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 $9.8B against $7.1B — 1.4× the size. Owens Corning Inc has negative trailing earnings, so its P/E is not meaningful; Builders FirstSource, Inc. trades at 176×. Builders FirstSource, Inc. grew revenue faster over the last twelve months: −8.25% against −8.38%. Builders FirstSource, Inc. has the higher net margin (0.28% vs −4.42%) and the higher return on invested capital (2.21% vs 1.80%). Across the 21 metrics below, Builders FirstSource, Inc. leads on 15 and Owens Corning Inc on 6.

Valuation

Metric BLDR OC Building Products & Equipment median
P/E 176.44 n/m 23.33
P/S 0.49 1.01 2.09
P/B 1.73 3.04 2.85
Price to free cash flow 27.13 11.47 18.42
EV/EBITDA 12.84 7.40 13.29
EV/Sales 0.81 1.49 2.28
Earnings yield 0.57% (4.30%) 3.04%
Free cash flow yield 3.69% 8.72% 4.26%

Profitability

Metric BLDR OC Building Products & Equipment median
Gross margin 28.48% 25.03% 31.88%
Operating margin 2.13% 2.33% 7.18%
Net margin 0.28% (4.42%) 4.11%
Free cash flow margin 1.81% 8.79% 6.41%
Return on equity 0.97% (11.18%) 5.95%
Return on assets 0.36% (3.37%) 3.90%
Return on invested capital 2.21% 1.80% 5.54%

Growth

Metric BLDR OC Building Products & Equipment median
Revenue growth (TTM) (8.25%) (8.38%) 6.27%
EPS growth (last fiscal year) (57.06%) (184.40%) (28.29%)
Revenue growth, 5-year CAGR 12.16% 7.45% 4.81%
Net income growth, 5-year CAGR 6.78% 0.00% 0.00%

Health

Metric BLDR OC Building Products & Equipment median
Debt to equity 1.13 1.50 0.55
Current ratio 1.85 1.13 1.83
Net debt to EBITDA 3.09 2.14 1.45

Dividend

Metric BLDR OC Building Products & Equipment median
Dividend yield — 2.56% 1.37%
Payout ratio — — 0.28

Size

Metric BLDR OC Building Products & Equipment median
Market cap 7.05b 9.82b 3.22b

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