Ecovyst Inc. (ECVT) vs Oil-Dri Corporation Of America (ODC)

Ecovyst Inc. and Oil-Dri Corporation Of America are both Specialty Chemicals companies. Oil-Dri Corporation Of America is the larger, with a market value of $1.2B against $1.1B — 1.1× the size. Ecovyst Inc. has negative trailing earnings, so its P/E is not meaningful; Oil-Dri Corporation Of America trades at 21.9×. Ecovyst Inc. grew revenue faster over the last twelve months: 51.4% against 3.31%. Oil-Dri Corporation Of America has the higher net margin (11.3% vs −7.06%) and the higher return on invested capital (15.6% vs 5.16%). Across the 21 metrics below, Oil-Dri Corporation Of America leads on 14 and Ecovyst Inc. on 7.

Valuation

Metric ECVT ODC Specialty Chemicals median
P/E n/m 21.88 24.83
P/S 1.28 2.51 1.46
P/B 1.89 4.32 1.76
Price to free cash flow 15.37 24.89 19.84
EV/EBITDA 9.22 13.69 13.18
EV/Sales 1.74 2.47 1.84
Earnings yield (5.33%) 4.57% 2.11%
Free cash flow yield 6.51% 4.02% 2.29%

Profitability

Metric ECVT ODC Specialty Chemicals median
Gross margin 21.29% 27.84% 29.23%
Operating margin 9.43% 13.35% 3.63%
Net margin (7.06%) 11.34% 2.89%
Free cash flow margin 8.31% 10.10% 3.78%
Return on equity (9.59%) 20.87% 3.62%
Return on assets (3.81%) 14.27% 0.35%
Return on invested capital 5.16% 15.59% 2.75%

Growth

Metric ECVT ODC Specialty Chemicals median
Revenue growth (TTM) 51.41% 3.31% 4.51%
EPS growth (last fiscal year) (916.67%) 36.28% —
Revenue growth, 5-year CAGR 7.85% 11.38% 6.30%
Net income growth, 5-year CAGR 0.00% 23.36% 0.00%

Health

Metric ECVT ODC Specialty Chemicals median
Debt to equity 0.84 0.14 0.54
Current ratio 1.70 3.28 1.94
Net debt to EBITDA 1.35 (0.12) 2.03

Dividend

Metric ECVT ODC Specialty Chemicals median
Dividend yield — 1.73% 1.69%
Payout ratio 0.00 0.33 0.25

Size

Metric ECVT ODC Specialty Chemicals median
Market cap 1.11b 1.24b 2.43b

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