The Cooper Companies COO
The Cooper Companies is a medical device company operating in two segments: CooperVision (contact lenses) and CooperSurgical (women's health and fertility products). Cooper Companies shows exceptional earnings growth of 357%, though revenue growth is flat (0.60%); valuation is attractive with a forward P/E of 11.80 and a PEG of 0.52, but activist pressure and low return on equity (ROE 6.84%) limit the appeal.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
The Cooper Companies is a medical device company operating in two segments: CooperVision (contact lenses) and CooperSurgical (women's health and fertility products). Cooper Companies shows exceptional earnings growth of 357%, though revenue growth is flat (0.60%); valuation is attractive with a forward P/E of 11.80 and a PEG of 0.52, but activist pressure and low return on equity (ROE 6.84%) limit the appeal.
Score by category
| Category | Score |
|---|---|
| Financial health | 6.0 |
| Quality / Moat | 5.7 |
| Valuation | 6.8 |
| Growth | 7.2 |
| Dividend | 1.5 |
| Momentum | 5.2 |
| Risk & Context | 6.8 |
OVERALL SCORE: 6.0/10
Context and risks
Jana Partners' activism introduces uncertainty about strategic direction and leadership, with possible asset sales. The regulatory risk in the US healthcare sector is moderate, but there is no specific event justifying a larger adjustment.
News considered in the analysis
- Activist investor urges Cooper Companies to replace CEO, sell some assets — El activismo de Jana Partners presiona para un cambio de liderazgo y venta de activos; si se materializa, podría liberar valor, pero la probabilidad de éxito total es incierta.
- CooperCompanies (COO) Keeps CooperSurgical and Expands Buybacks. What Did the Strategic Review Reveal? — La revisión estratégica concluye con la retención de CooperSurgical y la expansión de recompras, señal de confianza de la dirección, aunque el mercado ya lo anticipaba parcialmente.
- COO Unveils New Innovation Hub & Lens Launch Plans to Aid CooperVision — El nuevo centro de innovación y los planes de lanzamiento de lentes refuerzan la cartera de CooperVision, con potencial de crecimiento futuro aún no descontado.
- Is Cooper Companies (COO) Undervalued After Opening Its New Vision Centre? — Artículo especulativo sobre valoración sin información nueva material.
- Is Jana Partners Right that Cooper (COO) Needs a Different Kind of Leadership? — Opinión sobre el liderazgo sin hechos nuevos; el impacto ya está cubierto por la noticia del activismo.
Verdict: Hold; the potential upside from the strategic review and buybacks is offset by activist uncertainty and weak organic growth.
Main risk: The main risk is strategic uncertainty from Jana Partners' activism, which could force unwanted leadership changes or asset sales, affecting business execution.
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