OC Stock Analysis — Owens Corning
Sector: Industrials
AI Verdict
OC is cheap for the sector, but you're betting its distribution and builder relationships can halt the -12.2% revenue slide.
Competitive Moat
Owens Corning manufactures insulation, roofing, and fiberglass composites with a national distribution network that makes it hard for smaller rivals to match its scale and logistics. Its entrenched relationships with builders and contractors create a sticky customer base that is slow to switch suppliers.
Summary
OC trades at just 11.7x next year's earnings as the market weighs a -12.2% revenue decline.
Where It Stands
With a forward P/E of 11.7x against the industrial sector median of 20x and trailing revenue down -12.2%, the stock is priced for low expectations.
Key Metrics
- Forward P/E: 11.7x
- Revenue Growth: -0.1%
- Dividend Yield: 0.02%
- 52-Week High: $159.91
- 52-Week Low: $97.53
Analyst Consensus
18 Buy · 10 Hold · 0 Sell (28 analysts)
Bull Case
At 11.7x forward earnings, OC is cheap relative to the sector, so any stabilization in revenue could drive a rerating.
Bear Case
If revenue keeps shrinking at -12.2% YoY, even an 11.7x P/E could compress further and drag the stock down.
Catalyst to Watch
Watch for quarterly updates on construction activity; a reversal in revenue trend would be the first sign of a turnaround.