COMP <GO>
OC vs DRS // FORWARD P/E MULTIPLE
Owens Corning Inc (NYSE) VS. Leonardo DRS Inc. (NASDAQ) • 15-METRIC TALLY: OC 7
— DRS 7
▲ FORWARD P/E MULTIPLE LEADER: OC
LAST: $121.15 (-0.37%) • MKT CAP: $9.58B
forward-pe
19.0x
LAST: $37.68 (-4.94%) • MKT CAP: $10.05B
forward-pe
32.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (OC VS. DRS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | OC | DRS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 28.10% | 23.80% | +4.30 | OC | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.50% | 9.20% | -5.70 | DRS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.7x | 23.2x | -4.50 | OC | /valuation <GO> |
| Free Cash Flow Yield | 13.85% | 2.15% | +11.70 | OC | /fcf-yield <GO> |
| Operating Margin | 3.60% | 9.50% | -5.90 | DRS | /operating-margins <GO> |
| Net Profit Margin | -5.20% | 7.60% | -12.80 | DRS | /net-margins <GO> |
| Revenue Growth (YoY) | 2.60% | 12.80% | -10.20 | DRS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.41% | 0.00% | +2.41 | OC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.05 | 3.59 | -1.54 | DRS | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 8/9 | -4.00 | DRS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.1 | 53.6 | +1.50 | OC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.04 | 0.89 | +0.15 | OC | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 19.0x | 32.0x | -13.00 | OC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.58B | $10.05B | -$469.5M | DRS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | OC REV | DRS REV | OC GROSS % | DRS GROSS % | OC FCF | DRS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $10.10B | $3.65B | 28.1% | 23.8% | $1.33B | $227.0M |
| FY 2024 | $9.85B | $3.23B | 30.9% | 22.8% | $1.45B | $186.0M |
| FY 2023 | $8.37B | $2.83B | — | — | $1.34B | $77.8M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
OC // BETA 1.04
DRS // BETA 0.89