BLDR vs ALLE vs OC Stock Comparison

Builders FirstSource, Allegion and Owens Corning Prices as of Oct 23, 2026 Peers: Industry group
ALLE Allegion plc
$179.12 +16.2% 1M +4.6% 1Y
Market cap
$15.27B
P/E
23.2x
Revenue (TTM)
$4.29B
Div. yield
0.01%
Building Products Industrials
10 wins
OC Owens Corning
$114.23 -7.1% 1M -11.2% 1Y
Market cap
$9.18B
P/E
–
Revenue (TTM)
$9.85B
Div. yield
–
Building Products Industrials
1 win

Head to Head

11 decided of 12

Allegion leads on 10 of the 12 questions below (Allegion 10, Owens Corning 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionBLDRALLEOCLeader
Larger companyMarket capitalisation $6.04B $15.27B $9.18B ALLE
Cheaper on earningsLower P/E, profitable companies only 58.9x 23.2x -13.7x ALLE
Cheaper on forward earningsLower price / next fiscal year consensus EPS 17.8x 19.3x 12.6x OC
Faster revenue growthRevenue growth, trailing twelve months -9.4% +10.6% -7.2% ALLE
More profitableNet margin, trailing twelve months 0.7% 15.4% -6.8% ALLE
Better return on capitalReturn on invested capital 3.5% 17.9% 0.5% ALLE
Less leveragedLower net debt / EBITDA 4.4x 1.7x 6.5x ALLE
Higher dividend yieldTrailing dividend yield 0.00% 0.01% 0.00% –
Better 1-year returnPrice return, last 12 months -54.2% +4.6% -11.2% ALLE
Better 5-year returnAnnualised price return, 5 years -0.7%/yr +6.1%/yr +4.9%/yr ALLE
Less volatileAnnualised volatility, 1 year 50.1% 29.7% 41.9% ALLE
Higher overall scoreMean of the five percentile scores vs peers 44/100 51/100 41/100 ALLE

Percentile Scorecard

BLDRALLEOC

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisBLDRALLEOC
Valuation 82 #11 of 55 22 #43 of 55 65 #20 of 55
Growth 2 #50 of 51 58 #22 of 51 8 #47 of 51
Profitability 32 #35 of 51 94 #4 of 51 22 #40 of 51
Financial Health 16 #50 of 59 53 #28 of 59 10 #53 of 59
Shareholder Returns 90 #5 of 41 25 #31 of 41 98 #2 of 41
Overall 44 51 41
  • BLDR ranked among 59 companies in Construction Products
  • ALLE ranked among 59 companies in Construction Products
  • OC ranked among 59 companies in Construction Products

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodBLDRALLEOCSPY
1 month -4.0%+16.2%-7.1% -1.0%
3 months -22.0%+16.8%-19.8% +2.9%
6 months -36.9%+22.6%-9.1% +6.4%
Year to date -44.7%+12.5%+2.1% +11.4%
1 year -54.2%+4.6%-11.2% +13.1%
3 years -48.6%+84.5%-7.4% +79.4%
3 years, per year -19.9%+22.7%-2.5% +21.5%
5 years -3.5%+34.2%+27.2% +67.7%
5 years, per year -0.7%+6.1%+4.9% +10.9%
10 years +447.7%+166.6%+121.8% +255.2%
10 years, per year +18.5%+10.3%+8.3% +13.5%

Risk

MeasureBLDRALLEOCSPY
Volatility, 1Y 50.1%29.7%41.9% 12.7%
Downside volatility, 1Y 44.4%27.7%38.1% 12.7%
Beta vs S&P 500, 1Y 1.600.431.49 1.00
Return / volatility, 1Y -1.080.16-0.27 1.03
Max drawdown, 5Y -76.1%-34.8%-53.4% -25.4%
From 52-week high -55.9%-0.4%-28.1% -2.5%
52-week high $128.96$179.77$158.96 $779.14
52-week low $50.53$125.65$98.28 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleBLDRALLEOC
P/E now vs peer median 59.6xmedian 19.9x 23.3xmedian 19.9x -13.7xmedian 19.9x
P/S now vs peer median 0.4xmedian 1.5x 3.6xmedian 1.5x 0.9xmedian 1.5x
EV/EBITDA now vs peer median 10.3xmedian 12.6x 16.4xmedian 12.6x 18.3xmedian 12.6x
P/FCF now vs peer median 9.6xmedian 16.1x 22.7xmedian 16.1x 10.1xmedian 16.1x
P/B now vs peer median 1.5xmedian 3.0x 7.2xmedian 3.0x 2.4xmedian 3.0x
PEG now vs peer median -1.00median 0.98 2.46median 0.98 0.37median 0.98

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsBLDRALLEOC
Revenue $14.45B $4.29B $9.85B
Gross profit $4.22B $1.92B $2.56B
Operating income $435.57M $893.40M $50.00M
Net income $102.55M $658.60M -$669.00M
Free cash flow $639.32M $671.10M $897.00M
R&D – – $150.00M
EPS (diluted) $0.95 $7.66 $-8.33
Cash & equivalents $65.65M $320.60M $271.00M
Total debt $18.11B $2.03B $5.19B
Shares (diluted) 107.56M 86.00M 80.60M
Enterprise value $5.40B $13.99B $8.01B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricBLDRALLEOC
P/E 59.6x 23.3x -13.7x
P/FCF 9.6x 22.7x 10.1x
P/Operating cash flow 6.8x 19.8x 5.2x
P/S 0.4x 3.6x 0.9x
P/B 1.5x 7.2x 2.4x
P/Tangible book 2.1x 11.7x 6.7x
EV/EBITDA 10.3x 16.4x 18.3x
EV/EBIT 24.4x 19.0x 278.9x
EV/Revenue 0.7x 4.0x 1.4x
EV/FCF 16.6x 25.3x 15.5x
EV/Operating cash flow 11.9x 22.0x 8.0x
PEG (3Y EPS CAGR) -1.00 2.46 0.37

Growth

14 metrics
MetricBLDRALLEOC
Revenue growth (1Y) -9.4% 10.6% -7.2%
Revenue CAGR (3Y) -8.0% 5.9% 0.5%
Gross profit growth (1Y) -16.2% 10.6% -19.6%
Gross profit CAGR (3Y) -13.3% 8.3% -0.6%
Operating income growth (1Y) -64.5% 9.5% -96.9%
Operating income CAGR (3Y) -44.8% 9.6% -69.8%
Net income growth (1Y) -86.4% 5.2% -300.9%
Net income CAGR (3Y) -61.9% 8.5% -35.8%
EPS growth (1Y) -86.0% 5.7% -313.8%
EPS CAGR (3Y) -59.7% 9.5% -37.1%
Operating cash flow growth (1Y) -43.0% 0.5% 6.0%
Operating cash flow CAGR (3Y) -36.6% 9.8% 6.1%
Free cash flow growth (1Y) -46.2% -1.6% -1.9%
Free cash flow CAGR (3Y) -40.7% 10.2% -2.0%

Profitability

14 metrics
MetricBLDRALLEOC
Gross margin 29.2% 44.8% 26.0%
EBITDA margin 7.1% 24.2% 7.7%
Operating margin 3.0% 20.8% 0.5%
Pretax margin 1.0% 18.5% -2.2%
Net margin 0.7% 15.4% -6.8%
FCF margin 4.4% 15.6% 9.1%
Operating cash flow margin 6.2% 17.9% 17.8%
Return on equity 2.6% 31.2% -17.8%
Return on assets 0.9% 12.3% -5.2%
Return on invested capital 3.5% 17.9% 0.5%
Return on capital employed 4.6% 19.6% 0.5%
Asset turnover 1.3x 0.8x 0.8x
Cash conversion (OCF / net income) 8.8x 1.2x -2.6x
Stock comp / revenue 0.3% – 0.7%

Financial Health

11 metrics
MetricBLDRALLEOC
Debt / assets 40.5% 37.9% 40.8%
Debt / equity 1.1x 1.0x 1.4x
Net debt / EBITDA 4.4x 1.7x 6.5x
Debt / FCF 7.2x 3.0x 5.8x
Liabilities / assets 64.6% 60.5% 70.1%
Equity / assets 35.4% 39.5% 29.9%
Interest coverage – 8.9x 0.4x
Current ratio 1.8x 1.9x 1.2x
Quick ratio 0.9x 1.1x 0.6x
Cash ratio 0.0x 0.4x 0.1x
Altman Z-score 2.06 4.95 1.93

Shareholder Returns

7 metrics
MetricBLDRALLEOC
Dividend yield – 1.2% 2.8%
Net buyback yield 5.0% 1.1% 7.6%
Shareholder yield 5.0% 2.3% 10.3%
Payout ratio (earnings) – 27.6% –
Payout ratio (FCF) – 27.0% –
Dividend growth (1Y) – 6.1% –
Dividend CAGR (3Y) – 6.2% –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusBLDRALLEOC
Forward P/E 17.8xFY2026 19.3xFY2026 12.6xFY2026
EPS, next fiscal year $3.20FY2026 $9.26FY2026 $9.08FY2026
EPS growth, next FY -53.6%FY2026 +13.8%FY2026 -24.6%FY2026
EPS growth, the year after +31.6% +0.5% +17.0%
Revenue, next fiscal year $13.81BFY2026 $4.60BFY2026 $10.52BFY2026
Revenue growth, next FY -9.1%FY2026 +13.1%FY2026 +4.2%FY2026
Revenue growth, the year after +1.0% +7.1% +0.6%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersBLDRALLEOC
Held by institutions 99.7% 100.0% 100.0%
Institutions holding 667 730 687
Change in shares held, QoQ +1.3% +3.0% +4.2%
Institutions buying 334 336 365
Institutions selling 259 271 220
Buyers to sellers 1.29 1.24 1.66

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

BLDRALLEOC
BLDR 1.00 0.54 0.70
ALLE 0.54 1.00 0.46
OC 0.70 0.46 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, BLDR, ALLE and OC?

Allegion (ALLE) is the largest by market capitalisation: Builders FirstSource (BLDR) $6.04B, Allegion (ALLE) $15.27B, Owens Corning (OC) $9.18B.

Which stock is cheaper, BLDR, ALLE and OC?

Allegion (ALLE) trades on the lowest price-to-earnings ratio (Builders FirstSource (BLDR) 58.9x, Allegion (ALLE) 23.2x, Owens Corning (OC) -13.7x). On next year's consensus earnings, Owens Corning (OC) is cheapest (Builders FirstSource (BLDR) 17.8x, Allegion (ALLE) 19.3x, Owens Corning (OC) 12.6x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Allegion (ALLE) grew revenue fastest over the trailing twelve months: Builders FirstSource (BLDR) -9.4%, Allegion (ALLE) +10.6%, Owens Corning (OC) -7.2%.

Which company is more profitable?

Allegion (ALLE) has the highest net margin (Builders FirstSource (BLDR) 0.7%, Allegion (ALLE) 15.4%, Owens Corning (OC) -6.8%). On return on invested capital, Allegion (ALLE) leads (Builders FirstSource (BLDR) 3.5%, Allegion (ALLE) 17.9%, Owens Corning (OC) 0.5%).

Which stock has performed better?

Over the past year Allegion (ALLE) returned the most: Builders FirstSource (BLDR) -54.2%, Allegion (ALLE) +4.6%, Owens Corning (OC) -11.2%. Over five years, Allegion (ALLE) compounded fastest (Builders FirstSource (BLDR) -0.7%/yr, Allegion (ALLE) +6.1%/yr, Owens Corning (OC) +4.9%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Builders FirstSource (BLDR) 0.00%, Allegion (ALLE) 0.01%, Owens Corning (OC) 0.00%. Builders FirstSource (BLDR) and Owens Corning (OC) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Allegion (ALLE) has been the steadiest (Builders FirstSource (BLDR) 50.1%, Allegion (ALLE) 29.7%, Owens Corning (OC) 41.9%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, BLDR, ALLE and OC?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Allegion (ALLE) leads on 10. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.