Amrize Ltd vs Owens Corning, two Building Materials stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where AMRZ and OC diverge most: on implied growth (priced in), AMRZ reads +15.4% and OC reads -2.7%; on revenue growth, AMRZ reads +4.7% and OC reads -7.5%. The rest of the comparable metrics sit closer together. On valuation, today's AMRZ price has a different growth bar priced in than OC (+15.4% implied for AMRZ vs -2.7% for OC); the higher figure is the steeper assumption to clear, not a better or worse stock. The bull and bear cases for each are in their full reports below.
| Metric | AMRZ | OC |
|---|---|---|
| Price | $36.19 | $114.16 |
| Market cap | $20.0B | $9.2B |
| Sector | Building Materials | Building Materials |
| Stage | Mature | Mature |
| Implied growth (priced in) | +15.4% | -2.7% |
| P/E | 15.1 | — |
| P/B | 1.56 | 2.41 |
| P/S | 1.59 | 0.93 |
| EV/EBITDA | 8.4 | 16.2 |
| Revenue growth | +4.7% | -7.5% |
| Gross margin | 28.4% | 28.8% |
| Operating margin | 20.4% | 17.5% |
| Net margin | 10.6% | -6.8% |
| Return on equity | 10.4% | -17.6% |
| Return on assets | 5.4% | -5.3% |
| Return on invested capital | 8.7% | 0.4% |
| FCF yield | 6.6% | 9.8% |
| Dividend yield | — | 2.5% |
| Debt / equity | 0.47 | 1.34 |
| Current ratio | 1.10 | 1.16 |
| Altman Z (solvency) | 1.71 | 2.05 |
| Piotroski F (quality) | 7 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.