Core Viewpoint - Owens Corning is facing a challenging earnings outlook with a projected decline in EPS while revenue is expected to increase, indicating mixed performance in the upcoming earnings report [2][3]. Group 1: Stock Performance - Owens Corning's stock closed at $143.96, reflecting a slight decrease of -0.08% compared to the previous day, underperforming against the S&P 500's gain of 0.06% [1]. - Over the past month, the stock has increased by 1.02%, contrasting with a 6.22% loss in the Construction sector and a 4.29% loss in the S&P 500 [1]. Group 2: Earnings Forecast - The company is expected to report an EPS of $2.82 for the upcoming earnings release on May 7, 2025, which represents a 21.45% decrease from the same quarter last year [2]. - The revenue forecast for the same quarter is $2.52 billion, indicating a 9.41% increase year-over-year [2]. - For the full year, analysts anticipate earnings of $14.10 per share and revenue of $10.58 billion, reflecting declines of -11.38% and -3.62% respectively from the previous year [3]. Group 3: Analyst Estimates and Rankings - Recent adjustments to analyst estimates for Owens Corning are crucial as they reflect changing business trends, with positive revisions seen as a favorable sign for the company's outlook [4]. - The Zacks Rank system currently rates Owens Corning at 4 (Sell), following a 3.35% decline in the Zacks Consensus EPS estimate over the past month [6]. Group 4: Valuation Metrics - Owens Corning has a Forward P/E ratio of 10.22, which is lower than the industry average of 15.47, indicating a potential undervaluation [7]. - The company has a PEG ratio of 3.57, compared to the industry average PEG ratio of 1.88, suggesting that the market may be pricing in lower growth expectations [8]. Group 5: Industry Context - The Building Products - Miscellaneous industry, which includes Owens Corning, ranks 152 out of over 250 industries, placing it in the bottom 39% of the Zacks Industry Rank [9].

Core Viewpoint - Owens Corning (OC) has been experiencing notable stock performance fluctuations, with recent trends indicating potential challenges ahead for the company in the near term [1][2]. Earnings Estimates - For the current quarter, Owens Corning is projected to report earnings of $2.82 per share, reflecting a year-over-year decline of -21.5% [5]. - The consensus earnings estimate for the current fiscal year stands at $14.10, indicating a year-over-year decrease of -11.4% [5]. - For the next fiscal year, the consensus earnings estimate is $15.10, which represents an increase of +7.1% compared to the previous year [6]. - The Zacks Rank for Owens Corning is 4 (Sell), indicating a negative outlook based on recent earnings estimate revisions [7]. Revenue Growth Forecast - The consensus sales estimate for the current quarter is $2.52 billion, which indicates a year-over-year growth of +9.4% [11]. - For the current fiscal year, the sales estimate is $10.58 billion, reflecting a decrease of -3.6%, while the estimate for the next fiscal year is $10.72 billion, indicating a slight increase of +1.4% [11]. Last Reported Results and Surprise History - In the last reported quarter, Owens Corning achieved revenues of $2.84 billion, marking a year-over-year increase of +23.3% [12]. - The earnings per share (EPS) for the same period was $3.22, slightly up from $3.21 a year ago [12]. - The company has consistently beaten consensus EPS estimates in the last four quarters and has exceeded revenue estimates three times during this period [13]. Valuation - Owens Corning is graded B on the Zacks Value Style Score, suggesting that the stock is trading at a discount compared to its peers [17].

Company Performance - Owens Corning's stock closed at $137.10, with a daily increase of +1.99%, underperforming the S&P 500's gain of 2.51% [1] - The stock has decreased by 11.09% over the past month, compared to the Construction sector's loss of 9.21% and the S&P 500's loss of 8.86% [1] Upcoming Earnings - The company's earnings report is scheduled for May 7, 2025, with projected EPS of $2.82, indicating a 21.45% decline from the same quarter last year [2] - Quarterly revenue is expected to be $2.52 billion, reflecting a 9.41% increase from the previous year [2] Full Year Estimates - For the full year, earnings are projected at $14.33 per share and revenue at $10.58 billion, showing declines of -9.93% and -3.62% respectively from the prior year [3] Analyst Estimates - Recent changes in analyst estimates indicate a positive outlook on Owens Corning's business operations and profit generation capabilities [4] - The Zacks Rank system, which reflects these estimate changes, currently ranks Owens Corning as 4 (Sell) [6] Valuation Metrics - Owens Corning has a Forward P/E ratio of 9.38, which is lower than the industry average of 14.35 [7] - The company has a PEG ratio of 2.21, compared to the average PEG ratio of 1.66 for the Building Products - Miscellaneous industry [7] Industry Context - The Building Products - Miscellaneous industry is part of the Construction sector and holds a Zacks Industry Rank of 156, placing it in the bottom 38% of over 250 industries [8]

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about Owens Corning (OC) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Owens Corning currently has an average ...

In the latest trading session, Owens Corning (OC) closed at $138.21, marking a -1.44% move from the previous day. This change lagged the S&P 500's daily loss of 0.17%. Meanwhile, the Dow lost 0.39%, and the Nasdaq, a tech-heavy index, lost 0.05%.Prior to today's trading, shares of the construction materials company had lost 3.33% over the past month. This has was narrower than the Construction sector's loss of 5.56% and the S&P 500's loss of 3.94% in that time.The investment community will be paying close a ...

Core Viewpoint - The average brokerage recommendation (ABR) for Owens Corning (OC) is 1.81, indicating a consensus between Strong Buy and Buy, based on 16 brokerage firms' recommendations [2] Brokerage Recommendations - The current ABR of 1.81 is derived from nine Strong Buy and one Buy recommendations, which account for 56.3% and 6.3% of all recommendations respectively [2] - Despite the positive ABR, reliance solely on brokerage recommendations for investment decisions may not be prudent, as studies show limited success in guiding investors towards stocks with the best price increase potential [5] Analyst Bias and Reliability - Brokerage analysts often exhibit a strong positive bias in their ratings due to vested interests, with a ratio of five Strong Buy recommendations for every Strong Sell [6] - This misalignment of interests can lead to misleading insights regarding a stock's future price movement [7] Zacks Rank Comparison - Zacks Rank, a proprietary stock rating tool, categorizes stocks from Strong Buy to Strong Sell and is based on earnings estimate revisions, which are more effective indicators of near-term stock price performance [8][11] - The ABR is calculated solely from brokerage recommendations and may not be up-to-date, while Zacks Rank reflects timely earnings estimate revisions [9][12] Current Earnings Estimates for Owens Corning - The Zacks Consensus Estimate for Owens Corning has declined by 0.6% over the past month to $14.51, indicating growing pessimism among analysts regarding the company's earnings prospects [13] - This decline in earnings estimates has resulted in a Zacks Rank of 4 (Sell) for Owens Corning, suggesting caution despite the Buy-equivalent ABR [14]

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about Owens Corning (OC) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Owens Corning currently has an average ...

Core Viewpoint - Home Depot's prospects are closely tied to home improvement spending and the housing market, leading investors to consider alternative stocks like Whirlpool, Stanley Black & Decker, and Owens Corning for potentially better returns [1]. Valuation and Financial Metrics - Home Depot has a dividend yield of 2.4% and a price-to-earnings (PE) ratio of 26 times trailing earnings and 23.5 times estimated earnings in 2027 [2]. - Analyst consensus predicts 1% EPS growth for Home Depot in 2025, followed by 10% in 2026 [5]. - PE ratios for 2024, 2025, and 2026 for Whirlpool, Stanley Black & Decker, and Owens Corning are as follows: - Whirlpool: 8.1, 10.2, 8.7 [6] - Stanley Black & Decker: 19.3, 16, 12.8 [6] - Owens Corning: 9.3, 10.1, 9.1 [6] Company-Specific Insights - **Whirlpool**: - Market cap of $5.6 billion with $6.6 billion in net debt, planning to pay down $700 million of debt this year [7]. - Expected to generate $500 million to $600 million in free cash in 2025, with potential cash from reducing its stake in Whirlpool India [8]. - **Stanley Black & Decker**: - Successfully met key guidance metrics last year, focusing on cost-cutting and supply chain reorganization [9]. - Concerns include a high inventory-to-sales ratio and potential tariff impacts [10]. - **Owens Corning**: - Recently acquired Masonite for $3.9 billion, enhancing its position in the residential housing market [11]. - Generated $1.2 billion in free cash flow in a weak market, with an adjusted EBITDA margin of 25% [12][13]. Investment Outlook - Whirlpool is seen as a high-risk, high-reward investment [14]. - Stanley Black & Decker is on a recovery path but faces uncertainties regarding tariffs and inventory [14]. - Owens Corning is viewed as the best positioned for risk/reward, especially for those anticipating a housing market recovery [14].

Owens Corning (OC) closed the most recent trading day at $154.04, moving +1.3% from the previous trading session. The stock's performance was behind the S&P 500's daily gain of 1.59%. Meanwhile, the Dow experienced a rise of 1.39%, and the technology-dominated Nasdaq saw an increase of 1.63%.The construction materials company's stock has dropped by 20.31% in the past month, falling short of the Construction sector's loss of 9.68% and the S&P 500's loss of 2.42%.The upcoming earnings release of Owens Corning ...

Group 1 - The article highlights Owens Corning (NYSE: OC) as a stable investment following its acquisition of Masonite, emphasizing the company's transformation and strategic focus on ESG, insulation, and energy transition [1] - The investment group "Value In Corporate Events" provides members with opportunities to capitalize on significant corporate events such as IPOs, mergers & acquisitions, and earnings reports, covering around 10 major events monthly [1]