Masco vs Owens Corning
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KIRA’s take AI analyst
I put Masco and Owens Corning side by side, using each one’s latest annual report. Here is what stands out:
- Owens Corning is the larger business, with $10.1B of revenue in fiscal 2025 against $7.6B for Masco.
- Owens Corning grew revenue faster (2.6%, against −3.4%).
- Masco kept more of each dollar of sales as operating profit (16.5% operating margin, against 3.6%).
- Masco turned more of its sales into free cash flow (11.5% FCF margin, against 9.5%).
- Masco earned a higher return on the capital invested in it (40.4%, against 1.9%).
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
Masco
MAS
7/10
Gross marginOperating marginNet marginFCF marginReturn on capitalPiotroski F-scoreNet debt / EBITDA
Owens Corning
OC
3/10
Revenue growth5-year growthShare count change
Side by side
Best in the row
| Latest fiscal year | MAS FY25 | OC FY25 |
|---|---|---|
| Size | ||
| Market cap | $15.4B | $9.2B |
| Revenue | $7.6B | $10.1B |
| Free cash flow | $866M | $962M |
| Net income | $810M | −$522M |
| Growth | ||
| Revenue growth | −3.4% | 2.6% |
| 5-year growth | 1.0% | 7.5% |
| Share count change | −4.1% | −4.3% |
| Profitability | ||
| Gross margin | 35.4% | 28.1% |
| Operating margin | 16.5% | 3.6% |
| Net margin | 10.7% | −5.2% |
| FCF margin | 11.5% | 9.5% |
| Return on capital | 40.4% | 1.9% |
| Return on equity | — | −11.7% |
| Balance sheet | ||
| Net debt | $2.3B | $4.8B |
| Net debt / EBITDA | 1.7x | 4.6x |
| Dividends and buybacks | $832M | $1.0B |
| Valuation & quality | ||
| P/E | 18.7x | — |
| Piotroski F-score | 7 | 4 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.