Is Olin Stock Outperforming Its Rivals?

OLN: Olin logo
OLN
Olin

Olin‘s stock delivered a modest 5% return over the past year, yet how does it truly measure up against peers in a chemical market facing soft demand and persistent overcapacity? While OLN shows positive LTM revenue growth against a backdrop of peer contraction, its operating margins remain tight amidst a full-year 2025 net loss. The sector faces valuation complexities, limiting upside amid anticipated 2026 industry headwinds.

  • OLN’s near-zero operating margin signals weak chlor-alkali demand and low rates (50%), trailing CBT’s 16.5% from strong specialty chemicals.
  • OLN’s 3.7% revenue growth, though low, outpaces DD, WLK, CBT, HUN, ASH, reflecting broad chemical industry demand slowdowns in 2023.
  • OLN’s 4.9% stock gain and -28.6 PE signals unprofitability from poor chlor-alkali conditions, trailing specialty-focused DD/ASH’s stronger returns.

Here’s how Olin stacks up across size, valuation, and profitability versus key peers.

  OLN DD WLK CBT HUN ASH
Market Cap ($ Bil) 2.9 20.7 13.5 4.0 2.2 2.9
Revenue ($ Bil) 6.8 7.5 11.5 3.6 5.8 1.8
PE Ratio -28.6 -26.6 -14.1 12.9 -6.6 -4.2
LTM Revenue Growth 3.7% 1.4% -5.3% -9.6% -3.5% -11.8%
LTM Operating Margin 0.6% 12.2% 0.3% 16.5% -0.4% 4.2%
LTM FCF Margin 3.7% 0.2% -3.2% 11.1% 3.4% 8.5%
12M Market Return 4.9% 58.0% -2.0% -8.2% -19.9% 5.2%

For more details on Olin, read Buy or Sell OLN Stock. Below we compare OLN’s growth, margin, and valuation with peers across years

Trefis: OLN Stock Insights

Revenue Growth Comparison

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  LTM 2025 2024 2023 2022
OLN 3.7% 3.7% -4.3% -27.1%  
DD 1.4% 1.9% 1.6% -49.2%  
WLK -5.3% -3.2% -20.6% 34.1%
CBT -9.6% -7.0% 1.6% -9.0%  
HUN -3.5% -1.2% -23.8% 4.6%
ASH -11.8% -13.7% -3.6% -8.4%  

Operating Margin Comparison

  LTM 2025 2024 2023 2022
OLN 0.6% 0.6% 5.0% 11.7%  
DD 12.2% 12.6% 11.1% 12.4%  
WLK 0.3% 8.0% 9.8% 19.7%
CBT 16.5% 16.7% 15.4% 13.5%  
HUN -0.4% 1.2% 1.7% 9.4%
ASH 4.2% 4.8% 3.9% 7.3%  

PE Ratio Comparison

  LTM 2025 2024 2023 2022
OLN -28.6 -23.8 36.7 14.8  
DD -26.6 -21.5 45.5 81.8  
WLK -14.1 15.8 30.6 8.0
CBT 12.9 10.8 13.2 10.5  
HUN -6.6 -9.1 31.7 11.0
ASH -4.2 -3.2 20.7 25.1  

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