With BLDR Down 16% in a Month, Is It Time to Compare It Against OC?
Owens-Corning (OC) offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Builders FirstSource (BLDR), suggesting you may be better off investing in OC
- OC’s quarterly revenue growth was 10.0%, vs. BLDR’s -6.0%.
- In addition, its Last 12 Months revenue growth came in at 20.1%, ahead of BLDR’s -5.5%.
- OC leads on profitability over both periods – LTM margin of 15.9% and 3-year average of 16.1%.
BLDR manufactures and supplies building materials, components, and construction services, offering gypsum, roofing, insulation products, wallboards, ceilings, joint treatments, and finishes to builders and remodelers. OC manufactures and markets insulation, roofing, and fiberglass composites across Composites, Insulation, and Roofing segments for residential, commercial, and industrial markets.
Valuation & Performance Overview
| BLDR | OC | Preferred | |
|---|---|---|---|
| Valuation | |||
| P/EBIT Ratio | 9.6 | 6.9 | OC |
| Revenue Growth | |||
| Last Quarter | -6.0% | 10.0% | OC |
| Last 12 Months | -5.5% | 20.1% | OC |
| Last 3 Year Average | -8.7% | 6.8% | OC |
| Operating Margins | |||
| Last 12 Months | 8.7% | 15.9% | OC |
| Last 3 Year Average | 12.3% | 16.1% | OC |
| Momentum | |||
| Last 3 Year Return | 120.3% | 96.1% | BLDR |
Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
See more revenue details: BLDR Revenue Comparison | OC Revenue Comparison
See more margin details: BLDR Operating Income Comparison | OC Operating Income Comparison
But do these numbers tell the full story? Read Buy or Sell OC Stock to see if Owens-Corning’s edge holds up under the hood or if Builders FirstSource still has cards to play (see Buy or Sell BLDR Stock).
That is one way to look at stocks. Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risk while giving upside exposure
Historical Market Performance
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | Avg | Best | |
|---|---|---|---|---|---|---|---|---|---|
| Returns | |||||||||
| BLDR Return | 61% | 110% | -24% | 157% | -14% | -17% | 389% | <=== | |
| OC Return | 18% | 21% | -4% | 77% | 17% | -14% | 145% | ||
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 13% | 106% | ||
| Monthly Win Rates [3] | |||||||||
| BLDR Win Rate | 58% | 67% | 58% | 83% | 58% | 50% | 63% | ||
| OC Win Rate | 67% | 58% | 42% | 67% | 67% | 62% | 60% | ||
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 62% | 63% | <=== | |
| Max Drawdowns [4] | |||||||||
| BLDR Max Drawdown | -58% | -7% | -42% | 0% | -21% | -26% | -26% | ||
| OC Max Drawdown | -52% | -2% | -17% | 0% | -5% | -25% | -17% | ||
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | -12% | <=== | |
[1] Cumulative total returns since the beginning of 2020
[2] 2025 data is for the year up to 9/24/2025 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read OC Dip Buyer Analyses and BLDR Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.