The Cooper Companies, Inc. (COO) AI Stock Analysis

NASDAQ: COOAI research summary: business, growth, valuation, analysts, bull and bear case.

COO AI stock analysis summary

AI Research

The Cooper Companies, Inc. (COO) is a global healthcare company operating through CooperVision and CooperSurgical. While its revenue expanded to $4.24B over the trailing twelve months with a five-year revenue CAGR of 11.0% through FY2025, recent quarterly revenue growth slowed to 0.6%. The stock trades at a trailing P/E of 19.9x, following a 1-year return of -19.0%.

Market cap
$11.02B
Revenue (TTM)
$4.24B
P/E
19.9x
fwd 11.3x
1Y return
-19.0%
S&P 500 16.8%
Avg. target
$65.80
13.6% vs last close

Bull case

  • Trailing valuation multiples sit at a discount to peers, with a trailing P/E of 19.9x and EV/EBITDA of 13.8x compared to S&P 500 Healthcare peer medians of 28.9x and 15.7x.
  • Cash generation remained solid in FY2025, delivering $796.1M in operating cash flow and $433.7M in free cash flow.
  • The company has beaten EPS expectations in each of the last 4 quarters, and analysts project current fiscal year EPS to grow 10.0% to $4.53.

Bear case

  • Revenue momentum has slowed down, with top-line growth slipping to 5.1% in FY2025 and 0.6% year-over-year in the quarter ended July 31, 2026.
  • Gross margin declined to 60.7% in FY2025 from 66.6% in FY2024 and 66.9% in FY2021.
  • The stock has lagged broader markets, declining 29.3% year-to-date and 19.0% over the past year while the S&P 500 gained 16.8%.

What Cooper Companies does

The Cooper Companies, Inc., along with its subsidiaries, specializes in the development, manufacturing, and global distribution of contact lenses and medical devices. The company operates through two segments: CooperVision and CooperSurgical. CooperVision provides contact lenses, including spherical, toric, and multifocal lenses for vision impairments such as nearsightedness, farsightedness, astigmatism, presbyopia, and eye dryness. CooperSurgical focuses on family and women's healthcare, offering medical devices and services such as fertility solutions, genomic testing, diagnostic tools, contraception, and surgical instruments. Its offerings include products like PARAGARD, uterine manipulators, fertility consumables, and genetic testing technologies.

Growth and profitability

Revenue expanded from $2.92B in FY2021 to $4.09B in FY2025, reflecting a 5-year CAGR of 11.0% from FY2020 to FY2025. Annual top-line growth decelerated over this period, moderating from 20.2% in FY2021 to 5.1% in FY2025. Gross margin contracted to 60.7% in FY2025 from 66.6% in FY2024, while operating margin came in at 16.7%. Net income was $374.9M in FY2025, generating diluted EPS of $4.13. For the trailing twelve months ending July 31, 2026, revenue totaled $4.24B with an operating margin of 20.8% and EPS of $2.91. In the latest quarter, quarterly revenue growth was 0.6% year-over-year, while quarterly earnings grew 357.1%.

COO income statement →

Balance sheet and cash flow

As of July 31, 2026, The Cooper Companies held $154.7M in cash and short-term investments against $2.54B in total debt, resulting in net debt of $2.39B. Shareholders' equity stood at $8.33B, with total assets of $12.67B. Liquidity metrics include a current ratio of 1.22 and a debt-to-equity ratio of 0.31. In FY2025, operating cash flow reached $796.1M and free cash flow was $433.7M. Capital allocation in FY2025 included capital expenditures of $362.4M and share buybacks of $290.1M, with the share count declining 3.1% over five years.

COO balance sheet →

Valuation and performance

At a share price of $57.94, The Cooper Companies has a market capitalization of $11.02B and an enterprise value of $13.05B. The stock trades at a trailing P/E of 19.9x, a forward P/E of 11.3x, and an EV/EBITDA of 13.8x. These multiples sit below the median of its S&P 500 Healthcare peers, which post a trailing P/E of 28.9x, a forward P/E of 16.6x, and an EV/EBITDA of 15.7x. The company's price-to-sales ratio of 2.6x also compares to the peer median of 3.4x. Over the past year, COO posted a return of -19.0%, trailing the S&P 500 (SPY) return of 16.8%.

COO key metrics →

What analysts expect

Wall Street analysts hold 3 Strong Buy, 2 Buy, and 12 Hold ratings, with no Sell or Strong Sell ratings. The mean price target is $65.80, representing 13.6% upside from the last close of $57.94. For the fiscal year ending October 31, 2026, the consensus EPS estimate is $4.53 on revenue of $4.24B. For the following fiscal year, 17 analysts project EPS of $4.69 on revenue of $4.41B. The company beat EPS estimates in all of the last 4 quarters, and the next earnings date is December 3, 2026.

COO forecast and price target →

Key risks and what to watch

  • Net debt totaled $2.39B as of July 31, 2026, against cash and short-term investments of $154.7M.
  • Quarterly revenue growth slowed to 0.6% year-over-year, which is below the S&P 500 Healthcare peer median of 7.3%.
  • Shares trade 17.3% below their 200-day moving average and sit closer to the 52-week low of $51.01 than the 52-week high of $89.83.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this COO AI stock analysis

This page is an AI-written research summary of The Cooper Companies, Inc. (COO). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: COO income statement, COO balance sheet, COO key metrics, COO analyst forecast, COO chart. See the COO stock overview for the latest quote and news.

COO AI stock analysis FAQ

What are the core operating segments of The Cooper Companies?

The Cooper Companies operates through two segments: CooperVision, which manufactures and distributes contact lenses, and CooperSurgical, which supplies medical devices, fertility solutions, diagnostic tools, and surgical instruments for women's healthcare.

What is COO's current valuation compared to healthcare peers?

COO trades at a trailing P/E of 19.9x, a forward P/E of 11.3x, and an EV/EBITDA of 13.8x. These compare to S&P 500 Healthcare peer medians of 28.9x, 16.6x, and 15.7x, respectively.

How much debt does The Cooper Companies carry?

As of July 31, 2026, the company reported total debt of $2.54B and cash and short-term investments of $154.7M, resulting in net debt of $2.39B and a debt-to-equity ratio of 0.31.

What are analysts forecasting for COO's earnings and revenue?

Analysts estimate EPS of $4.53 on revenue of $4.24B for the fiscal year ending October 31, 2026. For the next fiscal year, estimates call for EPS of $4.69 on revenue of $4.41B.

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