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Makes sorbent products including cat litter, industrial absorbents and agricultural carriers from processed clay minerals.
Makes sorbent products including cat litter, industrial absorbents and agricultural carriers from processed clay minerals.
Sells cat litter mostly to big retailers, with Walmart the single largest customer, as both its own brands such as Cat's Pride and store-label products, so shelf contracts at a few retailers matter greatly. Clay mined from its own deposits keeps raw-material cost in-house.
Moat: narrow (scale, brand, distribution). Vertically integrated clay mining and processing with leading branded and private-label cat litter positions.
Headquarters: Chicago, Illinois, US · Founded: 1941 · Employees: 927
Size Oil-Dri Corporation of America (ODC) is a United States Materials company (Chemicals: Agricultural) with a market value of $948M, the 2283rd largest of 3,117 United States companies the cockpit tracks. Shares closed at $70.70 on 6 Nov 2026.
Performance Over six months the shares fell 8.5%, against -22.5% for the median peer and -1.1% for the United States market (cap-weighted) — 6th highest of 21 in its peer set.
Growth Revenue grew 1.7% over the last twelve months (peer median +8.9%); the operating margin is 13.8% (peer median 5.2%).
Valuation It trades at 1.9× enterprise value to sales against a peer median of 1.6× (8th most expensive of 20).
Price implies For today's price to make sense, revenue must grow about 4% a year for seven years (Req g). Recent delivered growth is +10%, so the hurdle is -6 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 10.5 points above its cost of capital (8.9% WACC).
Short interest Short interest is 7.5% of the free float (15 Oct 2026).
Next results Next results expected around 7 Dec 2026 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | $494M | $494M | $486M | $438M | $413M |
| Revenue growth | — | +2% | +11% | +6% | — |
| Gross profit | $132M | $138M | $143M | $125M | $103M |
| EBITDA | $91.4M | $91.7M | $90.5M | $72.1M | $56.6M |
| Net income | $54.6M | $54.6M | $51.4M | $37.3M | $28.0M |
| Free cash flow | $45.9M | $45.9M | $47.6M | $28.3M | $25.4M |
| Capital expenditure | $34.2M | $34.2M | $32.6M | $32.0M | $24.4M |
| Total debt | $53.6M | $53.6M | $55.2M | $70.7M | $42.5M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g |
|---|---|---|---|---|---|---|
| Oil-Dri Corporation of America ODC | $948M | -9% | +2% | 14% | 1.9× | 3.8% |
| Clorox CLX | $12.1B | +8% | +6% | 14% | 2.5× | 2.7% |
| Church & Dwight CHD | $25.8B | +17% | +2% | 18% | 4.4× | 6.9% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | ODC | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -16.2% | -4.6% | 4th lowest of 21 |
| 6-month return | -8.5% | -22.5% | 6th highest of 21 |
| Distance from 52-week high | -33.9% | -39.1% | 10th highest of 21 |
| Revenue growth (TTM) | +1.7% | +8.9% | 6th lowest of 21 |
| Operating margin | 13.8% | 5.2% | 2nd highest of 21 |
| EV / Sales | 1.9× | 1.6× | 8th most expensive of 20 |
| Growth the price implies (Req g, 7 yrs) | 3.8% | -1.2% | 4th most demanding of 12 |
| Growth delivered (Del g) | +10.1% | +3.5% | 5th highest of 12 |
| Hurdle (Req g minus delivered) | -6.3 pp | -3.5 pp | 6th least demanding of 12 |
| ROIC minus cost of capital | +10.5 pp | +0.0 pp | 3rd highest of 21 |
| EV / EBITDA | 10.2× | 11.7× | 5th cheapest of 9 |
| Net debt / EBITDA | -0.2× | 1.8× | 3rd least indebted of 11 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Oil-Dri Corporation of America ODC | United States | $948M | -9% | +2% | 14% | 1.9× | 3.8% | +10.1% |
| Madhya Bharat Agro Products MBAPL.NS | India | $944M | +68% | +48% | 10% | 4.8× | n/a | n/a |
| Oci OCI.AS | Netherlands | $967M | +8% | -81% | -4% | 1.9× | n/a | n/a |
| Nanjing Redsun 000525.SZ | China | $981M | -10% | +12% | -2% | 2.7× | 12.2% | -5.1% |
| Nufarm NUF.AX | Australia | $897M | +40% | -2% | 3% | 0.8× | 9.9% | +5.2% |
| FMC FMC | United States | $876M | -58% | -22% | -21% | 1.6× | -2.8% | -5.7% |
| Nantong Jiangshan Agrochemical & Chemicals 600389.SS | China | $1.04B | -44% | +13% | 6% | 1.5× | n/a | n/a |
| Kunming Chuan Jin Nuo Chemical 300505.SZ | China | $838M | -34% | +14% | 10% | 1.4× | n/a | n/a |
| Sinofert 0297.HK | Hong Kong | $1.08B | -25% | +16% | 6% | 0.2× | -18.5% | +1.0% |
| China BlueChemical 3983.HK | Hong Kong | $1.08B | -32% | +4% | 5% | n/a | n/a | n/a |
| Migao 9879.HK | Hong Kong | $1.08B | +16% | +27% | 8% | 1.3× | -2.8% | +23.4% |
| Kingenta Ecological Engineering 002470.SZ | China | $827M | -39% | +9% | -5% | 1.1× | n/a | n/a |
| Guizhou Chitianhua 600227.SS | China | $803M | -22% | -2% | -5% | 2.7× | 10.3% | +2.4% |
| CNSIG Anhui Hongsifang Fertilizer 603395.SS | China | $798M | -23% | +3% | 0% | 1.6× | n/a | n/a |
| Anhui Sierte Fertilizer Industry 002538.SZ | China | $794M | -15% | +9% | 3% | 1.0× | n/a | n/a |
| Krishana Phoschem KRISHANA.NS | India | $781M | +79% | +73% | 11% | 2.9× | n/a | n/a |
| Limin 002734.SZ | China | $778M | -37% | -6% | 8% | 1.4× | -1.2% | +0.6% |
| CVR Partners, LP UAN | United States | $1.16B | -13% | +7% | 21% | 2.4× | -10.5% | +11.6% |
| CAC Nantong Chemical 301665.SZ | China | $1.17B | -26% | +27% | 13% | 1.6× | -1.7% | +11.9% |
| LSB Industries LXU | United States | $763M | -24% | +13% | 11% | 1.6× | -0.8% | +11.9% |
| Taiwan Fertilizer 1722.TW | Taiwan | $1.18B | -15% | +4% | -16% | 3.1× | 0.0% | +3.5% |