Masco vs Owens Corning
Owens Corning is the larger business, with $10.10bn of revenue in fiscal 2025 against $7.56bn for Masco (1.3 times as much). Owens Corning grew faster (2.6% against -3.4%). Masco kept more of each dollar of sales as profit: a net margin of 10.7% against -5.2%.
| Latest fiscal year | MascoMAS, 2025 | Owens CorningOC, 2025 |
|---|---|---|
| Revenue | $7.56bn | $10.10bn |
| Revenue growth | -3.4% | 2.6% |
| Net income | $810m | −$522m |
| Operating margin | 16.5% | 3.6% |
| Net margin | 10.7% | -5.2% |
| Return on equity | — | -11.7% |
| Free cash flow | $866m | $962m |
| Cash | $647m | $345m |
| Total debt | $2.95bn | $5.21bn |
| Debt to equity | — | 135.2% |
| Dividend per share | $1.24 | $2.86 |
| Dividend yield | 1.6% | 2.4% |
| Share buybacks | $571m | $815m |
| Employees | 18,000 | 25,000 |
| Market value | $15.90bn | $9.47bn |
| Price vs our value range | Within our value range | Below our value range |
| Moat score | 78 (Strong) | 48 (Moderate) |
| Insider trades, 12 months | 0 buys, 5 sales | 0 buys, 3 sales |