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Added to YB: 2024-08-30

Pitch date: 2024-08-28

ODC [neutral]

Oil-Dri Corporation of America

+57.17%

current return

Author Info

Pernas Research is a former CIO of a $3.5B fund that now share actionable stock research. Sign up for the newsletter.

Company Info

Oil-Dri Corporation of America, together with its subsidiaries, develops, manufactures, and markets sorbent products in the United States and internationally.

Market Cap

$836.0M

Pitch Price

$32.88

Price Target

N/A

Dividend

1.26%

EV/EBITDA

8.78

P/E

15.43

EV/Sales

1.73

Sector

Household Products

Category

N/A

Show full summary:
Pernas Research Passes On: Oil-Dri Corporation of America

ODC pass: Cat litter maker had record year w/ $40mm FCF on price hikes. Plans expansion via acquisitions & private label. Historically low-margin industry due to Asian competition. Likely overearning relative to underlying business. $480mm mrkt cap, EV/EBITDA 9x.

Read full article (1 min)