Organon & Co. (OGN) AI Stock Analysis

Organon & Co. is a New Jersey-based healthcare company focused on developing and delivering prescription therapies globally across multiple therapeutic areas. Its portfolio places strong emphasis on women's health, featuring contraception and fertility brands such as Nexplanon/Implanon. In biosimilars, the company offers oncology and immunology treatments including Brenzys, Renflexis, Hadlima, Ontruzant, and Aybintio. Organon also maintains an established brands portfolio spanning cardiovascular health (Zetia, Vytorin, Cozaar, Hyzaar), respiratory health (Singulair, Dulera, Nasonex), dermatology, bone health, pain management, and urology treatments such as Fosamax and Proscar. Products reach patients through drug wholesalers, retailers, hospitals, and government agencies.

Organon's revenue delivered a 5-year CAGR of -1.0% between FY2020 and FY2025. Annual revenue decreased from $6.30B in FY2021 to $6.17B in FY2022, rose to $6.26B in FY2023 and $6.40B in FY2024, and then fell 2.9% to $6.22B in FY2025. Gross margin declined from 62.2% in FY2021 to 54.1% in FY2025, while operating margin contracted from 30.4% to 20.7%. FY2025 net income stood at $187.0M, down from $864.0M in FY2024, with diluted EPS of $3.66. Over the trailing twelve months, revenue reached $6.13B with a net profit margin of 3.4%. In the latest quarter ended June 30, 2026, quarterly revenue fell 2.3% year-over-year while quarterly earnings declined 28.3%.

As of June 30, 2026, Organon held $1.13B in cash and short-term investments alongside total debt of $8.55B, yielding net debt of $7.42B. Shareholders' equity was $1.01B, resulting in a debt-to-equity ratio of 8.50, while its current ratio stood at 1.95. For FY2025, the company generated $700.0M in operating cash flow and $538.0M in free cash flow. Capital deployment in FY2025 included $162.0M in capital expenditures and $88.0M in dividends paid.

Organon trades at a trailing P/E of 17.6x and a forward P/E of 5.1x, below the median of its US-listed Healthcare peers at 24.6x and 17.3x, respectively. Its price-to-sales ratio of 0.6x and EV-to-EBITDA ratio of 8.4x also trade lower than peer group medians of 4.1x and 12.0x. Enterprise value is $11.03B against a market capitalization of $3.61B. Organon shares rose 47.9% over the past year, outperforming the S&P 500 (SPY) return of 16.8%, but its 5-year return of -51.9% lagged the index's 83.0% gain.

Organon pays an annual forward dividend of $0.08 per share, which equates to a dividend yield of 0.58% and a payout ratio of 2.5%. The company distributes dividends quarterly and has recorded 6 consecutive years of payments, with the last ex-dividend date occurring on August 14, 2026.

Wall Street analysts hold 4 Hold ratings, 1 Sell rating, and 0 Buy or Strong Buy ratings on Organon. The mean price target is $11.25, representing an 18.2% discount to the last close of $13.76. For the fiscal year ending December 31, 2026, consensus estimates anticipate revenue of $6.17B and EPS of $3.34, representing an 8.7% EPS decline. The company exceeded EPS estimates in 1 of the last 4 quarters, and the next earnings date is November 9, 2026.

This page is an AI-written research summary of Organon & Co. (OGN). 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.

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