| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 92 | 17.5x | 17.8x | Top tier | |
Growth | 17 | -2.5% | 7.1% | Bottom tier | |
Quality | 91 | 9.6% | 4.5% | Top tier | |
Safety | 36 | 4.6x | 2.6x | Bottom tier | |
Capital Return | 60 | 0.59% | 2.12% | Around median | |
Momentum | 96 | 47.6% | 2.9% | Top tier | |
Sentiment | 37 | 5 | 3 | Bottom tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Organon & Co. operates in pharmaceuticals, women’s health products, biosimilars, and established pharmaceutical brands, leveraging a commercial infrastructure that directly or indirectly reaches 140 countries. Its revenue mix relies on products such as Nexplanon in women’s health; Hadlima, denosumab biosimilars, and Tofidence in biosimilars; as well as Vtama, Emgality, and a respiratory medicines portfolio within established brands.
In fiscal Q2 2026, Organon recorded revenue of $1.6 billion, gross profit of $847 million, net income of $108 million, and earnings per share of $0.40, equivalent to a calculated gross margin of approximately 52.9%. By comparison, in fiscal Q1 2026, it generated revenue of $1.5 billion, gross profit of $783 million, and net income of $146 million; therefore, quarter-over-quarter revenue growth was accompanied by a decline in net income.
Fiscal 2025 revenue was approximately $6.2 billion, while reported and constant-currency revenue declined 3%. The business mix showed clear divergence: women’s health declined 2% at constant currency and established brands declined 5%, while Hadlima grew 61% and Vtama generated global revenue of $128 million; Jada also contributed revenue of $74 million before its divestiture was completed in January 2026.
Automated analysis for informational purposes only — not investment advice.
The analyst consensus is Neutral, with an average target of $13, within a relatively narrow range of $12 to $14; the average is close to the upper end of the 52-week range of $13.77, compared with a low of $5.69. No usable P/E ratio is available in the data, and the wide 52-week range reflects a revaluation associated with margin contraction, flat fiscal 2026 guidance, and high leverage, despite growth in some products and the debt-reduction plan.
Figures in the text are as of 2026-08-31; the live price is shown at the top of the page.
Organon recorded revenue of $1.6 billion and gross profit of $847 million in fiscal Q2 2026. Net income was $108 million, and earnings per share were $0.40. Gross profit equaled approximately 52.9% of revenue based on a direct calculation using EDGAR figures. Revenue increased from $1.5 billion in fiscal Q1 2026, but net income declined from $146 million.
Management expects revenue of approximately $6.2 billion and adjusted EBITDA of approximately $1.9 billion in fiscal 2026, broadly in line with fiscal 2025. It also expects volume growth of $150 million, or 2.4%, against pricing pressure of approximately $75 million. Adjusted gross margin is expected to decline between 75 and 100 basis points. The company aims to reduce net leverage to below four times by the end of fiscal 2026.
The FDA approved extending Nexplanon’s duration of use from three years to five years, based on a study that included women with varying body mass indexes. Management believes the new label could expand the addressable market and strengthen the product’s competitiveness among long-acting contraceptives. However, approximately 13% of annual insertions are reinsertions, so the company expects volume pressure in fiscal 2026. Management expects strength in markets outside the United States, particularly Latin America, to offset some of this pressure and Nexplanon sales to remain close to the fiscal 2025 level.
Vtama generated global revenue of $128 million in fiscal 2025, and management expects it to grow between 20% and 25% in fiscal 2026. Hadlima grew 61% at constant currency in fiscal 2025, with expansion into Canada and Puerto Rico. The company launched denosumab biosimilars in the United States in September 2025, but estimates their peak revenue opportunity at approximately $100 million across the two reference products over a period of approximately five years. It also expects contributions from Emgality and Tofidence to offset the maturation of Ontruzan and Renflexis.
Organon repaid approximately $530 million of debt during fiscal 2025, and net leverage was approximately 4.3 times at the end of the period. The sale of Jada in January 2026 added net proceeds of approximately $390 million allocated to support net debt reduction. Management expects adjusted EBITDA of approximately $1.9 billion and interest expense of approximately $500 million in fiscal 2026. Based on these assumptions, the company aims for net leverage below four times by the end of fiscal 2026.
