Owens Corning (OC)
適正価値ファンダメンタル
43
株価
$114.40
時価総額
$9.65B
パート1 · 企業の価値
概要
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 2026年9月19日 with claude-haiku-4-5 — shared with all users
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.
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.
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.
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'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.
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.
貸借対照表と流動性
売上高
$9.85B
直近12か月（2026/6/30まで）
純利益
$-671M
直近12か月（2026/6/30まで）
フリーキャッシュフロー
$962M
自己資本合計
$3.85B
負債合計
$9.09B
流動比率
1.16
利払い倍率
0.19
負債/EBITDA
4.58
一株当たり利益（EPS）
売上高と純利益
フリーキャッシュフロー
収益内訳
財務推移表
利益率の推移
負債の推移
負債の重さ
成長率グリッド
成長率 — 売上高
適正価値の推定
適正価値
$146.50
現在株価
$114.40
安全マージン
+21.9%
適正価値レンジ
$95.22 - $197.77
使用した評価手法間のばらつきであり、統計的に較正された信頼区間ではありません。
推定方法
バリュエーション指標
P/E レシオ
-
ROE
-13.5%
P/B レシオ
2.45
P/FCF
10.29
粗利益率
26.0%
ROIC
0.4%
収益性レーダー
価値創造（経済的モート）
ROIC
0.4%
WACC
9.2%
ROIC − WACC
-8.8 pp
ROICが資本コストを下回っています。投資した1ドルごとに企業は価値を破壊しています。
ファンダメンタル分析基準
合格（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%
不合格（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
データなし（4）
- Dividend Payout NaN%
- Price below Graham Number
- PEG Ratio (need PE > 0 and growth > 0)
- Earnings Quality (OCF/Net Income)
Piotroski F-スコア
まちまちのシグナル：一部の領域に注意が必要
利益の質
低品質：会計処理を調査してください
株式希薄化
株式を買い戻している。株主に友好的
機関投資家の保有
ガバナンス
経営陣
| 氏名 | 役職 | 年齢 |
|---|---|---|
| Mr. Brian D. Chambers | CEO & Chair | 58 |
| Mr. Todd W. Fister | President & COO | 50 |
| Ms. Gina A. Beredo J.D. | Executive VP, Chief Administrative Officer & General Counsel | 50 |
| Mr. Nicolas Del Monaco | President of Roofing Business | 47 |
| Ms. Rachel B. Marcon | President of Doors business | 47 |
| Mr. Jonathan M. Collins | Executive VP & CFO | 45 |
| Ms. Mari K. Doerfler | Principal Accounting Officer, VP & Controller | 42 |
| Ms. Annie Baymiller | Executive VP & Chief Information Officer | 42 |
| Darren Garvin | Director of Investor Relations | - |
| Mr. Dave Rabuano | Senior VP & Chief Sustainability Officer | - |
監査リスク
2
取締役会リスク
4
報酬リスク
1
株主権利リスク
4
パート2 · 株価と買い時
この部分は企業に価値があるかを判断するものではありません。ファンダメンタルズに納得したうえで、いつ買うかを選ぶためのものです。内容：テクニカル分析、ポテンシャル、過去のドローダウン、ガンマエクスポージャー。
業績推移
via SEC EDGAR
Latest News
Recent headlines for OC, sourced from Markets Gazette.
- 2/25/2026NEUTRALOwens-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.
- 2/21/2026POSITIVEWhere 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