CMP vs ODC vs USLM Stock Comparison

Compass Minerals International, Oil-Dri Corp of America and United States Lime & Minerals Prices as of Oct 23, 2026 Peers: Industry group
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
6 wins

Head to Head

12 decided of 12

United States Lime & Minerals leads on 6 of the 12 questions below (United States Lime & Minerals 6, Oil-Dri Corp of America 6). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionCMPODCUSLMLeader
Larger companyMarket capitalisation $936.81M $1.05B $3.15B USLM
Cheaper on earningsLower P/E, profitable companies only 50.9x 18.4x 23.4x ODC
Cheaper on forward earningsLower price / next fiscal year consensus EPS 24.7x 19.7x 23.1x ODC
Faster revenue growthRevenue growth, trailing twelve months +5.5% +1.7% +7.0% USLM
More profitableNet margin, trailing twelve months 1.4% 11.5% 35.7% USLM
Better return on capitalReturn on invested capital 5.2% 16.8% — ODC
Less leveragedLower net debt / EBITDA 2.9x -0.4x — ODC
Higher dividend yieldTrailing dividend yield 0.00% 0.01% 0.00% ODC
Better 1-year returnPrice return, last 12 months +17.3% +24.0% -17.3% ODC
Better 5-year returnAnnualised price return, 5 years -21.1%/yr +34.3%/yr +36.4%/yr USLM
Less volatileAnnualised volatility, 1 year 51.4% 39.0% 39.0% USLM
Higher overall scoreMean of the five percentile scores vs peers 54/100 65/100 74/100 USLM

Percentile Scorecard

CMPODCUSLM

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

AxisCMPODCUSLM
Valuation 75 #42 of 162 67 #55 of 162 49 #83 of 162
Growth 66 #51 of 147 47 #79 of 147 58 #63 of 147
Profitability 60 #50 of 122 73 #34 of 122 84 #21 of 122
Financial Health 17 #138 of 166 64 #60 of 166 96 #7 of 166
Shareholder Returns – 75 #28 of 107 81 #21 of 107
Overall 54 65 74
  • CMP 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

PeriodCMPODCUSLMSPY
1 month -8.4%-15.8%+2.1% -1.0%
3 months -27.7%-23.3%+0.6% +2.9%
6 months -16.0%+1.9%-15.0% +6.4%
Year to date +8.2%+54.9%-6.7% +11.4%
1 year +17.3%+24.0%-17.3% +13.1%
3 years -15.2%+163.4%+181.6% +79.4%
3 years, per year -5.3%+38.1%+41.3% +21.5%
5 years -69.5%+336.2%+371.3% +67.7%
5 years, per year -21.1%+34.3%+36.4% +10.9%
10 years -70.5%+356.6%+746.5% +255.2%
10 years, per year -11.5%+16.4%+23.8% +13.5%

Risk

MeasureCMPODCUSLMSPY
Volatility, 1Y 51.4%39.0%39.0% 12.7%
Downside volatility, 1Y 54.0%40.0%44.2% 12.7%
Beta vs S&P 500, 1Y 1.590.361.04 1.00
Return / volatility, 1Y 0.340.61-0.44 1.03
Max drawdown, 5Y -89.3%-39.5%-45.9% -25.4%
From 52-week high -36.6%-28.8%-19.9% -2.5%
52-week high $33.51$106.39$139.46 $779.14
52-week low $16.54$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.

MultipleCMPODCUSLM
P/E now vs peer median 48.8xmedian 12.7x 18.5xmedian 12.7x 23.8xmedian 12.7x
P/S now vs peer median 0.7xmedian 3.1x 2.1xmedian 3.1x 8.5xmedian 3.1x
EV/EBITDA now vs peer median 6.9xmedian 6.9x 11.2xmedian 6.9x 15.2xmedian 6.9x
P/FCF now vs peer median 11.5xmedian 15.1x 23.0xmedian 15.1x 34.9xmedian 15.1x
P/B now vs peer median 3.4xmedian 2.1x 3.5xmedian 2.1x 4.6xmedian 2.1x
PEG now vs peer median 2.76median 0.27 0.79median 0.27 0.85median 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 monthsCMPODCUSLM
Revenue $1.29B $493.84M $376.92M
Gross profit $222.50M $137.51M $182.84M
Operating income $115.50M $67.98M $158.71M
Net income $18.40M $56.97M $134.42M
Free cash flow $77.90M $45.90M $91.81M
EPS (diluted) $0.44 $3.17 $4.67
Cash & equivalents $56.30M $73.70M $402.64M
Total debt $3.14B $158.37M –
Shares (diluted) 42.25M 17.95M 28.78M
Enterprise value $700.01M $823.99M $1.64B

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
MetricCMPODCUSLM
P/E 48.8x 18.5x 23.8x
P/FCF 11.5x 23.0x 34.9x
P/Operating cash flow 5.7x 13.2x 19.7x
P/S 0.7x 2.1x 8.5x
P/B 3.4x 3.5x 4.6x
P/Tangible book 3.4x 3.8x 4.6x
EV/EBITDA 6.9x 11.2x 15.2x
EV/EBIT 13.4x 15.0x 17.7x
EV/Revenue 1.2x 2.1x 7.4x
EV/FCF 19.9x 22.2x 30.5x
EV/Operating cash flow 10.0x 12.7x 17.2x
PEG (3Y EPS CAGR) 2.76 0.79 0.85

Growth

14 metrics
MetricCMPODCUSLM
Revenue growth (1Y) 5.5% 1.7% 7.0%
Revenue CAGR (3Y) 1.9% 6.1% 12.4%
Gross profit growth (1Y) 29.5% -3.9% 9.8%
Gross profit CAGR (3Y) -1.3% 10.0% 26.4%
Operating income growth (1Y) 800.0% -0.3% 9.6%
Operating income CAGR (3Y) 11.3% 18.3% 29.0%
Net income growth (1Y) 115.2% 5.5% 7.3%
Net income CAGR (3Y) 18.7% 24.5% 28.5%
EPS growth (1Y) 115.1% -18.4% 7.1%
EPS CAGR (3Y) 17.7% 23.4% 28.1%
Operating cash flow growth (1Y) -18.8% -0.1% 7.6%
Operating cash flow CAGR (3Y) 16.6% 17.2% 25.5%
Free cash flow growth (1Y) -33.5% -3.6% -14.0%
Free cash flow CAGR (3Y) 97.0% 21.8% 21.2%

Profitability

14 metrics
MetricCMPODCUSLM
Gross margin 17.2% 27.8% 48.5%
EBITDA margin 17.5% 18.5% 49.0%
Operating margin 8.9% 13.8% 42.1%
Pretax margin 3.2% 14.1% 45.7%
Net margin 1.4% 11.5% 35.7%
FCF margin 6.0% 9.3% 24.4%
Operating cash flow margin 12.1% 16.2% 43.1%
Return on equity 6.8% 19.5% 19.8%
Return on assets 1.4% 13.6% 18.4%
Return on invested capital 5.2% 16.8% –
Return on capital employed 10.4% 19.4% 22.3%
Asset turnover 1.0x 1.2x 0.5x
Cash conversion (OCF / net income) 8.5x 1.4x 1.2x
Stock comp / revenue 0.8% 1.1% 2.0%

Financial Health

11 metrics
MetricCMPODCUSLM
Debt / assets 52.9% 9.1% –
Debt / equity 2.7x 0.1x –
Net debt / EBITDA 2.9x -0.4x –
Debt / FCF 9.2x 0.8x –
Liabilities / assets 80.5% 30.6% 6.9%
Equity / assets 19.5% 69.4% 93.1%
Interest coverage 52.5x 30.9x –
Current ratio 2.0x 3.1x 27.5x
Quick ratio 1.0x 2.2x 25.5x
Cash ratio 0.2x 1.1x 22.2x
Altman Z-score 1.90 7.95 40.54

Shareholder Returns

7 metrics
MetricCMPODCUSLM
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.

ConsensusCMPODCUSLM
Forward P/E 24.7xFY2026 19.7xFY2027 23.1xFY2026
EPS, next fiscal year $0.86FY2026 $3.84FY2027 $4.84FY2026
EPS growth, next FY – -2.0%FY2027 +3.6%FY2026
EPS growth, the year after +51.2% – +25.6%
Revenue, next fiscal year $1.21BFY2026 $534.84MFY2027 $426.32MFY2026
Revenue growth, next FY -2.5%FY2026 +8.3%FY2027 +14.4%FY2026
Revenue growth, the year after +12.7% – +16.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersCMPODCUSLM
Held by institutions 91.8% 38.7% 32.5%
Institutions holding 230 161 234
Change in shares held, QoQ -4.3% +1.5% +7.5%
Institutions buying 130 92 139
Institutions selling 56 44 66
Buyers to sellers 2.32 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.

CMPODCUSLM
CMP 1.00 0.18 0.17
ODC 0.18 1.00 0.16
USLM 0.17 0.16 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, CMP, ODC and USLM?

United States Lime & Minerals (USLM) is the largest by market capitalisation: Compass Minerals International (CMP) $936.81M, Oil-Dri Corp of America (ODC) $1.05B, United States Lime & Minerals (USLM) $3.15B.

Which stock is cheaper, CMP, ODC and USLM?

Oil-Dri Corp of America (ODC) trades on the lowest price-to-earnings ratio (Compass Minerals International (CMP) 50.9x, Oil-Dri Corp of America (ODC) 18.4x, United States Lime & Minerals (USLM) 23.4x). On next year's consensus earnings, Oil-Dri Corp of America (ODC) is cheapest (Compass Minerals International (CMP) 24.7x, Oil-Dri Corp of America (ODC) 19.7x, United States Lime & Minerals (USLM) 23.1x). 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: Compass Minerals International (CMP) +5.5%, 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 (Compass Minerals International (CMP) 1.4%, 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 (Compass Minerals International (CMP) 5.2%, 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: Compass Minerals International (CMP) +17.3%, Oil-Dri Corp of America (ODC) +24.0%, United States Lime & Minerals (USLM) -17.3%. Over five years, United States Lime & Minerals (USLM) compounded fastest (Compass Minerals International (CMP) -21.1%/yr, Oil-Dri Corp of America (ODC) +34.3%/yr, United States Lime & Minerals (USLM) +36.4%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Oil-Dri Corp of America (ODC) has the highest dividend yield: Compass Minerals International (CMP) 0.00%, Oil-Dri Corp of America (ODC) 0.01%, United States Lime & Minerals (USLM) 0.00%. Compass Minerals International (CMP) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, United States Lime & Minerals (USLM) has been the steadiest (Compass Minerals International (CMP) 51.4%, Oil-Dri Corp of America (ODC) 39.0%, 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, CMP, 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, United States Lime & Minerals (USLM) leads on 6. 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.