Is ODC undervalued? Our fair value estimate

Oil-Dri Corporation of America · Materials · NYQ

Our fair value estimate
$146.30
Current share price
$90.59
Upside to fair value
+61.5%

Price as at 30 Sept 2026, 22:25 UTC. Quotes are delayed.

Screens as clearly undervalued. Oil-Dri Corporation of America trades 61% below the $146.30 our model puts on the business. A fair value estimate is an argument, not a measurement: it is only as good as its growth assumption, and the market is frequently right about why something trades where it does.
Overall rating: 68/100, good qualityMoat score: 50/100Data quality: high confidence (100/100 of the inputs on file)

How we got here

The estimate is computed from ODC's reported fundamentals, with a growth assumption that is deliberately capped: small changes to an uncapped growth or terminal assumption can justify any price, and a number that can justify anything means nothing. These are the inputs the model holds for ODC today; the exact method, and where it goes wrong, is on the methodology page.

Earnings multiple26.8x

The starting point is earnings power: what the business earns per share, and what the market currently pays for each unit of it.

Revenue growth (YoY)+9.4%

The trailing growth rate informs the growth assumption, which the model caps deliberately: uncapped growth assumptions can justify any price.

Profit margin11.4%

Margins tell the model how much of each unit of revenue survives as profit, and how much room there is for that to erode.

Return on equity20.9%

Persistent high returns on capital are what a moat looks like in the accounts, and they feed the moat score alongside the valuation.

Beta0.77

A volatility measure against the wider market. A jumpier share earns a larger discount for risk, which lowers the estimate.

Debt to equity0.19

Leverage haircuts the estimate: debt claims cash before shareholders do, and it turns bad years into dangerous ones.

Materials peers, by our rating

The same model, run on the highest-rated names in the same sector. A gap to fair value is only comparable when the method behind it is identical, which here it is.

Common questions

Is Oil-Dri Corporation of America (ODC) undervalued?

On our model, ODC at $90.59 trades 61% below our fair value estimate of $146.30, so it screens as undervalued today. That is one model's answer, not a recommendation: a fair value estimate is an argument about the future, and the market is frequently right about why something is cheap.

What is the fair value of ODC?

Our current fair value estimate for Oil-Dri Corporation of America is $146.30 per share. The estimate moves as prices and fundamentals move.

How is ODC's fair value calculated?

From Oil-Dri Corporation of America's reported fundamentals: earnings power, a deliberately capped growth assumption, and a discount for balance sheet and volatility risk. The full method, including its known weaknesses, is published on our methodology page, and the interactive Valuation Lab lets you change every assumption and watch the value move.

Disagree with an assumption? Good. The Valuation Lab on the ODC app page restates this estimate as a separate five-year discounted cash flow, puts its growth and discount rates on sliders, and runs it backwards to show the growth the market is currently pricing in.

A fair value estimate is a model output computed from company filings and market data, refreshed daily; quotes are delayed. It is educational information, not financial advice and not a recommendation to buy or sell anything. Read the full disclaimer.