Owens Corning (OC)
Fair ValueFundamental
43
Price
$114.23
Market Cap
$8.87B
Part 1 · What the company is worth
Overview
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 with artificial intelligence on September 19, 2026, 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.
Balance Sheet & Liquidity
Revenue
$9.85B
Trailing 12 months (through 6/30/2026)
Net Income
$-671M
Trailing 12 months (through 6/30/2026)
Free Cash Flow
$962M
Total Equity
$3.85B
Total Liabilities
$9.09B
Current Ratio
1.16
Interest Coverage
0.19
Debt/EBITDA
4.58
Earnings Per Share
Revenue & Net Income
Free Cash Flow
Income Breakdown
Historical statement
Margins over time
Debt over time
How heavy the debt is
Growth grid
Growth — Revenue
Fair Value Estimation
Fair Value
$134.80
Current Price
$114.23
Margin of Safety
+15.3%
Fair Value Range
$87.62 - $181.98
Spread across the valuation methods used, not a statistically calibrated confidence interval.
Estimation Methods
Valuation Metrics
P/E Ratio
-
ROE
-13.5%
P/B Ratio
2.39
P/FCF
10.07
Gross Margin
26.0%
ROIC
0.4%
Profitability Radar
Value Creation (Economic Moat)
ROIC
0.4%
WACC
9.1%
ROIC − WACC
-8.6 pp
ROIC is below the cost of capital — the company is destroying value for every dollar invested.
Fundamental Analysis Criteria
Passed (11)
- EPS shows upward trend
- Price CAGR 8.00%
- P/FCF 10.07
- P/B ratio 2.39
- Debt/equity ratio
- Positive free cash flow
- Current ratio
- Debt/EBITDA
- Revenue growth 5Y 7.5%
- Earnings surprise, average 5.8%
- Share dilution -4.4%
Failed (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
Unavailable (4)
- Dividend payout –
- Price below Graham Number
- PEG ratio (needs P/E > 0 and growth > 0)
- Earnings quality (operating cash flow / net income)
Piotroski F-Score
Mixed signals: some areas need attention
Earnings Quality
Low quality: investigate accounting
Share Dilution
Buying back shares. Shareholder friendly
Institutional Holdings
Governance
Executive Team
| Name | Title | Age |
|---|---|---|
| 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 | - |
Audit Risk
2
Board Risk
4
Compensation Risk
1
Shareholder Rights Risk
4
Documents
- View document
Annual Report (10-K)
A yearly overview of the business, its financial results, and the risks it faces.
Filed on 2026-02-25
- View document
Quarterly Report (10-Q)
A snapshot of financial performance for the most recent three-month period.
Filed on 2026-08-05
- View document
Current Report (8-K)
An announcement of a major event, such as a leadership change or big news.
Filed on 2026-09-16
via SEC EDGAR
Income History
via SEC EDGAR
Part 2 · The price and its context
This part shows how the price has behaved, not whether the company is worth owning. Inside: technical analysis, potential, historical drawdowns, gamma exposure.
Market Reaction Profile
How much OC moves, measured on its daily prices.
More volatile than 68% of the tracked stocks (90-day volatility).
- Volatility 30d
- 33.5%
- Volatility 90d
- 45.2%
- Beta vs S&P 500 (1y)
- 1.49Correlation 0.45
- Max drawdown (12m)
- -30.8%
- ATR (14d, % of price)
- 3.77%
Earnings reactions
How OC moved around its past quarterly results.
Next earnings release
Nov 4, 2026 · In 11 days · Before the open
EPS estimate: 3.05Revenue estimate: $2.6B
What usually happens
- Over the last 12 releases the stock moved a median of 3.4% the next day, up or down.
- Next-day moves: up 4, down 8 (out of 12).
Release history
| Date | When | EPS est. | EPS actual | Surprise | Gap | 1 day | 5 days |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026 | Before the open | 3.17 | 3.93 | +24.0% | +2.3% | +4.8% | +9.2% |
| May 6, 2026 | Before the open | 0.98 | 1.22 | +24.5% | +2.6% | +0.1% | -2.5% |
| Feb 25, 2026 | Before the open | 1.40 | 1.10 | -21.2% | +1.5% | -2.5% | -9.5% |
| Nov 5, 2025 | Before the open | 3.82 | 3.67 | -3.9% | -7.2% | -9.5% | -16.1% |
| Aug 6, 2025 | Before the open | n/a | n/a | n/a | +3.0% | +4.9% | +6.2% |
| May 7, 2025 | Before the open | n/a | n/a | n/a | -2.1% | -8.6% | 0.0% |
| Feb 24, 2025 | Before the open | n/a | n/a | n/a | -2.7% | -1.6% | -6.9% |
| Nov 6, 2024 | Before the open | n/a | n/a | n/a | -4.4% | +1.1% | +4.4% |
| Aug 6, 2024 | Before the open | n/a | n/a | n/a | -5.6% | -4.1% | -5.5% |
| Apr 24, 2024 | Before the open | n/a | n/a | n/a | -2.2% | -1.4% | +0.4% |
| Feb 14, 2024 | Before the open | n/a | n/a | n/a | +2.0% | -2.7% | -2.3% |
| Oct 25, 2023 | Before the open | n/a | n/a | n/a | -10.1% | -10.3% | -8.1% |
Release dates from SEC 8-K filings.
Updated 10/24/2026
Historical statistics for educational purposes only. They are not forecasts and not investment advice.
Price reaction to the news
Latest news on OC and what the price did next.
- 2/21/2026PositiveWhere Will Owens Corning Stock Be in 5 Years?
- +1 day
- -1.5%
- +3 days
- -7.5%
Return of the stock minus return of SPY over the same days. A news item close to a price move did not necessarily cause it. Historical data for educational purposes only, not investment advice.
Latest News
Recent headlines for OC.
- 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.