OIL-DRI CORPORATION OF AMERICA
ODC · Consumer Discretionary · FY2025 filings · Shallow moat ·
Doesn't clear the bar
The four filters
Median gross margin 26.0% over 10y, stable.
Median ROIC 12.4%, above the 9% hurdle in 60% of years.
Net debt/EBITDA n/ax, interest coverage 28x.
Owner earnings +15.2%/yr, share count growing (dilution).
Margin of safety
- Owner earnings (normalized)
- $29.6M
- Est. intrinsic value / share
- —
- Recent price
- $97.21
- Discount to value
- No price data
Conservative model: 9% discount rate, 4% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).
17 years of fundamentals
The business, in plain English
OIL-DRI CORPORATION OF AMERICA booked $485.6M of revenue in FY2025 in the Consumer Discretionary sector and kept 29.5% of it as gross profit — a moderate-margin business by that measure. After every other cost, 11.1% of each revenue dollar reached the bottom line.
Across the filed record, revenue grew from $219.1M (FY2010) to $485.6M (FY2025) — about 5.5% a year compounded over 15 years.
It earned 26.7% on invested capital in FY2025, with a median of 13.3% across 16 filed years. The Returns on Capital filter above scores it 53/100.
ODC's filings don't disclose total debt in a form the methodology can use, so leverage is treated as unmeasured — never assumed to be zero.
The share count has held roughly flat between FY2010 and FY2019. Capital Discipline scores it 76/100.
Put together: Capital Discipline is the strongest of the four filters (76/100) and Pricing Power the weakest (34/100), which is how ODC lands at 56/100 — a Shallow moat.
This breakdown is generated from the filed numbers and sub-scores above — no outside narrative, no estimates. Where a filing doesn’t disclose an input, the sentence that would need it is omitted instead of guessed.
Gaps in a line mean that item isn’t in ODC’s filings for that year — the series is never interpolated or estimated. The Table view lists every filed value, including operating and net margins, total debt, and share count.
Moat Score history
Score history begins Jul 17, 2026 — the record builds from here and can’t be backfilled.
Tier changesSame-methodology crossings of the Wide / Narrow / Shallow bars
None yet — ODC has read Shallow moat for every logged capture since Jul 17, 2026.
Scores are logged append-only and never overwritten — this record can’t be backfilled, which is exactly why it’s worth keeping.
Consumer Discretionary context
#129 of 340 scored Consumer Discretionary companies, ranked by Moat Score.
Nearest peers by Moat Score
- #127WLDN Willdan Group, Inc.55.9 out of 100, Shallow moatShallow moat
- #128MAT MATTEL INC /DE/55.8 out of 100, Shallow moatShallow moat
- #130SAH SONIC AUTOMOTIVE, INC.55.7 out of 100, Shallow moatShallow moat
- #131LMT LOCKHEED MARTIN CORPORATION55.6 out of 100, Shallow moatShallow moat
Compare ODC with its nearest peers →All Consumer Discretionary companies on the Index →
Common questions about ODC
- Does OIL-DRI CORPORATION OF AMERICA have an economic moat?
- Based on its FY2025 SEC filings, the Moat Index scores OIL-DRI CORPORATION OF AMERICA (ODC) 55.7 out of 100 — a Shallow moat. The four filters behind that score (each 0–100): pricing power 34, returns on capital 53, balance-sheet safety 73, capital discipline 76.
- How has ODC's Moat Score changed over time?
- The record logs 3 readings since Jul 17, 2026; the latest reads 55.7 out of 100 (shallow moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.