EAF vs USLM vs ODC Stock Comparison

Graftech International, United States Lime & Minerals and Oil-Dri Corp of America Prices as of Oct 23, 2026 Peers: Industry group
EAF Graftech International Ltd
$8.49 -25.2% 1M -51.2% 1Y
Market cap
$282.37M
P/E
–
Revenue (TTM)
$509.08M
Div. yield
–
Industrial Minerals Basic Materials
1 win
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
5 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 5, Graftech International 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionEAFUSLMODCLeader
Larger companyMarket capitalisation $282.37M $3.15B $1.05B USLM
Cheaper on earningsLower P/E, profitable companies only -1.4x 23.4x 18.4x ODC
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 23.1x 19.7x ODC
Faster revenue growthRevenue growth, trailing twelve months -2.5% +7.0% +1.7% USLM
More profitableNet margin, trailing twelve months -38.4% 35.7% 11.5% USLM
Better return on capitalReturn on invested capital -12.9% — 16.8% ODC
Less leveragedLower net debt / EBITDA -23.1x — -0.4x EAF
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.01% ODC
Better 1-year returnPrice return, last 12 months -51.2% -17.3% +24.0% ODC
Better 5-year returnAnnualised price return, 5 years -40.3%/yr +36.4%/yr +34.3%/yr USLM
Less volatileAnnualised volatility, 1 year 111.8% 39.0% 39.0% USLM
Higher overall scoreMean of the five percentile scores vs peers 22/100 74/100 65/100 USLM

Percentile Scorecard

EAFUSLMODC

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

AxisEAFUSLMODC
Valuation 21 #128 of 162 49 #83 of 162 67 #55 of 162
Growth 7 #137 of 147 58 #63 of 147 47 #79 of 147
Profitability 25 #92 of 122 84 #21 of 122 73 #34 of 122
Financial Health 20 #133 of 166 96 #7 of 166 64 #60 of 166
Shareholder Returns 38 #67 of 107 81 #21 of 107 75 #28 of 107
Overall 22 74 65
  • EAF ranked among 176 companies in Metals and Mining
  • USLM 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

PeriodEAFUSLMODCSPY
1 month -25.2%+2.1%-15.8% -1.0%
3 months +13.7%+0.6%-23.3% +2.9%
6 months -9.9%-15.0%+1.9% +6.4%
Year to date -45.3%-6.7%+54.9% +11.4%
1 year -51.2%-17.3%+24.0% +13.1%
3 years -73.9%+181.6%+163.4% +79.4%
3 years, per year -36.1%+41.3%+38.1% +21.5%
5 years -92.4%+371.3%+336.2% +67.7%
5 years, per year -40.3%+36.4%+34.3% +10.9%
10 years —+746.5%+356.6% +255.2%
10 years, per year —+23.8%+16.4% +13.5%

Risk

MeasureEAFUSLMODCSPY
Volatility, 1Y 111.8%39.0%39.0% 12.7%
Downside volatility, 1Y 131.7%44.2%40.0% 12.7%
Beta vs S&P 500, 1Y 1.681.040.36 1.00
Return / volatility, 1Y -0.46-0.440.61 1.03
Max drawdown, 5Y -96.1%-45.9%-39.5% -25.4%
From 52-week high -52.9%-19.9%-28.8% -2.5%
52-week high $18.01$139.46$106.39 $779.14
52-week low $5.23$97.49$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.

MultipleEAFUSLMODC
P/E now vs peer median -1.2xmedian 12.7x 23.8xmedian 12.7x 18.5xmedian 12.7x
P/S now vs peer median 0.4xmedian 3.1x 8.5xmedian 3.1x 2.1xmedian 3.1x
EV/EBITDA now vs peer median -28.1xmedian 6.9x 15.2xmedian 6.9x 11.2xmedian 6.9x
P/FCF now vs peer median -1.4xmedian 15.1x 34.9xmedian 15.1x 23.0xmedian 15.1x
P/B now vs peer median -0.6xmedian 2.1x 4.6xmedian 2.1x 3.5xmedian 2.1x
PEG now vs peer median 0.02median 0.27 0.85median 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 monthsEAFUSLMODC
Revenue $509.08M $376.92M $493.84M
Gross profit -$34.13M $182.84M $137.51M
Operating income -$107.10M $158.71M $67.98M
Net income -$195.63M $134.42M $56.97M
Free cash flow -$158.11M $91.81M $45.90M
R&D $6.05M – –
EPS (diluted) $-7.38 $4.67 $3.17
Cash & equivalents $134.31M $402.64M $73.70M
Total debt $1.20B – $158.37M
Shares (diluted) 26.51M 28.78M 17.95M
Enterprise value -$255.97M $1.64B $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
MetricEAFUSLMODC
P/E -1.2x 23.8x 18.5x
P/FCF -1.4x 34.9x 23.0x
P/Operating cash flow -2.0x 19.7x 13.2x
P/S 0.4x 8.5x 2.1x
P/B -0.6x 4.6x 3.5x
P/Tangible book -0.6x 4.6x 3.8x
EV/EBITDA -28.1x 15.2x 11.2x
EV/EBIT -12.1x 17.7x 15.0x
EV/Revenue 2.5x 7.4x 2.1x
EV/FCF -8.2x 30.5x 22.2x
EV/Operating cash flow -11.5x 17.2x 12.7x
PEG (3Y EPS CAGR) 0.02 0.85 0.79

Growth

14 metrics
MetricEAFUSLMODC
Revenue growth (1Y) -2.5% 7.0% 1.7%
Revenue CAGR (3Y) -11.4% 12.4% 6.1%
Gross profit growth (1Y) -1,814% 9.8% -3.9%
Gross profit CAGR (3Y) -30.9% 26.4% 10.0%
Operating income growth (1Y) -70.6% 9.6% -0.3%
Operating income CAGR (3Y) -57.0% 29.0% 18.3%
Net income growth (1Y) 4.2% 7.3% 5.5%
Net income CAGR (3Y) -72.9% 28.5% 24.5%
EPS growth (1Y) 6.3% 7.1% -18.4%
EPS CAGR (3Y) -71.1% 28.1% 23.4%
Operating cash flow growth (1Y) -29.5% 7.6% -0.1%
Operating cash flow CAGR (3Y) -43.6% 25.5% 17.2%
Free cash flow growth (1Y) -31.3% -14.0% -3.6%
Free cash flow CAGR (3Y) -79.2% 21.2% 21.8%

Profitability

14 metrics
MetricEAFUSLMODC
Gross margin -6.7% 48.5% 27.8%
EBITDA margin -9.0% 49.0% 18.5%
Operating margin -21.0% 42.1% 13.8%
Pretax margin -36.8% 45.7% 14.1%
Net margin -38.4% 35.7% 11.5%
FCF margin -31.1% 24.4% 9.3%
Operating cash flow margin -22.2% 43.1% 16.2%
Return on equity – 19.8% 19.5%
Return on assets -18.9% 18.4% 13.6%
Return on invested capital -12.9% – 16.8%
Return on capital employed -12.1% 22.3% 19.4%
Asset turnover 0.5x 0.5x 1.2x
Cash conversion (OCF / net income) 0.6x 1.2x 1.4x
Stock comp / revenue 1.1% 2.0% 1.1%

Financial Health

11 metrics
MetricEAFUSLMODC
Debt / assets 117.4% – 9.1%
Debt / equity -3.1x – 0.1x
Net debt / EBITDA -23.1x – -0.4x
Debt / FCF -7.6x – 0.8x
Liabilities / assets 138.0% 6.9% 30.6%
Equity / assets -38.0% 93.1% 69.4%
Interest coverage -1.1x – 30.9x
Current ratio 3.5x 27.5x 3.1x
Quick ratio 1.4x 25.5x 2.2x
Cash ratio 0.9x 22.2x 1.1x
Altman Z-score -0.88 40.54 7.95

Shareholder Returns

7 metrics
MetricEAFUSLMODC
Dividend yield – 0.2% 1.1%
Net buyback yield -2.1% 0.1% 1.2%
Shareholder yield -2.1% 0.3% 2.3%
Payout ratio (earnings) – 5.1% 18.2%
Payout ratio (FCF) – 7.5% 22.6%
Dividend growth (1Y) – 9.2% 23.6%
Dividend CAGR (3Y) – 14.8% 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.

ConsensusEAFUSLMODC
Forward P/E – 23.1xFY2026 19.7xFY2027
EPS, next fiscal year $-5.75FY2026 $4.84FY2026 $3.84FY2027
EPS growth, next FY – +3.6%FY2026 -2.0%FY2027
EPS growth, the year after – +25.6% –
Revenue, next fiscal year $469.57MFY2026 $426.32MFY2026 $534.84MFY2027
Revenue growth, next FY -6.9%FY2026 +14.4%FY2026 +8.3%FY2027
Revenue growth, the year after +18.4% +16.4% –

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersEAFUSLMODC
Held by institutions 41.3% 32.5% 38.7%
Institutions holding 90 234 161
Change in shares held, QoQ +2.5% +7.5% +1.5%
Institutions buying 54 139 92
Institutions selling 22 66 44
Buyers to sellers 2.45 2.11 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.

EAFUSLMODC
EAF 1.00 0.15 0.00
USLM 0.15 1.00 0.16
ODC 0.00 0.16 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, EAF, USLM and ODC?

United States Lime & Minerals (USLM) is the largest by market capitalisation: Graftech International (EAF) $282.37M, United States Lime & Minerals (USLM) $3.15B, Oil-Dri Corp of America (ODC) $1.05B.

Which stock is cheaper, EAF, USLM and ODC?

Oil-Dri Corp of America (ODC) trades on the lowest price-to-earnings ratio (Graftech International (EAF) -1.4x, United States Lime & Minerals (USLM) 23.4x, Oil-Dri Corp of America (ODC) 18.4x). On next year's consensus earnings, Oil-Dri Corp of America (ODC) is cheapest (United States Lime & Minerals (USLM) 23.1x, Oil-Dri Corp of America (ODC) 19.7x). 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: Graftech International (EAF) -2.5%, United States Lime & Minerals (USLM) +7.0%, Oil-Dri Corp of America (ODC) +1.7%.

Which company is more profitable?

United States Lime & Minerals (USLM) has the highest net margin (Graftech International (EAF) -38.4%, United States Lime & Minerals (USLM) 35.7%, Oil-Dri Corp of America (ODC) 11.5%). On return on invested capital, Oil-Dri Corp of America (ODC) leads (Graftech International (EAF) -12.9%, 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: Graftech International (EAF) -51.2%, United States Lime & Minerals (USLM) -17.3%, Oil-Dri Corp of America (ODC) +24.0%. Over five years, United States Lime & Minerals (USLM) compounded fastest (Graftech International (EAF) -40.3%/yr, United States Lime & Minerals (USLM) +36.4%/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: Graftech International (EAF) 0.00%, United States Lime & Minerals (USLM) 0.00%, Oil-Dri Corp of America (ODC) 0.01%. Graftech International (EAF) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, United States Lime & Minerals (USLM) has been the steadiest (Graftech International (EAF) 111.8%, United States Lime & Minerals (USLM) 39.0%, 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, EAF, USLM 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, 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.