Owens Corning vs UFP Industries
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KIRA’s take AI analyst
I put Owens Corning and UFP Industries 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 $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%).
Who comes out ahead
Of the 11 measures where higher (or lower) is clearly better, how many each company leads.
Owens Corning
OC
5/11
Revenue growth5-year growthGross marginFCF marginShare count change
UFP Industries
UFPI
6/11
Operating marginNet marginReturn on capitalReturn on equityPiotroski F-scoreNet debt / EBITDA
Side by side
Best in the row
| Latest fiscal year | OC FY25 | UFPI FY25 |
|---|---|---|
| Size | ||
| Market cap | $9.4B | $4.3B |
| 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 | — | 18.3x |
| Piotroski F-score | 4 | 5 |
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.