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Cooper Companies (The) COO

Cooper Companies (The) scores average on business quality (4.9 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$54.37Oct 9, 2026
Business qualityAverage
Next earningsDec 2, 2026, after the close
Insiders, 90 daysBuying

Why it matters

  1. What Cooper Companies (The) does

    Cooper Companies manufactures contact lenses and specialized surgical medical devices, selling directly to eye care professionals and hospitals worldwide. The firm is expanding its multifocal lens market share, recently highlighting consumer insights positioning these products as anti-aging solutions.

  2. What it does best

    Cooper excels in gross margin performance, posting a 65.9% margin that outperforms peer MDLN at 26.2%. This edge is sustained by sticky practitioner relationships and specialized lens designs that resist easy generic substitution.

  3. The main risk

    Debt obligations remain a structural drag, with total debt at $2.5 billion against just $111 million in cash. A sudden spike in borrowing costs or credit tightening would immediately squeeze free cash flow generation.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityWeak

Operating margin stands at 12.8% and net margin is 13.5%, delivering a modest 6.9% return on equity. Profitability metrics show stable execution but struggle to scale meaningfully as revenue grows.

MoatFair

The company commands moderate customer lock-in among optometrists who prescribe its specialized contact lenses. Its gross margin sector percentile is 53rd, reflecting solid product pricing power but limited wider ecosystem moats.

GrowthSlow

Revenue grew 5.1% to $4.2 billion, maintaining a steady multi-year upward trajectory visible since 2020. However, its sector revenue growth percentile sits at 32nd, showing slower expansion than most healthcare peers.

Financial healthFair

Total debt sits at $2.5 billion while interest coverage is 6.1x, meaning debt servicing consumes a notable slice of earnings. Free cash flow improved to $678 million from $434 million last year, leaving the balance sheet stabilizing.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

3 insiders bought $1.9M on the open market.

Our sealed record on COO

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is COO a good business?

Cooper Companies (The) scores average on the Cluenex quality check (4.9 of 10), measured against its own industry. Profitability is weak, moat fair, growth slow and financial health fair.

Are insiders buying COO?

In the last 90 days of SEC Form 4 filings: 3 insiders bought $1.9M on the open market.

When does COO report earnings?

Dec 2, 2026, after the close.

For members

See COO today

  • Today's verdict on COO, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Cooper Companies (The) (COO)”, https://cluenex.com/stocks/coo/, data as of Oct 10, 2026.