Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ODC
Strong BuyPremium GrowerFLAGOil-Dri Corporation of America · Basic Materials · United States · $1.4B · Avg Vol: $11M/d
Oil-Dri Corporation makes cat litter and absorbent clay products, a defensive category where it has gained share, with a good quality score (Q77) and very strong momentum (M87). However the value score is the most expensive in this batch (V28) after a large re-rating, and the buyback signal is a single filing day. Nothing adverse is known, but the valuation withholds a screen-pass.
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 | TTM |
|---|---|---|---|---|---|---|---|
| Revenue | 305.0M | 348.6M | 413.0M | 437.6M | — | 12.8% | 489.8M |
| EPS | 0.75 | 0.42 | 2.23 | 2.92 | 3.99 | 51.9% | 3.82 |
| Shares | 14.8M | 14.2M | 14.3M | 14.6M | — | -1.6% | — |
| Debt | 18.9M | 44.7M | 42.5M | 70.7M | — | 55.2% | 54.3M |
| Equity | 159.5M | 150.7M | 177.1M | 210.6M | — | 9.7% | — |
| Op CF | 13.6M | 9.0M | 49.8M | 60.3M | — | 64.2% | 78.4M |
| Inv CF | -18.8M | -22.0M | -24.6M | -76.1M | — | — | — |
| Fin CF | -11.3M | 4.7M | -9.5M | 8.3M | — | — | — |
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) | $1.4B | 80 | Strong Buy |
| SCL | Stepan Company | $1.4B | 80 | Buy |
| KRO | Kronos Worldwide, Inc. | $1.0B | 77 | Buy |
| KOP | Koppers Holdings Inc. | $881M | 86 | Strong Buy |
| IOSP | Innospec Inc. | $2.3B | 88 | Strong Buy |
| MATV | Mativ Holdings, Inc. | $669M | 84 | Strong Buy |
| NGVT | Ingevity Corporation | $2.4B | 69 | Buy |
| AVNT | Avient Corporation | $4.1B | 82 | Strong Buy |
| FUL | H.B. Fuller Company | $3.0B | 72 | Buy |
| CBT | Cabot Corporation | $4.3B | 83 | Strong Buy |
Peer medians: ROE 1.8% · P/E 23.1x · Gross margin 24.1%