ODC - Oil-Dri Corporation of America
Price:
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AlphaVal
Deterministic, archetype-aware fair value
Platform & Compounding FCF
50% confidence
Primary model: Two-stage FCF DCF
Adjust Assumptions
11.4%
11.0%
3.0%
Key Value Driver
FCF growth rate (11% base case)
Terminal Value % of EV
40%
Implied Market Multiple
24.0x
Plain-Language Summary
Using a two-stage FCF DCF with 11% growth decelerating over 15 years, discounted at 11%, the base-case intrinsic value is $74.57 per share.
Key Risks
- P/E alone misleads — earnings depressed by growth investment
- Cyclical or commodity businesses may be misclassified as platforms
- Terminal value dominance suggests sensitivity to long-run assumptions