Huntsman Corp vs Olin Corp

Huntsman Corp (HUN) is undervalued and Olin Corp (OLN) is undervalued.

Against our estimates of intrinsic value, HUN trades at the wider discount: a margin of safety of +57%, against +48% for OLN.

Values as of the 22 Sept 2026 close.

Huntsman Corp (HUN)

Its through-the-cycle earnings (7.0% median margin), capitalised at 7.6% with no growth, values the shares at $20.99; the price of $9.05 is 57% below that value.

Leak Score 56/100 on 8 of 12 signals

Olin Corp (OLN)

Discounting its cash flows at 7.5% (average of 2 methods) values the shares at $32.05; the price of $16.82 is 48% below that value, and 81% of that value comes from beyond year five.

Leak Score 53/100 on 8 of 12 signals

MetricHUNOLN
VerdictUndervaluedUndervalued
Price$9.05$16.82
Intrinsic value$20.99$32.05
Margin of safety+57%+48%
Leak Score56/100 (8/12)53/100 (8/12)
Market cap$1.6B$1.9B
Revenue growth, 5 years-1.1%3.3%
Operating margin-0.1%0.6%
Net margin-2.9%-2.1%
Return on equity-6.1%-7.6%
Debt to equity0.931.99
Forward P/E82.2x28.2x
P/B0.6x1.1x
Dividend yield4.2%4.8%

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