ODC vs SND vs EAF Stock Comparison

Oil-Dri Corp of America, Smart Sand and Graftech International Prices as of Oct 27, 2026 Peers: Industry group
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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
0.01%
Industrial Minerals Basic Materials
6 wins
SND Smart Sand, Inc.
$4.97 -5.0% 1M +122.9% 1Y
Market cap
$196.10M
P/E
18.7x
Revenue (TTM)
$386.99M
Div. yield
–
Industrial Minerals Basic Materials
3 wins
EAF Graftech International Ltd
$11.83 +6.9% 1M -13.0% 1Y
Market cap
$321.75M
P/E
–
Revenue (TTM)
$509.08M
Div. yield
–
Industrial Minerals Basic Materials
1 win

Head to Head

10 decided of 12

Oil-Dri Corp of America leads on 6 of the 12 questions below (Oil-Dri Corp of America 6, Smart Sand 3, Graftech International 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionODCSNDEAFLeader
Larger companyMarket capitalisation $1.04B $196.10M $321.75M ODC
Cheaper on earningsLower P/E, profitable companies only 18.2x 18.7x -1.6x ODC
Cheaper on forward earningsLower price / next fiscal year consensus EPS 19.4x — — –
Faster revenue growthRevenue growth, trailing twelve months +1.7% +26.5% -2.5% SND
More profitableNet margin, trailing twelve months 11.5% 2.7% -38.4% ODC
Better return on capitalReturn on invested capital 16.8% 3.1% -12.9% ODC
Less leveragedLower net debt / EBITDA -0.4x 0.1x -23.1x EAF
Higher dividend yieldTrailing dividend yield 0.01% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +32.3% +122.9% -13.0% SND
Better 5-year returnAnnualised price return, 5 years +33.9%/yr +15.6%/yr -35.8%/yr ODC
Less volatileAnnualised volatility, 1 year 38.5% 70.7% 112.4% ODC
Higher overall scoreMean of the five percentile scores vs peers 64/100 73/100 23/100 SND

Percentile Scorecard

ODCSNDEAF

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

AxisODCSNDEAF
Valuation 67 #54 of 162 96 #7 of 162 21 #128 of 162
Growth 46 #80 of 147 75 #37 of 147 7 #137 of 147
Profitability 70 #37 of 122 55 #55 of 122 24 #93 of 122
Financial Health 63 #61 of 164 44 #93 of 164 20 #131 of 164
Shareholder Returns 72 #31 of 107 94 #7 of 107 43 #62 of 107
Overall 64 73 23
  • ODC ranked among 176 companies in Metals and Mining
  • SND ranked among 176 companies in Metals and Mining
  • EAF 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

PeriodODCSNDEAFSPY
1 month -15.9%-5.0%+6.9% -0.2%
3 months -27.1%+20.3%+54.4% +3.9%
6 months -0.8%-5.7%+31.3% +8.2%
Year to date +52.3%+24.2%-23.7% +12.9%
1 year +32.3%+122.9%-13.0% +12.3%
3 years +165.9%+146.0%-64.6% +87.4%
3 years, per year +38.6%+35.0%-29.3% +23.3%
5 years +329.7%+106.2%-89.1% +67.9%
5 years, per year +33.9%+15.6%-35.8% +10.9%
10 years +347.5%—— +261.1%
10 years, per year +16.2%—— +13.7%

Risk

MeasureODCSNDEAFSPY
Volatility, 1Y 38.5%70.7%112.4% 12.7%
Downside volatility, 1Y 39.0%80.9%128.7% 12.7%
Beta vs S&P 500, 1Y 0.41-0.091.99 1.00
Return / volatility, 1Y 0.841.74-0.12 0.97
Max drawdown, 5Y -39.5%-70.3%-96.1% -25.4%
From 52-week high -29.9%-14.6%-34.3% -1.2%
52-week high $106.39$5.82$18.01 $779.14
52-week low $46.21$2.09$5.23 $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.

MultipleODCSNDEAF
P/E now vs peer median 18.2xmedian 13.3x 18.6xmedian 13.3x -1.6xmedian 13.3x
P/S now vs peer median 2.1xmedian 3.2x 0.5xmedian 3.2x 0.6xmedian 3.2x
EV/EBITDA now vs peer median 11.0xmedian 7.3x 5.1xmedian 7.3x -30.1xmedian 7.3x
P/FCF now vs peer median 22.6xmedian 14.7x 5.6xmedian 14.7x -2.0xmedian 14.7x
P/B now vs peer median 3.5xmedian 2.2x 0.8xmedian 2.2x -0.8xmedian 2.2x
PEG now vs peer median 0.78median 0.31 2.96median 0.31 0.02median 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 monthsODCSNDEAF
Revenue $493.84M $386.99M $509.08M
Gross profit $137.51M $52.09M -$34.13M
Operating income $67.98M $7.85M -$107.10M
Net income $56.97M $10.49M -$195.63M
Free cash flow $45.90M $34.63M -$158.11M
R&D – – $6.05M
EPS (diluted) $3.17 $0.25 $-7.38
Cash & equivalents $73.70M $10.20M $134.31M
Total debt $38.86M $14.66M $1.20B
Shares (diluted) 17.95M 41.37M 26.51M
Enterprise value $812.86M $138.82M -$216.59M

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
MetricODCSNDEAF
P/E 18.2x 18.6x -1.6x
P/FCF 22.6x 5.6x -2.0x
P/Operating cash flow 12.9x 4.1x -2.8x
P/S 2.1x 0.5x 0.6x
P/B 3.5x 0.8x -0.8x
P/Tangible book 3.7x 0.8x -0.8x
EV/EBITDA 11.0x 5.1x -30.1x
EV/EBIT 14.7x 25.3x -12.9x
EV/Revenue 2.0x 0.5x 2.7x
EV/FCF 21.8x 5.7x -8.8x
EV/Operating cash flow 12.5x 4.2x -12.3x
PEG (3Y EPS CAGR) 0.78 2.96 0.02

Growth

14 metrics
MetricODCSNDEAF
Revenue growth (1Y) 1.7% 26.5% -2.5%
Revenue CAGR (3Y) 6.1% 8.6% -11.4%
Gross profit growth (1Y) -3.9% 64.5% -1,814%
Gross profit CAGR (3Y) 10.0% 3.5% -30.9%
Operating income growth (1Y) -0.3% 193.0% -70.6%
Operating income CAGR (3Y) 18.3% 4.3% -57.0%
Net income growth (1Y) 5.5% 1,206% 4.2%
Net income CAGR (3Y) 24.5% 9.4% -72.9%
EPS growth (1Y) -18.4% 1,143% 6.3%
EPS CAGR (3Y) 23.4% 6.3% -71.1%
Operating cash flow growth (1Y) -0.1% 350.4% -29.5%
Operating cash flow CAGR (3Y) 17.2% 7.8% -43.6%
Free cash flow growth (1Y) -3.6% 16,392% -31.3%
Free cash flow CAGR (3Y) 21.8% 18.7% -79.2%

Profitability

14 metrics
MetricODCSNDEAF
Gross margin 27.8% 13.5% -6.7%
EBITDA margin 18.5% 10.0% -9.0%
Operating margin 13.8% 2.0% -21.0%
Pretax margin 14.1% 1.9% -36.8%
Net margin 11.5% 2.7% -38.4%
FCF margin 9.3% 8.9% -31.1%
Operating cash flow margin 16.2% 12.1% -22.2%
Return on equity 19.5% 4.4% –
Return on assets 13.6% 3.1% -18.9%
Return on invested capital 16.8% 3.1% -12.9%
Return on capital employed 19.4% 2.7% -12.1%
Asset turnover 1.2x 1.1x 0.5x
Cash conversion (OCF / net income) 1.4x 4.5x 0.6x
Stock comp / revenue 1.1% 0.9% 1.1%

Financial Health

11 metrics
MetricODCSNDEAF
Debt / assets 9.1% 4.2% 117.4%
Debt / equity 0.1x 0.1x -3.1x
Net debt / EBITDA -0.4x 0.1x -23.1x
Debt / FCF 0.8x 0.4x -7.6x
Liabilities / assets 30.6% 31.4% 138.0%
Equity / assets 69.4% 68.6% -38.0%
Interest coverage 30.9x – -1.1x
Current ratio 3.1x 1.7x 3.5x
Quick ratio 2.2x 1.0x 1.4x
Cash ratio 1.1x 0.2x 0.9x
Altman Z-score 7.87 2.67 -0.84

Shareholder Returns

7 metrics
MetricODCSNDEAF
Dividend yield 1.1% 5.0% –
Net buyback yield 1.2% 0.8% -1.5%
Shareholder yield 2.3% 5.8% -1.5%
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.

ConsensusODCSNDEAF
Forward P/E 19.4xFY2027 – –
EPS, next fiscal year $3.84FY2027 $-0.27FY2026 $-5.68FY2026
EPS growth, next FY -2.0%FY2027 -1,000.0%FY2026 –
Revenue, next fiscal year $534.84MFY2027 $380.19MFY2026 $483.99MFY2026
Revenue growth, next FY +8.3%FY2027 +15.2%FY2026 -4.0%FY2026
Revenue growth, the year after – – +23.5%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersODCSNDEAF
Held by institutions 38.7% 49.7% 41.3%
Institutions holding 161 91 90
Change in shares held, QoQ +1.5% +12.9% +2.5%
Institutions buying 92 69 54
Institutions selling 44 17 22
Buyers to sellers 2.09 4.06 2.45

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.

ODCSNDEAF
ODC 1.00 0.01 -0.01
SND 0.01 1.00 0.02
EAF -0.01 0.02 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ODC, SND and EAF?

Oil-Dri Corp of America (ODC) is the largest by market capitalisation: Oil-Dri Corp of America (ODC) $1.04B, Smart Sand (SND) $196.10M, Graftech International (EAF) $321.75M.

Which stock is cheaper, ODC, SND and EAF?

Oil-Dri Corp of America (ODC) trades on the lowest price-to-earnings ratio (Oil-Dri Corp of America (ODC) 18.2x, Smart Sand (SND) 18.7x, Graftech International (EAF) -1.6x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Smart Sand (SND) grew revenue fastest over the trailing twelve months: Oil-Dri Corp of America (ODC) +1.7%, Smart Sand (SND) +26.5%, Graftech International (EAF) -2.5%.

Which company is more profitable?

Oil-Dri Corp of America (ODC) has the highest net margin (Oil-Dri Corp of America (ODC) 11.5%, Smart Sand (SND) 2.7%, Graftech International (EAF) -38.4%). On return on invested capital, Oil-Dri Corp of America (ODC) leads (Oil-Dri Corp of America (ODC) 16.8%, Smart Sand (SND) 3.1%, Graftech International (EAF) -12.9%).

Which stock has performed better?

Over the past year Smart Sand (SND) returned the most: Oil-Dri Corp of America (ODC) +32.3%, Smart Sand (SND) +122.9%, Graftech International (EAF) -13.0%. Over five years, Oil-Dri Corp of America (ODC) compounded fastest (Oil-Dri Corp of America (ODC) +33.9%/yr, Smart Sand (SND) +15.6%/yr, Graftech International (EAF) -35.8%/yr). 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) 0.01%, Smart Sand (SND) 0.00%, Graftech International (EAF) 0.00%. Smart Sand (SND) and Graftech International (EAF) 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%, Smart Sand (SND) 70.7%, Graftech International (EAF) 112.4%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, ODC, SND and EAF?

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 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.