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Upturn AI Summary - About
Orion Engineered Carbons SA(OEC)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for OEC
10/20/2026: OEC (1-star) is currently NOT-A-BUY. Pass it for now.
Orion Engineered Carbons SA is a global specialty chemical company known for its significant presence in the carbon black market, essential for tires and industrial coatings. The company maintains a leading position in high-margin specialty segments, providing stability alongside its cyclical rubber carbon business. Its primary growth opportunity lies in expanding its portfolio of conductive additives for the growing electric vehicle battery sector. Key risks include exposure to volatile raw material costs, cyclical automotive demand, and stringent environmental regulations. The stock may suit value-oriented investors seeking steady dividends, provided they are comfortable monitoring the company's progress in navigating industrial cycles and energy transition requirements.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers moderate growth potential driven by specialty materials but remains tied to industrial and automotive cycles. |
| Momentum investor | Strong fit while signal remains positive | Positive price action in the specialty chemicals sector can attract momentum interest when demand cycles are favorable. |
| Value investor | Strong fit | The company often trades at valuation multiples that reflect its steady cash flow generation and solid competitive positioning. |
| Dividend investor | Mixed fit | Orion provides a reliable dividend, though it is not primarily structured as a high-yield income stock. |
| Low-risk investor | Weak fit | The company's sensitivity to raw material costs and cyclical end-markets introduces volatility not ideal for low-risk strategies. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | Commodity-linked raw material costs and cyclical demand fluctuations drive periodic share price swings. |
| Valuation risk | Medium | The stock price is subject to market sentiment regarding the broader industrial and automotive outlook. |
| Competition risk | Medium / high | Global competition from large players like Cabot Corporation and low-cost regional manufacturers impacts pricing power. |
| Business quality | Medium | As a specialty chemicals provider, the company maintains strong niche franchises but is tethered to heavy industrial production. |
| Dividend income | Medium | Dividends are stable but do not provide the high yields associated with defensive income-generating stocks. |
| Execution risk | Medium | Successful execution of capacity expansion and the transition to sustainable production are critical for long-term growth. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit -42.08% | Avg. Invested days 22 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/20/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 302.24M USD | Price to earnings Ratio - | 1Y Target Price 6.31 |
Price to earnings Ratio - | 1Y Target Price 6.31 | ||
Volume (30-day avg) 426.1K shares | Beta 1.05 | 52 Weeks Range 4.28 - 8.61 | Updated Date 10/20/2026 |
52 Weeks Range 4.28 - 8.61 | Updated Date 10/20/2026 | ||
Dividends yield (FY) 1.54% | Basic EPS (TTM) -1.71 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Specialty Carbon Black | Performance additives for coatings, inks, and conductive polymers. | Higher-margin business that grows with specialized industrial demand. |
| Rubber Carbon Black | Reinforcement agents for tire and technical rubber manufacturers. | Volume-driven business linked to automotive and industrial production. |
| Geography | Sales and manufacturing operations across North America, Europe, and Asia. | Global footprint allows the company to serve major multinational automotive and industrial customers. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE - | Forward PE 4.14 | Enterprise Value 1.30B | Price to Sales(TTM) 0.17 |
Enterprise Value 1.30B | Price to Sales(TTM) 0.17 | ||
Enterprise Value to Revenue 0.71 | Enterprise Value to EBITDA 9.92 | Shares Outstanding 56.39M | Shares Floating 51.28M |
Shares Outstanding 56.39M | Shares Floating 51.28M | ||
Percent Insiders 3.87 | Percent Institutions 96.29 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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