The Odp's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of The Odp (ODP) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: The Odp vs Its Competitors
- TTM: Trailing 12-month revenue of 6,532M vs 1,654,588M combined for tracked competitors (0.4% combined share).
- Trending: Latest-quarter revenue run-rate is holding steady (-0.5% annualized vs trailing 12 months), vs decelerating (-4.8%) for its tracked peer group.
- Growth: The Odp generated -8.7% revenue growth year over year in Q3 2025, vs 8.6% for its tracked competitors combined.
- Profitability: Its 1.4% net margin compares with 7.2% for the peer group.
- Peer revenue share: The Odp accounted for 0.4% of combined revenue among its tracked peer group, down from 0.5% a year earlier.
- Peer differentiation: Revenue per employee of $0.34M compares with $0.39M for the peer group (0.9x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
ODP Sales vs. its Competitors, Q3 2025
The Odp reported revenue contraction of 8.71 % year on year in Q3 2025, below its competitors' combined revenue growth of 8.55 %.
With a net margin of 1.42 %, The Odp reported lower profitability than its competitors (7.21 %).
The Odp generated 0.41 % of the combined sales of its peer group, down from 0.49 % a year earlier.
The Odp vs. its Competitors, Q3 2025
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across The Odp and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| The Odp Corporation | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (6) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across The Odp's competitor groups requires a Commercial License.
For context: the Specialty Retail industry grew revenue 19.7% year over year, combined, vs -8.7% for The Odp. The Odp's share of combined industry revenue moved from 0.86% to 0.66%, a loss of 0.20 percentage points.
The Odp's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| The Odp Corporation | - | No | No | Yes |
| Competitors combined (9) | ||||
| Similar Growth & Profitability (8) | 50.00 % (4 of 8) | 0.00 % (0 of 8) | 0.00 % (0 of 8) | 28.60 % (2 of 7) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
ODP Stock Performance relative to its Competitors
ODP Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Target Corporation | 282.9% | Outperformed |
| 2 | Amazon com Inc | 282.9% | Outperformed |
| 3 | Walmart Inc | 282.9% | Outperformed |
| 4 | Academy Sports And Outdoors Inc | 282.9% | Outperformed |
| 5 | Genuine Parts Co | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for The Odp's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
The Odp's Comment on Competition and Industry Peers
We operate in a highly competitive environment in all three Divisions. We compete with office supply stores, wholesale clubs, discount stores, mass merchandisers, Internet-based companies, food and drug stores, computer and electronics superstores and direct marketing companies. These companies, in varying degrees, compete with us in substantially all of our current markets. Increased competition in the office products markets, together with increased advertising, has heightened price awareness among end-users. Such heightened price awareness has led to margin pressure on office products and impacted our results. In addition to price, competition is also based on customer service, the quality and breadth of product selection and convenient locations. Other office supply retail companies market similarly to us in terms of store format, pricing strategy, product selection and product availability in the markets where we operate, primarily those in the United States. Some of our competitors are larger than us and have greater financial resources, which affords them greater purchasing power, increased financial flexibility and more capital resources for expansion and improvement, which may enable them to compete more effectively. We anticipate that in the future we will continue to face competition from these companies.
We believe our customer service and the efficiency and convenience for our customers from our combined contract and retail distribution channels helps our North American Business Solutions Division to compete with other business-to-business office products distributors. Our ability to network our distribution centers into an integrated system enables us to serve large national accounts that rely on us to deliver consistent products, prices and services to multiple locations, and to meet the needs of medium and small businesses at a competitive cost.
We believe our North American Retail Division segment competes based on the quality of our customer service, our store formats, the breadth and depth of our merchandise offering and our pricing.
Internationally, we compete on a similar basis to North America. Our International Division sells through contract and catalog channels and operates retail stores in 18 countries. Additionally, our International Division provides office products and services in another 37 countries through joint ventures, licensing and franchise agreements, cross-border transactions, alliances and other arrangements.
Publicly Traded Peers of The Odp Corporation
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| The Odp Corporation | 868.00 | 6,532.00 |
| Amazon com Inc | 2,683,773.45 | 776,231.00 |
| Walmart Inc | 867,447.94 | 735,840.00 |
| Target Corporation | 72,212.39 | 106,377.00 |
| Genuine Parts Co | 17,678.99 | 25,070.54 |
| Academy Sports And Outdoors Inc | 3,205.59 | 6,143.09 |
| SUBTOTAL | 3,646,635.52 | 1,661,120.37 |
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Sources: The Odp Corporation's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on The Odp Corporation versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
The Odp's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| North American Business Solutions | Named by the company | 85% |
| North America. Our International | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for The Odp's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
The Odp's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| The Odp Corporation | Veyer Division 66.03 % |
| Amazon com Inc | North America 57.75 % |
| Walmart Inc | Walmart US 66.44 % |
| Genuine Parts Co | North America Automotive 38.81 % |
| Leggett and Platt Inc | Bedding Products 40.39 % |
| Live Ventures Inc | Steel Manufacturing Segment 31.73 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
The Odp's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| The Odp Corporation | 868 | 343,789 | -2,474 |
| Amazon com Inc | 2,683,773 | 492,532 | 85,838 |
| Walmart Inc | 867,448 | 350,400 | 10,714 |
| Target Corporation | 72,212 | 256,330 | 8,313 |
| Genuine Parts Co | 17,679 | 385,701 | 504 |
| Academy Sports And Outdoors Inc | 3,206 | 267,091 | 16,669 |
| PEERS TOTAL | 3,645,768 | 394,196 | 38,560 |
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The Odp's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Genuine Parts Co | United States 64.03 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
The Odp's Position in Industry Market Structure
Market-capitalization share and concentration across all 54 companies in The Odp's industry classification, broader than the peer set above. Market cap in millions of $.The Odp ranks #0 of 54 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 1,761, indicating a moderately concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Jd com Inc | 38,908 | 33.43 % |
| 2 | Ulta Beauty Inc | 23,957 | 20.58 % |
| 3 | Dick s Sporting Goods inc | 12,065 | 10.37 % |
| 4 | Firstcash Holdings Inc | 9,510 | 8.17 % |
| 5 | Yunji Inc | 1,234 | 5.2% |
| 6 | Bath and Body Works Inc | 1,234 | 5.2% |
| 7 | Academy Sports And Outdoors Inc | 1,234 | 5.2% |
| 8 | Ezcorp Inc | 1,234 | 5.2% |
| 9 | Rh | 1,234 | 5.2% |
| 10 | Bobs Discount Furniture Inc | 1,234 | 5.2% |
| 0 | The Odp Corporation | 894 | 0.00 % |
Market cap and industry share for the rest of The Odp's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2025-12-09.
The Odp's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Specialty Retail industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (82 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 20.39 % | 41.36 % (avg) | -21.0 pp |
| Operating Margin | 0.47 % | industry median | -3.2 pp |
| EBITDA Margin | 2.33 % | 1.40 % (avg) | +0.9 pp |
| Capital Intensity (Capex / Revenue) | 1.09 % | 3.05 % (avg) | -2.0 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
The Odp's Valuation vs Competitive Position
Valuation multiples vs the Specialty Retail industry average (82 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 26.3x | - |
| EV / EBITDA | 5.2x | 9.1x | -3.9x |
| P/B | 0.9x | 3.0x | -2.1x |
| Return on Equity | - | industry aggregate | - |
| Return on Invested Capital | 1.15 % | 4.68 % (avg) | -3.53 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
The Odp's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | -7.09 % | 7.57 % | -3.34 % | -8.80 % | -12.82 % | 0.31 % | -7.77 % | -10.74 % |
| Operating Margin | 3.33 % | 2.31 % | 1.79 % | -2.60 % | 2.76 % | 2.86 % | 3.63 % | - |
| Return on Invested Capital | 5.91 % | 4.00 % | 3.34 % | -4.52 % | 4.13 % | 6.18 % | 8.51 % | - |
| P/E | 9.5x | 15.7x | 8.1x | - | - | 13.9x | 14.5x | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
The Odp's Strategic Group Map
Every company in The Odp's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. The Odp is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
The Odp's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Moderate | Industry HHI of 1,761 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 1.09 % vs industry average 3.05 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See The Odp's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See The Odp's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
The Odp's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
The Odp falls in the Low attractiveness / Low strength cell: Harvest / Divest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
The Odp's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
No rule matched.
Weaknesses
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
No rule matched.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-4.8% annualized).
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
The Odp's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| The Odp Corporation | 0.12 | 0.93 | 0.29 |
| Amazon com Inc | 0.38 | 1.07 | 0.21 |
| Walmart Inc | 0.10 | 0.78 | 0.38 |
| Target Corporation | 0.21 | 0.96 | 1.02 |
| Genuine Parts Co | - | 1.12 | 1.05 |
| Academy Sports And Outdoors Inc | 0.27 | 1.72 | 0.23 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
The Odp's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| The Odp Corporation | Q3 2025 | -8.7 % | -60.3 % |
| Amazon com Inc | Q2 2026 | +19.9 % | +244.9 % |
| Walmart Inc | Q2 2026 | +5.9 % | -8.7 % |
| Target Corporation | Q1 2026 | +6.7 % | -24.6 % |
| Genuine Parts Co | Q2 2026 | +6.0 % | -10.7 % |
| Academy Sports And Outdoors Inc | Q1 2026 | +6.7 % | +14.4 % |
| PEERS TOTAL | +12.1 % | +162.6 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
The Odp's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| The Odp Corporation | Q3 2025 | -8.6 % | -45.5 % |
| Amazon com Inc | Q2 2026 | +18.5 % | +300.3 % |
| Walmart Inc | Q2 2026 | +4.5 % | +16.7 % |
| Target Corporation | Q1 2026 | +5.4 % | +31.0 % |
| Genuine Parts Co | Q2 2026 | +5.9 % | -16.4 % |
| Academy Sports And Outdoors Inc | Q1 2026 | +7.8 % | -23.5 % |
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The Odp's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| The Odp Corporation | - | - | - |
| Amazon com Inc | 15.21% | 23.40% | 30.50% |
| Walmart Inc | 7.78% | 13.37% | 21.78% |
| Target Corporation | 5.86% | 9.45% | 21.74% |
| Genuine Parts Co | 0.16% | 0.36% | 0.72% |
| Academy Sports And Outdoors Inc | 7.14% | 6.24% | 18.01% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
The Odp's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| The Odp Corporation | - | 0.13 |
| Amazon com Inc | 19.79 | 3.46 |
| Walmart Inc | 39.25 | 1.18 |
| Target Corporation | 20.93 | 0.68 |
| Genuine Parts Co | 492.81 | 0.71 |
| Academy Sports And Outdoors Inc | 8.57 | 0.52 |
| PEERS AVERAGE | 22.54 | 2.20 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.