Company Deep Dive

Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.

Request Deep Dive(50 Feathers)

ODC

Strong BuyPremium GrowerFLAG

Oil-Dri Corporation of America · Basic Materials · United States · $1.4B · Avg Vol: $11M/d

80
StockRank
Get insider-trade alerts
Q
75
V
29
M
72
P/E (TTM)
23.0x
ROE
20.9%
D/E
0.2x
Dividend %
0.9%
AI CONVICTION THESIS

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)

Year20212022202320242025CAGRTTM
Revenue305.0M348.6M413.0M437.6M12.8%489.8M
EPS0.750.422.232.923.9951.9%3.82
Shares14.8M14.2M14.3M14.6M-1.6%
Debt18.9M44.7M42.5M70.7M55.2%54.3M
Equity159.5M150.7M177.1M210.6M9.7%
Op CF13.6M9.0M49.8M60.3M64.2%78.4M
Inv CF-18.8M-22.0M-24.6M-76.1M
Fin CF-11.3M4.7M-9.5M8.3M
Loading 1Y...
PRICE (1Y)-12.8%
85.8489.1892.5295.8799.21Jul 29Aug 19Sep 9
SMA 50SMA 200

Close
$85.84
RSI (14)
28.0
52W High
$106.75
From 52W High
0.8%

SCORE BREAKDOWN

Quality
75
ROIC (ROA)
10.5%*72.4
ROE
20.9%88.6
GP/Assets
38.5%89.6
Op. Margin
13.5%70.5
FCF/Assets
8.0%84.3
Piotroski
547.3
Int. Cover
91.3
D/E Ratio
0.19x50.9
Current Ratio
3.28x69.1
Value
29
P/E (TTM)
23.0x41.3
EV/EBITDA
14.3x25.0
P/FCF
n/mN/A
P/B
4.5x22.6
P/S
N/A
Div Yield
0.9%29.5
Momentum
72
52W High %
80%65.6
RS 6M
20%81.1
SMA 50/200
1.29x94.8
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
N/A
Q Growth
25%43.2

FUNDAMENTALS

Market Cap
$1.4B
P/E (Forward)
Gross Margin
27.8%

SECTOR PEERS

Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of ODC are excluded.

TickerCompanyMkt CapStockRankSignal
ODCOil-Dri Corporation of America(you)$1.4B80Strong Buy
SCLStepan Company$1.4B80Buy
KROKronos Worldwide, Inc.$1.0B77Buy
KOPKoppers Holdings Inc.$881M86Strong Buy
IOSPInnospec Inc.$2.3B88Strong Buy
MATVMativ Holdings, Inc.$669M84Strong Buy
NGVTIngevity Corporation$2.4B69Buy
AVNTAvient Corporation$4.1B82Strong Buy
FULH.B. Fuller Company$3.0B72Buy
CBTCabot Corporation$4.3B83Strong Buy

Peer medians: ROE 1.8% · P/E 23.1x · Gross margin 24.1%

Oil-Dri Corporation of America (ODC): Stock Score Summary

Oil-Dri Corporation of America (ODC) has a MoatMap StockRank of 80/100 based on Quality (75/100), Value (29/100), and Momentum (72/100) factor scores. The current signal is STRONG BUY. 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.

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.

Key Financial Metrics

Price$85.84
Market Cap$1.4B
P/E (TTM)23.01
Price/Book4.46
Return on Equity20.9%
Debt/Equity0.19x
Gross Margin27.8%
Operating Margin13.5%
Revenue Growth9.4%
Dividend Yield0.9%
Free Cash Flow$28M

Oil-Dri Corporation of America operates in the Specialty Chemicals industry, part of the Basic Materials sector (United States).

Frequently Asked Questions

What is Oil-Dri Corporation of America’s (ODC) StockRank?
MoatMap’s StockRank for Oil-Dri Corporation of America (ODC) is 80/100, with a Strong Buy signal. It is a composite of Quality (75), Value (29), and Momentum (72) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does Oil-Dri Corporation of America have an economic moat?
Oil-Dri Corporation of America (ODC) has a Quality factor score of 75/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Oil-Dri Corporation of America a buy, hold, or sell?
MoatMap’s current signal for Oil-Dri Corporation of America (ODC) is Strong Buy, based on a StockRank of 80/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is Oil-Dri Corporation of America in?
Oil-Dri Corporation of America (ODC) operates in the Basic Materials sector, specifically the Specialty Chemicals industry (United States).