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 $9.0B against $5.8B — 1.6× the size. Owens Corning Inc has negative trailing earnings, so its P/E is not meaningful; Builders FirstSource, Inc. trades at 59.4×. 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 59.40 n/m 23.15
P/S 0.41 0.92 2.02
P/B 1.47 2.38 2.81
Price to free cash flow 9.06 9.32 16.84
EV/EBITDA 10.07 7.19 12.85
EV/Sales 0.72 1.41 2.04
Earnings yield 1.68% (7.15%) 2.76%
Free cash flow yield 11.04% 10.73% 4.23%

Profitability

Metric BLDR OC Building Products & Equipment median
Gross margin 29.19% 25.98% 29.19%
Operating margin 3.01% 0.51% 6.99%
Net margin 0.71% (6.81%) 4.05%
Free cash flow margin 4.49% 9.87% 7.60%
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%) (34.13%)
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 — 3.41% 1.43%
Payout ratio — — 0.29

Size

Metric BLDR OC Building Products & Equipment median
Market cap 5.78b 8.99b 1.17b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack