Stock pay is large next to buybacks. Stock-based pay expense $15M vs $18M spent repurchasing shares over the 3 fiscal years to FY Jul 2026.
Over three fiscal years Oil-Dri Corporation of America recorded $15M of stock-based pay expense and spent $18M repurchasing shares (repurchases can include shares withheld to cover employees' taxes).Over three fiscal years Oil-Dri Corporation of America recorded $15M of stock-based pay expense and spent $18M repurchasing shares.
Profits growing faster than sales. Since FY Jul 2023: revenue +20%, operating profit +66%.
Since FY Jul 2023, Oil-Dri Corporation of America's revenue grew 20% while operating profit grew 66%: each extra dollar of sales is adding more profit.
Annual revenue rose 5 years in a row. Fiscal-year revenue rose from $305M in FY Jul 2021 to $494M in FY Jul 2026.
Oil-Dri Corporation of America's fiscal-year revenue rose in each of the five years to FY Jul 2026, from $305M to $494M.
StockQuotient Score
70/ 100Oct 5 69 → Nov 4 70 (+1)Fundamentals: Yahoo Finance, not primary filings
Since last quarter: No major changeValuation also moves with the share price every day.
Why it changed since the Oct 27, 2026 close: Score 52 → 54
Peer companies moved+2
Each step re-scores the company against its peers as they were on Oct 28, 2026; the parts add up to the change. Price effects on EBITDA yield are approximate.
Valuation, growth and profitability scores: higher is better. Risk: 0 is lower, 2 is higher. Risk is a relative proxy, not a bankruptcy probability. Scores depend on available sector peers.
Questions investors ask about Oil-Dri Corporation of America
Is Oil-Dri Corporation of America getting weaker?
Its latest SEC filing (Oct 8, 2026) showed no major changes. Its overall score is unchanged at 70/100 since Oct 28, 2026.
How is Oil-Dri Corporation of America valued vs its peers?
Priced about in line with its peers. Valuation scores 54/100 against 1,371 basic materials peers.Earnings yield 5.5% vs a peer median of 3.6% (stronger than 63% of peers).Earnings yield 5.5% vs peers 3.6% (stronger than 63% of peers).
Is Oil-Dri Corporation of America growing?
Yes, faster than most of its peers. Growth scores 61/100 against 1,371 basic materials peers.3-year revenue growth 6.1% vs a peer median of -0.0% (stronger than 71% of peers).3-year revenue growth 6.1% vs peers -0.0% (stronger than 71% of peers).
How profitable is Oil-Dri Corporation of America?
More profitable than most of its peers. Profitability scores 88/100 against 1,371 basic materials peers.Return on assets 13.3% vs a peer median of 2.5% (stronger than 93% of peers).Return on assets 13.3% vs peers 2.5% (stronger than 93% of peers).
How risky is Oil-Dri Corporation of America?
Lower risk relative to 1,371 basic materials peers, judged on debt, liquidity and share-price swings.Current ratio 3.28× vs a peer median of 1.76× (stronger than 81% of peers).Current ratio 3.28× vs peers 1.76× (stronger than 81% of peers). A relative measure, not a bankruptcy probability.
Latest filing: what changed
Quarter ended Jul 31, 2026 · filed Oct 8, 2026 · compared with the quarter ended Apr 30, 2026
No major changes
Previous quarter
Latest quarter
Change
Revenue (12 months)
489.8M USD
493.8M USD
+0.8%
Net income (12 months)
55.6M USD
57.0M USD
+2.5%
Operating margin
13.4%
13.8%
+0.4 pts
Free cash flow (12 months)
49.4M USD
45.9M USD
−7.1%
Cash
62.9M USD
73.7M USD
+17.1%
From the company’s own SEC filings, as filed. Twelve-month figures roll forward one quarter at a time.
Industry valuation context
Industry: Specialty Chemicals · 32 companies
Valuations in Specialty Chemicals are above their usual range since 2016.
74% of months since 2016 were valued lower than now.
17% of companies are in the most expensive fifth of their own price-to-sales history.
Over 24 months, company values −8% and earnings +13% (medians): earnings grew faster than prices.
Median price-to-sales is −36% vs the whole market, against a usual −31%.
2016Shaded: most expensive fifth of its range2026
This is a cyclical group: after a downturn, trailing earnings and sales fall faster than prices, which can make valuations look high near a cycle's low.
Describes valuations since 2016; it does not predict prices. US companies worth $1B+, from SEC filings and month-end prices, as of Aug 2026. Today's companies and industry labels are used throughout. Measured on earnings, EBITDA, sales and free cash flow yields. How this works
Financials
Fiscal years from SEC annual filings · change vs the prior year
Key ratios
FY Jul 2022
FY Jul 2023
FY Jul 2024
FY Jul 2025
FY Jul 2026
Change
Gross margin
17.9%
25.0%
28.6%
29.5%
27.8%
▼ 1.6 pts
Operating margin
1.4%
9.9%
11.8%
14.0%
13.8%
▼ 0.3 pts
Net margin
1.6%
7.2%
9.0%
11.1%
11.5%
▲ 0.4 pts
Return on assets (ROA)
2.3%
10.3%
11.1%
13.8%
13.3%
▼ 0.5 pts
Return on equity (ROE)
3.8%
16.7%
18.7%
20.8%
19.1%
▼ 1.7 pts
Free cash flow margin
-3.7%
6.1%
6.5%
9.8%
9.3%
▼ 0.5 pts
Current ratio
2.31×
2.32×
2.21×
2.56×
3.07×
▲ 20%
Quick ratio
1.48×
1.60×
1.39×
1.82×
2.28×
▲ 25%
Interest coverage
3.93×
28.03×
28.63×
28.03×
30.91×
▲ 10%
ODC price history
Price history is added with the daily price update and will appear after the next one.