The Chemours Company (CC) vs Oil-Dri Corporation Of America (ODC)

The Chemours Company and Oil-Dri Corporation Of America are both Specialty Chemicals companies. The Chemours Company is the larger, with a market value of $1.9B against $1.1B — 1.8× the size. The Chemours Company has negative trailing earnings, so its P/E is not meaningful; Oil-Dri Corporation Of America trades at 18.3×. Oil-Dri Corporation Of America grew revenue faster over the last twelve months: 1.70% against −0.89%. Oil-Dri Corporation Of America has the higher net margin (11.1% vs −5.24%) and the higher return on invested capital (16.2% vs −2.22%). Both pay a dividend; The Chemours Company yields more (2.76% vs 1.08%). Across the 21 metrics below, Oil-Dri Corporation Of America leads on 15 and The Chemours Company on 6.

Valuation

Metric CC ODC Specialty Chemicals median
P/E n/m 18.25 25.37
P/S 0.33 2.12 1.46
P/B n/m 3.52 1.84
Price to free cash flow 8.78 22.83 21.16
EV/EBITDA 23.57 11.11 12.82
EV/Sales 0.88 2.05 1.85
Earnings yield (15.09%) 5.48% 2.11%
Free cash flow yield 11.39% 4.38% 2.16%

Profitability

Metric CC ODC Specialty Chemicals median
Gross margin 15.28% 27.84% 29.23%
Operating margin (1.93%) 13.77% 3.63%
Net margin (5.24%) 11.05% 2.89%
Free cash flow margin 3.76% 9.29% 3.76%
Return on equity (318.32%) 19.60% 3.62%
Return on assets (4.15%) 13.30% 0.35%
Return on invested capital (2.22%) 16.16% 2.75%

Growth

Metric CC ODC Specialty Chemicals median
Revenue growth (TTM) (0.89%) 1.70% 4.51%
EPS growth (last fiscal year) (549.12%) (14.23%) (14.40%)
Revenue growth, 5-year CAGR 3.17% 10.12% 6.30%
Net income growth, 5-year CAGR 0.00% 37.47% 0.00%

Health

Metric CC ODC Specialty Chemicals median
Debt to equity (80.67) 0.13 0.54
Current ratio 1.66 3.07 1.94
Net debt to EBITDA 12.09 (0.38) 2.03

Dividend

Metric CC ODC Specialty Chemicals median
Dividend yield 2.76% 1.08% 1.73%
Payout ratio — 0.24 0.41

Size

Metric CC ODC Specialty Chemicals median
Market cap 1.94b 1.09b 2.41b

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