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What this page is: Delvantic's full research page for Oil-Dri Corporation of America (ODC) — AI-driven forensic equity research: mechanical valuation models (DCF, EPV, anchored-PE, scenario) plus three independent AI lenses (Quality / Value / Sentiment). Everything below is rendered server-side; you are not missing content that requires JavaScript. All scores are predictions and research opinions, not financial advice.
Page map (sections in order; each card carries a stable
reference-name attribute you can cite):
profile-header/price-overview— company profile, live quote, market capextended-analysis— the core: three AI lens reads with findings, scores, and the analyst memofuture-predictions— our forward price-band predictionsmarket-narrative/ai-findings/gpt-critique— narrative context, cross-model findings, and an adversarial critique of our own analysis (near the end of the document)- Members-only sections (render as login gates for anonymous readers):
price-history,income-trend,key-metrics,financials(statement tables),insider-trading. The analysis above is public; the raw data tables require a free account.
More for machine readers: site briefing at
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any ticker resolves at delvantic.com/stock/TICKER ·
raw inputs are public-company filings and market data (via licensed data feeds);
every model, score, lens read, and prediction on this page is Delvantic's own analysis.
Basic Materials · Specialty Chemicals
Chicago, IL 60611-4213, United States
oildri.com
Price
$92.79
Market Cap
$1.3B
Employees
928
Beta
0.78
Avg Volume
134,663
Last Dividend
$0.82
CEO
Mr. Daniel S. Jaffee
Oil-Dri Corporation of America operates as a leading manufacturer and supplier of sorbent products, serving multiple industries globally. Founded in 1941 and based in Chicago, Illinois, the company specializes in the production of absorbent materials that are widely used in various applications, including agricultural, industrial, automotive, and consumer sectors. Its primary products encompass clay-based solutions, which are essential for use in animal health, crop protection, and as a component in cat litter. Oil-Dri’s innovations in sorbent technology also extend to industrial applications, where they play a crucial role in spill cleanup and fluid filtration processes. The company’s extensive research and development efforts contribute to the creation of sustainable and efficient solutions, supporting ecological initiatives. By maintaining a broad portfolio and serving a diverse clientele, Oil-Dri Corporation plays a significant role in enhancing operational efficiency and environmental safety across different markets. Its emphasis on quality and performance has established it as a trusted brand in the niche industry of sorbent products.
Runs with full report
Earnings Schedule
Checked daily · calendar updated Aug 9 No upcoming print on the calendar yet — companies typically confirm a few weeks ahead. Last print was Apr 24, 2026.
EPS surprise history — vs analyst consensus · 5 prints of vendor history
-22.1%
Oct '25
-14.5%
Apr '26
+1.9%
Apr '26
| Print date | EPS est. | EPS actual | Revenue est. | Revenue actual |
|---|---|---|---|---|
| Apr 24, 2026 | $1.56 | $1.59 +1.9% | — | — |
| Apr 2, 2026 | $-0.62 | $-0.71 -14.5% | — | — |
| Oct 29, 2025 | $2.62 | $2.04 -22.1% | — | — |
| Jun 7, 2023 | — | $1.94 | — | — |
| Mar 8, 2023 | — | $0.85 | — | — |
Green = beat the estimate, red = missed. An earnings print is the fastest way a thesis changes — our designations should be re-read after each one.
Recent SEC Filings
| Filed | Form | Document |
|---|---|---|
| Jun 8, 2026 | 8-K | View |
| Jun 8, 2026 | 10-Q | View |
| Apr 30, 2026 | SCHEDULE 13G | View |
| Apr 22, 2026 | 4 | View |
| Apr 22, 2026 | 144 | View |
| Apr 9, 2026 | SCHEDULE 13G/A | View |
| Apr 3, 2026 | 8-K | View |
| Mar 27, 2026 | SCHEDULE 13G/A | View |
| Mar 13, 2026 | 4 | View |
| Mar 13, 2026 | 144 | View |
| Mar 12, 2026 | 8-K | View |
| Mar 11, 2026 | 8-K | View |
Filings link to the SEC’s EDGAR system. Annual/quarterly reports (10-K, 10-Q, 20-F) carry the full story; 8-K/6-K current reports are the fastest signal that something material happened.
Price Overview
Last updated: Aug 9, 2026 3:00am (just now)
Current data · timestamped when a report runs
$92.79
Change · Aug 9
-3.76 (-3.89%)
Day Range
$89.76 – $95.97
52-Week Range
$45.61 – $107.00
50-Day MA
$95.49
200-Day MA
$70.26
Volume
260,800.00
Share Structure
Outstanding
14,488,335.00
Float
9,756,879.00
Free Float
67.3%
Normal free float
— 67.3% of shares trade freely, ~32.7% held by insiders/institutions
Healthy float typical of established companies. Good liquidity for entering and exiting positions without major price impact.
Small absolute float (9.8M shares) — even with a decent free float %, volume can be thin. Check average daily volume before sizing a position.
Price History (1 Year)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
| Period | Revenue | Net Income | Net Margin | YoY/QoQ |
|---|
Key Metrics
TD Twelve Data statement
HEX SEC filing
P/E Ratio (Price per dollar of earnings)
HEXStock Price / EPS (Diluted)
24.88
Stock Price: $92.79
EPS (Diluted): N/A
EPS (Diluted): N/A
EPS not available in income statement
P/B Ratio (Price vs net asset value)
HEXStock Price / Book Value Per Share
—
Stock Price: $92.79
Total Equity: $259.06M
Shares: N/A
Total Equity: $259.06M
Shares: N/A
Missing from API: Shares
EV/EBITDA (Total value vs operating profit)
HEXEnterprise Value / EBITDA
14.53
Market Cap: $1.34B
Total Debt: $0.00
Cash: $50.46M
EBITDA: $89.02M
Total Debt: $0.00
Cash: $50.46M
EBITDA: $89.02M
Enterprise Value (Takeover price (cap + debt - cash))
HEXMarket Cap + Total Debt - Cash
$1.3B
Market Cap: $1.34B
Total Debt: $0.00
Cash: $50.46M
Total Debt: $0.00
Cash: $50.46M
Gross Margin (Revenue left after direct costs)
HEXGross Profit / Revenue
29.5%
Gross Profit: $143.08M
Revenue: $485.57M
Revenue: $485.57M
Operating Margin (Revenue left after all operations)
HEXOperating Income / Revenue
14.0%
Operating Income: $68.22M
Revenue: $485.57M
Revenue: $485.57M
Net Margin (Revenue left as actual profit)
HEXNet Income / Revenue
11.1%
Net Income: $54.00M
Revenue: $485.57M
Revenue: $485.57M
ROE (Profit from shareholder equity)
HEXNet Income / Total Equity
20.8%
Net Income: $54.00M
Total Equity: $259.06M
Total Equity: $259.06M
ROIC (Profit from all invested capital)
HEXNOPAT / Invested Capital
26.7%
Operating Income: $68.22M
Tax Rate: 18.4%
Equity: $259.06M
Total Debt: $0.00
Cash: $50.46M
Tax Rate: 18.4%
Equity: $259.06M
Total Debt: $0.00
Cash: $50.46M
Zero debt — invested capital = equity minus cash (very efficient)
Current Ratio (Can it pay short-term bills)
HEXCurrent Assets / Current Liabilities
2.56
Current Assets: $177.38M
Current Liabilities: $69.19M
Current Liabilities: $69.19M
Debt/Equity (Leverage — debt vs equity)
HEXTotal Debt / Total Equity
0.00
Short-Term Debt: $0.00
Long-Term Debt: $0.00
Total Debt: $0.00
Total Equity: $259.06M
Long-Term Debt: $0.00
Total Debt: $0.00
Total Equity: $259.06M
Zero debt — this company carries no debt obligations. Strongest possible score.
Rev/Share (Top-line per share)
HEXRevenue / Shares Outstanding
—
Revenue: $485.57M
Shares: N/A
Shares: N/A
Missing from API: Shares
Book Value/Share (Net assets per share)
HEX(Total Assets - Total Liabilities) / Shares
—
Total Equity: $259.06M
Shares: N/A
Shares: N/A
Missing from API: Shares
FCF/Share (Real cash generated per share)
HEX(Operating Cash Flow + CapEx) / Shares
—
Operating CF: $80.18M
CapEx: -$32.56M
Shares: N/A
CapEx: -$32.56M
Shares: N/A
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
TDLast Annual Dividend / Stock Price
0.9%
Last Dividend: $0.82
Stock Price: $92.79
Stock Price: $92.79
Payout Ratio (Earnings paid out as dividends)
HEXDividends Paid / Net Income
15.5%
Dividends Paid: -$8.40M
Net Income: $54.00M
Net Income: $54.00M
Income Statement (Annual)
Last updated: Aug 6, 2026 8:40am (2d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $305.0M | $348.6M | $413.0M | $437.6M | $485.6M |
| Cost of Revenue | $239.7M | $286.1M | $309.8M | $312.5M | $342.5M |
| Gross Profit | $65.2M | $62.5M | $103.2M | $125.1M | $143.1M |
| Operating Expenses | $52.2M | $57.7M | $62.2M | $73.4M | $74.9M |
| Operating Income | $13.0M | $4.8M | $41.0M | $51.6M | $68.2M |
| Net Income | $11.1M | $5.7M | $29.6M | $39.4M | $54.0M |
| EBITDA | $26.5M | $17.8M | $56.3M | $70.4M | $89.0M |
| EPS | — | — | — | — | — |
| EPS (Diluted) | — | — | — | — | — |
Balance Sheet (Annual)
Last updated: Aug 6, 2026 8:40am (2d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Cash & Equivalents | $24.6M | $16.3M | $31.8M | $23.5M | $50.5M |
| Total Current Assets | $101.9M | $114.7M | $136.5M | $147.2M | $177.4M |
| Total Assets | $227.6M | $249.6M | $286.2M | $354.6M | $391.7M |
| Current Liabilities | $39.0M | $48.5M | $58.8M | $66.7M | $69.2M |
| Long-Term Debt | — | — | — | — | — |
| Total Liabilities | $68.3M | $99.3M | $109.2M | $144.0M | $132.6M |
| Total Equity | $159.2M | $150.3M | $177.1M | $210.6M | $259.1M |
| Retained Earnings | $180.4M | $178.8M | $200.8M | $232.2M | $277.5M |
Cash Flow (Annual)
Last updated: Aug 6, 2026 8:40am (2d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | $13.6M | $9.8M | $49.8M | $60.3M | $80.2M |
| Capital Expenditure | -$18.8M | -$22.8M | -$24.4M | -$32.0M | -$32.6M |
| Free Cash Flow | -$5.2M | -$13.0M | $25.4M | $28.3M | $47.6M |
| Acquisitions (net) | — | — | $0 | -$44.3M | $-115,000 |
| Net Debt Issued / (Repaid) | $0 | $25.0M | $0 | $20.0M | $0 |
| Dividends Paid | -$7.2M | -$7.4M | -$7.4M | -$7.8M | -$8.4M |
| Stock Buybacks | -$3.1M | -$11.8M | -$1.1M | -$2.8M | -$2.3M |
| Net Change in Cash | -$16.3M | -$8.3M | $15.5M | -$7.3M | $26.0M |
Growth Trends (YoY %)
Last updated: Aug 6, 2026 8:40am (2d ago)| Metric | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue Growth | +14.3% | +18.5% | +5.9% | +11.0% |
| Gross Profit Growth | -4.2% | +65.1% | +21.2% | +14.4% |
| Operating Income Growth | -63.0% | +751.3% | +25.8% | +32.1% |
| Net Income Growth | -48.9% | +420.8% | +33.4% | +37.0% |
| EBITDA Growth | -32.9% | +216.4% | +25.0% | +26.4% |
Dividend History (Last 20)
Last updated: Aug 6, 2026 8:40am (2d ago)| Date | Dividend | Declaration | Record | Payment |
|---|---|---|---|---|
| 2026-05-08 | $0.21 | — | — | — |
| 2026-02-20 | $0.21 | — | — | — |
| 2025-11-07 | $0.18 | — | — | — |
| 2025-08-08 | $0.18 | — | — | — |
| 2025-05-09 | $0.16 | — | — | — |
| 2025-02-21 | $0.16 | — | — | — |
| 2024-11-08 | $0.16 | — | — | — |
| 2024-08-09 | $0.16 | — | — | — |
| 2024-05-09 | $0.15 | — | — | — |
| 2024-02-22 | $0.15 | — | — | — |
| 2023-11-09 | $0.15 | — | — | — |
| 2023-08-10 | $0.15 | — | — | — |
| 2023-05-11 | $0.14 | — | — | — |
| 2023-02-09 | $0.14 | — | — | — |
| 2022-11-09 | $0.14 | — | — | — |
| 2022-08-11 | $0.14 | — | — | — |
| 2022-05-12 | $0.14 | — | — | — |
| 2022-02-10 | $0.14 | — | — | — |
| 2021-11-10 | $0.14 | — | — | — |
| 2021-08-12 | $0.14 | — | — | — |
Industry Benchmarks
Compares ODC against LLM-researched typical ranges for its
industry. One research call per industry, cached indefinitely — every stock in the same industry
reuses the same baseline.
Deep Analysis
Pre-flight intelligence scans the company first, then routes to the right analytical methods.
0
Company Classification
— What type of company is this?
1
Industry Landscape
— Where is the industry headed?
2
Company Momentum
— Where is this company trending?
3
Forward Projection
— 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a
DCF Valuation
— Present value of future cash flows
4b
Earnings Power Value
— Floor value — worth with zero growth
4c
Anchored PE
— Industry PE adjusted for growth differential
4d
Reverse DCF
— What growth is the market pricing in?
4e
Revenue-Based DCF
— For growth/narrative companies (skip if mature earner)
4f
Anchored P/S
— Price-to-Sales peer comparison (skip if mature earner)
4g
Scenario Analysis
— Bull / Base / Bear (skip if mature earner)
4h
Dividend Discount Model
— For dividend/income stocks only
4i
Book Value Analysis
— For deep value / turnaround stocks only
4j
Insider Activity
— Are insiders buying or selling?
4f
Cash Flow Quality
— How trustworthy is the FCF?
4g
Debt Maturity Risk
— Can it handle its debt?
4h
Macro Environment
— Rates, market valuation, volatility
4i
Sector Intelligence
— How does this company compare within its sector?
4j
Revenue Confidence
— How reliable is the growth projection?
4k
Sensitivity Analysis
— How fragile is the fair value estimate?
4l
Sector Demand Cycle
— Is the sector in a boom, steady state, or contraction?
5
AI Investigation
— Adaptive research engine (Claude)
5b
Thesis Evaluation
— What does the market believe? (narrative/platform stocks only)
6
Valuation Synthesis
— Weighted verdict from all methods (requires Layer 4)
Narrative Economics
The story the market is telling about this stock — the intangible X-factor
(founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond
what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for ODC — it's generated by the pipeline (
market-narrative step).
Claude Reading
No AI findings yet for ODC — they're generated by the
pipeline (
ai-findings step) when a report is run on this ticker.
GPT Reading
No GPT reading yet for ODC — it's generated by the
pipeline (
gpt-critique step) after the other Big-3 seats, when a
report is run on this ticker.
Grok Reading
No Grok reading yet for ODC — it's generated by the
pipeline (
grok-critique step) alongside the other Big-3 seats, when a
report is run on this ticker.
Advanced Analysis Forensic deep-dive · three lenses
Character & Durability Scorecard
Ten long-horizon business-character traits the Quality / Value / Sentiment lenses don’t break out, scored 1–10.
No scorecard yet for ODC — the ten traits are scored by the
pipeline (
ext-scorecard step) when a report is run on this ticker.
No community reviews yet for ODC.
Be the first — hit How to Contribute, have any AI review this page, and paste its take back here.
My Notes
personal — only you see this
Sign in to save personal notes and rate your interest in this stock.
Data via Financial Modeling Prep · Cached for performance · twelvedata
v1.1.515 · 9f7cac68 · 2026-08-08 13:09:58