Cooper Companies (The) (COO)
NASDAQHealth CareMedical - Instruments & SuppliesSnapshot 2026-10-29
NASDAQHealth CareMedical - Instruments & SuppliesSnapshot 2026-10-29
Research Workspace
Put COO beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Health Care Supplies is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 5% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 17%.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskHealthy across the board
COO’s robust, cash-backed performance supports the ownership case, though contact lens demand is slowing. Revenue growth slowed to 1% in third quarter fiscal 2026, despite an earnings beat. COO trades at 13× P/E versus the 23× peer median. The price reflects less growth than our forecast, making continued performance central to that gap. Slowing contact lens demand could pressure growth; the next-quarter miss probability is 19%. Peer multiples imply a price about 28% above where it trades; our read remains intact. This read is provisional.
Trailing returns as of 2026-10-30. COO is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 18 analysts currently covering COO (as of Oct 2026).
Based on 8 Wall Street analysts offering 12-month price targets for COO in the last 4 months.
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Compare COO with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| COO Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Health Care Supplies — fair value, gap to price, and forward P/E.
Compare the value case
Put COO next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Pressure from Jana Partners could impact strategic direction.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $59.55
The last 12 months of price, then the range of analyst 12-month targets from today’s $59.55.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Slowing demand for contact lenses could impact growth.

Focus on fertility growth aligns with growth objectives.

Earnings miss could impact growth and margins.

Price target cut indicates concerns about growth.

Guidance miss raises concerns about future performance.

Record cash flow supports capital allocation objectives.

Weak sales could impact growth and margins.
