AESI vs ODC Stock Comparison

Atlas Energy Solutions and Oil-Dri Corp of America 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
$1.02B
P/E
18.0x
Revenue (TTM)
$493.84M
Div. yield
0.01%
Industrial Minerals Basic Materials
7 wins

Head to Head

8 decided of 12

Oil-Dri Corp of America leads on 7 of the 12 questions below (Oil-Dri Corp of America 7, Atlas Energy Solutions 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionAESIODCLeader
Larger companyMarket capitalisation $1.12B $1.02B AESI
Cheaper on earningsLower P/E, profitable companies only -9.5x 18.0x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 19.7x –
Faster revenue growthRevenue growth, trailing twelve months -8.1% +1.7% ODC
More profitableNet margin, trailing twelve months -11.1% 11.5% ODC
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% –
Better 1-year returnPrice return, last 12 months -14.5% +26.6% ODC
Better 5-year returnAnnualised price return, 5 years — +34.5%/yr –
Less volatileAnnualised volatility, 1 year 67.3% 38.5% ODC
Higher overall scoreMean of the five percentile scores vs peers 28/100 64/100 ODC

Percentile Scorecard

AESIODC

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

AxisAESIODC
Valuation 58 #68 of 162 66 #56 of 162
Growth 6 #138 of 147 47 #79 of 147
Profitability 32 #83 of 122 71 #36 of 122
Financial Health 14 #142 of 165 63 #61 of 165
Shareholder Returns – 75 #28 of 107
Overall 28 64
  • AESI 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

PeriodAESIODCSPY
1 month -27.8%-14.5% -0.8%
3 months -21.3%-23.3% +3.5%
6 months -46.2%+2.7% +7.0%
Year to date -4.6%+54.7% +12.2%
1 year -14.5%+26.6% +13.0%
3 years -52.5%+170.0% +86.3%
3 years, per year -22.0%+39.3% +23.1%
5 years —+340.1% +68.6%
5 years, per year —+34.5% +11.0%
10 years —+355.0% +258.0%
10 years, per year —+16.4% +13.6%

Risk

MeasureAESIODCSPY
Volatility, 1Y 67.3%38.5% 12.7%
Downside volatility, 1Y 74.5%39.1% 12.7%
Beta vs S&P 500, 1Y 0.860.41 1.00
Return / volatility, 1Y -0.210.69 1.02
Max drawdown, 5Y -67.6%-39.5% -25.4%
From 52-week high -54.5%-28.9% -1.8%
52-week high $19.75$106.39 $779.14
52-week low $8.10$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.

MultipleAESIODC
P/E now vs peer median -9.5xmedian 12.8x 18.5xmedian 12.8x
P/S now vs peer median 1.1xmedian 3.1x 2.1xmedian 3.1x
EV/EBITDA now vs peer median 21.4xmedian 7.0x 11.2xmedian 7.0x
P/FCF now vs peer median -6.1xmedian 15.2x 22.9xmedian 15.2x
P/B now vs peer median 1.0xmedian 2.1x 3.5xmedian 2.1x
PEG now vs peer median 0.29median 0.29 0.79median 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 monthsAESIODC
Revenue $1.07B $493.84M
Gross profit $76.19M $137.51M
Operating income -$88.46M $67.98M
Net income -$118.33M $56.97M
Free cash flow -$184.12M $45.90M
EPS (diluted) $-0.95 $3.17
Cash & equivalents – $73.70M
Total debt $966.72M $38.86M
Shares (diluted) 124.94M 17.95M
Enterprise value $1.12B $797.42M

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
MetricAESIODC
P/E -9.5x 18.5x
P/FCF -6.1x 22.9x
P/Operating cash flow 20.6x 13.1x
P/S 1.1x 2.1x
P/B 1.0x 3.5x
P/Tangible book 1.2x 3.8x
EV/EBITDA 21.4x 11.2x
EV/EBIT -23.6x 15.0x
EV/Revenue 2.0x 2.1x
EV/FCF -11.4x 22.2x
EV/Operating cash flow 38.3x 12.7x
PEG (3Y EPS CAGR) 0.29 0.79

Growth

14 metrics
MetricAESIODC
Revenue growth (1Y) -8.1% 1.7%
Revenue CAGR (3Y) 20.7% 6.1%
Gross profit growth (1Y) -63.6% -3.9%
Gross profit CAGR (3Y) -38.0% 10.0%
Operating income growth (1Y) -229.1% -0.3%
Operating income CAGR (3Y) -32.2% 18.3%
Net income growth (1Y) -946.3% 5.5%
Net income CAGR (3Y) -34.8% 24.5%
EPS growth (1Y) -937.6% -18.4%
EPS CAGR (3Y) -32.5% 23.4%
Operating cash flow growth (1Y) -77.0% -0.1%
Operating cash flow CAGR (3Y) – 17.2%
Free cash flow growth (1Y) -915.6% -3.6%
Free cash flow CAGR (3Y) – 21.8%

Profitability

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

Financial Health

11 metrics
MetricAESIODC
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%
Equity / assets 43.6% 69.4%
Interest coverage – 30.9x
Current ratio 1.8x 3.1x
Quick ratio – 2.2x
Cash ratio – 1.1x
Altman Z-score 0.81 7.95

Shareholder Returns

7 metrics
MetricAESIODC
Dividend yield – 1.1%
Net buyback yield – 1.2%
Shareholder yield 0.0% 2.3%
Payout ratio (earnings) – 18.2%
Payout ratio (FCF) – 22.6%
Dividend growth (1Y) – 23.6%
Dividend CAGR (3Y) – 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.

ConsensusAESIODC
Forward P/E – 19.7xFY2027
EPS, next fiscal year $-0.92FY2026 $3.84FY2027
EPS growth, next FY – -2.0%FY2027
Revenue, next fiscal year $1.05BFY2026 $534.84MFY2027
Revenue growth, next FY -4.3%FY2026 +8.3%FY2027
Revenue growth, the year after +31.7% –

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersAESIODC
Held by institutions 84.6% 38.7%
Institutions holding 286 161
Change in shares held, QoQ +17.8% +1.5%
Institutions buying 170 92
Institutions selling 72 44
Buyers to sellers 2.36 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.

AESIODC
AESI 1.00 -0.10
ODC -0.10 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, AESI and ODC?

Atlas Energy Solutions (AESI) is the largest by market capitalisation: Atlas Energy Solutions (AESI) $1.12B, Oil-Dri Corp of America (ODC) $1.02B.

Which company is growing faster?

Oil-Dri Corp of America (ODC) grew revenue fastest over the trailing twelve months: Atlas Energy Solutions (AESI) -8.1%, 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%, 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%, 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%. Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Atlas Energy Solutions (AESI) 0.00%, 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, Oil-Dri Corp of America (ODC) has been the steadiest (Atlas Energy Solutions (AESI) 67.3%, Oil-Dri Corp of America (ODC) 38.5%). Volatility measures how widely the price swings, not the risk of the business.

Do AESI and ODC move together?

Their daily returns over the past year have a correlation of -0.10, a negative relationship. Holding both diversifies more than two closely linked stocks would.

Which is the better stock, AESI 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.