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LXU vs ODC

LXU
LSB Industries, Inc.
NEUTRAL
Price
$15.20
Market Cap
$1.09B
Sector
Basic Materials
AI Confidence
85%
ODC
Oil-Dri Corporation of America
BEARISH
Price
$72.95
Market Cap
$1.06B
Sector
Basic Materials
AI Confidence
85%

Valuation

P/E Ratio
LXU
44.71
ODC
20.15
Forward P/E
LXU
12.58
ODC
--
P/B Ratio
LXU
2.1
ODC
3.88
P/S Ratio
LXU
1.78
ODC
2.21
EV/EBITDA
LXU
9.89
ODC
12.51

Profitability

Gross Margin
LXU
16.95%
ODC
28.32%
Operating Margin
LXU
18.25%
ODC
13.33%
Profit Margin
LXU
4.0%
ODC
11.01%
ROE
LXU
4.87%
ODC
20.75%
ROA
LXU
3.37%
ODC
10.48%

Growth

Revenue Growth
LXU
22.3%
ODC
0.7%
Earnings Growth
LXU
--
ODC
-2.1%

Financial Health

Debt/Equity
LXU
0.96
ODC
0.2
Current Ratio
LXU
2.78
ODC
3.45
Quick Ratio
LXU
1.95
ODC
2.29

Dividends

Dividend Yield
LXU
--
ODC
1.12%
Payout Ratio
LXU
0.0%
ODC
18.51%

AI Verdict

LXU NEUTRAL

LXU exhibits a stable financial foundation with a Piotroski F-Score of 6/9, though it currently trades at a significant premium to its Graham Number ($7.45) and Intrinsic Value ($2.38). While explosive earnings growth (YoY EPS +211.1%) and a low PEG ratio (0.42) suggest strong future potential, these are heavily offset by aggressive insider selling totaling $77.79M. The disconnect between the bullish analyst consensus and the bearish insider sentiment and technical trend creates a high-risk profile despite the strong revenue growth.

Strengths
Strong revenue growth (YoY 22.30%)
Attractive Forward P/E (12.58) relative to trailing P/E
Very low PEG ratio (0.42) indicating growth is undervalued
Risks
Heavy insider liquidation ($77.79M in sales, 0 buys)
Significant valuation gap between current price ($15.20) and Graham Number ($7.45)
Low Return on Equity (ROE) of 4.87%
ODC BEARISH

Oil-Dri Corporation exhibits exceptional financial health with a Piotroski F-Score of 8/9 and a very conservative debt profile. However, there is a severe disconnect between the company's fundamental value and its current market price of $72.95, which trades at a significant premium to both the Graham Number ($39.14) and the Intrinsic Value ($25.34). With stagnant revenue growth (0.70%) and a high PEG ratio of 4.08, the recent price surge appears decoupled from earnings performance. Bearish insider selling and a weak technical trend further suggest the stock is currently overextended.

Strengths
Strong financial health indicated by a Piotroski F-Score of 8/9
Very low leverage with a Debt/Equity ratio of 0.20
Excellent liquidity with a Current Ratio of 3.45
Risks
Severe overvaluation relative to Graham Number and Intrinsic Value
Stagnant to negative growth (Revenue growth 0.70%, Earnings growth -2.10%)
High PEG ratio (4.08) indicating price is not supported by growth

Compare Another Pair

LXU vs ODC: Head-to-Head Comparison

This page compares LSB Industries, Inc. (LXU) and Oil-Dri Corporation of America (ODC) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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