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OLN · NASDAQ · STOCK

Olin Corporation

Basic Materials Updated August 08, 2026
$18.59
52W $17.73 – $30.46
53/100
$2.12B
-15.1
1.21
AI Committee Verdict
Watch
53/100
Conviction: Contested · 50% agreement · 6 analysts
+24.7%
-0.8%
30.44:1
Contested

Is OLN Bullish or Bearish?

Mixed. Innellis AI committee rates Olin Corporation (OLN) Watch with a composite score of 53/100 , based on 6 analysts with 50% agreement. Last updated August 08, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +6.65 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -13.35 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — market regime is bullish (bull market -- normal position sizing). Risk Analyst remains cautious — high leverage (debt-to-equity 1.54) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Price-to-book of 1.3x is a discount to asset value — Value
  • Dividend yield of 4.3% pays you to wait — Value
  • 5 consecutive earnings beats -- consistent execution — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • ROE of only -9.9% -- cheap may mean cheap for a reason — Value
  • Debt-to-equity of 1.54 adds balance-sheet risk to the value case — Value
  • Price structure making lower highs and lower lows — Technical
  • RSI at 29 is in oversold territory (could mean either capitulation or a bounce setup) — Technical
  • MACD histogram negative -- bearish momentum — Technical
  • Trend and market structure agree -- coherent bearish picture — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 08, 2026
Overall Committee Score
53/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 79%
of 54 Basic Materials peers
Value Analyst neutral
48 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ Price-to-book of 1.3x is a discount to asset value
− ROE of only -9.9% -- cheap may mean cheap for a reason
Growth Analyst bullish
68 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ 5 consecutive earnings beats -- consistent execution
Technical Analyst neutral
41 / 100 · High confidence
Mixed or range-bound price action
+ Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement
− Price structure making lower highs and lower lows
Risk Analyst bearish
32 / 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 1.54) amplifies downside in a stress scenario
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst neutral
60 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
Open Full Terminal →

Investment Thesis Evolution

Committee score weakened from 57.2 to 53.4.

Analyst-level changes:
  • Growth Analyst: score 82->68 (-14).
  • Risk Analyst: +2 bearish signal(s).
  • Technical Analyst: +1 bearish signal(s).
  • Value Analyst joined: neutral at 48.

Comparing 2026-08-07 to 2026-08-08 (1 day apart).

Technical Analysis

RSI (14)
28.9
Oversold
MACD Histogram
-0.331
Bearish Momentum
Trend Direction
Downtrend
Weekly: Downtrend
Market Structure
Lh Ll
Support
$18.45
Resistance
$23.18
Bollinger %B
0.14
Inside Bands
Price vs Moving Averages
EMA 9
$19.63 Below
EMA 21
$20.67 Below
EMA 50
$22.11 Below
EMA 200
$24.00 Below

Fundamental Analysis

Valuation
100
Growth
65
Profitability
0
Financial Health
38
Cash Flow
70
Valuation
P/E Ratio -15.1×
P/B Ratio 1.24×
PEG Ratio -0.05
Dividend Yield 4.30%
52W High $30.46
52W Low $17.73
Quality & Growth
ROE -232.8%
ROA -58.4%
Gross Margin 687.3%
Operating Margin -126.8%
Revenue Growth YoY
Debt / Equity 1.99
AI Fundamental Assessment
P/E ratio of -15.1 (inexpensive relative to a 15-40x range); Price-to-book of 1.2x; PEG ratio of -0.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -2.3%; Return on assets of -0.6%; Net margin of -2.1%; Gross margin of 6.9%; Current ratio of 1.42 (tight short-term liquidity); Debt-to-equity of 1.99; Free cash flow per share is positive (0.88); Most recent quarter beat estimates by 49.7%; 5 consecutive earnings beats; EPS growth accelerating (+0.0% -> +44.8% QoQ); Average YoY EPS growth of -607.9%; Analyst estimates falling over recent quarters
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Explore OLN Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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