AESI vs ODC vs USLM Stock Comparison

Atlas Energy Solutions, Oil-Dri Corp of America and United States Lime & Minerals Prices as of Oct 26, 2026 Peers: Industry group
ODC Oil-Dri Corp of America
$75.69 -14.5% 1M +26.6% 1Y
Market cap
$1.04B
P/E
18.2x
Revenue (TTM)
$493.84M
Div. yield
0.01%
Industrial Minerals Basic Materials
7 wins

Head to Head

12 decided of 12

Oil-Dri Corp of America leads on 7 of the 12 questions below (Oil-Dri Corp of America 7, United States Lime & Minerals 5). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionAESIODCUSLMLeader
Larger companyMarket capitalisation $1.13B $1.04B $3.16B USLM
Cheaper on earningsLower P/E, profitable companies only -9.6x 18.2x 23.5x ODC
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 19.7x 22.7x ODC
Faster revenue growthRevenue growth, trailing twelve months -8.1% +1.7% +7.0% USLM
More profitableNet margin, trailing twelve months -11.1% 11.5% 35.7% USLM
Better return on capitalReturn on invested capital -3.4% 16.8% — ODC
Less leveragedLower net debt / EBITDA 9.9x -0.4x — ODC
Higher dividend yieldTrailing dividend yield 0.00% 0.01% 0.00% ODC
Better 1-year returnPrice return, last 12 months -14.5% +26.6% -18.4% ODC
Better 5-year returnAnnualised price return, 5 years — +34.5%/yr +35.5%/yr USLM
Less volatileAnnualised volatility, 1 year 67.3% 38.5% 39.0% ODC
Higher overall scoreMean of the five percentile scores vs peers 28/100 64/100 73/100 USLM

Percentile Scorecard

AESIODCUSLM

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

AxisAESIODCUSLM
Valuation 58 #68 of 162 66 #56 of 162 49 #83 of 162
Growth 6 #138 of 147 47 #79 of 147 57 #64 of 147
Profitability 32 #83 of 122 71 #36 of 122 83 #22 of 122
Financial Health 14 #142 of 165 63 #61 of 165 96 #7 of 165
Shareholder Returns – 75 #28 of 107 81 #21 of 107
Overall 28 64 73
  • AESI ranked among 176 companies in Metals and Mining
  • ODC ranked among 176 companies in Metals and Mining
  • USLM 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

PeriodAESIODCUSLMSPY
1 month -27.8%-14.5%-1.6% -0.8%
3 months -21.3%-23.3%-4.2% +3.5%
6 months -46.2%+2.7%-14.7% +7.0%
Year to date -4.6%+54.7%-8.4% +12.2%
1 year -14.5%+26.6%-18.4% +13.0%
3 years -52.5%+170.0%+185.4% +86.3%
3 years, per year -22.0%+39.3%+41.9% +23.1%
5 years —+340.1%+356.9% +68.6%
5 years, per year —+34.5%+35.5% +11.0%
10 years —+355.0%+718.0% +258.0%
10 years, per year —+16.4%+23.4% +13.6%

Risk

MeasureAESIODCUSLMSPY
Volatility, 1Y 67.3%38.5%39.0% 12.7%
Downside volatility, 1Y 74.5%39.1%44.3% 12.7%
Beta vs S&P 500, 1Y 0.860.411.06 1.00
Return / volatility, 1Y -0.210.69-0.47 1.02
Max drawdown, 5Y -67.6%-39.5%-45.9% -25.4%
From 52-week high -54.5%-28.9%-21.4% -1.8%
52-week high $19.75$106.39$139.46 $779.14
52-week low $8.10$46.21$97.49 $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.

MultipleAESIODCUSLM
P/E now vs peer median -9.5xmedian 12.8x 18.5xmedian 12.8x 23.4xmedian 12.8x
P/S now vs peer median 1.1xmedian 3.1x 2.1xmedian 3.1x 8.3xmedian 3.1x
EV/EBITDA now vs peer median 21.4xmedian 7.0x 11.2xmedian 7.0x 14.9xmedian 7.0x
P/FCF now vs peer median -6.1xmedian 15.2x 22.9xmedian 15.2x 34.3xmedian 15.2x
P/B now vs peer median 1.0xmedian 2.1x 3.5xmedian 2.1x 4.5xmedian 2.1x
PEG now vs peer median 0.29median 0.29 0.79median 0.29 0.83median 0.29

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 monthsAESIODCUSLM
Revenue $1.07B $493.84M $376.92M
Gross profit $76.19M $137.51M $182.84M
Operating income -$88.46M $67.98M $158.71M
Net income -$118.33M $56.97M $134.42M
Free cash flow -$184.12M $45.90M $91.81M
EPS (diluted) $-0.95 $3.17 $4.67
Cash & equivalents – $73.70M $402.64M
Total debt $966.72M $38.86M –
Shares (diluted) 124.94M 17.95M 28.78M
Enterprise value $1.13B $813.00M $1.66B

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
MetricAESIODCUSLM
P/E -9.5x 18.5x 23.4x
P/FCF -6.1x 22.9x 34.3x
P/Operating cash flow 20.6x 13.1x 19.3x
P/S 1.1x 2.1x 8.3x
P/B 1.0x 3.5x 4.5x
P/Tangible book 1.2x 3.8x 4.5x
EV/EBITDA 21.4x 11.2x 14.9x
EV/EBIT -23.6x 15.0x 17.3x
EV/Revenue 2.0x 2.1x 7.3x
EV/FCF -11.4x 22.2x 29.9x
EV/Operating cash flow 38.3x 12.7x 16.9x
PEG (3Y EPS CAGR) 0.29 0.79 0.83

Growth

14 metrics
MetricAESIODCUSLM
Revenue growth (1Y) -8.1% 1.7% 7.0%
Revenue CAGR (3Y) 20.7% 6.1% 12.4%
Gross profit growth (1Y) -63.6% -3.9% 9.8%
Gross profit CAGR (3Y) -38.0% 10.0% 26.4%
Operating income growth (1Y) -229.1% -0.3% 9.6%
Operating income CAGR (3Y) -32.2% 18.3% 29.0%
Net income growth (1Y) -946.3% 5.5% 7.3%
Net income CAGR (3Y) -34.8% 24.5% 28.5%
EPS growth (1Y) -937.6% -18.4% 7.1%
EPS CAGR (3Y) -32.5% 23.4% 28.1%
Operating cash flow growth (1Y) -77.0% -0.1% 7.6%
Operating cash flow CAGR (3Y) – 17.2% 25.5%
Free cash flow growth (1Y) -915.6% -3.6% -14.0%
Free cash flow CAGR (3Y) – 21.8% 21.2%

Profitability

14 metrics
MetricAESIODCUSLM
Gross margin 7.1% 27.8% 48.5%
EBITDA margin 9.2% 18.5% 49.0%
Operating margin -8.3% 13.8% 42.1%
Pretax margin -14.8% 14.1% 45.7%
Net margin -11.1% 11.5% 35.7%
FCF margin -17.2% 9.3% 24.4%
Operating cash flow margin 5.1% 16.2% 43.1%
Return on equity -10.4% 19.5% 19.8%
Return on assets -4.9% 13.6% 18.4%
Return on invested capital -3.4% 16.8% –
Return on capital employed -4.1% 19.4% 22.3%
Asset turnover 0.4x 1.2x 0.5x
Cash conversion (OCF / net income) -0.5x 1.4x 1.2x
Stock comp / revenue 3.3% 1.1% 2.0%

Financial Health

11 metrics
MetricAESIODCUSLM
Debt / assets 37.8% 9.1% –
Debt / equity 0.9x 0.1x –
Net debt / EBITDA 9.9x -0.4x –
Debt / FCF -5.3x 0.8x –
Liabilities / assets 56.4% 30.6% 6.9%
Equity / assets 43.6% 69.4% 93.1%
Interest coverage – 30.9x –
Current ratio 1.8x 3.1x 27.5x
Quick ratio – 2.2x 25.5x
Cash ratio – 1.1x 22.2x
Altman Z-score 0.81 7.95 39.86

Shareholder Returns

7 metrics
MetricAESIODCUSLM
Dividend yield – 1.1% 0.2%
Net buyback yield – 1.2% 0.1%
Shareholder yield 0.0% 2.3% 0.3%
Payout ratio (earnings) – 18.2% 5.1%
Payout ratio (FCF) – 22.6% 7.5%
Dividend growth (1Y) – 23.6% 9.2%
Dividend CAGR (3Y) – 11.8% 14.8%

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.

ConsensusAESIODCUSLM
Forward P/E – 19.7xFY2027 22.7xFY2026
EPS, next fiscal year $-0.92FY2026 $3.84FY2027 $4.84FY2026
EPS growth, next FY – -2.0%FY2027 +3.6%FY2026
EPS growth, the year after – – +25.6%
Revenue, next fiscal year $1.05BFY2026 $534.84MFY2027 $426.32MFY2026
Revenue growth, next FY -4.3%FY2026 +8.3%FY2027 +14.4%FY2026
Revenue growth, the year after +31.7% – +16.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersAESIODCUSLM
Held by institutions 84.6% 38.7% 32.5%
Institutions holding 286 161 234
Change in shares held, QoQ +17.8% +1.5% +7.5%
Institutions buying 170 92 139
Institutions selling 72 44 66
Buyers to sellers 2.36 2.09 2.11

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.

AESIODCUSLM
AESI 1.00 -0.10 -0.07
ODC -0.10 1.00 0.16
USLM -0.07 0.16 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, AESI, ODC and USLM?

United States Lime & Minerals (USLM) is the largest by market capitalisation: Atlas Energy Solutions (AESI) $1.13B, Oil-Dri Corp of America (ODC) $1.04B, United States Lime & Minerals (USLM) $3.16B.

Which stock is cheaper, AESI, ODC and USLM?

Oil-Dri Corp of America (ODC) trades on the lowest price-to-earnings ratio (Atlas Energy Solutions (AESI) -9.6x, Oil-Dri Corp of America (ODC) 18.2x, United States Lime & Minerals (USLM) 23.5x). On next year's consensus earnings, Oil-Dri Corp of America (ODC) is cheapest (Oil-Dri Corp of America (ODC) 19.7x, United States Lime & Minerals (USLM) 22.7x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

United States Lime & Minerals (USLM) grew revenue fastest over the trailing twelve months: Atlas Energy Solutions (AESI) -8.1%, Oil-Dri Corp of America (ODC) +1.7%, United States Lime & Minerals (USLM) +7.0%.

Which company is more profitable?

United States Lime & Minerals (USLM) has the highest net margin (Atlas Energy Solutions (AESI) -11.1%, Oil-Dri Corp of America (ODC) 11.5%, United States Lime & Minerals (USLM) 35.7%). On return on invested capital, Oil-Dri Corp of America (ODC) leads (Atlas Energy Solutions (AESI) -3.4%, 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) -14.5%, Oil-Dri Corp of America (ODC) +26.6%, United States Lime & Minerals (USLM) -18.4%. Over five years, United States Lime & Minerals (USLM) compounded fastest (Oil-Dri Corp of America (ODC) +34.5%/yr, United States Lime & Minerals (USLM) +35.5%/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%, Oil-Dri Corp of America (ODC) 0.01%, United States Lime & Minerals (USLM) 0.00%. Atlas Energy Solutions (AESI) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Oil-Dri Corp of America (ODC) has been the steadiest (Atlas Energy Solutions (AESI) 67.3%, Oil-Dri Corp of America (ODC) 38.5%, United States Lime & Minerals (USLM) 39.0%). Volatility measures how widely the price swings, not the risk of the business.

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

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.