The Cooper Companies, Inc. (COO) Stock Analysis

Why this analysis is different

• A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
• An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
• Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.

The Cooper Companies, Inc. (COO) Healthcare & Pipeline Overview

The Cooper Companies, Inc. (COO) is a global leader in vision care and women's health, manufacturing and marketing contact lenses and surgical instruments. With a strong focus on innovation and a global presence, COO addresses diverse vision correction needs and women's healthcare demands, maintaining a competitive edge in the healthcare sector.

What Is the Investment Thesis for COO?

With a P/E ratio of 18.49 and a profit margin of 9.7%, the company demonstrates solid profitability. Growth catalysts include the increasing demand for advanced contact lenses and fertility solutions. The company's focus on innovation and strategic acquisitions, such as expanding its fertility product line, are expected to drive future revenue growth. Key risks include regulatory changes and competition from established players like Hologic, Inc. and Smith & Nephew plc. The company's beta of 1.07 indicates market-correlated volatility.

Based on FMP financials and quantitative analysis

COO Key Highlights

Market capitalization of $10.5B, reflecting substantial investor confidence.

• P/E ratio of 18.49 indicates a premium valuation based on earnings.
• Gross margin of 64.2% demonstrates strong pricing power and efficient operations.
• Profit margin of 9.7% showcases effective cost management and profitability.
• Presence in both CooperVision and CooperSurgical segments provides diversification and resilience.

Who Are COO's Competitors?

COO is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are COO's Key Strengths?

Diversified product portfolio in vision care and women's health.

• Strong brand recognition and reputation.
• Global distribution network.
• Consistent revenue growth.

What Are COO's Weaknesses?

Reliance on a few key products.

• Exposure to regulatory risks.
• Competition from larger players.
• Potential for product recalls.

What Could Drive COO Stock Higher?

New product launches in the CooperVision segment, including advanced contact lens designs.

• Regulatory approvals for new fertility products in key markets.
• Expansion of the global distribution network to reach more customers.
• Strategic acquisitions to expand product offerings and market presence.

What Are the Key Risks for COO?

Changes in healthcare regulations impacting product approvals and reimbursement.

• Intense competition from established players in the vision care and women's health markets.
• Economic downturns affecting consumer spending on discretionary healthcare products.
• Product recalls or safety concerns damaging brand reputation.

What Are the Growth Opportunities for COO?

• Expansion in the Asia Pacific Market: The Asia Pacific region presents a significant growth opportunity for CooperVision, driven by increasing disposable incomes and a rising prevalence of vision problems. By expanding its distribution network and tailoring products to local needs, Cooper can capture a larger share of this rapidly growing market. The market size for contact lenses in Asia Pacific is projected to reach $5 billion by 2028.
• Advancements in Multifocal Lens Technology: CooperVision can further enhance its market position by investing in research and development of advanced multifocal lens technology. As the global population ages, the demand for effective presbyopia correction solutions will continue to rise. Superior multifocal lens designs can provide better vision correction and comfort, attracting a larger customer base. The global multifocal lens market is expected to reach $3.5 billion by 2027.
• Strategic Acquisitions in the Fertility Sector: CooperSurgical can pursue strategic acquisitions of companies specializing in fertility technologies and services. This would expand its product portfolio and enhance its ability to offer comprehensive fertility solutions. The global fertility market is projected to reach $45 billion by 2030, driven by increasing infertility rates and advancements in assisted reproductive technologies.
• Development of Innovative Surgical Products: CooperSurgical can invest in the development of innovative surgical products for women's health, such as minimally invasive surgical instruments and advanced diagnostic tools. These products can improve surgical outcomes, reduce patient recovery times, and enhance the overall quality of care. The global market for women's health surgical products is expected to reach $15 billion by 2028.
• Penetration of the Genomics Market: CooperSurgical can further penetrate the genomics market by offering advanced genetic testing services for fertility and prenatal care. This would enable healthcare providers to identify genetic risks and provide personalized treatment plans. The global genomics market is projected to reach $35 billion by 2027, driven by advancements in sequencing technologies and increasing demand for personalized medicine.

What Are COO's Competitive Advantages?

• Strong brand reputation in both vision care and women's health.
• Extensive product portfolio catering to diverse customer needs.
• Global distribution network providing access to key markets.
• Proprietary technologies and intellectual property in lens design and surgical instruments.

What Does COO Do?

Founded in 1958 and headquartered in San Ramon, California, The Cooper Companies, Inc. has evolved into a prominent player in the healthcare industry, focusing on vision care and women's health. The company operates through two primary segments: CooperVision and CooperSurgical. CooperVision develops, manufactures, and markets a wide range of contact lenses, including spherical, toric, and multifocal lenses, addressing various vision correction needs such as nearsightedness, farsightedness, astigmatism, and presbyopia. These lenses are distributed across the Americas, Europe, the Middle East, Africa, and the Asia Pacific region. CooperSurgical focuses on providing medical devices, fertility solutions, genomics, diagnostics, and contraception to healthcare professionals and patients globally. Its product portfolio includes surgical and office products like PARAGARD, uterine manipulators, retractors, and fertility products, including consumables, equipment, and preimplantation genetic testing. The company's commitment to innovation and strategic acquisitions has solidified its position in the market, serving a diverse customer base and contributing to advancements in both vision care and women's health.

What Products and Services Does COO Offer?

• Develop, manufacture, and market contact lenses.
• Offer spherical, toric, and multifocal lenses.
• Provide medical devices for women's health.
• Offer fertility products and services.
• Provide surgical and office products.
• Offer genomics and diagnostic services.
• Provide contraception solutions.

How Does COO Make Money?

• Develop and manufacture contact lenses and surgical instruments.
• Distribute products through healthcare professionals and direct sales channels.
• Generate revenue through product sales and service offerings.
• Invest in research and development to innovate new products and technologies.

What Industry Does COO Operate In?

The Cooper Companies, Inc. operates within the growing medical instruments and supplies industry, driven by increasing healthcare expenditure and an aging global population. The vision care market is expanding due to rising rates of myopia and presbyopia, while the women's health market benefits from advancements in fertility treatments and diagnostic technologies. Competition includes major players like Hologic, Inc. and Smith & Nephew plc. The company's focus on innovation and strategic acquisitions positions it favorably to capitalize on these trends and maintain a competitive edge.

Who Are COO's Key Customers?

• Contact lens wearers seeking vision correction.
• Healthcare professionals in ophthalmology and optometry.
• Hospitals and clinics offering women's health services.
• Fertility clinics and patients undergoing fertility treatments.

The Cooper Companies, Inc. Financial Trajectory

The Cooper Companies, Inc. (COO) reported $1.07B in revenue for Jul 2026, a decline of 1.4% compared to the prior quarter. The company recorded net income of $432.8M, with diluted EPS of $2.24. Quarter-over-quarter revenue has been mixed, typical for a large-cap company operating in Healthcare. Across the four most recent quarters, COO averaged $0.73 in diluted EPS.

Company Profile

The Cooper Companies, Inc. operates in the Medical - Instruments & Supplies industry within the Healthcare sector. It is headquartered in San Ramon, US. The company is led by CEO Albert G. White. COO has traded publicly since 1983.

How The Cooper Companies, Inc. Is Valued

The Cooper Companies, Inc. carries a market capitalization of $10.5B, placing it in the large-cap category. Analyst price targets span from $59.00 to $75.00, with a consensus of $65.75. At the current price of $53.83, that implies approximately 22% upside potential. Relative to its peer group, COO's quantitative score of 38/100 is below the peer average of 71/100.

Return on equity for The Cooper Companies, Inc. stands at 2.8%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 1.9%, showing how much profit it generates from its asset base. COO trades at a trailing price-to-earnings ratio of 18.49, below the Healthcare sector average of ~21.50x. Its free cash flow yield is 4.4%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.27 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 1.8%, the inverse of the P/E and a quick read on earnings relative to price.

The Cooper Companies, Inc.'s Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 2.87 places it in the grey zone, a middle ground that warrants monitoring.

The Cooper Companies, Inc. has beaten Wall Street's EPS estimate in 7 of its last 8 reported quarters — a consistent record of delivering on expectations. Reported results have landed about 4.6% above estimates on average.

Over the past six months, The Cooper Companies, Inc. insiders filed 25 SEC Form 4 transactions — 8 sales and 17 purchases. On net that is roughly 33K shares acquired (about $0) — insiders putting money in tends to read as conviction.

COO Financials

COO Latest News

COO Analyst Consensus

COO MoonshotScore

The Cooper Companies, Inc. Healthcare Stock: Key Questions Answered

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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