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Owens Corning (OC)

Fair bewertet
IndustrialsBuilding Products & EquipmentUnited States

Fundamental

43

Kurs

$116.74

Marktkapitalisierung

$9.65B

Teil 1 · Was das Unternehmen wert ist

Übersicht

Owens Corning provides residential and commercial building products in the United States, Europe, the Asia Pacific, and internationally. It operates through three segments: Roofing, Insulation, and Doors. The company offers laminate and strip asphalt roofing shingles, roofing components, and oxidized asphalt. It also provides high, mid, and low temperature products; thermal and acoustical batts, loosefill insulation, spray foam insulation, wet use chopped strand, foam sheathing and accessories under the Owens Corning PINK, Next Gen, and FIBERGLAS Insulation brands; and glass fiber pipe insulation, energy efficient flexible duct media, bonded and granulated stone wool insulation, and cellular glass insulation and foam insulation under the FOAMULAR, FOAMGLAS, and Paroc brand names. In addition, the company offers residential interior and exterior doors; glass, fiberglass and metal, and door components such as frames, sills, weather-stripping, hinges and locks. Further, it manufactures, fabricates, and sells glass reinforcements in the form of fiber and mats. The company distributes its products to distributors, home centers and lumberyards, installers, retailers, homebuilders, contractors, dealers, building products retailers, and remodeling contractors. Owens Corning was incorporated in 1938 and is headquartered in Toledo, Ohio.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

Generated on 19. September 2026 with claude-haiku-4-5 — shared with all users

GAF Materials LLC (Standard Industries)Not tracked

GAF is the other large maker of asphalt roofing shingles in the United States, selling through the same distributors and roofing contractors that Owens Corning supplies.

Compagnie de Saint-Gobain S.A. (CertainTeed)SGO

Through its CertainTeed brand Saint-Gobain sells both asphalt shingles and fiberglass insulation to North American builders, overlapping with Owens Corning's two largest segments.

Johns Manville CorporationNot tracked

A Berkshire Hathaway subsidiary that makes fiberglass and mineral wool insulation for the same residential, commercial and industrial buyers as Owens Corning's Insulation segment.

Knauf Insulation (Knauf Gips KG)Not tracked

The German group is one of the few producers with fiberglass insulation plants in both North America and Europe, competing for the same insulation contracts as Owens Corning.

JELD-WEN Holding, Inc.JELD

JELD-WEN's own annual report names Masonite — the door business Owens Corning bought in 2024 — as its main rival in North American interior and exterior residential doors.

TAMKO Building Products, LLCNot tracked

A family-owned American manufacturer of asphalt shingles sold to the same residential re-roofing market that generates most of Owens Corning's roofing revenue.

Bilanz & Liquidität

Umsatz

$9.85B

Letzte 12 Monate (bis 30.6.2026)

Nettogewinn

$-671M

Letzte 12 Monate (bis 30.6.2026)

Freier Cashflow

$962M

Gesamtes Eigenkapital

$3.85B

Gesamtverbindlichkeiten

$9.09B

Current Ratio

1.16

Zinsdeckungsgrad

0.19

Schulden/EBITDA

4.58

Gewinn je Aktie

Umsatz & Nettogewinn

Freier Cashflow

Ertragsaufschlüsselung

Historische Aufstellung

Margen im Zeitverlauf

Verschuldung im Zeitverlauf

Wie schwer die Schulden wiegen

Wachstumsraster

Wachstum — Umsatz

Innerer-Wert-Schätzung

Allgemeiner FallFair bewertet

Innerer Wert

$146.50

Aktueller Kurs

$116.74

Sicherheitsmarge

+20.3%

Innerer-Wert-Spanne

$95.22 - $197.77

Streubreite zwischen den verwendeten Bewertungsmethoden, kein statistisch kalibriertes Konfidenzintervall.

Bewertungsmethoden

Kursziel der Analysten:$173.80
Diskontierter Cashflow (DCF):$247.83
Gewinnmultiplikator (P/E):Nicht genügend Daten zur Berechnung
Graham-Wachstumsformel:Nicht genügend Daten zur Berechnung
Ertragskraftwert (EPV):$4.21
Gerechtfertigtes P/B:Nicht genügend Daten zur Berechnung
Dividendendiskontierung (Gordon):$23.96
P/FFO, Funds from Operations:$34.81
Gewinn im Zyklusmittel:$320.80
Umsatzmultiplikator:$347.44
Analystenkonsens:Starker Kauf (20B / 8H / 0S)
Letzte Gewinnüberraschung:+24.01%

Bewertungskennzahlen

P/E-Verhältnis

-

ROE

-13.5%

P/B-Verhältnis

2.45

P/FCF

10.29

Bruttomarge

26.0%

ROIC

0.4%

Rentabilitäts-Radar

Wertschöpfung (Wettbewerbsvorteil)

ROIC

0.4%

WACC

9.2%

ROIC − WACC

-8.8 pp

Der ROIC liegt unter den Kapitalkosten: Das Unternehmen vernichtet für jeden investierten Dollar Wert.

Fundamentalanalyse-Kriterien

Bestanden (12)

  • EPS shows upward trend
  • Price CAGR 9.85%
  • P/FCF 10.29
  • P/B Ratio 2.45
  • Debt/Equity ratio
  • Positive Free Cash Flow
  • Current Ratio
  • Debt/EBITDA
  • Revenue Growth 5Y 7.5%
  • Analyst Consensus 71% Buy
  • Earnings Surprise avg 5.8%
  • Share Dilution -4.4%

Nicht bestanden (11)

  • ROIC 0.4%
  • Gross Margin 26.0%
  • Operating Margin 0.5%
  • CapEx intensity
  • Interest Coverage
  • Return on Tangible Assets
  • Low reliance on intangibles
  • DCF valuation (Fairly valued)
  • ROE -17.1%
  • Net Margin Trend -6.8% vs 3.1%
  • Piotroski F-Score 4/9

Nicht verfügbar (4)

  • Dividend Payout NaN%
  • Price below Graham Number
  • PEG Ratio (need PE > 0 and growth > 0)
  • Earnings Quality (OCF/Net Income)

Piotroski F-Score

4/9

Gemischte Signale: Einige Bereiche bedürfen Aufmerksamkeit

score
criteria

Gewinnqualität

-

Niedrige Qualität: Rechnungslegung prüfen

Aktienverwässerung

-4.4%

Aktienrückkäufe. Aktionärsfreundlich

Institutionelle Beteiligungen

Unternehmensführung

Führungsteam

NamePositionAlter
Mr. Brian D. ChambersCEO & Chair58
Mr. Todd W. FisterPresident & COO50
Ms. Gina A. Beredo J.D.Executive VP, Chief Administrative Officer & General Counsel50
Mr. Nicolas Del MonacoPresident of Roofing Business47
Ms. Rachel B. MarconPresident of Doors business47
Mr. Jonathan M. CollinsExecutive VP & CFO45
Ms. Mari K. DoerflerPrincipal Accounting Officer, VP & Controller42
Ms. Annie BaymillerExecutive VP & Chief Information Officer42
Darren GarvinDirector of Investor Relations-
Mr. Dave RabuanoSenior VP & Chief Sustainability Officer-

Prüfungsrisiko

2

Vorstandsrisiko

4

Vergütungsrisiko

1

Aktionärsrechterisiko

4

Teil 2 · Der Preis und der Einstiegszeitpunkt

Dieser Teil sagt nicht, ob das Unternehmen etwas taugt: Er hilft bei der Wahl des Kaufzeitpunkts, nachdem die Fundamentaldaten überzeugt haben. Enthalten: technische Analyse, Potenzial, historische Drawdowns, Gamma-Exposure.

Dokumente

  • Jahresbericht (10-K)

    Ein jährlicher Überblick über das Geschäft, die Finanzergebnisse und die Risiken des Unternehmens.

    Eingereicht am 2026-02-25

    Dokument ansehen
  • Quartalsbericht (10-Q)

    Ein Update zur finanziellen Entwicklung der letzten drei Monate.

    Eingereicht am 2026-08-05

    Dokument ansehen
  • Ad-hoc-Meldung (8-K)

    Eine Mitteilung über ein wichtiges Ereignis, etwa einen Führungswechsel oder eine bedeutende Ankündigung.

    Eingereicht am 2026-09-16

    Dokument ansehen

via SEC EDGAR

Ertragshistorie

via SEC EDGAR

Latest News

Recent headlines for OC, sourced from Markets Gazette.

  • 2/25/2026NEUTRAL
    Owens-Corning Earnings Report: Q4 Overview

    Owens-Corning has announced the release of its fourth-quarter earnings report. While specific details have not yet been disclosed, investors are keenly awaiting the financial data to assess the company's performance and future outlook. Quarterly results are crucial for understanding Owens-Corning's operational and strategic health, influencing investment decisions and market expectations. The analysis of this data will be key to determining the stock's direction in the short and medium term.

  • 2/21/2026POSITIVE
    Where Will Owens Corning Stock Be in 5 Years?

    Owens Corning (OC) presents itself as an interesting investment opportunity, trading at just 10 times earnings, a low multiple suggesting undervaluation. The company also offers a secure dividend, a factor that attracts income-oriented investors. Despite a potentially slowing housing market, analysts project a potential 40% upside for the stock. This suggests the market may not have fully priced in OC's intrinsic value and future prospects, making it a "hidden gem" with significant growth potential.

via Markets Gazette