Builders Firstsource vs Owens Corning
Builders Firstsource is the larger business, with $15.19bn of revenue in fiscal 2025 against $10.10bn for Owens Corning (1.5 times as much). Owens Corning grew faster (2.6% against -7.4%). Builders Firstsource kept more of each dollar of sales as profit: a net margin of 2.9% against -5.2%.
| Latest fiscal year | Builders FirstsourceBLDR, 2025 | Owens CorningOC, 2025 |
|---|---|---|
| Revenue | $15.19bn | $10.10bn |
| Revenue growth | -7.4% | 2.6% |
| Net income | $435m | −$522m |
| Operating margin | — | 3.6% |
| Net margin | 2.9% | -5.2% |
| Return on equity | 10.1% | -11.7% |
| Free cash flow | $853m | $962m |
| Cash | $182m | $345m |
| Total debt | $4.49bn | $5.21bn |
| Debt to equity | — | 135.2% |
| Dividend per share | — | $2.86 |
| Dividend yield | — | 2.4% |
| Share buybacks | $414m | $815m |
| Employees | 28,000 | 25,000 |
| Market value | $6.80bn | $9.47bn |
| Price vs our value range | Below our value range | Below our value range |
| Moat score | 52 (Moderate) | 48 (Moderate) |
| Insider trades, 12 months | 1 buys, 1 sales | 0 buys, 3 sales |