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Orion S.A. Stock Price

NYSE:OEC Community·US$285.2m Market Cap
  • 4 Narratives written by author
  • 4 Comments on narratives written by author
  • 18 Fair Values set on narratives written by author

OEC Share Price Performance

US$5.08
-14.22 (-73.68%)
US$19.00
Fair Value
US$5.08
-14.22 (-73.68%)
73.3% undervalued intrinsic discount
US$19.00
Fair Value
Price US$5.08
AnalystHighTarget US$19.00
AnalystLowTarget US$9.58
AnalystConsensusTarget US$7.40

OEC Community Narratives

AnalystHighTarget·
Fair Value US$19 73.3% undervalued intrinsic discount

Electrification And Sustainability Will Expand Specialty Chemical Markets

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AnalystLowTarget·
Fair Value US$10 49.2% undervalued intrinsic discount

Aging Infrastructure And Rising Compliance Demands Will Thwart Prospects

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AnalystConsensusTarget·
Fair Value US$7.4 31.4% undervalued intrinsic discount

Analysts Lower Orion Price Target as Revenue Outlook Drops Despite Higher Profit Margins

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Trending Discussion

Updated Narratives

OEC logo

OEC: Future Profit Margins Are Expected To Drive Further Share Upside

Fair Value: US$7.4 31.4% undervalued intrinsic discount
5 users have followed this narrative
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OEC logo

Aging Infrastructure And Rising Compliance Demands Will Thwart Prospects

Fair Value: US$10 49.2% undervalued intrinsic discount
0 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
OEC logo

Electrification And Sustainability Will Expand Specialty Chemical Markets

Fair Value: US$19 73.3% undervalued intrinsic discount
0 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Fair value with moderate growth potential.

2 Risks
2 Rewards

Orion S.A. Key Details

US$1.8b

Revenue

US$1.5b

Cost of Revenue

US$371.4m

Gross Profit

US$403.2m

Other Expenses

-US$31.8m

Earnings

Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
-0.57
20.30%
-1.74%
251.4%
View Full Analysis

About OEC

Founded
1862
Employees
1658
CEO
Corning Painter
WebsiteView website
www.orioncarbons.com

Orion S.A., together with its subsidiaries, engages in the manufacture and sale of carbon black products. The company operates in two segments, Specialty Carbon Black and Rubber Carbon Black. It offers post-treated specialty carbon black grades for coatings and printing applications, as well as high purity carbon black grades for the fiber industry; and conductive carbon black grades for batteries, polymers, and coatings. The company also provides rubber carbon black products for tires, such as high-reinforcing grades and semi-reinforcing grades under the ECORAX brand, as well as for mechanical rubber goods end users, including automotive production, construction, as well as certain food, consumer, and medical applications. It operates in the United States, Brazil, rest of the Americas, Germany, South Africa, Italy, Spain, Turkey, France, Rest of EMEA, China, the Republic of Korea, and rest of Asia. The company was formerly known as Orion Engineered Carbons S.A. and changed its name to Orion S.A. in June 2023. Orion S.A. was founded in 1862 and is headquartered in Senningerberg, Luxembourg.

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