Chemicals - Specialty
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ODC vs LIN
Revenue, margins, valuation, and 5-year total return — side by side.
Chemicals - Specialty
ODC vs LIN — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Chemicals - Specialty | Chemicals - Specialty |
| Market Cap | $778M | $232.56B |
| Revenue (TTM) | $479M | $34.66B |
| Net Income (TTM) | $52M | $7.13B |
| Gross Margin | 28.3% | 46.0% |
| Operating Margin | 13.0% | 28.8% |
| Forward P/E | 21.4x | 28.1x |
| Total Debt | $55M | $26.99B |
| Cash & Equiv. | $50M | $5.06B |
ODC vs LIN — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Oil-Dri Corporation… (ODC) | 100 | 424.5 | +324.5% |
| Linde plc (LIN) | 100 | 248.0 | +148.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ODC vs LIN
Each card shows where this stock fits in a portfolio — not just who wins on paper.
ODC carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 11.0%, EPS growth 36.5%, 3Y rev CAGR 11.7%
- 381.4% 10Y total return vs LIN's 376.9%
- Lower volatility, beta 0.34, Low D/E 21.3%, current ratio 2.56x
LIN is the clearest fit if your priority is income & stability and defensive.
- Dividend streak 6 yrs, beta 0.24, yield 1.2%
- Beta 0.24, yield 1.2%, current ratio 0.88x
- 20.6% margin vs ODC's 10.8%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 11.0% revenue growth vs LIN's 3.0% | |
| Value | Lower P/E (21.4x vs 28.1x), PEG 0.92 vs 1.11 | |
| Quality / Margins | 20.6% margin vs ODC's 10.8% | |
| Stability / Safety | Beta 0.24 vs ODC's 0.34 | |
| Dividends | 1.2% yield, 6-year raise streak, vs ODC's 0.7% | |
| Momentum (1Y) | +72.2% vs LIN's +13.6% | |
| Efficiency (ROA) | 13.5% ROA vs LIN's 8.3%, ROIC 19.7% vs 11.3% |
ODC vs LIN — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
ODC vs LIN — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
LIN leads this category, winning 6 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
LIN is the larger business by revenue, generating $34.7B annually — 72.4x ODC's $479M. LIN is the more profitable business, keeping 20.6% of every revenue dollar as net income compared to ODC's 10.8%. On growth, LIN holds the edge at +8.2% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $479M | $34.7B |
| EBITDAEarnings before interest/tax | $85M | $12.1B |
| Net IncomeAfter-tax profit | $52M | $7.1B |
| Free Cash FlowCash after capex | $47M | $5.1B |
| Gross MarginGross profit ÷ Revenue | +28.3% | +46.0% |
| Operating MarginEBIT ÷ Revenue | +13.0% | +28.8% |
| Net MarginNet income ÷ Revenue | +10.8% | +20.6% |
| FCF MarginFCF ÷ Revenue | +9.8% | +14.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +0.7% | +8.2% |
| EPS Growth (YoY)Latest quarter vs prior year | -2.2% | +13.4% |
Valuation Metrics
ODC leads this category, winning 7 of 7 comparable metrics.
Valuation Metrics
At 20.0x trailing earnings, ODC trades at a 42% valuation discount to LIN's 34.4x P/E. Adjusting for growth (PEG ratio), ODC offers better value at 0.86x vs LIN's 1.36x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $778M | $232.6B |
| Enterprise ValueMkt cap + debt − cash | $783M | $254.5B |
| Trailing P/EPrice ÷ TTM EPS | 20.00x | 34.40x |
| Forward P/EPrice ÷ next-FY EPS est. | 21.40x | 28.12x |
| PEG RatioP/E ÷ EPS growth rate | 0.86x | 1.36x |
| EV / EBITDAEnterprise value multiple | 8.67x | 20.04x |
| Price / SalesMarket cap ÷ Revenue | 1.60x | 6.84x |
| Price / BookPrice ÷ Book value/share | 4.90x | 5.92x |
| Price / FCFMarket cap ÷ FCF | 16.34x | 45.70x |
Profitability & Efficiency
ODC leads this category, winning 8 of 9 comparable metrics.
Profitability & Efficiency
ODC delivers a 19.7% return on equity — every $100 of shareholder capital generates $20 in annual profit, vs $18 for LIN. ODC carries lower financial leverage with a 0.21x debt-to-equity ratio, signaling a more conservative balance sheet compared to LIN's 0.68x. On the Piotroski fundamental quality scale (0–9), ODC scores 9/9 vs LIN's 6/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +19.7% | +17.8% |
| ROA (TTM)Return on assets | +13.5% | +8.3% |
| ROICReturn on invested capital | +19.7% | +11.3% |
| ROCEReturn on capital employed | +22.4% | +13.0% |
| Piotroski ScoreFundamental quality 0–9 | 9 | 6 |
| Debt / EquityFinancial leverage | 0.21x | 0.68x |
| Net DebtTotal debt minus cash | $5M | $21.9B |
| Cash & Equiv.Liquid assets | $50M | $5.1B |
| Total DebtShort + long-term debt | $55M | $27.0B |
| Interest CoverageEBIT ÷ Interest expense | 28.79x | 34.52x |
Total Returns (Dividends Reinvested)
ODC leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in ODC five years ago would be worth $45,285 today (with dividends reinvested), compared to $17,813 for LIN. Over the past 12 months, ODC leads with a +72.2% total return vs LIN's +13.6%. The 3-year compound annual growth rate (CAGR) favors ODC at 54.5% vs LIN's 12.4% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +55.7% | +17.3% |
| 1-Year ReturnPast 12 months | +72.2% | +13.6% |
| 3-Year ReturnCumulative with dividends | +268.8% | +41.9% |
| 5-Year ReturnCumulative with dividends | +352.9% | +78.1% |
| 10-Year ReturnCumulative with dividends | +381.4% | +376.9% |
| CAGR (3Y)Annualised 3-year return | +54.5% | +12.4% |
Risk & Volatility
Evenly matched — ODC and LIN each lead in 1 of 2 comparable metrics.
Risk & Volatility
LIN is the less volatile stock with a 0.24 beta — it tends to amplify market swings less than ODC's 0.34 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.34x | 0.24x |
| 52-Week HighHighest price in past year | $75.98 | $521.28 |
| 52-Week LowLowest price in past year | $43.30 | $387.78 |
| % of 52W HighCurrent price vs 52-week peak | +99.0% | +96.3% |
| RSI (14)Momentum oscillator 0–100 | 62.1 | 50.6 |
| Avg Volume (50D)Average daily shares traded | 59K | 2.3M |
Analyst Outlook
LIN leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
For income investors, LIN offers the higher dividend yield at 1.20% vs ODC's 0.66%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $539.71 |
| # AnalystsCovering analysts | — | 28 |
| Dividend YieldAnnual dividend ÷ price | +0.7% | +1.2% |
| Dividend StreakConsecutive years of raises | 1 | 6 |
| Dividend / ShareAnnual DPS | $0.50 | $6.00 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.3% | +2.0% |
ODC leads in 3 of 6 categories (Valuation Metrics, Profitability & Efficiency). LIN leads in 2 (Income & Cash Flow, Analyst Outlook). 1 tied.
ODC vs LIN: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is ODC or LIN a better buy right now?
For growth investors, Oil-Dri Corporation of America (ODC) is the stronger pick with 11.
0% revenue growth year-over-year, versus 3. 0% for Linde plc (LIN). Oil-Dri Corporation of America (ODC) offers the better valuation at 20. 0x trailing P/E (21. 4x forward), making it the more compelling value choice. Analysts rate Linde plc (LIN) a "Buy" — based on 28 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — ODC or LIN?
On trailing P/E, Oil-Dri Corporation of America (ODC) is the cheapest at 20.
0x versus Linde plc at 34. 4x. On forward P/E, Oil-Dri Corporation of America is actually cheaper at 21. 4x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Oil-Dri Corporation of America wins at 0. 92x versus Linde plc's 1. 11x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — ODC or LIN?
Over the past 5 years, Oil-Dri Corporation of America (ODC) delivered a total return of +352.
9%, compared to +78. 1% for Linde plc (LIN). Over 10 years, the gap is even starker: ODC returned +381. 4% versus LIN's +376. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — ODC or LIN?
By beta (market sensitivity over 5 years), Linde plc (LIN) is the lower-risk stock at 0.
24β versus Oil-Dri Corporation of America's 0. 34β — meaning ODC is approximately 40% more volatile than LIN relative to the S&P 500. On balance sheet safety, Oil-Dri Corporation of America (ODC) carries a lower debt/equity ratio of 21% versus 68% for Linde plc — giving it more financial flexibility in a downturn.
05Which is growing faster — ODC or LIN?
By revenue growth (latest reported year), Oil-Dri Corporation of America (ODC) is pulling ahead at 11.
0% versus 3. 0% for Linde plc (LIN). On earnings-per-share growth, the picture is similar: Oil-Dri Corporation of America grew EPS 36. 5% year-over-year, compared to 7. 1% for Linde plc. Over a 3-year CAGR, ODC leads at 11. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — ODC or LIN?
Linde plc (LIN) is the more profitable company, earning 20.
3% net margin versus 10. 6% for Oil-Dri Corporation of America — meaning it keeps 20. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: LIN leads at 26. 3% versus 14. 0% for ODC. At the gross margin level — before operating expenses — LIN leads at 43. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is ODC or LIN more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Oil-Dri Corporation of America (ODC) is the more undervalued stock at a PEG of 0. 92x versus Linde plc's 1. 11x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Oil-Dri Corporation of America (ODC) trades at 21. 4x forward P/E versus 28. 1x for Linde plc — 6. 7x cheaper on a one-year earnings basis.
08Which pays a better dividend — ODC or LIN?
All stocks in this comparison pay dividends.
Linde plc (LIN) offers the highest yield at 1. 2%, versus 0. 7% for Oil-Dri Corporation of America (ODC).
09Is ODC or LIN better for a retirement portfolio?
For long-horizon retirement investors, Linde plc (LIN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
24), 1. 2% yield, +376. 9% 10Y return). Both have compounded well over 10 years (LIN: +376. 9%, ODC: +381. 4%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between ODC and LIN?
Both stocks operate in the Basic Materials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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