Olin vs CSN
This page compares Olin and CSN, examining their business models, financial performance, and market context in a neutral, accessible way. It presents facts and analysis to help readers understand how the companies operate and compete. Educational content, not financial advice.
This page compares Olin and CSN, examining their business models, financial performance, and market context in a neutral, accessible way. It presents facts and analysis to help readers understand how ...
Which Baskets Do They Appear In?
Poland's Artillery Ambition
Poland is investing $663 million to dramatically increase production of artillery shells, creating ripple effects across the defense industry. These carefully selected stocks represent companies throughout the supply chain poised to benefit from this strategic shift in defense spending.
Published: July 1, 2025
Explore BasketWhich Baskets Do They Appear In?
Poland's Artillery Ambition
Poland is investing $663 million to dramatically increase production of artillery shells, creating ripple effects across the defense industry. These carefully selected stocks represent companies throughout the supply chain poised to benefit from this strategic shift in defense spending.
Published: July 1, 2025
Explore BasketInvestment Analysis
Olin
OLN
Pros
- Olin has shown improving profitability with a Q3 2025 net income of $42.8 million and adjusted EBITDA of $222.4 million, indicating operational recovery.
- The company operates diversified chemical segments including Chlor Alkali Products, Epoxy, and Winchester ammunition, providing multiple revenue streams.
- Analysts foresee substantial long-term price appreciation potential, with forecasts suggesting a possible surge over the next 20-25 years.
Considerations
- Olin’s current price-to-earnings ratio is high, indicating possibly expensive valuation relative to earnings.
- The stock price has experienced significant volatility recently, with a 52-week range from approximately $17.66 to $44.76, pointing to market uncertainty.
- Cost-cutting and supply rationalisation efforts are necessary to improve margins, signalling ongoing operational risks.
CSN
SID
Pros
- CSN is a leading Brazilian steelmaker with a strong position in the Latin American market, supporting demand stability.
- The company has access to integrated steel production which can provide a cost advantage over competitors reliant on external suppliers.
- CSN is positioned to benefit from infrastructure development and industrial demand growth in Brazil and the wider region.
Considerations
- CSN faces exposure to commodity price volatility, notably iron ore and steel prices, impacting profitability sensitivity.
- Economic and political uncertainties in Brazil can pose regulatory and operational risks to the company’s performance and strategy.
- The steel industry’s cyclicality and global competition create execution risks and margin pressure for CSN.
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