Methanex Corp (MEOH) is undervalued and Olin Corp (OLN) is undervalued.
Against our estimates of intrinsic value, OLN trades at the wider discount: a margin of safety of +48%, against +25% for MEOH.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 7.4% (average of 3 methods) values the shares at $77.08; the price of $57.81 is 25% below that value, and 81% of that value comes from beyond year five.
Leak Score 41/100 on 3 of 12 signals
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
| Metric | MEOH | OLN |
|---|---|---|
| Verdict | Undervalued | Undervalued |
| Price | $57.81 | $16.82 |
| Intrinsic value | $77.08 | $32.05 |
| Margin of safety | +25% | +48% |
| Leak Score | 41/100 (3/12) | 53/100 (8/12) |
| Market cap | $4.5B | $1.9B |
| Revenue growth, 5 years | 6.3% | 3.3% |
| Operating margin | 17.4% | 0.6% |
| Net margin | 2.1% | -2.1% |
| Return on equity | 3.4% | -7.6% |
| Debt to equity | 1.22 | 1.99 |
| P/E | 50.9x | — |
| Forward P/E | 10.5x | 28.2x |
| P/B | 1.7x | 1.1x |
| Dividend yield | 1.3% | 4.8% |