Company Deep Dive
Read the full research report: business segments breakdown, earnings transcripts review, management credibility analysis, competitive landscape, and scenarios.
OGN
Strong BuyFLAGOrganon & Co. · Healthcare · United States · $3.6B · Avg Vol: $39M/d
Organon provides a focused portfolio of established brands that benefit from aging demographics. It aligns with the 'predictable service model' theme. However, as a spin-off with a significant debt load, it requires further verification of its capital allocation strategy to meet the Buffett 'quality' criteria.
COMPANY DESCRIPTION
Organon & Co. is a global healthcare company dedicated to improving women's health and offering a portfolio of established brands across various therapeutic areas, alongside a growing biosimilars pipeline. Its competitive edge lies in a focused strategy on underserved women's health needs, leveraging a strong portfolio of trusted, established products with significant market presence globally.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 6.2B | 6.3B | 6.4B | 6.2B | 0.2% | 6.1B | 6.2B | 6.4B | 1.5% |
| EPS | 3.61 | 4.01 | 3.36 | 0.72 | -41.6% | 0.78 | 0.66 | 0.71 | -0.6% |
| Shares | 254.4M | 255.6M | 257.8M | 260.3M | +2.3% | 262.6M | — | — | — |
| Debt | 8.9B | 8.8B | 8.9B | 8.6B | -1.0% | 8.6B | — | — | — |
| Equity | -892.0M | -70.0M | 472.0M | 752.0M | 59.3% | — | — | — | — |
| Op CF | 858.0M | 799.0M | 939.0M | 700.0M | -6.6% | 737.0M | — | — | — |
| Inv CF | -420.0M | -260.0M | -513.0M | -390.0M | — | — | — | — | — |
| Fin CF | -433.0M | -569.0M | -368.0M | -561.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of OGN are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| OGN | Organon & Co.(you) | $3.6B | 95 | Strong Buy |
| BIIB | Biogen Inc. | $32.2B | 78 | Buy |
| PFIZ34.SA | Pfizer Inc. | $161.7B | 95 | Strong Buy |
| BMY | Bristol-Myers Squibb Company | $137.4B | 99 | Strong Buy |
| AMG.DE | Amgen Inc. | $238.5B | 93 | Strong Buy |
| GILD.MX | Gilead Sciences, Inc. | $181.0B | 84 | Strong Buy |
| MRK.MX | Merck & Co., Inc. | $372.4B | 91 | Strong Buy |
| ABBV.MX | AbbVie Inc. | $468.4B | 94 | Strong Buy |
| INDV | Indivior Pharmaceuticals, Inc. | $4.3B | 94 | Strong Buy |
| AVAH | Aveanna Healthcare Holdings Inc. | $3.0B | 95 | Strong Buy |
Peer medians: ROE -25.8% · P/E 29.6x · Gross margin 58.8%