BLDR vs WMS vs OC Stock Comparison

Builders FirstSource, Advanced Drainage Systems and Owens Corning Prices as of Oct 26, 2026 Peers: Industry group
OC Owens Corning
$114.23 -7.9% 1M -10.6% 1Y
Market cap
$9.34B
P/E
–
Revenue (TTM)
$9.85B
Div. yield
–
Building Products Industrials
2 wins

Head to Head

11 decided of 12

Advanced Drainage Systems leads on 9 of the 12 questions below (Advanced Drainage Systems 9, Owens Corning 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionBLDRWMSOCLeader
Larger companyMarket capitalisation $6.09B $10.02B $9.34B WMS
Cheaper on earningsLower P/E, profitable companies only 59.4x 22.2x -13.9x WMS
Cheaper on forward earningsLower price / next fiscal year consensus EPS 18.1x 20.5x 12.7x OC
Faster revenue growthRevenue growth, trailing twelve months -9.4% +10.4% -7.2% WMS
More profitableNet margin, trailing twelve months 0.7% 14.0% -6.8% WMS
Better return on capitalReturn on invested capital 3.5% 14.7% 0.5% WMS
Less leveragedLower net debt / EBITDA 4.4x 1.6x 6.5x WMS
Higher dividend yieldTrailing dividend yield 0.00% 0.01% 0.00% –
Better 1-year returnPrice return, last 12 months -54.7% -8.5% -10.6% WMS
Better 5-year returnAnnualised price return, 5 years -0.3%/yr +3.9%/yr +4.8%/yr OC
Less volatileAnnualised volatility, 1 year 50.2% 36.3% 42.0% WMS
Higher overall scoreMean of the five percentile scores vs peers 44/100 64/100 40/100 WMS

Percentile Scorecard

BLDRWMSOC

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

AxisBLDRWMSOC
Valuation 80 #12 of 56 49 #29 of 56 64 #21 of 56
Growth 2 #51 of 52 47 #28 of 52 8 #48 of 52
Profitability 32 #35 of 51 86 #8 of 51 20 #41 of 51
Financial Health 18 #48 of 58 51 #29 of 58 12 #51 of 58
Shareholder Returns 90 #5 of 41 88 #6 of 41 98 #2 of 41
Overall 44 64 40
  • BLDR ranked among 60 companies in Construction Products
  • WMS ranked among 60 companies in Construction Products
  • OC ranked among 60 companies in Construction Products

Price Performance

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

Returns

PeriodBLDRWMSOCSPY
1 month -5.1%-1.4%-7.9% -0.8%
3 months -22.7%-8.4%-20.4% +3.5%
6 months -37.5%-13.9%-9.0% +7.0%
Year to date -45.4%-9.4%+2.1% +12.2%
1 year -54.7%-8.5%-10.6% +13.0%
3 years -47.1%+24.6%+2.4% +86.3%
3 years, per year -19.1%+7.6%+0.8% +23.1%
5 years -1.5%+21.2%+26.5% +68.6%
5 years, per year -0.3%+3.9%+4.8% +11.0%
10 years +478.8%+566.2%+128.2% +258.0%
10 years, per year +19.2%+20.9%+8.6% +13.6%

Risk

MeasureBLDRWMSOCSPY
Volatility, 1Y 50.2%36.3%42.0% 12.7%
Downside volatility, 1Y 44.5%33.3%38.3% 12.7%
Beta vs S&P 500, 1Y 1.611.381.51 1.00
Return / volatility, 1Y -1.09-0.23-0.25 1.02
Max drawdown, 5Y -76.1%-50.3%-53.4% -25.4%
From 52-week high -56.4%-25.2%-28.1% -1.8%
52-week high $128.96$175.38$158.96 $779.14
52-week low $50.53$125.22$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.

MultipleBLDRWMSOC
P/E now vs peer median 58.9xmedian 19.4x 22.3xmedian 19.4x -13.7xmedian 19.4x
P/S now vs peer median 0.4xmedian 1.5x 2.9xmedian 1.5x 0.9xmedian 1.5x
EV/EBITDA now vs peer median 10.2xmedian 12.1x 12.0xmedian 12.1x 18.3xmedian 12.1x
P/FCF now vs peer median 9.5xmedian 16.1x 17.0xmedian 16.1x 10.1xmedian 16.1x
P/B now vs peer median 1.5xmedian 2.9x 5.1xmedian 2.9x 2.4xmedian 2.9x
PEG now vs peer median -0.99median 0.93 -11.88median 0.93 0.37median 0.93

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 monthsBLDRWMSOC
Revenue $14.45B $3.22B $9.85B
Gross profit $4.22B $1.24B $2.56B
Operating income $435.57M $668.00M $50.00M
Net income $102.55M $455.60M -$669.00M
Free cash flow $639.32M $550.15M $897.00M
R&D – – $150.00M
EPS (diluted) $0.95 $5.86 $-8.33
Cash & equivalents $65.65M $162.25M $271.00M
Total debt $4.59B $1.61B $5.19B
Shares (diluted) 107.56M 77.02M 80.60M
Enterprise value $5.45B $7.82B $8.17B

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
MetricBLDRWMSOC
P/E 58.9x 22.3x -13.7x
P/FCF 9.5x 17.0x 10.1x
P/Operating cash flow 6.7x 11.6x 5.2x
P/S 0.4x 2.9x 0.9x
P/B 1.5x 5.1x 2.4x
P/Tangible book 2.0x 9.5x 6.7x
EV/EBITDA 10.2x 12.0x 18.3x
EV/EBIT 24.3x 16.2x 278.9x
EV/Revenue 0.7x 3.4x 1.4x
EV/FCF 16.5x 19.6x 15.5x
EV/Operating cash flow 11.8x 13.4x 8.0x
PEG (3Y EPS CAGR) -0.99 -11.88 0.37

Growth

14 metrics
MetricBLDRWMSOC
Revenue growth (1Y) -9.4% 10.4% -7.2%
Revenue CAGR (3Y) -8.0% 3.2% 0.5%
Gross profit growth (1Y) -16.2% 14.0% -19.6%
Gross profit CAGR (3Y) -13.3% 4.3% -0.6%
Operating income growth (1Y) -64.5% 4.9% -96.9%
Operating income CAGR (3Y) -44.8% -2.2% -69.8%
Net income growth (1Y) -86.4% 4.9% -300.9%
Net income CAGR (3Y) -61.9% -2.8% -35.8%
EPS growth (1Y) -86.0% 5.7% -313.8%
EPS CAGR (3Y) -59.7% -1.9% -37.1%
Operating cash flow growth (1Y) -43.0% 19.5% 6.0%
Operating cash flow CAGR (3Y) -36.6% 4.6% 6.1%
Free cash flow growth (1Y) -46.2% 18.3% -1.9%
Free cash flow CAGR (3Y) -40.7% 1.3% -2.0%

Profitability

14 metrics
MetricBLDRWMSOC
Gross margin 29.2% 38.6% 26.0%
EBITDA margin 7.1% 27.9% 7.7%
Operating margin 3.0% 20.7% 0.5%
Pretax margin 1.0% 18.6% -2.2%
Net margin 0.7% 14.0% -6.8%
FCF margin 4.4% 17.1% 9.1%
Operating cash flow margin 6.2% 25.0% 17.8%
Return on equity 2.6% 24.6% -17.8%
Return on assets 0.9% 10.1% -5.2%
Return on invested capital 3.5% 14.7% 0.5%
Return on capital employed 4.6% 17.0% 0.5%
Asset turnover 1.3x 0.7x 0.8x
Cash conversion (OCF / net income) 8.8x 1.8x -2.6x
Stock comp / revenue 0.3% 1.2% 0.7%

Financial Health

11 metrics
MetricBLDRWMSOC
Debt / assets 40.5% 35.8% 40.8%
Debt / equity 1.1x 0.9x 1.4x
Net debt / EBITDA 4.4x 1.6x 6.5x
Debt / FCF 7.2x 2.9x 5.8x
Liabilities / assets 64.6% 59.7% 70.1%
Equity / assets 35.4% 40.3% 29.9%
Interest coverage – – 0.4x
Current ratio 1.8x 2.1x 1.2x
Quick ratio 0.9x 1.1x 0.6x
Cash ratio 0.0x 0.3x 0.1x
Altman Z-score 2.05 4.09 1.93

Shareholder Returns

7 metrics
MetricBLDRWMSOC
Dividend yield – 0.6% 2.8%
Net buyback yield 5.0% 3.4% 7.6%
Shareholder yield 5.0% 4.0% 10.3%
Payout ratio (earnings) – 12.6% –
Payout ratio (FCF) – 10.4% –
Dividend growth (1Y) – 12.0% –
Dividend CAGR (3Y) – 12.3% –

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.

ConsensusBLDRWMSOC
Forward P/E 18.1xFY2026 20.5xFY2026 12.7xFY2026
EPS, next fiscal year $3.11FY2026 $6.40FY2026 $9.03FY2026
EPS growth, next FY -54.9%FY2026 +2.1%FY2026 -25.1%FY2026
EPS growth, the year after +30.2% +22.7% +16.7%
Revenue, next fiscal year $13.77BFY2026 $3.62BFY2026 $10.50BFY2026
Revenue growth, next FY -9.4%FY2026 +18.7%FY2026 +3.9%FY2026
Revenue growth, the year after -0.1% +5.8% +0.5%
BLDR estimates →WMS estimates →OC estimates →

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersBLDRWMSOC
Held by institutions 99.7% 90.9% 100.0%
Institutions holding 667 553 687
Change in shares held, QoQ +1.3% +0.3% +4.2%
Institutions buying 334 259 365
Institutions selling 259 209 220
Buyers to sellers 1.29 1.24 1.66
BLDR holders →WMS holders →OC holders →

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.

BLDRWMSOC
BLDR 1.00 0.66 0.70
WMS 0.66 1.00 0.57
OC 0.70 0.57 1.00

Add a Peer

Largest companies in the same industry
BLDR · Building Products
+OTISOtis Worldwide +ALLEAllegion +JHXJames Hardie Industries +MASMasco +CSLCarlisle Companies +AYIAcuity Inc. (De) +ZWSZurn Elkay Water Solutions +SSDSimpson Manufacturing
Plot all 31 Building Products stocks →

Related Comparisons

BLDR vs OTISOtis Worldwide BLDR vs ALLEAllegion BLDR vs JHXJames Hardie Industries BLDR vs MASMasco

Frequently Asked Questions

Which is bigger, BLDR, WMS and OC?

Advanced Drainage Systems (WMS) is the largest by market capitalisation: Builders FirstSource (BLDR) $6.09B, Advanced Drainage Systems (WMS) $10.02B, Owens Corning (OC) $9.34B.

Which stock is cheaper, BLDR, WMS and OC?

Advanced Drainage Systems (WMS) trades on the lowest price-to-earnings ratio (Builders FirstSource (BLDR) 59.4x, Advanced Drainage Systems (WMS) 22.2x, Owens Corning (OC) -13.9x). On next year's consensus earnings, Owens Corning (OC) is cheapest (Builders FirstSource (BLDR) 18.1x, Advanced Drainage Systems (WMS) 20.5x, Owens Corning (OC) 12.7x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Advanced Drainage Systems (WMS) grew revenue fastest over the trailing twelve months: Builders FirstSource (BLDR) -9.4%, Advanced Drainage Systems (WMS) +10.4%, Owens Corning (OC) -7.2%.

Which company is more profitable?

Advanced Drainage Systems (WMS) has the highest net margin (Builders FirstSource (BLDR) 0.7%, Advanced Drainage Systems (WMS) 14.0%, Owens Corning (OC) -6.8%). On return on invested capital, Advanced Drainage Systems (WMS) leads (Builders FirstSource (BLDR) 3.5%, Advanced Drainage Systems (WMS) 14.7%, Owens Corning (OC) 0.5%).

Which stock has performed better?

Over the past year Advanced Drainage Systems (WMS) returned the most: Builders FirstSource (BLDR) -54.7%, Advanced Drainage Systems (WMS) -8.5%, Owens Corning (OC) -10.6%. Over five years, Owens Corning (OC) compounded fastest (Builders FirstSource (BLDR) -0.3%/yr, Advanced Drainage Systems (WMS) +3.9%/yr, Owens Corning (OC) +4.8%/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%, Advanced Drainage Systems (WMS) 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, Advanced Drainage Systems (WMS) has been the steadiest (Builders FirstSource (BLDR) 50.2%, Advanced Drainage Systems (WMS) 36.3%, Owens Corning (OC) 42.0%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, BLDR, WMS 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, Advanced Drainage Systems (WMS) leads on 9. 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.