Owens Corning (OC)
NYSEIndustrialsConstruction MaterialsSnapshot 2026-09-04
NYSEIndustrialsConstruction MaterialsSnapshot 2026-09-04
Research Workspace
Put OC beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Building Products is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Management is running behind on a stated commitment.
View ThesisMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 37% in its worst 12-month stretch.
View RiskOwens Corning's growth has to keep compounding to justify the price. Revenue grew 28% year over year, and the last quarter beat expectations. It trades at 14× P/E versus a 19× peer median, indicating the price reflects less growth than we forecast. If OC cuts guidance on the next call, that would be a meaningful negative. Peer multiples imply a price about 4% above where it trades. The thesis is on watch.
Trailing returns as of 2026-09-04. OC is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 17 analysts currently covering OC (as of Sep 2026).
Based on 7 Wall Street analysts offering 12-month price targets for OC in the last 4 months.
Continue this research
Compare OC with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| OC Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Building Products — fair value, gap to price, and forward P/E.
Compare the value case
Put OC next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Return $2 billion to shareholders over 2025 and 2026
Earnings beat and buybacks support shareholder return objective.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $138.72
The last 12 months of price, then the range of analyst 12-month targets from today’s $138.72.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Positive revenue guidance supports growth objectives.

Earnings beat indicates strong market position and growth potential.
Strong Q2 numbers significantly enhance market position and shareholder value.
Advances: Enhance market positions and deliver value to shareholders
Strengthens market position and shareholder value perception.
Unsolicited offers indicate increased competitive pressure.
Expansion aligns with growth objectives.