strategy improving through-cycle profits. Winchester ammo (40% of EV per recent comp) stable with military contracts. Epoxy segment struggling but anti-dumping duties positive. 3x Net Debt/Recession EBITDA, no maturities until 2029. 3-4x upside potential to $61-84/share over cycle.
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