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Company Analysis

Owens Corning Inc OC

A comprehensive view of key metrics, scores, and financial health for Owens Corning Inc

Overview of Owens Corning

OC NYQ
Industrials Building Products & Equipment Framework: General Corporate Mid Cap
Owens Corning (OC), is a Mid Cap company, in the Building Products & Equipment industry, last closed at $125.58, about 50.7% undervalued vs fair value, +19.7% 1Y return, ranked 258/669 in sector.
Metrics Rev Growth 2.6% ROE -11.7% Gross Margin 28.1% Div Yield 2.52%
USD 125.58
3.66%
(Delayed)
• Vol 90d: 43.4%
52-Week Range
Market Cap
$9.93B
Enterprise Value
$14.58B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Weak
Valuation
Fair
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Weak
Valuation
Fair
Completeness: 100%
Confidence: 96%
Updated: Oct 31
Top Beats

Quick Facts

Website https://www.owenscorning.com
HQ Toledo, OH
Employees 25,000
Fiscal year Dec 31

Next Events

Earnings Nov 4 Call: Nov 4
Dividend Nov 5

Fair Value Snapshot

Bear Base Bull
$165
$189
$215
Current: $125.58 +51% vs base

Engine Room Money Flow™

Mid Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$10.1B
2.6%%
Gross Profit
$2.8B
-6.7%%
Operating Income
$360.0M
-75.7%%
Net Income
-$522.0M
-180.7%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio FY2025
-184.3%

Operating Cash Flow / Net Income

FCF / Net Income - not meaningful while net income is negative (a near-100% ratio here only reflects cash burn tracking accounting losses, not earnings quality)

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$1.1B
111.3% of FCF

Where It Leaks

Cash Flow Health significant issues
Overall assessment of cash flow efficiency and conversion quality.
5
Active Leaks
0/5
Improving
3
High Impact
0
Critical
Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Owens Corning Inc's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
41
/100
Developing
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Cash Generation Consistent Cash generation is consistent (score 0.73), indicating reliable business model.
  • Consistent Cash Generation Cash generation is strong and consistent (score 0.73).

Key risks

  • ROIC Below WACC or Peers ROIC at 31.2th percentile suggests inefficient capital deployment.
  • Elevated Debt Risk Debt serviceability is weak (score 0.20), raising refinancing risk.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Developing
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Cost Advantage

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Signals, strengths and risks for Customer Stickiness

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Resilience

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Signals, strengths and risks for Scale & Market Position

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing OC's balance between Growth (28.7%), Profitability (42.8%), and Safety (28.4%). Growth 29% Safety 28% Profitability 43%

Click axes to expand details. Marker shows current allocation.

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Growth

33th percentile vs peers
34
Key Signals
Rev Growth YoY 2.6% 45p Revenue CAGR 3Y 1.1% 43p EPS CAGR 3Y -8.2% 35p EPS Growth YoY -1.84 10p TSR -32.6% 19p
Strengths

No notable strengths identified for this axis.

Risks
  • EPS Growth YoY in bottom 20% of peers (-1.84)

Profitability

50th percentile vs peers
51
Key Signals
Strengths
Risks
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Safety

33th percentile vs peers
34
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Owens Corning Inc.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$189.31
- - -
+50.7% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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