
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT
- About
Origin Materials Inc (ORGN)



- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)


(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: ORGN (3-star) is a STRONG-BUY. BUY since 26 days. Profits (40.00%). Updated daily EoD!
1 Year Target Price $0.5
1 Year Target Price $0.5
0 | Strong Buy |
0 | Buy |
0 | Hold |
1 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 53.99% | Avg. Invested days 34 | Today’s Advisory Strong Buy |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
![]() ![]() | ![]() ![]() |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 125.76M USD | Price to earnings Ratio - | 1Y Target Price 0.5 |
Price to earnings Ratio - | 1Y Target Price 0.5 | ||
Volume (30-day avg) 1 | Beta 0.88 | 52 Weeks Range 0.40 - 1.90 | Updated Date 08/15/2025 |
52 Weeks Range 0.40 - 1.90 | Updated Date 08/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.66 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-08-14 | When - | Estimate -0.09 | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) -294.9% |
Management Effectiveness
Return on Assets (TTM) -10.6% | Return on Equity (TTM) -26.63% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 50274681 | Price to Sales(TTM) 4.21 |
Enterprise Value 50274681 | Price to Sales(TTM) 4.21 | ||
Enterprise Value to Revenue 1.68 | Enterprise Value to EBITDA 2.44 | Shares Outstanding 149944992 | Shares Floating 131742978 |
Shares Outstanding 149944992 | Shares Floating 131742978 | ||
Percent Insiders 6.61 | Percent Institutions 13.26 |
Upturn AI SWOT
Origin Materials Inc
Company Overview
History and Background
Origin Materials was founded in 2008 and went public via SPAC in 2021. It focuses on developing technology to convert sustainable wood residues into chemicals and materials.
Core Business Areas
- CXT: Production and sale of chloromethyl furfural (CMF), hydrothermal carbon (HTC), and other bio-based materials. Origin Materials aims to displace petroleum-based materials with sustainable alternatives.
Leadership and Structure
John Bissell is the Co-Founder and Co-Chief Executive Officer. The company operates with a functional organizational structure, focusing on research and development, production, and commercialization.
Top Products and Market Share
Key Offerings
- CMF (Chloromethyl Furfural): CMF is a platform chemical derived from biomass. It is a precursor to a range of downstream products, including polymers, plastics, and resins. Origin Materials is currently in the process of building out its production capabilities. Market share data is not yet publicly available due to its early stage of production. Competitors in this space include companies developing alternative bio-based chemicals.
- HTC (Hydrothermal Carbon): HTC is produced as a byproduct of CMF production and can be used as a sustainable alternative to fossil-based carbon black. Origin Materials plans to sell HTC as a sustainable additive for various applications. Market share data is not yet publicly available. Competitors include traditional carbon black producers and other companies developing alternative carbon materials.
Market Dynamics
Industry Overview
The industry focuses on developing sustainable alternatives to petroleum-based materials. There's growing demand for bio-based chemicals and materials driven by environmental concerns and regulatory pressures.
Positioning
Origin Materials aims to be a leading provider of CMF and HTC by leveraging its patented technology. Its competitive advantage lies in its cost-effective and sustainable production process.
Total Addressable Market (TAM)
The total addressable market for chemicals and materials derived from petroleum is estimated to be in the trillions of dollars. Origin Materials is targeting a small percentage of this market with its bio-based alternatives.
Upturn SWOT Analysis
Strengths
- Proprietary Technology
- Sustainable Feedstock
- Strategic Partnerships
- First-Mover Advantage
Weaknesses
- Limited Production Capacity
- Early Stage of Commercialization
- Dependence on Funding
- Lack of Established Market Presence
Opportunities
- Increasing Demand for Sustainable Materials
- Expansion into New Markets
- Development of New Products
- Government Incentives and Regulations
Threats
- Competition from Established Chemical Companies
- Fluctuations in Raw Material Prices
- Technological Advancements by Competitors
- Economic Downturn
Competitors and Market Share
Key Competitors
- Amyris (AMRS)
- Gevo (GEVO)
- Danimer Scientific (DNMR)
Competitive Landscape
Origin Materials competes with other companies developing bio-based chemicals and materials. Its advantage lies in its proprietary technology. Its disadvantage is its limited production capacity and early stage of commercialization. Note: Market shares are currently minimal for all players as the industry is nascent.
Growth Trajectory and Initiatives
Historical Growth: Historically, growth has been primarily in research and development activities.
Future Projections: Future growth is dependent on the successful commercialization of CMF and HTC. Analyst estimates vary widely due to the uncertainty surrounding the company's ability to execute its business plan.
Recent Initiatives: Recent initiatives include the construction of Origin 1, a commercial-scale production facility, and the expansion of partnerships with major companies.
Summary
Origin Materials is a high-risk, high-reward company in the bio-based chemicals and materials industry. Its proprietary technology and strategic partnerships are promising, but its limited production capacity and early stage of commercialization pose significant challenges. Investors should closely monitor its progress towards commercialization and its ability to secure funding. The company needs to manage its cash burn effectively and demonstrate its ability to produce CMF and HTC at a competitive cost.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Press Releases
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. The data provided is based on publicly available information and may not be completely accurate or up-to-date. Past performance is not indicative of future results. Investing in early stage companies involves a high degree of risk.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Origin Materials Inc
Exchange NASDAQ | Headquaters West Sacramento, CA, United States | ||
IPO Launch date 2020-09-04 | Co-Founder, CEO & Director Mr. John Bissell | ||
Sector Basic Materials | Industry Chemicals | Full time employees 109 | Website https://www.originmaterials.com |
Full time employees 109 | Website https://www.originmaterials.com |
Origin Materials, Inc., together with its subsidiaries, operates as a carbon-negative materials company. The company develops a proprietary biomass conversion platform to convert biomass, or plant-based carbon into building block chemicals chloromethylfurfural and hydrothermal carbon, as well as other oils and extractives and other co-products. The company was formerly known as Micromidas, Inc. and changed its name to Origin Materials, Inc. in June 2021. Origin Materials, Inc. was incorporated in 2021 and is based in West Sacramento, California.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.