ODC vs AESI Stock Comparison

Oil-Dri Corp of America and Atlas Energy Solutions Prices as of Oct 27, 2026 Peers: Industry group
ODC Oil-Dri Corp of America
$74.53 -15.9% 1M +32.3% 1Y
Market cap
$1.04B
P/E
18.2x
Revenue (TTM)
$493.84M
Div. yield
1.09%
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.

QuestionODCAESILeader
Larger companyMarket capitalisation $1.04B $1.13B AESI
Cheaper on earningsLower P/E, profitable companies only 18.2x -9.6x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 19.4x — –
Faster revenue growthRevenue growth, trailing twelve months +1.7% -8.1% ODC
More profitableNet margin, trailing twelve months 11.5% -11.1% ODC
Better return on capitalReturn on invested capital 16.8% -3.4% ODC
Less leveragedLower net debt / EBITDA -0.4x 9.9x ODC
Higher dividend yieldTrailing dividend yield 1.09% 0.00% –
Better 1-year returnPrice return, last 12 months +32.3% -15.5% ODC
Better 5-year returnAnnualised price return, 5 years +33.9%/yr — –
Less volatileAnnualised volatility, 1 year 38.5% 67.2% ODC
Higher overall scoreMean of the five percentile scores vs peers 64/100 27/100 ODC

Percentile Scorecard

ODCAESI

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

AxisODCAESI
Valuation 67 #54 of 162 58 #69 of 162
Growth 46 #80 of 147 6 #138 of 147
Profitability 70 #37 of 122 31 #84 of 122
Financial Health 63 #61 of 164 14 #141 of 164
Shareholder Returns 72 #31 of 107 –
Overall 64 27
  • ODC ranked among 176 companies in Metals and Mining
  • AESI 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

PeriodODCAESISPY
1 month -15.9%-27.2% -0.2%
3 months -27.1%-17.5% +3.9%
6 months -0.8%-47.0% +8.2%
Year to date +52.3%-3.7% +12.9%
1 year +32.3%-15.5% +12.3%
3 years +165.9%-52.1% +87.4%
3 years, per year +38.6%-21.8% +23.3%
5 years +329.7%— +67.9%
5 years, per year +33.9%— +10.9%
10 years +347.5%— +261.1%
10 years, per year +16.2%— +13.7%

Risk

MeasureODCAESISPY
Volatility, 1Y 38.5%67.2% 12.7%
Downside volatility, 1Y 39.0%74.5% 12.7%
Beta vs S&P 500, 1Y 0.410.86 1.00
Return / volatility, 1Y 0.84-0.23 0.97
Max drawdown, 5Y -39.5%-67.6% -25.4%
From 52-week high -29.9%-54.1% -1.2%
52-week high $106.39$19.75 $779.14
52-week low $46.21$8.10 $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.

MultipleODCAESI
P/E now vs peer median 18.2xmedian 13.3x -9.6xmedian 13.3x
P/S now vs peer median 2.1xmedian 3.2x 1.1xmedian 3.2x
EV/EBITDA now vs peer median 11.0xmedian 7.3x 21.5xmedian 7.3x
P/FCF now vs peer median 22.6xmedian 14.7x -6.2xmedian 14.7x
P/B now vs peer median 3.5xmedian 2.2x 1.0xmedian 2.2x
PEG now vs peer median 0.78median 0.31 0.30median 0.31

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 monthsODCAESI
Revenue $493.84M $1.07B
Gross profit $137.51M $76.19M
Operating income $67.98M -$88.46M
Net income $56.97M -$118.33M
Free cash flow $45.90M -$184.12M
EPS (diluted) $3.17 $-0.95
Cash & equivalents $73.70M –
Total debt $38.86M $966.72M
Shares (diluted) 17.95M 124.94M
Enterprise value $811.05M $1.13B

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
MetricODCAESI
P/E 18.2x -9.6x
P/FCF 22.6x -6.2x
P/Operating cash flow 12.9x 20.8x
P/S 2.1x 1.1x
P/B 3.5x 1.0x
P/Tangible book 3.7x 1.2x
EV/EBITDA 11.0x 21.5x
EV/EBIT 14.7x -23.7x
EV/Revenue 2.0x 2.0x
EV/FCF 21.8x -11.4x
EV/Operating cash flow 12.5x 38.5x
PEG (3Y EPS CAGR) 0.78 0.30

Growth

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

Profitability

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

Financial Health

11 metrics
MetricODCAESI
Debt / assets 9.1% 37.8%
Debt / equity 0.1x 0.9x
Net debt / EBITDA -0.4x 9.9x
Debt / FCF 0.8x -5.3x
Liabilities / assets 30.6% 56.4%
Equity / assets 69.4% 43.6%
Interest coverage 30.9x –
Current ratio 3.1x 1.8x
Quick ratio 2.2x –
Cash ratio 1.1x –
Altman Z-score 7.87 0.81

Shareholder Returns

7 metrics
MetricODCAESI
Dividend yield 1.1% –
Net buyback yield 1.2% –
Shareholder yield 2.3% 0.0%
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.

ConsensusODCAESI
Forward P/E 19.4xFY2027 –
EPS, next fiscal year $3.84FY2027 $-0.92FY2026
EPS growth, next FY -2.0%FY2027 –
Revenue, next fiscal year $534.84MFY2027 $1.05BFY2026
Revenue growth, next FY +8.3%FY2027 -4.3%FY2026
Revenue growth, the year after – +31.7%

Institutional Ownership

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

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.

ODCAESI
ODC 1.00 -0.10
AESI -0.10 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ODC and AESI?

Atlas Energy Solutions (AESI) is the largest by market capitalisation: Oil-Dri Corp of America (ODC) $1.04B, Atlas Energy Solutions (AESI) $1.13B.

Which company is growing faster?

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

Which company is more profitable?

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

Which stock has performed better?

Over the past year Oil-Dri Corp of America (ODC) returned the most: Oil-Dri Corp of America (ODC) +32.3%, Atlas Energy Solutions (AESI) -15.5%. Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Oil-Dri Corp of America (ODC) 1.09%, Atlas Energy Solutions (AESI) 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 (Oil-Dri Corp of America (ODC) 38.5%, Atlas Energy Solutions (AESI) 67.2%). Volatility measures how widely the price swings, not the risk of the business.

Do ODC and AESI 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, ODC and AESI?

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.