Owens Corning vs UFP Industries
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The short version
- Owens Corning is the larger business, with $10.1B of revenue in fiscal 2025 against $6.3B for UFP Industries, about 1.6 times as much.
- Owens Corning grew revenue faster (2.6%, against −5.0%).
- UFP Industries kept more of each dollar of sales as operating profit (5.8% operating margin, against 3.6%).
- Owens Corning turned more of its sales into free cash flow (9.5% FCF margin, against 4.4%).
- UFP Industries earned a higher return on the capital invested in it (11.8%, against 1.9%).
| Latest fiscal year | OC · FY25 | UFPI · FY25 |
|---|---|---|
| Size | ||
| Market cap | $9.2B | $4.4B |
| Revenue | $10.1B | $6.3B |
| Free cash flow | $962M | $276M |
| Net income | −$522M | $295M |
| Growth | ||
| Revenue growth | 2.6% | −5.0% |
| 5-year growth | 7.5% | 4.2% |
| Share count change | −4.3% | −3.5% |
| Profitability | ||
| Gross margin | 28.1% | 16.8% |
| Operating margin | 3.6% | 5.8% |
| Net margin | −5.2% | 4.7% |
| FCF margin | 9.5% | 4.4% |
| Return on capital | 1.9% | 11.8% |
| Return on equity | −11.7% | 9.4% |
| Balance sheet | ||
| Net debt | $4.8B | −$719M |
| Net debt / EBITDA | 4.6x | −1.4x |
| Dividends and buybacks | $1.0B | $515M |
| Valuation & quality | ||
| P/E | — | 18.6x |
| Piotroski F-score | 4 | 5 |
Revenue
FY16
OC $5.7B
UFPI $3.2B
FY17
OC $6.4B
UFPI $3.9B
FY18
OC $7.1B
UFPI $4.5B
FY19
OC $7.2B
UFPI $4.4B
FY20
OC $7.1B
UFPI $5.2B
FY21
OC $8.5B
UFPI $8.6B
FY22
OC $9.8B
UFPI $9.6B
FY23
OC $8.4B
UFPI $7.2B
FY24
OC $9.9B
UFPI $6.7B
FY25
OC $10.1B
UFPI $6.3B
OC
UFPI
Operating margin
FY16
OC 12.3%
UFPI 5.1%
FY17
OC 12.5%
UFPI 4.6%
FY18
OC 11.4%
UFPI 4.6%
FY19
OC 11.0%
UFPI 5.6%
FY20
OC −2.0%
UFPI 6.7%
FY21
OC 16.9%
UFPI 8.5%
FY22
OC 17.6%
UFPI 9.9%
FY23
OC 19.6%
UFPI 9.0%
FY24
OC 15.0%
UFPI 7.4%
FY25
OC 3.6%
UFPI 5.8%
OC
UFPI
Free cash flow
FY16
OC $570M
UFPI $119M
FY17
OC $679M
UFPI $65.5M
FY18
OC $266M
UFPI $20.8M
FY19
OC $590M
UFPI $264M
FY20
OC $828M
UFPI $247M
FY21
OC $1.1B
UFPI $361M
FY22
OC $1.3B
UFPI $657M
FY23
OC $1.2B
UFPI $780M
FY24
OC $1.2B
UFPI $410M
FY25
OC $962M
UFPI $276M
OC
UFPI
Return on capital
FY16
OC 8.3%
UFPI 12.7%
FY17
OC 6.8%
UFPI 12.7%
FY18
OC 9.0%
UFPI 13.7%
FY19
OC 7.1%
UFPI 15.0%
FY20
OC −1.6%
UFPI 20.1%
FY21
OC 16.8%
UFPI 33.5%
FY22
OC 20.1%
UFPI 33.4%
FY23
OC 18.2%
UFPI 22.4%
FY24
OC 12.9%
UFPI 17.2%
FY25
OC 1.9%
UFPI 11.8%
OC
UFPI
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.