Oil-Dri Corporation of America (ODC): fair value, margin of safety and Wheel Score

Is ODC undervalued?

Oil-Dri Corporation of America (ODC) closed at 81.00 on 16 Oct 2026. The GLS average fair value - the simple average of the 9 valuation models that produced a positive number - is 136.41, which puts the price 41% below it. 6 of the 9 models value the shares above the current price. A gap this wide is rare in our universe of ~7,400 US stocks and is exactly what the Value part of the Wheel Score rewards; it is also where the question "why is it this cheap?" matters most.

The 9 models disagree widely: DDM gives 11.99 while Graham Growth gives 330.76. A spread that wide means the average is sensitive to which methods you trust; the model table below shows where each one lands, and the Quote page lets you switch any of them off.

The nightly engine files ODC under Value: positive earnings at a P/E of 18 or less.

Nine valuation models for ODC

Each model turns the latest filed numbers into a value per share; the GLS fair value is the simple average of the ones that produce a positive number. The last two rows are shown for reference and never enter the average. The Quote page lets you switch any model off and add your own margin of safety.

Quality and financial health

On financial health ODC scores 8/9 (Piotroski): most of the nine tests - positive earnings and cash flow, falling debt, rising margins and turnover - are passed, which is the kind of balance sheet a wheel trader is happy to be assigned. The GLS Moat score is 7.2 out of 10: a ten-year record that is consistent in some of the metrics the score tracks (revenue, earnings, margins, cash flow, returns on capital) and patchy in others.

Returns on capital are high - ROIC 16.2%, ROE 19.1%, ROA 13.3% - with debt at 0.18 times equity and a free-cash-flow yield of 4.0%.

The dividend yield is 1.01% with a payout ratio of 18% - a small yield that leaves most of the earnings in the business. Revenue comes mainly from Retail and Wholesale 65%, Business to Business 35% (quarter Q3 FY2026).

Institutional ownership scores 10/10, insider activity 1/10 and Congressional trading 5/10 on the GLS smart-money scales.

Wheel Score 39: No options

ODC has no listed options in the nightly snapshot, so there is nothing to sell and the stock cannot be wheeled however good the business; the Wheel Score is capped at 39 and shown as "No options" (39 here). The valuation and quality numbers still apply to owning the shares outright.

Volume runs at 140k shares a day on a market cap of $1.1B, with a beta of 0.76 - a low beta, so day-to-day moves are smaller than the market's; the Stability part of the Wheel Score gives that 9 of 20.

The Wheel Score ranks ~7,400 US stocks for selling cash-secured puts and covered calls; it is updated nightly and is not a recommendation. The walkthrough lesson shows how the score fits into a trade, start to finish.

Upcoming events

The next earnings report is due on 8 Dec 2026, 53 days away - outside the window of a 30-45-day put sold today. The shares go ex-dividend on 6 Nov 2026 (0.2250 per share), so a covered call sold before then carries a small early-assignment risk around that date.

Earnings, dividend, IPO, split and economic calendars for the whole market, filterable to your watchlists.

Similar stocks in Chemicals - Specialty

The 12 companies below are the closest to Oil-Dri Corporation of America by market cap within the Chemicals - Specialty industry, each with its own fact sheet; the Compare page puts up to eight of them side by side.

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