OEC
Orion S.A.Basic Materials · $328M market cap
Verdict
Share price
$5.79
close of Oct 3, 2026
Fair value
$4.19
Sticker Price
Payback Price
$1.68
buy price
OEC is Overpriced: at $5.79 it trades 38% above its fair value of $4.19. Its buy price (Payback Price) is $1.68, 71% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.
How we valued it
Free Cash Flow. Sales grew -4% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
1 of 5 clear the 10% bar. What are the Big Five?
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3 of the investors we track hold OEC. In Q2 2026, 1 added. Who we track
Richard Pzena
Pzena Investment Management · as of Q2 2026
$31.6M
4,771,969 shares
First Pacific Advisors
First Pacific Advisors · as of Q2 2026
$2.8M
417,388 shares
Tweedy Browne
Tweedy Browne · as of Q2 2026
$600K
90,520 shares
Moves in Q2 2026
Added: Tweedy Browne
Insider activity
Since Jun 26, 2026: no open-market purchases and 7 other filings (stock awards, tax withholding and similar). Why purchases matter
Other filings
SMITH DAN F
director · 2026-06-26
Award
19,150 shares
GALVIN KERRY A
director · 2026-06-26
Award
19,150 shares
Miraton Didier
director · 2026-06-26
Award
19,150 shares
HUCK PAUL E
director · 2026-06-26
Award
19,150 shares
PAIK YI HYON
director · 2026-06-26
Award
19,150 shares
Show all 7 other filingsShow fewer
LINDSEY MARY A
director · 2026-06-26
Award
19,150 shares
Hoogerbrugge Jacqueline
director · 2026-06-26
Award
19,150 shares
About Orion S.A.
Orion S.A., together with its subsidiaries, engages in the manufacture and sale of carbon black products. The company operates in two segments, Specialty Carbon Black and Rubber Carbon Black. It offers post-treated specialty carbon black grades for coatings and printing applications, as well as high purity carbon black grades for the fiber industry; and conductive carbon black grades for batteries, polymers, and…
Chemicals - Specialty
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works