Oil-Dri Corporation of America, together with its subsidiaries, develops, manufactures, and markets sorbent products in the United States and internationally. More Details
Is Oil-Dri Corporation of America undervalued compared to its fair value and its price relative to the market?
13.85x
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: ODC ($34.88) is trading above our estimate of fair value ($21.94)
Significantly Below Fair Value: ODC is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: ODC is good value based on its PE Ratio (13.9x) compared to the US Household Products industry average (20.2x).
PE vs Market: ODC is good value based on its PE Ratio (13.9x) compared to the US market (22.3x).
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate ODC's PEG Ratio to determine if it is good value.
Price to Book Ratio
PB vs Industry: ODC is good value based on its PB Ratio (1.7x) compared to the US Household Products industry average (7.1x).
Future Growth
How is Oil-Dri Corporation of America forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?
4.3%
Forecasted Household industry annual growth in earnings
In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as Oil-Dri Corporation of America has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.
This is quite a rare situation as 97% of companies covered by SimplyWall St do have past financial data.
Past Performance
How has Oil-Dri Corporation of America performed over the past 5 years?
8.4%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: ODC has a large one-off gain of $13.0M impacting its January 31 2021 financial results.
Growing Profit Margin: ODC's current net profit margins (6.1%) are higher than last year (6%).
Past Earnings Growth Analysis
Earnings Trend: ODC's earnings have grown by 8.4% per year over the past 5 years.
Accelerating Growth: ODC's earnings growth over the past year (5.3%) is below its 5-year average (8.4% per year).
Earnings vs Industry: ODC earnings growth over the past year (5.3%) underperformed the Household Products industry 40.9%.
Return on Equity
High ROE: ODC's Return on Equity (12.3%) is considered low.
Financial Health
How is Oil-Dri Corporation of America's financial position?
Financial Position Analysis
Short Term Liabilities: ODC's short term assets ($102.8M) exceed its short term liabilities ($34.9M).
Long Term Liabilities: ODC's short term assets ($102.8M) exceed its long term liabilities ($40.8M).
Debt to Equity History and Analysis
Debt Level: ODC's debt to equity ratio (6.5%) is considered satisfactory.
Reducing Debt: ODC's debt to equity ratio has reduced from 11.9% to 6.5% over the past 5 years.
Debt Coverage: ODC's debt is well covered by operating cash flow (317.1%).
Interest Coverage: ODC's interest payments on its debt are well covered by EBIT (17.5x coverage).
Balance Sheet
Dividend
What is Oil-Dri Corporation of America current dividend yield, its reliability and sustainability?
2.98%
Current Dividend Yield
Upcoming Dividend Payment
Dividend Yield vs Market
Notable Dividend: ODC's dividend (2.98%) is higher than the bottom 25% of dividend payers in the US market (1.26%).
High Dividend: ODC's dividend (2.98%) is low compared to the top 25% of dividend payers in the US market (3.5%).
Stability and Growth of Payments
Stable Dividend: ODC's dividends per share have been stable in the past 10 years.
Growing Dividend: ODC's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: With its reasonably low payout ratio (40.9%), ODC's dividend payments are well covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: Insufficient data to determine if a dividend will be paid in 3 years and that it will be covered by earnings.
How experienced are the management team and are they aligned to shareholders interests?
3.3yrs
Average management tenure
CEO
Dan Jaffee (56 yo)
23.67yrs
Tenure
US$2,236,071
Compensation
Mr. Daniel S. Jaffee, also known as Dan, has been the President of Oil-Dri Corporation of America since 1995, Chief Executive Officer since August 1997 and has been its Chairman of the Board since 2018. Mr...
CEO Compensation Analysis
Compensation vs Market: Dan's total compensation ($USD2.24M) is above average for companies of similar size in the US market ($USD961.12K).
Compensation vs Earnings: Dan's compensation has been consistent with company performance over the past year.
Leadership Team
Experienced Management: ODC's management team is considered experienced (3.3 years average tenure).
Board Members
Experienced Board: ODC's board of directors are considered experienced (3 years average tenure).
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: ODC insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
Company Information
Oil-Dri Corporation of America's company bio, employee growth, exchange listings and data sources
Oil-Dri Corporation of America, together with its subsidiaries, develops, manufactures, and markets sorbent products in the United States and internationally. It operates in two segments, Retail and Wholes...
Company Analysis and Financial Data Status
All financial data provided by Standard & Poor's Capital IQ.
Data
Last Updated (UTC time)
Company Analysis
2021/04/11 22:06
End of Day Share Price
2021/04/09 00:00
Earnings
2021/01/31
Annual Earnings
2020/07/31
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.