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 revenue growth, AMRZ reads +3.5% and OC reads -5.0%; on operating margin, AMRZ reads -3.5% and OC reads 5.3%. The rest of the comparable metrics sit closer together. On valuation, today's AMRZ price has a different growth bar priced in than OC (+21.1% implied for AMRZ vs +3.1% 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 | $48.92 | $138.89 |
| Market cap | $27.1B | $11.3B |
| Sector | Building Materials | Building Materials |
| Stage | Mature | Mature |
| Implied growth (priced in) | +21.1% | +3.1% |
| P/E | 35.2 | — |
| P/B | 2.07 | 3.06 |
| P/S | 2.43 | 1.14 |
| EV/EBITDA | 14.0 | 66.8 |
| Revenue growth | +3.5% | -5.0% |
| Gross margin | 9.7% | 22.5% |
| Operating margin | -3.5% | 5.3% |
| Net margin | 6.9% | -5.4% |
| Return on equity | 5.9% | -14.5% |
| Return on assets | 3.2% | -4.1% |
| Return on invested capital | 5.7% | 0.6% |
| FCF yield | 4.9% | 7.3% |
| Dividend yield | — | 2.1% |
| Debt / equity | 0.44 | 1.50 |
| Current ratio | 1.40 | 1.24 |
| Altman Z (solvency) | 2.01 | 2.02 |
| Piotroski F (quality) | 3 / 9 | 3 / 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.