Owens Corning (OC)
Valor JustoFundamental
43
Preço
$116.74
Capitalização de Mercado
$9.65B
Parte 1 · Quanto vale a empresa
Visão Geral
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 de setembro de 2026 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.
Balanço & Liquidez
Receita
$9.85B
Últimos 12 meses (até 30/06/2026)
Resultado Líquido
$-671M
Últimos 12 meses (até 30/06/2026)
Fluxo de Caixa Livre
$962M
Capital Próprio Total
$3.85B
Passivo Total
$9.09B
Rácio de Liquidez
1.16
Cobertura de Juros
0.19
Dívida/EBITDA
4.58
Resultados Por Ação
Receita & Resultado Líquido
Fluxo de Caixa Livre
Decomposição dos Resultados
Demonstração histórica
Margens ao longo do tempo
A dívida ao longo do tempo
Quanto pesa a dívida
Grelha do crescimento
Crescimento — Receitas
Estimativa de Valor Justo
Valor Justo
$146.50
Preço Atual
$116.74
Margem de Segurança
+20.3%
Intervalo de Valor Justo
$95.22 - $197.77
Dispersão entre os métodos de avaliação utilizados, não um intervalo de confiança calibrado estatisticamente.
Métodos de Estimativa
Métricas de Avaliação
Rácio P/E
-
ROE
-13.5%
Rácio P/B
2.45
P/FCF
10.29
Margem Bruta
26.0%
ROIC
0.4%
Radar de Rentabilidade
Criação de Valor (Vantagem Competitiva)
ROIC
0.4%
WACC
9.2%
ROIC − WACC
-8.8 pp
O ROIC está abaixo do custo do capital — a empresa está a destruir valor a cada dólar investido.
Critérios de Análise Fundamental
Aprovado (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%
Reprovado (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
Indisponível (4)
- Dividend Payout NaN%
- Price below Graham Number
- PEG Ratio (need PE > 0 and growth > 0)
- Earnings Quality (OCF/Net Income)
Piotroski F-Score
Sinais mistos: algumas áreas requerem atenção
Qualidade dos Resultados
Baixa qualidade: investigar a contabilidade
Diluição de Ações
A recomprar ações. Favorável ao acionista
Participações institucionais
Governação
Equipa Executiva
| Nome | Cargo | Idade |
|---|---|---|
| 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 | - |
Risco de Auditoria
2
Risco do Conselho
4
Risco de Remuneração
1
Risco dos Direitos dos Acionistas
4
Parte 2 · O preço e o momento de entrar
Esta parte não serve para saber se a empresa vale: serve para escolher quando comprá-la, depois que os fundamentos te convenceram. Dentro: análise técnica, potencial, quedas históricas, exposição gama.
Documentos
- Ver documento
Relatório anual (10-K)
Uma visão anual do negócio, dos resultados financeiros e dos riscos da empresa.
Arquivado em 2026-02-25
- Ver documento
Relatório trimestral (10-Q)
Uma atualização sobre o desempenho financeiro dos últimos três meses.
Arquivado em 2026-08-05
- Ver documento
Relatório de fato relevante (8-K)
Um aviso sobre um fato relevante, como uma mudança na liderança ou um grande anúncio.
Arquivado em 2026-09-16
via SEC EDGAR
Histórico de Resultados
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