Owens Corning vs TECNOGLASS INC., two Building Materials stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where OC and TGLS diverge most: on revenue growth, OC reads -5.0% and TGLS reads +10.0%; on net margin, OC reads -5.4% and TGLS reads 14.8%. The rest of the comparable metrics sit closer together. On valuation, today's OC price has a different growth bar priced in than TGLS (+19.6% implied for OC vs +1.7% for TGLS); the higher figure is the steeper assumption to clear, not a better or worse stock. What OC's price implies is a bet that sits within the historical range (whole-company basis). What TGLS's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | OC | TGLS |
|---|---|---|
| Price | $143.92 | $46.43 |
| Market cap | $11.7B | $2.1B |
| Sector | Building Materials | Building Materials |
| Stage | Mature | Mature |
| Implied growth (priced in) | +19.6% | +1.7% |
| P/E | — | 14.4 |
| P/B | 3.17 | 2.82 |
| P/S | 1.19 | 2.05 |
| EV/EBITDA | 68.5 | 9.7 |
| Revenue growth | -5.0% | +10.0% |
| Gross margin | 22.5% | 38.5% |
| Operating margin | 5.3% | 18.1% |
| Net margin | -5.4% | 14.8% |
| Return on equity | -14.5% | 20.3% |
| Return on assets | -4.1% | 11.0% |
| Return on invested capital | 0.6% | 16.7% |
| FCF yield | 7.1% | 0.4% |
| Dividend yield | 2.0% | — |
| Debt / equity | 1.50 | 0.28 |
| Current ratio | 1.24 | 1.77 |
| Altman Z (solvency) | 2.05 | 3.83 |
| Piotroski F (quality) | 3 / 9 | 4 / 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.