Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ODC
STRONG BUYREMOVEOil-Dri Corporation of America · Basic Materials · United States · $1.1B · Avg Vol: $9M/d
Oil-Dri Corporation of America produces sorbent clays for pet care and industrial applications. While it has high quality metrics and pricing power in the cat litter market, it is a niche consumer/industrial play that lacks the explosive macro tailwinds required for our concentrated book.
COMPANY DESCRIPTION
Oil-Dri Corporation of America is a leading manufacturer of sorbent products utilizing non-metallic mineral reserves, primarily clay. The company's vertically integrated model, from mineral mining to finished product distribution, provides a significant cost advantage and high barriers to entry. It is a niche market leader in pet care (cat litter), agricultural carriers, and industrial sorbents.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | 305M | 349M | 413M | 438M | — | 12.8% |
| EPS | — | 0.41 | 2.23 | 2.92 | 3.99 | 112.6% |
| Shares | — | 21M | 21M | 22M | 22M | +3.6% |
| Debt | — | 19M | 45M | 43M | 71M | 55.2% |
| Equity | — | 160M | 151M | 177M | 211M | 9.7% |
| Op CF | — | 14M | 9M | 50M | 60M | 64.2% |
| Inv CF | — | -19M | -22M | -25M | -76M | — |
| Fin CF | — | -11M | 5M | -10M | 8M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of ODC are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ODC | Oil-Dri Corporation of America(you) | $1.1B | 90 | STRONG BUY |
| KOP | Koppers Holdings Inc. | $794M | 98 | STRONG BUY |
| ECVT | Ecovyst Inc. | $1.5B | 79 | BUY |
| IOSP | Innospec Inc. | $2.0B | 80 | BUY |
| MTX | Minerals Technologies Inc. | $2.4B | 81 | STRONG BUY |
| AVNT | Avient Corporation | $3.3B | 87 | STRONG BUY |
| SCL | Stepan Company | $1.2B | 65 | BUY |
| FUL | H.B. Fuller Company | $3.5B | 86 | STRONG BUY |
| ALTO | Alto Ingredients, Inc. | $404M | 81 | STRONG BUY |
| CBT | Cabot Corporation | $4.5B | 95 | STRONG BUY |
Peer medians: ROE 6.5% · P/E 22.2x · Gross margin 24.1%