Added to YB: 2026-03-11
Pitch date: 2026-03-08
OC [neutral]
Owens Corning
-3.16%
current return
Author Info
No bio for this author
Company Info
Owens Corning provides residential and commercial building products in the United States, Europe, the Asia Pacific, and internationally.
Market Cap
$8.8B
Pitch Price
$106.41
Price Target
186.06 (+73%)
Dividend
2.88%
EV/EBITDA
5.90
P/E
-49.00
EV/Sales
1.41
Sector
Building Products
Category
value
Another 'secret' US stock - Owens Corning
OC (overview): Building products co (roofing, insulation, doors via 2024 Masonite acq). ROIC improved from 7-10% (2016-20) to 17.5% peak (2022), now 11.9%. Strong FCF $962M despite higher capex. EBITDA margin >20%. Debt 4.29x earnings (slightly high). Benefiting from housing shortage, aging stock, energy efficiency trends. Fair value $186, 50% MOS = $93 purchase price. 8yr payback at 11% growth.
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