ODCOil-Dri Corporation of America

$75.82+29% 1Y

Is the price fair?

Fair

Neither cheap nor expensive: nothing decisive, though cheap against its own history.

1 good, 2 neutral
What the price assumes~+7% a year

Priced for ~7% a year FCF growth. Roughly in line with its three-year revenue growth of 6% a year.

Vs its own P/E rangecheaper than 87% of its own historyderived

Cheap vs its own history: P/E 7.3 vs a 9.1 median over 16 quarters (−19% vs median).

Vs sector (EV/EBIT)15.0×

Sector median 17.6× across 53 covered peers. EV/EBIT counts debt as part of the price, so a cash-rich and a borrowed company can be compared on the same footing.

Unless marked, from derived, as of Jul 31, 2026.

Against the whole market›

Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.

FCF yieldmiddle of the market

Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.

What ODC's price assumes

Today's price asks for 7.0% free cash flow growth a year; over the last three years Oil-Dri Corporation of America delivered +22%, so the price asks for less than the record.

2.06

Price / sales · no trailing P/E on file: measured against sales instead

Free cash flow yield
4.5%

Free cash flow yield · Specialty Chemicals median 4.8%

Growth the price implies
+7.0%

Growth the price implies · The price pays for +7.0% free cash flow growth a year for a decade; the business has delivered +22% a year over the last three.

Price / book
3.42

Price / book · today's price, trailing year to Jul 31, 2026

Details›
Price / booktoday's price, trailing year to Jul 31, 2026
3.42
EV / EBITtoday's price, trailing year to Jul 31, 2026
15.0
EV / salestoday's price, trailing year to Jul 31, 2026
2.06
Free cash flow, trailing twelve months
$46M
Market capitalisation13.4 million shares, counted Sep 30, 2026
$1.02B
3-year revenue growth
+6.1%
3-year free cash flow growth
+22%

Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.

What is it worth?

Today's price against what its own multiples, its cash flow and your growth assumption say it is worth.

Against its own past

Its multiples now against their own history, and how much of the price move came from earnings rather than the multiple.