Owens Corning (OC)
合理估值基本面
43
价格
$119.14
市值
$9.65B
第一部分 · 这家公司值多少
概览
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.
资产负债表与流动性
营收
$9.85B
最近12个月（截至2026/6/30）
净利润
$-671M
最近12个月（截至2026/6/30）
自由现金流
$962M
股东权益合计
$3.85B
负债合计
$9.09B
流动比率
1.16
利息覆盖率
0.19
债务/EBITDA
4.58
每股收益
营收与净利润
自由现金流
收入构成
历史财务表
利润率变化
债务变化
债务负担有多重
增长一览表
增长 — 营业收入
公允价值估算
公允价值
$146.50
当前价格
$119.14
安全边际
+18.7%
公允价值区间
$95.22 - $197.77
所用估值方法之间的离散区间，并非经过统计校准的置信区间。
估算方法
估值指标
市盈率（P/E）
-
ROE
-13.5%
市净率（P/B）
2.45
P/FCF
10.32
毛利率
26.0%
ROIC
0.4%
盈利能力雷达图
价值创造（经济护城河）
ROIC
0.4%
WACC
9.2%
ROIC − WACC
-8.8 pp
ROIC 低于资本成本：公司每投入一美元都在毁灭价值。
基本面分析标准
通过（12）
- EPS shows upward trend
- Price CAGR 9.85%
- P/FCF 10.32
- 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%
未通过（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
不可用（4）
- Dividend Payout NaN%
- Price below Graham Number
- PEG Ratio (need PE > 0 and growth > 0)
- Earnings Quality (OCF/Net Income)
Piotroski F-评分
信号混杂：部分领域需关注
盈利质量
低质量：需深入审查会计处理
股权稀释
正在回购股份，对股东友好
机构持股
公司治理
管理团队
| 姓名 | 职位 | 年龄 |
|---|---|---|
| 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 | - |
审计风险
2
董事会风险
4
薪酬风险
1
股东权利风险
4
第二部分 · 价格与买入时机
这一部分不判断公司是否值得拥有：它帮助你在基本面说服你之后，选择何时买入。包含：技术分析、潜力、历史回撤、Gamma 敞口。
损益历史
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