Owens Corning (OC)
NYSEIndustrialsConstruction MaterialsSnapshot 2026-09-04
NYSEIndustrialsConstruction MaterialsSnapshot 2026-09-04
QuarterlyIQ Insights · OC
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-06. 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.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $139 OC trades at 14× p/e, below its 19× p/e peer median. Our $145 fair value sits above the price. It's a high-confidence read. Analysts target $144–$198. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $173.50 | — | — | Analyst | high |
| dcf fcff | 12M | $16.81 | — | — | Hist. CAGR | high |
| graham number | 12M | $102.73 | — | — | TTM | high |
| Peer EV/EBITDA | 12M | $230.98 | 11.6 | 25.01 | TTM | high |
| Peer P/FCF |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
$144.00 – $198.00 (median $173.50) · 10 analysts · as of 2026-08-24
No fragility gates fired. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Looks cheaper than most peers in the same business.
Around its own typical valuation.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
| 12M |
| $127.62 |
| 18.7 |
| 6.82 |
| TTM |
| high |
| Peer P/E | 12M | $187.44 | 16.4 | 11.42 | ntm analyst | high |
| Peer P/S | 12M | $236.93 | 1.8 | 129.68 | TTM | high |
| PEG | 12M | $419.30 | 42.3 | 9.92 | TTM | high |
| residual income | 12M | $66.49 | — | — | TTM | high |
| Own P/E history | 12M | $135.01 | 13.6 | 9.92 | TTM | high |
| triangulated | 12M | $198.43 | 18.9 | 10.51 | Triangulated | high |
| Peer P/FCF | 3Y | $73.73 | 18.7 | 3.94 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $265.13 | 16.4 | 16.15 | Analyst | medium |
| Peer P/S | 3Y | $230.99 | 1.8 | 126.43 | Analyst | medium |
| PEG | 3Y | $682.62 | 42.3 | 16.15 | Analyst | medium |
| Own P/E history | 3Y | $219.80 | 13.6 | 16.15 | Analyst | medium |
| Peer P/FCF | 5Y | $51.14 | 18.7 | 2.73 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $260.68 | 16.4 | 15.88 | Analyst | high |
| Peer P/S | 5Y | $227.12 | 1.8 | 124.31 | Analyst | high |
| PEG | 5Y | $671.17 | 42.3 | 15.88 | Analyst | high |
| Own P/E history | 5Y | $216.11 | 13.6 | 15.88 | Analyst | high |