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Owens Corning acquires Masonite in strategic expansion

EditorBrando Bricchi
Published 15/05/2024, 17:16
OC
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TOLEDO, Ohio - Owens Corning (NYSE: NYSE:OC), known for its building and construction materials, completed the acquisition of Masonite International (NYSE:DOOR) Corporation, a leading provider of interior and exterior doors and door systems. The transaction, valued at approximately $3.9 billion, translates to $133.00 per share for all outstanding Masonite common shares.

This move expands Owens Corning (NYSE:GLW)'s branded residential products portfolio and is expected to create a scalable new growth platform. The company forecasts generating strong free cash flow to support a consistent capital allocation strategy. With the acquisition, Owens Corning's annual revenue is projected to grow to $12.5 billion, with an adjusted EBITDA of $2.9 billion on a synergized basis, and a reduction in ongoing capital intensity.

Chris Ball (NYSE:BALL) has been appointed as President of the newly formed Doors business. Ball, with a history of leadership roles at Fortune 500 companies, previously served as President of Masonite's Global Residential business. He will report directly to Brian Chambers, Chair and Chief Executive Officer of Owens Corning, and will be a member of the company's Executive Committee.

Masonite's shareholders approved the transaction on April 25, 2024, leading to the cessation of trading and delisting of Masonite's common shares from the New York Stock Exchange. Owens Corning expects the acquisition to drive significant shareholder value, with a return on invested capital (ROIC) exceeding the company's cost of capital by the end of the third year following the close.

The combined entity now operates under the Owens Corning brand, with a commitment to providing sustainable, energy-efficient solutions for the building and construction industry. The company has a global workforce of over 25,000 employees across 31 countries.

Owens Corning's strategic acquisition of Masonite aligns with its journey of transformation and growth, aiming to leverage commercial, operational, and innovation capabilities to enhance its product offerings and market position.

This news article is based on a press release statement from Owens Corning.

InvestingPro Insights

Owens Corning (NYSE: OC) has recently made headlines with its strategic acquisition of Masonite International Corporation, a move that is expected to significantly enlarge the company's revenue streams and market presence. Investors and market watchers are paying close attention to the financial metrics and future prospects of Owens Corning, especially in light of this major transaction.

An important metric to consider is the company's market capitalization, which stands at a robust 15.4 billion USD. This figure reflects the market's current valuation of Owens Corning and is indicative of the company's size and economic footprint in the sector post-acquisition.

With a P/E ratio of 14.14 and an adjusted P/E ratio for the last twelve months as of Q1 2024 at 12.36, Owens Corning is positioned with a valuation that suggests a balance between earnings and share price. This could signal to investors that the stock is reasonably valued in comparison to its earnings.

Investors are also looking at the company's dividend yield, which as of the latest data, stands at 1.35%. Notably, Owens Corning has raised its dividend for 5 consecutive years, showcasing a commitment to returning value to shareholders. This consistent increase in dividends could be a draw for income-focused investors.

Among the InvestingPro Tips that are particularly relevant to the article and the current context of Owens Corning are:

  • The management's aggressive share buyback strategy, which can often be a sign of confidence from the leadership in the company's future prospects.
  • The company's strong return over the last year, with a 68.23% one-year price total return, reflecting investor optimism and market performance following strategic moves such as the Masonite acquisition.

For investors seeking a deeper dive into Owens Corning's financials and strategic positioning, additional InvestingPro Tips are available. There are currently 12 more tips that provide insights into the company's performance and outlook. These can be accessed through the exclusive InvestingPro platform, which offers detailed analysis and data for informed investment decisions. Remember to use the coupon code PRONEWS24 to get an additional 10% off a yearly or biyearly Pro and Pro+ subscription.

Owens Corning's recent acquisition is a significant step in its growth trajectory, and the company's financial health and market performance will be key to watch in the upcoming periods. The insights provided by InvestingPro could be invaluable to stakeholders and potential investors looking to understand the impact of this acquisition and Owens Corning's future potential.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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