Builders FirstSource, Inc. (BLDR) vs Owens Corning Inc (OC)

Builders FirstSource, Inc. and Owens Corning Inc are both Building Products & Equipment companies. Owens Corning Inc is the larger, with a market value of $9.5B against $6.3B — 1.5× the size. Owens Corning Inc has negative trailing earnings, so its P/E is not meaningful; Builders FirstSource, Inc. trades at 64.3×. Owens Corning Inc grew revenue faster over the last twelve months: −7.23% against −9.38%. Builders FirstSource, Inc. has the higher net margin (0.71% vs −6.81%) and the higher return on invested capital (3.19% vs 0.36%). Across the 21 metrics below, Builders FirstSource, Inc. leads on 17 and Owens Corning Inc on 4.

Valuation

Metric BLDR OC Building Products & Equipment median
P/E 64.32 n/m 24.54
P/S 0.44 1.01 2.00
P/B 1.59 2.61 3.02
Price to free cash flow 9.81 10.23 18.49
EV/EBITDA 10.54 7.65 12.63
EV/Sales 0.75 1.50 2.14
Earnings yield 1.55% (6.51%) 2.74%
Free cash flow yield 10.20% 9.77% 3.58%

Profitability

Metric BLDR OC Building Products & Equipment median
Gross margin 29.19% 25.98% 29.19%
Operating margin 3.01% 0.51% 6.84%
Net margin 0.71% (6.81%) 4.05%
Free cash flow margin 4.49% 9.87% 8.72%
Return on equity 2.51% (14.89%) 9.28%
Return on assets 0.90% (4.93%) 2.88%
Return on invested capital 3.19% 0.36% 5.16%

Growth

Metric BLDR OC Building Products & Equipment median
Revenue growth (TTM) (9.38%) (7.23%) 3.11%
EPS growth (last fiscal year) (57.06%) (184.40%) —
Revenue growth, 5-year CAGR 12.16% 7.45% 5.37%
Net income growth, 5-year CAGR 6.78% 0.00% 0.00%

Health

Metric BLDR OC Building Products & Equipment median
Debt to equity 1.15 1.34 0.43
Current ratio 1.79 1.16 1.82
Net debt to EBITDA 3.09 2.14 0.98

Dividend

Metric BLDR OC Building Products & Equipment median
Dividend yield — 1.30% 1.20%
Payout ratio 0.00 0.12 0.04

Size

Metric BLDR OC Building Products & Equipment median
Market cap 6.30b 9.54b 1.18b

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