COTYCOTY INC.
Perfumes, Cosmetics & Other Toilet Preparations
- Revenue
- $5.8B
- 1.5% YoY
- Operating margin
- -1.4%
- 134% YoY
- EBITDA
- $401M
- 39% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 9.9×
- $4.0B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear36% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear37% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $5.3B | $5.6B | $6.1B | $5.9B | $5.8B | 1.5% |
| Operating income | $241M | $544M | $547M | $241M | −$82M | 134% |
| Net income | $56M | $495M | $76M | −$381M | −$618M | 62% |
| Operating cash flow | $727M | $626M | $615M | $493M | $538M | 9.2% |
| Capex | $174M | $223M | $245M | $215M | $190M | 12% |
| Stock-based comp | $196M | $136M | $89M | $50M | $46M | 7.4% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | — | — | 23 | 77 |
| FY2025 | — | — | 104 | 109 |
| FY2024 | — | — | 79 | 124 |
| FY2023 | — | — | 93 | 162 |
| FY2022 | — | — | 63 | 137 |