OC
Owens Corning
OC trails on the overall score without a compensating advantage in the available component scores.
VRT
Vertiv Holdings Co
VRT has the edge over OC overall, supported by stronger fundamentals and stronger valuation.
OC Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Stable | |
| Weak |
OC's revenue and cash flow are currently stable, but its profitability and balance sheet are under pressure.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
OC PE Valuation
OC has no meaningful PE right now: it lost money over the past year.
VRT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 23x | $210 | — |
| Current | 39x | $210 | — |
| Cheap | 58x | $308 | +47% |
| Fair | 72x | $383 | +83% |
| Expensive | 88x | $472 | +125% |
Historical ranges are pointers, not guarantees.
VRT's PE is in its cheap range at 39x. If earnings grow as analysts expect, today's price would be 23x next year's earnings.
OC Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Decline | |
| Stable | |
| Weakening | |
| Limited | |
| Low |
Analysts expect OC's earnings and profitability to decline, with its revenue holding steady. However, they disagree widely on these estimates.
VRT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
VRT has the edge over OC on the outlook, with more favorable earnings and revenue expectations.
OC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $7.80 | — |
| Q3 2026 | -$5.14 | +$0.53 |
| Q2 2026 | -$7.88 | -302% |
| Q1 2026 | -$6.43 | -322% |
| Q4 2025 | -$6.22 | -184% |
| Q3 2025 | -$5.67 | -148% |
| Q2 2025 | $3.90 | -67% |
| Q1 2025 | $2.89 | -77% |
| Q4 2024 | $7.37 | -44% |
OC lost $5.14 per share over the past year, about the same as its loss the year before.
VRT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.14 | +71% |
| Q3 2026 | $5.35 | +102% |
| Q2 2026 | $4.42 | +111% |
| Q1 2026 | $3.98 | +131% |
| Q4 2025 | $3.41 | +166% |
| Q3 2025 | $2.65 | +75% |
| Q2 2025 | $2.09 | +62% |
| Q1 2025 | $1.72 | +64% |
| Q4 2024 | $1.28 | +7.6% |
VRT has the edge over OC on earnings quality, reporting a profit while its opponent remains loss making.
OC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.5B | -7.3% |
| Q2 2026 | $2.8B | +0.3% |
| Q1 2026 | $2.3B | -10% |
| Q4 2025 | $2.1B | -25% |
| Q3 2025 | $2.7B | -12% |
| Q2 2025 | $2.7B | -1.5% |
| Q1 2025 | $2.5B | +10% |
| Q4 2024 | $2.8B | +23% |
OC's revenue has slid since its 2024 peak: $2.5B last quarter, down 7.3% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -6.1% | +6.1 points |
| Q2 2026 | 17% | -0.9 points |
| Q1 2026 | 5.3% | -11 points |
| Q4 2025 | -11% | -2 points |
| Q3 2025 | -12% | -29 points |
| Q2 2025 | 18% | +2 points |
| Q1 2025 | 16% | -1.4 points |
| Q4 2024 | -8.5% | -23 points |
OC's operating margin was −6.1% last quarter, up 6.1 points from the same quarter a year ago.
VRT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $4.3B | +61% |
| Q2 2026 | $3.3B | +24% |
| Q1 2026 | $2.6B | +30% |
| Q4 2025 | $2.9B | +23% |
| Q3 2025 | $2.7B | +29% |
| Q2 2025 | $2.6B | +35% |
| Q1 2025 | $2B | +24% |
| Q4 2024 | $2.3B | +26% |
VRT has the edge over OC on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 23% | +3.5 points |
| Q2 2026 | 19% | +2.7 points |
| Q1 2026 | 17% | +2.3 points |
| Q4 2025 | 20% | +0.7 points |
| Q3 2025 | 19% | +1.4 points |
| Q2 2025 | 17% | -0.4 points |
| Q1 2025 | 14% | +1.9 points |
| Q4 2024 | 19% | +4.2 points |
VRT has the edge over OC on profitability, with a higher operating margin.
OC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $622M | -17% |
| Q2 2026 | $199M | +54% |
| Q1 2026 | -$387M | -$135M |
| Q4 2025 | $333M | -30% |
| Q3 2025 | $752M | +35% |
| Q2 2025 | $129M | -62% |
| Q1 2025 | -$252M | -$124M |
| Q4 2024 | $479M | -15% |
OC still generates free cash flow, though less than at its 2025 peak: $767M over the past year.
VRT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $654.9M | +41% |
| Q2 2026 | $926.5M | +233% |
| Q1 2026 | $654.2M | +145% |
| Q4 2025 | $885.6M | +143% |
| Q3 2025 | $463.5M | +36% |
| Q2 2025 | $277.9M | -19% |
| Q1 2025 | $266.8M | +162% |
| Q4 2024 | $364.5M | +18% |
VRT has the edge over OC on cash flow, with more consistent year-over-year improvement.
OC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -2.4% | -1.9M shares |
| 1 year | -5.6% | -4.7M shares |
| 3 years | -13% | -12.2M shares |
| 5 years | -24% | -25.2M shares |
| Available history | -29% | -31.4M shares |
OC has the edge over VRT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $276M |
| Q2 2026 | $208M |
| Q1 2026 | $22M |
| Q4 2025 | $232M |
| Q3 2025 | $220M |
| Q2 2025 | $227M |
| Q1 2025 | $136M |
| Q4 2024 | $103M |
OC spent $738M buying back its own shares over the past year, up 7.6% from the year before.
VRT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -64.9K shares |
| 1 year | +0.4% | +1.8M shares |
| 3 years | +1.1% | +4.4M shares |
| 5 years | +10% | +36M shares |
| Available history | +63% | +152M shares |
VRT has 393M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | $599.9M |
OC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 4.5x | High |
| Q2 2026 | 5.3x | High |
| Q1 2026 | 6.2x | High |
| Q4 2025 | 4.2x | High |
| Q3 2025 | 4.3x | High |
| Q2 2025 | 2.8x | Moderate |
| Q1 2025 | 2.8x | Moderate |
| Q4 2024 | 2.7x | Moderate |
OC's net debt is about 4.5 years of its operating earnings (EBITDA), up from 4.3 years a year ago.
VRT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | 0.1x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.6x | Very low |
| Q3 2025 | 0.8x | Very low |
| Q2 2025 | 0.7x | Very low |
| Q1 2025 | 0.8x | Very low |
| Q4 2024 | 1.0x | Healthy |
VRT has the edge over OC on leverage, with a lower net debt burden relative to earnings.
OC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.5 | Neutral |
| Stochastic | 21.6 | Neutral |
OC's weekly RSI is 43 (neutral) and its Stochastic is 22 (neutral).
VRT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.0 | Neutral |
| Stochastic | 26.4 | Neutral |
VRT's weekly RSI is 43 (neutral) and its Stochastic is 26 (neutral).
OC PE vs Industrials Sector
| Metric | OC | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 24x | — |
OC has no meaningful PE right now: it lost money over the past year.
VRT PE vs Industrials Sector
| Metric | VRT | Sector median | Relative |
|---|---|---|---|
| PE | 39x | 24x | 63% above |
| PE % | 3 | 58 | 55 pts below |
VRT is trading at 39x earnings, a 63% premium to the Industrials sector's median of 24x.
OC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $117.9 | 0.3% below |
| 20 week MA | $133.0 | 12% below |
| 50 week MA | $124.9 | 5.9% below |
| 100 week MA | $135.1 | 13% below |
| 200 week MA | $140.3 | 16% below |
OC is in a downtrend: it's below all five of its weekly moving averages, and 16% below its 200-week average.
VRT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $221.8 | 5.5% below |
| 20 week MA | $254.4 | 18% below |
| 50 week MA | $253.9 | 17% below |
| 100 week MA | $189.1 | 11% above |
| 200 week MA | $123.5 | 70% above |
VRT has the edge over OC on trend strength, trading above more of its moving averages.
OC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $65.2 | $78.4 | +20% |
| 2021 | $78.4 | $88.8 | +13% |
| 2022 | $88.8 | $88.2 | -0.7% |
| 2023 | $88.2 | $148.2 | +68% |
| 2024 | $148.2 | $170.6 | +15% |
| 2025 | $170.6 | $113.7 | -33% |
| 2026 YTD | $113.7 | $117.5 | +3.3% |
OC has finished higher in four of the last six years. It's up 3.3% so far in 2026.
VRT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.9 | $18.9 | +73% |
| 2021 | $18.9 | $24.9 | +31% |
| 2022 | $24.9 | $12.8 | -48% |
| 2023 | $12.8 | $48.0 | +275% |
| 2024 | $48.0 | $115.1 | +140% |
| 2025 | $115.1 | $167.6 | +46% |
| 2026 YTD | $167.6 | $209.6 | +25% |
VRT has the edge over OC on returns for 2026, with the stronger performance.