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OGN

Organon & Co.
$13.75
-0.07% 2026-10-19
Health CareS&P 600
-38%-16%+6%+29%+51%Oct 2025Apr 2026Oct 2026
OGNSPY
1W
-0.1%
1M
+0.5%
3M
+2.1%
6M
+48.9%
YTD
+92.8%
1Y
+49.4%

Grades vs sector

Momentum
97th pct in sector
A+
12-1 return: +104.6%
Percentile within its GICS sector across the S&P 1500.
Growth
7th pct in sector
F
Revenue growth (YoY): -2.3%
Percentile within its GICS sector across the S&P 1500.
Value
97th pct in sector
A+
Forward E/P: 26.3% · EBITDA/EV: 14.2%
Percentile within its GICS sector across the S&P 1500.
Profitability
58th pct in sector
B-
Profit margin: +3.4% · Return on equity: +24.0%
Percentile within its GICS sector across the S&P 1500.
Revisions
no data
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Our models

Held by 1 of 3 live models: Momentum Blend.

Momentum Blend
5.4% of the book · Leaders sleeve
Held
Momentum Top 15
not ranked (outside this model's universe or screens)
Quality Growth
not ranked (outside this model's universe or screens)
Why it's in Momentum Blend

In the Leaders sleeve: a fast grower breaking out near its highs after an earnings-style gap.

What would knock it out: Exits if it closes below its stop of $12.98; last close $13.75, 6% above it.

Key stats

Market cap$3.6B
P/E (trailing)17.6
P/E (forward)3.8
52-week range5.69 – 13.83
Revenue growth (YoY, latest qtr)-2.3%
Dividend yield0.58%
Analyst consensusHold (4)
Mean price target$11.25 (-18%)

Valuation & fundamentals

Bottom line
Leans expensive
Model read-out from the numbers below, not advice. Score -2 (DCF counts double).
▼DCF (base case)below the price by 163%
▲Forward P/E vs sector3.8x vs median 17.6x
•Piotroski F-score5/9
▼Analyst target-18% (4 analysts)

Discounted cash flow

Bear
$-15
-207%
growth -6% · disc. 13.0% · term. 2.0%
Base
$-9
-163%
growth -1% · disc. 12.0% · term. 2.5%
Bull
$-2
-112%
growth 2% · disc. 11.0% · term. 3.0%

A DCF starts from trailing free cash flow, so it can overstate value if the last 12 months were unusually strong (or weak). Use the bear case or edit the starting cash flow if so.

Reverse DCFfor context, not a signal
Today's price assumes free cash flow grows about 11% a year for 10 years.
Implied
+11%/yr
FCF, last 3 yrs
-7%/yr
FCF, last 5 yrs
n/a
Revenue, last 3 yrs
+0%/yr
Revenue, last 5 yrs
-1%/yr
Same inputs as the DCF above: trailing free cash flow 0.6B, 12.0% discount rate, 2.5% growth after year 10, net debt and today's share count. Actual growth rates are compound annual rates from SEC annual filings through FY2025; "n/a" means too little history or a negative starting year.
Edit assumptions · recalculates instantly
Your value per share–

Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-06-30). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 1.54 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.

Multiples vs Health Care

P/E (trailing)
sector median 29.9× · 18th pct
17.6×
cheaper
Forward P/E
sector median 17.6× · 1st pct
3.8×
cheaper
EV / EBITDA
sector median 15.8×
–
Price / sales
sector median 3.1× · 11th pct
0.6×
cheaper
Price / book
sector median 3.5× · 53rd pct
3.6×
pricier
FCF yield
sector median 4.1% · 98th pct
15.7%
cheaper

Forward EPS $3.62 vs trailing $0.78 (+363% expected growth). Forward P/E uses analysts' next-12-month estimate.

Quality & financial health

Gross margin
52.7%
Operating margin
–
FCF margin
9.3%
Net margin
3.4%
Return on equity
20.8%
Return on invested capital
–
Net debt / EBITDA
–
Current ratio
2.0×
Interest cover
–
Cash conversion (OCF/NI)
3.5×
Piotroski F-score 5/9 · last two fiscal years
✓ Positive net income✓ Positive operating cash flow✗ Return on assets improved✓ Cash flow above net income✓ Long-term debt / assets fell✓ Current ratio improved✗ No share dilution✗ Gross margin improved✗ Asset turnover improved

Analysts

Mean target
$11
-18%
Analysts
4
Hold
Range
$8–$14
low – high
● price · ◆ mean target

Annual history

FYRevenueNet incomeFree cash flow
2025$6.2B$187.0M$538.0M
2024$6.4B$864.0M$764.0M
2023$6.3B$1.0B$548.0M
2022$6.2B$917.0M$662.0M
2021$6.3B$1.4B–
2020$6.5B$2.2B–

From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR +0.2%.

Earnings

Next report: 2026-11-09 · before open · EPS est 0.88
24-1025-0225-0525-0825-1126-0226-0426-070.001.07
EstimateActual (beat)Actual (miss)
ReportEPS estActualSurprise
2026-07-311.070.85-20.6%
2026-04-300.850.71-16.8%
2026-02-120.730.63-13.3%
2025-11-100.931.01+8.5%
2025-08-050.941.00+6.4%
2025-05-010.891.02+14.2%
2025-02-130.870.90+4.0%
2024-10-310.900.87-3.7%

Quarterly revenue

QuarterRevenueYoY
2026-06-30$1.6B-2.3%
2026-03-31$1.5B–
2025-12-31$1.5B–
2025-09-30$1.6B–
2025-06-30$1.6B–

Analyst actions

BNP Paribas
2026-04-29 · down
Outperform → Neutral
PT $14
Piper Sandler
2026-04-28 · up
Underweight → Neutral
PT $14
Barclays
2026-02-24 · main
Underweight → Underweight
PT $8
Barclays
2025-12-09 · init
→ Underweight
PT $8
JP Morgan
2025-11-11 · main
Underweight → Underweight
PT $12
Morgan Stanley
2025-11-11 · main
Equal-Weight → Equal-Weight
PT $9

Recent dividends

2026-08-14: $0.020 · 2026-05-11: $0.020 · 2026-02-23: $0.020 · 2025-11-20: $0.020 · 2025-08-15: $0.020 · 2025-05-12: $0.020 · 2025-02-24: $0.280 · 2024-11-12: $0.280

Insider trades

Drinane Juliana Papa
Head of Mfg & Supply · 2026-08-05
SELL
$200.3K
None
None · None
SELL
–

News

Organon to Report Third Quarter 2026 Results in Its Regularly Scheduled Form 10-Q Filing
Business Wire · 22h ago
Organon Says 6-Year Miudella Data Supports FDA Application for Extended Use
MT Newswires · Oct 16
Organon Announces Positive Interim Phase 3 Study Results for MIUDELLA®, a Hormone-Free, Intrauterine Device (IUD), Through 6 Years of Use to Be Presented at the 2026 Society of Family Planning Annual Meeting
Business Wire · Oct 16
Investors Heavily Search Organon & Co. (OGN): Here is What You Need to Know
Zacks · Oct 14
Here is What to Know Beyond Why Organon & Co. (OGN) is a Trending Stock
Zacks · Oct 02
Organon to Present New Real-World Analysis of VTAMA® (tapinarof) Cream, 1%, at the 2026 Fall Clinical Dermatology Conference
Business Wire · Oct 01
Organon Says Nduvra Cream Gets Canada Approval for Atopic Dermatitis
MT Newswires · Sep 28
Why Organon (OGN) Is Getting Attention Today
Simply Wall St. · Sep 22

Stats refreshed 2026-10-19 17:47:06 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

coteau
Coteau Systematic StrategiesSystematic equity research and model portfolios.
Coteau Systematic Strategies publishes research, model portfolios and tools. It does not manage money or offer investment advice. Model results are hypothetical. Data: Yahoo Finance (delayed), SEC EDGAR.