Update shared on 01 Dec 2025
Analysts have maintained their fair value estimate for Cooper Companies at $83.00, citing only minimal adjustments to growth and profitability assumptions in recent models.
What's in the News
- On November 19, 2025, Browning West LP sent a letter to the Cooper Companies' board criticizing underperformance. The firm attributed issues to operating unrelated businesses together, compensation structures not tied to Free Cash Flow or ROIC, and a board lacking industry expertise. Browning West proposed making Cooper a pure-play vision care company, reviewing strategic alternatives for CooperSurgical, appointing new directors, and replacing the current Chairman. (Key Developments)
- Jana Partners LLC announced on October 20, 2025, its intention to push Cooper Companies to explore strategic alternatives, such as merging its contact lens unit with Bausch + Lomb, and called for improved capital allocation and a simpler business structure to enhance shareholder value. (Key Developments)
- On September 17, 2025, Cooper Companies increased its equity buyback authorization by $1,000 million, raising the total buyback capacity to $2,000 million. (Key Developments)
Valuation Changes
- Fair Value Estimate remains unchanged at $83.00 per share.
- Discount Rate decreased marginally from 8.07% to 8.06%.
- Revenue Growth projection edged down slightly from 6.34% to 6.33%.
- Net Profit Margin increased minimally, remaining at 16.16%.
- Future P/E ratio estimate was essentially stable, remaining at 26.11x.
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