COMP <GO>
OC vs TMO // REVENUE GROWTH (YOY)
Owens Corning Inc Common Stock New (NYSE) VS. Thermo Fisher Scientific Inc (NYSE) • 15-METRIC TALLY: OC 5
— TMO 10
▲ REVENUE GROWTH (YOY) LEADER: TMO
LAST: $121.15 (-0.37%) • MKT CAP: $9.61B
revenue-growth
2.60%
LAST: $697.00 (-1.72%) • MKT CAP: $262.22B
revenue-growth
3.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (OC VS. TMO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | OC | TMO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 28.10% | 41.00% | -12.90 | TMO | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.50% | 9.30% | -5.80 | TMO | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.7x | 30.4x | -11.70 | OC | /valuation <GO> |
| Free Cash Flow Yield | 13.85% | 2.40% | +11.45 | OC | /fcf-yield <GO> |
| Operating Margin | 3.60% | 17.40% | -13.80 | TMO | /operating-margins <GO> |
| Net Profit Margin | -5.20% | 15.10% | -20.30 | TMO | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 2.60% | 3.90% | -1.30 | TMO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.41% | 0.24% | +2.17 | OC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.05 | 4.50 | -2.45 | TMO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 8/9 | -4.00 | TMO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.00% | 6.70% | +0.30 | TMO | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.4 | 59.1 | -3.76 | TMO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.04 | 0.94 | +0.10 | OC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.0x | 36.3x | -17.30 | OC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.61B | $262.22B | -$252.61B | TMO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | OC REV | TMO REV | OC GROSS % | TMO GROSS % | OC FCF | TMO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $10.10B | $44.56B | 28.1% | 44.0% | $1.33B | $6.29B |
| FY 2024 | $9.85B | $42.88B | 30.9% | 44.0% | $1.45B | $7.27B |
| FY 2023 | $8.37B | $42.86B | 44.0% | 44.0% | $1.34B | $6.48B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
OC // BETA 1.04
TMO // BETA 0.94