Olin Corporation (OLN) 12-Month Stock Forecast & Price Target Cone

Per the Roarable RQD rating, OLN carries an RQD Score of 39 out of 100, a letter grade of D-, and the verdict label "Roarable Sell — Vulnerable Balance Sheet & Flow." Across its five pillars, the Fundamental Cash Engine scores 10 of 20 (ROIC 0.1%; FCF yield 13.55%), suggesting that the cash generation shown in the free cash flow yield is not translating into meaningful returns on invested capital. Whale 13F Flow scores 7 of 20, reflecting institutional accumulation and options positioning that the rating treats as weak. Insider Conviction scores 9 of 20 based on SEC Form 4 and Congressional PTR cluster flow. Macro Regime Fit scores 5 of 20 with a Beta of 1.0 and noted sector sensitivity, the lowest pillar and a signal that the stock's exposure to the cycle is not favorable under the rating's framework. Forensic Balance Sheet scores 8 of 20, anchored by an Altman Z-Score of 1.59, a Piotroski F-Score of 4/9, and a Debt/Equity ratio of 1.48. For a prospective investor, the implications are that the upside case depends on the yield-based cash flow thesis holding up against a thin operating margin, a sub-2 Altman Z-Score, and a rating framework that views the balance sheet and institutional flow as vulnerable. Valuation tradeoffs are visible in the EV/EBITDA of 22.2 relative to an operating margin of 0.1%, which indicates the market is pricing recovery rather than current earnings power.

Per the SEC financials, operating income fell from $712.1M in FY 2023 to $5.3M in FY 2025, and net income moved from $452.0M to $-101.1M over the same span. Per the market data, net margin is -1.5% and ROIC is 0.1%. Per the Roarable RQD rating, the Altman Z-Score is 1.59 and the Piotroski F-Score is 4/9. Debt/Equity is 1.48 per the RQD rating, and reported debt of $2717.6M against cash of $167.6M in FY 2025 indicates a leveraged balance sheet.

• What are the company's EPS and P/E figures on a trailing and forward basis, given that these are absent from the source data?
• What were the specific results and guidance in the 2026 Q3 earnings presentation, and how do they compare with the FY 2025 operating income of $5.3M?
• What is the status and expected value impact of the Huntsman merger, and how is it financed against the $2717.6M of reported debt?
• Who are the institutional and insider holders, and what are the size and direction of their positions?
• How much of the chlor-alkali downcycle is already reflected in the 52-week decline from $30.46 to $16.05?