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We are a leading provider of high-performance building solutions that meet the demands of builders, remodelers, and homeowners worldwide. Serving the new home construction, repair and remodeling, and outdoor structures markets, we have leveraged our expertise to become an industry leader known for innovation, quality, reliability, and sustainability.
$76.38
+$0.29 (+0.38%)
Price from 5 days ago
Operating margin is thin at 7.72%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue declined 7.9% YoY. Margins deteriorated 10.3pp alongside, both lines moving the wrong way.
At 65x earnings, the current multiple leaves limited room for execution misses or growth deceleration. Free cash flow declined 78% versus the prior year, cash generation momentum has weakened.
65.3x earnings. The market is pricing in years of above-average growth. If that thesis breaks, downside from multiple compression alone could be 30%+. This is a stock where you're paying for the future, not the present.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$2.56B
▼ -7.9% YoY
Net Income (TTM)
$82M
▼ -65.2% YoY
Op. Margin
4.81%
▼ -10.3pp YoY
ROIC
4.26%
▼ -11.9pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
-$8M
▼ -78.4% YoY
Op. Cash Flow (TTM)
$280M
▼ -36.9% YoY
Net Debt
$214M
Cash & Equiv.
$164M
5Y CAGR: +2.5%
5Y CAGR: -31.1%
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