AESI vs MTX vs ODC Stock Comparison

Atlas Energy Solutions, Minerals Technologies and Oil-Dri Corp of America Prices as of Oct 23, 2026 Peers: Industry group
MTX Minerals Technologies Inc
$62.97 -5.7% 1M +2.4% 1Y
Market cap
$1.94B
P/E
–
Revenue (TTM)
$2.15B
Div. yield
0.01%
Industrial Minerals Basic Materials
4 wins
ODC Oil-Dri Corp of America
$75.79 -15.8% 1M +24.0% 1Y
Market cap
$1.05B
P/E
18.4x
Revenue (TTM)
$493.84M
Div. yield
0.01%
Industrial Minerals Basic Materials
7 wins

Head to Head

11 decided of 12

Oil-Dri Corp of America leads on 7 of the 12 questions below (Oil-Dri Corp of America 7, Minerals Technologies 4). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionAESIMTXODCLeader
Larger companyMarket capitalisation $1.12B $1.94B $1.05B MTX
Cheaper on earningsLower P/E, profitable companies only -9.5x -28.9x 18.4x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 10.3x 19.7x MTX
Faster revenue growthRevenue growth, trailing twelve months -8.1% +4.1% +1.7% MTX
More profitableNet margin, trailing twelve months -11.1% -3.1% 11.5% ODC
Better return on capitalReturn on invested capital -3.4% -0.9% 16.8% ODC
Less leveragedLower net debt / EBITDA 9.9x 9.4x -0.4x ODC
Higher dividend yieldTrailing dividend yield 0.00% 0.01% 0.01% ODC
Better 1-year returnPrice return, last 12 months -18.3% +2.4% +24.0% ODC
Better 5-year returnAnnualised price return, 5 years — -2.3%/yr +34.3%/yr ODC
Less volatileAnnualised volatility, 1 year 67.1% 25.9% 39.0% MTX
Higher overall scoreMean of the five percentile scores vs peers 27/100 49/100 65/100 ODC

Percentile Scorecard

AESIMTXODC

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisAESIMTXODC
Valuation 58 #69 of 162 80 #34 of 162 67 #55 of 162
Growth 6 #138 of 147 27 #107 of 147 47 #79 of 147
Profitability 31 #84 of 122 40 #74 of 122 73 #34 of 122
Financial Health 14 #143 of 166 16 #140 of 166 64 #60 of 166
Shareholder Returns – 82 #20 of 107 75 #28 of 107
Overall 27 49 65
  • AESI ranked among 176 companies in Metals and Mining
  • MTX ranked among 176 companies in Metals and Mining
  • ODC ranked among 176 companies in Metals and Mining

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodAESIMTXODCSPY
1 month -24.8%-5.7%-15.8% -1.0%
3 months -27.6%-15.5%-23.3% +2.9%
6 months -47.0%-12.4%+1.9% +6.4%
Year to date -8.2%+3.3%+54.9% +11.4%
1 year -18.3%+2.4%+24.0% +13.1%
3 years -56.8%+22.7%+163.4% +79.4%
3 years, per year -24.4%+7.1%+38.1% +21.5%
5 years —-11.0%+336.2% +67.7%
5 years, per year —-2.3%+34.3% +10.9%
10 years —-6.9%+356.6% +255.2%
10 years, per year —-0.7%+16.4% +13.5%

Risk

MeasureAESIMTXODCSPY
Volatility, 1Y 67.1%25.9%39.0% 12.7%
Downside volatility, 1Y 74.1%25.5%40.0% 12.7%
Beta vs S&P 500, 1Y 0.850.580.36 1.00
Return / volatility, 1Y -0.270.090.61 1.03
Max drawdown, 5Y -67.6%-42.7%-39.5% -25.4%
From 52-week high -56.2%-24.0%-28.8% -2.5%
52-week high $19.75$82.84$106.39 $779.14
52-week low $8.10$55.09$46.21 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleAESIMTXODC
P/E now vs peer median -9.1xmedian 12.7x -29.1xmedian 12.7x 18.5xmedian 12.7x
P/S now vs peer median 1.0xmedian 3.1x 0.9xmedian 3.1x 2.1xmedian 3.1x
EV/EBITDA now vs peer median 21.0xmedian 6.9x 39.3xmedian 6.9x 11.2xmedian 6.9x
P/FCF now vs peer median -5.9xmedian 15.1x 16.3xmedian 15.1x 23.0xmedian 15.1x
P/B now vs peer median 1.0xmedian 2.1x 1.2xmedian 2.1x 3.5xmedian 2.1x
PEG now vs peer median 0.28median 0.27 0.73median 0.27 0.79median 0.27

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsAESIMTXODC
Revenue $1.07B $2.15B $493.84M
Gross profit $76.19M $526.40M $137.51M
Operating income -$88.46M -$28.70M $67.98M
Net income -$118.33M -$62.60M $56.97M
Free cash flow -$184.12M $120.30M $45.90M
R&D – $23.40M –
EPS (diluted) $-0.95 $-2.16 $3.17
Cash & equivalents – $342.20M $73.70M
Total debt $966.72M $3.87B $158.37M
Shares (diluted) 124.94M 31.10M 17.95M
Enterprise value $1.12B $612.55M $823.99M

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricAESIMTXODC
P/E -9.1x -29.1x 18.5x
P/FCF -5.9x 16.3x 23.0x
P/Operating cash flow 19.8x 8.5x 13.2x
P/S 1.0x 0.9x 2.1x
P/B 1.0x 1.2x 3.5x
P/Tangible book 1.1x 1.4x 3.8x
EV/EBITDA 21.0x 39.3x 11.2x
EV/EBIT -23.2x -89.6x 15.0x
EV/Revenue 1.9x 1.2x 2.1x
EV/FCF -11.1x 21.4x 22.2x
EV/Operating cash flow 37.5x 11.2x 12.7x
PEG (3Y EPS CAGR) 0.28 0.73 0.79

Growth

14 metrics
MetricAESIMTXODC
Revenue growth (1Y) -8.1% 4.1% 1.7%
Revenue CAGR (3Y) 20.7% 0.0% 6.1%
Gross profit growth (1Y) -63.6% 0.4% -3.9%
Gross profit CAGR (3Y) -38.0% 4.2% 10.0%
Operating income growth (1Y) -229.1% -138.2% -0.3%
Operating income CAGR (3Y) -32.2% -29.1% 18.3%
Net income growth (1Y) -946.3% -1,198% 5.5%
Net income CAGR (3Y) -34.8% -37.8% 24.5%
EPS growth (1Y) -937.6% -3,351% -18.4%
EPS CAGR (3Y) -32.5% -39.7% 23.4%
Operating cash flow growth (1Y) -77.0% 21.9% -0.1%
Operating cash flow CAGR (3Y) – 14.9% 17.2%
Free cash flow growth (1Y) -915.6% 35.6% -3.6%
Free cash flow CAGR (3Y) – 23.6% 21.8%

Profitability

14 metrics
MetricAESIMTXODC
Gross margin 7.1% 24.5% 27.8%
EBITDA margin 9.2% 3.0% 18.5%
Operating margin -8.3% -1.3% 13.8%
Pretax margin -14.8% -3.8% 14.1%
Net margin -11.1% -3.1% 11.5%
FCF margin -17.2% 5.6% 9.3%
Operating cash flow margin 5.1% 10.7% 16.2%
Return on equity -10.4% -3.8% 19.5%
Return on assets -4.9% -1.8% 13.6%
Return on invested capital -3.4% -0.9% 16.8%
Return on capital employed -4.1% -1.1% 19.4%
Asset turnover 0.4x 0.6x 1.2x
Cash conversion (OCF / net income) -0.5x -3.7x 1.4x
Stock comp / revenue 3.3% – 1.1%

Financial Health

11 metrics
MetricAESIMTXODC
Debt / assets 37.8% 27.4% 9.1%
Debt / equity 0.9x 0.6x 0.1x
Net debt / EBITDA 9.9x 9.4x -0.4x
Debt / FCF -5.3x 8.0x 0.8x
Liabilities / assets 56.4% 54.9% 30.6%
Equity / assets 43.6% 45.1% 69.4%
Interest coverage – – 30.9x
Current ratio 1.8x 1.4x 3.1x
Quick ratio – 0.9x 2.2x
Cash ratio – 0.4x 1.1x
Altman Z-score 0.79 2.25 7.95

Shareholder Returns

7 metrics
MetricAESIMTXODC
Dividend yield – 0.8% 1.1%
Net buyback yield – 1.2% 1.2%
Shareholder yield 0.0% 1.9% 2.3%
Payout ratio (earnings) – -23.5% 18.2%
Payout ratio (FCF) – 12.2% 22.6%
Dividend growth (1Y) – 7.3% 23.6%
Dividend CAGR (3Y) – 31.3% 11.8%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusAESIMTXODC
Forward P/E – 10.3xFY2026 19.7xFY2027
EPS, next fiscal year $-0.91FY2026 $6.14FY2026 $3.84FY2027
EPS growth, next FY – +11.2%FY2026 -2.0%FY2027
EPS growth, the year after – +9.1% –
Revenue, next fiscal year $1.05BFY2026 $2.33BFY2026 $534.84MFY2027
Revenue growth, next FY -4.3%FY2026 +12.3%FY2026 +8.3%FY2027
Revenue growth, the year after +31.7% +3.8% –

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersAESIMTXODC
Held by institutions 84.6% 100.0% 38.7%
Institutions holding 286 292 161
Change in shares held, QoQ +17.8% +2.6% +1.5%
Institutions buying 170 176 92
Institutions selling 72 69 44
Buyers to sellers 2.36 2.55 2.09

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

AESIMTXODC
AESI 1.00 0.08 -0.10
MTX 0.08 1.00 0.33
ODC -0.10 0.33 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, AESI, MTX and ODC?

Minerals Technologies (MTX) is the largest by market capitalisation: Atlas Energy Solutions (AESI) $1.12B, Minerals Technologies (MTX) $1.94B, Oil-Dri Corp of America (ODC) $1.05B.

Which company is growing faster?

Minerals Technologies (MTX) grew revenue fastest over the trailing twelve months: Atlas Energy Solutions (AESI) -8.1%, Minerals Technologies (MTX) +4.1%, Oil-Dri Corp of America (ODC) +1.7%.

Which company is more profitable?

Oil-Dri Corp of America (ODC) has the highest net margin (Atlas Energy Solutions (AESI) -11.1%, Minerals Technologies (MTX) -3.1%, Oil-Dri Corp of America (ODC) 11.5%). On return on invested capital, Oil-Dri Corp of America (ODC) leads (Atlas Energy Solutions (AESI) -3.4%, Minerals Technologies (MTX) -0.9%, Oil-Dri Corp of America (ODC) 16.8%).

Which stock has performed better?

Over the past year Oil-Dri Corp of America (ODC) returned the most: Atlas Energy Solutions (AESI) -18.3%, Minerals Technologies (MTX) +2.4%, Oil-Dri Corp of America (ODC) +24.0%. Over five years, Oil-Dri Corp of America (ODC) compounded fastest (Minerals Technologies (MTX) -2.3%/yr, Oil-Dri Corp of America (ODC) +34.3%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Oil-Dri Corp of America (ODC) has the highest dividend yield: Atlas Energy Solutions (AESI) 0.00%, Minerals Technologies (MTX) 0.01%, Oil-Dri Corp of America (ODC) 0.01%. Atlas Energy Solutions (AESI) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Minerals Technologies (MTX) has been the steadiest (Atlas Energy Solutions (AESI) 67.1%, Minerals Technologies (MTX) 25.9%, Oil-Dri Corp of America (ODC) 39.0%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, AESI, MTX and ODC?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Oil-Dri Corp of America (ODC) leads on 7. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.