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Beacon Roofing Supply

DB:OWY
Snowflake Description

Moderate growth potential and slightly overvalued.

The Snowflake is generated from 30 checks in 5 different areas, read more below.
OWY
DB
$2B
Market Cap
  1. Home
  2. DE
  3. Capital Goods
Company description

Beacon Roofing Supply, Inc., together with its subsidiaries, distributes residential and commercial roofing materials, and other complementary building materials to contractors, home builders, retailers, and building materials suppliers. The last earnings update was 98 days ago. More info.


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OWY Share Price and Events
7 Day Returns
2%
DB:OWY
7%
DE Trade Distributors
0.8%
DE Market
1 Year Returns
25.3%
DB:OWY
6.9%
DE Trade Distributors
9%
DE Market
OWY Shareholder Return
  7 Day 30 Day 90 Day 1 Year 3 Year 5 Year
Beacon Roofing Supply (OWY) 2% 9.4% 10% 25.3% -29.5% 33.4%
DE Trade Distributors 7% 8.4% 16.8% 6.9% -1.2% 8.4%
DE Market 0.8% 6.3% 14.4% 9% 14.5% 21.8%
1 Year Return vs Industry and Market
  • OWY outperformed the Trade Distributors industry which returned 6.9% over the past year.
  • OWY outperformed the Market in Germany which returned 9% over the past year.
Price Volatility
OWY
Industry
5yr Volatility vs Market
Related Companies

OWY Value

 Is Beacon Roofing Supply undervalued based on future cash flows and its price relative to the stock market?

Value is all about what a company is worth versus what price it is available for. If you went into a grocery store and all the bananas were on sale at half price, they could be considered undervalued.
INTRINSIC VALUE BASED ON FUTURE CASH FLOWS
Here we compare the current share price of Beacon Roofing Supply to its discounted cash flow analysis.value.

The discounted cash flow value is simply looking at what the company is worth today, based on estimates of how much money it is expected to make in the future.
Raw Data

Below are the data sources, inputs and calculation used to determine the intrinsic value for Beacon Roofing Supply.

DB:OWY Discounted Cash Flow Data Sources
Data Point Source Value
Valuation Model 2 Stage Free Cash Flow to Equity
Levered Free Cash Flow Average of 14 Analyst Estimates (S&P Global) See below
Discount Rate (Cost of Equity) See below 9.8%
Perpetual Growth Rate 10-Year DE Government Bond Rate 0.2%

An important part of a discounted cash flow is the discount rate, below we explain how it has been calculated.

Calculation of Discount Rate/ Cost of Equity for DB:OWY
Data Point Calculation/ Source Result
Risk-Free Rate 10-Year DE Govt Bond Rate 0.2%
Equity Risk Premium S&P Global 6%
Trade Distributors Unlevered Beta Simply Wall St/ S&P Global 0.95
Re-levered Beta = Unlevered beta (1 + (1- tax rate) (Debt/Equity))
= 0.951 (1 + (1- 21%) (128.41%))
1.613
Levered Beta Levered Beta limited to 0.8 to 2.0
(practical range for a stable firm)
1.61
Discount Rate/ Cost of Equity = Cost of Equity = Risk Free Rate + (Levered Beta * Equity Risk Premium)
= 0.23% + (1.613 * 5.96%)
9.84%

Discounted Cash Flow Calculation for DB:OWY using 2 Stage Free Cash Flow to Equity Model

The calculations below outline how an intrinsic value for Beacon Roofing Supply is arrived at by discounting future cash flows to their present value using the 2 stage method. We try to start with analysts estimates of free cash flow, however if these are not available we use the most recent financial results. In the 1st stage we continue to grow the free cash flow over a 10 year period, with the growth rate trending towards the perpetual growth rate used in the 2nd stage. The 2nd stage assumes the company grows at a stable rate into perpetuity.

Note: Free cash flow to equity valuations ignore the company's cash or debt.

DB:OWY DCF 1st Stage: Next 10 year cash flow forecast
Levered FCF (USD, Millions) Source Present Value
Discounted (@ 9.84%)
2020 252.00 Analyst x7 229.42
2021 279.00 Analyst x1 231.24
2022 349.00 Analyst x1 263.34
2023 400.00 Analyst x1 274.77
2024 435.37 Est @ 8.84% 272.28
2025 462.62 Est @ 6.26% 263.39
2026 483.21 Est @ 4.45% 250.46
2027 498.59 Est @ 3.18% 235.28
2028 510.04 Est @ 2.3% 219.11
2029 518.59 Est @ 1.68% 202.82
Present value of next 10 years cash flows $2,442.00
DB:OWY DCF 2nd Stage: Terminal Value
Calculation Result
Terminal Value = FCF2029 × (1 + g) ÷ (Discount Rate – g)
= $518.59 × (1 + 0.23%) ÷ (9.84% – 0.23%)
$5,406.10
Present Value of Terminal Value = Terminal Value ÷ (1 + r)10
= $5,406.10 ÷ (1 + 9.84%)10
$2,114.35
DB:OWY Total Equity Value
Calculation Result
Total Equity Value = Present value of next 10 years cash flows + Terminal Value
= $2,442.00 + $2,114.35
$4,556.35
Equity Value per Share
(USD)
= Total value / Shares Outstanding
= $4,556.35 / 68.50
$66.51
DB:OWY Discount to Share Price
Calculation Result
Non-primary Listing Adjustment Factor 1 share in DB:OWY represents 0.9023x of NasdaqGS:BECN
(This could be a different class, a depositary receipt, a different currency, or all of these things.)
0.9023x
Value per Share
(Listing Adjusted, EUR)
= Value per Share (USD) x Listing Adjustment Factor
= $ 66.51 x 0.9023
€60.01
Value per share (EUR) From above. €60.01
Current discount Discount to share price of €30.20
= -1 x (€30.20 - €60.01) / €60.01
49.7%

Learn more about our DCF calculations in Simply Wall St’s analysis model .

Current Discount
Amount off the current price Beacon Roofing Supply is available for.
Intrinsic value
50%
Share price is €30.2 vs Future cash flow value of €60.01
Current Discount Checks
For Beacon Roofing Supply to be considered undervalued it must be available for at least 20% below the current price. Less than 40% is even better.
  • Beacon Roofing Supply's share price is below the future cash flow value, and at a moderate discount (> 20%).
  • Beacon Roofing Supply's share price is below the future cash flow value, and at a substantial discount (> 40%).
PRICE RELATIVE TO MARKET
We can also value a company based on what the stock market is willing to pay for it. This is similar to the price of fruit (e.g. Mangoes or Avocados) increasing when they are out of season, or how much your home is worth.

The amount the stock market is willing to pay for Beacon Roofing Supply's earnings, growth and assets is considered below, and whether this is a fair price.
Price based on past earnings
Are Beacon Roofing Supply's earnings available for a low price, and how does this compare to other companies in the same industry?
Raw Data
DB:OWY PE (Price to Earnings) Ratio Data Sources
Data Point Source Value
Earnings Per Share * Company Filings (2019-06-30) in USD $-0.27
NasdaqGS:BECN Share Price ** NasdaqGS (2019-11-13) in USD $33.47
Germany Trade Distributors Industry PE Ratio Median Figure of 7 Publicly-Listed Trade Distributors Companies 16.14x
Germany Market PE Ratio Median Figure of 403 Publicly-Listed Companies 19.89x

* Trailing twelve months (TTM) annual GAAP earnings per share excluding extraordinary items.

** Primary Listing of Beacon Roofing Supply.

DB:OWY PE (Price to Earnings) Ratio Calculation
Calculation Outcome
PE Ratio

= NasdaqGS:BECN Share Price ÷ EPS (both in USD)

= 33.47 ÷ -0.27

-126.13x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Beacon Roofing Supply is loss making, we can't compare its value to the DE Trade Distributors industry average.
  • Beacon Roofing Supply is loss making, we can't compare the value of its earnings to the Germany market.
Price based on expected Growth
Does Beacon Roofing Supply's expected growth come at a high price?
Raw Data
DB:OWY PEG (Price to Earnings to Growth) Ratio Data Sources
Data Point Source Value
PE Ratio See PE Ratio Section -126.13x
Net Income Annual Growth Rate See Future Growth Section.
Line of Best Fit* through Consensus Estimate Earnings of 14 Analysts
57.7%per year
Europe Trade Distributors Industry PEG Ratio Median Figure of 32 Publicly-Listed Trade Distributors Companies 1.82x
Germany Market PEG Ratio Median Figure of 255 Publicly-Listed Companies 1.38x

*Line of best fit is calculated by linear regression .

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Unable to calculate PEG ratio for Beacon Roofing Supply, we can't assess if its growth is good value.
Price based on value of assets
What value do investors place on Beacon Roofing Supply's assets?
Raw Data
DB:OWY PB (Price to Book) Ratio Data Sources
Data Point Source Value
Book Value per Share Company Filings (2019-06-30) in USD $26.85
NasdaqGS:BECN Share Price * NasdaqGS (2019-11-13) in USD $33.47
Germany Trade Distributors Industry PB Ratio Median Figure of 10 Publicly-Listed Trade Distributors Companies 1.19x
Germany Market PB Ratio Median Figure of 577 Publicly-Listed Companies 1.83x
DB:OWY PB (Price to Book) Ratio Calculation
Calculation Outcome
PB Ratio

= NasdaqGS:BECN Share Price ÷ Book Value per Share (both in USD)

= 33.47 ÷ 26.85

1.25x

* Primary Listing of Beacon Roofing Supply.

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Beacon Roofing Supply is overvalued based on assets compared to the DE Trade Distributors industry average.
X
Value checks
We assess Beacon Roofing Supply's value by looking at:
  1. Is the discounted cash flow value less than 20%, or 40% of the share price? (2 checks) ( Click here or on bar chart for details of DCF calculation. )
  2. Is the PE ratio less than the market average, and/ or less than the Trade Distributors industry average (and greater than 0)? (2 checks)
  3. Is the PEG ratio within a reasonable range (0 to 1)? (1 check)
  4. Is the PB ratio less than the Trade Distributors industry average (and greater than 0)? (1 check)
  5. Beacon Roofing Supply has a total score of 2/6, see the detailed checks below.

    Note: We use GAAP Earnings per Share in all our calculations including PE and PEG Ratio.

    Full details on the Value part of the Simply Wall St company analysis model.

OWY Future Performance

 How is Beacon Roofing Supply expected to perform in the next 1 to 3 years based on estimates from 14 analysts?

The future performance of a company is measured in the same way as past performance, by looking at estimated growth and how much profit it is expected to make.

Future estimates come from professional analysts. Just like forecasting the weather, they don’t always get it right!
Annual Growth Rate
57.7%
Expected annual growth in earnings.
Earnings growth vs Low Risk Savings
Is Beacon Roofing Supply expected to grow at an attractive rate?
  • Beacon Roofing Supply's earnings growth is expected to exceed the low risk savings rate of 0.2%.
Growth vs Market Checks
  • Beacon Roofing Supply's earnings growth is expected to exceed the Germany market average.
  • Beacon Roofing Supply's revenue growth is positive but not above the Germany market average.
Annual Growth Rates Comparison
Raw Data
DB:OWY Future Growth Rates Data Sources
Data Point Source Value (per year)
DB:OWY Future Earnings Growth Rate Line of Best Fit* through Consensus Estimate Earnings of 14 Analysts 57.7%
DB:OWY Future Revenue Growth Rate Line of Best Fit* through Consensus Estimate Revenue of 14 Analysts 3.2%
Germany Trade Distributors Industry Earnings Growth Rate Market Cap Weighted Average 13.6%
Europe Trade Distributors Industry Revenue Growth Rate Market Cap Weighted Average 3.6%
Germany Market Earnings Growth Rate Market Cap Weighted Average 12.8%
Germany Market Revenue Growth Rate Market Cap Weighted Average 4.9%

*Line of best fit is calculated by linear regression .

Industry and Market average data is calculated daily.

Learn more about our growth rate calculations in Simply Wall St’s analysis model.

Analysts growth expectations
Raw Data
DB:OWY Analysts Growth Expectations Data Sources
Data Point Source Value
Past Financials Company Filings (4 months ago) See Below
Future Estimates Average of up to 14 Analyst Estimates (S&P Global) See Below
All numbers in USD Millions and using Trailing twelve months (TTM) annual period rather than quarterly.
DB:OWY Future Estimates Data
Date (Data in USD Millions) Revenue Cash Flow Net Income * Avg. No. Analysts
2023-09-30 8,072 481 238 1
2022-09-30 7,869 429 212 1
2021-09-30 7,580 358 88 4
2020-09-30 7,379 313 69 14
2019-11-13
2019-09-30 7,130 238 -3 14
DB:OWY Past Financials Data
Date (Data in USD Millions) Revenue Cash Flow Net Income *
2019-06-30 7,011 346 -18
2019-03-31 7,021 257 -2
2018-12-31 7,018 243 -2
2018-09-30 6,418 539 73
2018-06-30 5,772 240 80
2018-03-31 5,051 205 87
2017-12-31 4,496 197 148
2017-09-30 4,377 315 101
2017-06-30 4,261 120 103
2017-03-31 4,200 191 100
2016-12-31 4,153 154 103
2016-09-30 4,127 121 90

*GAAP earnings excluding extraordinary items.

Super high growth metrics
High Growth Checks
  • Beacon Roofing Supply's earnings are expected to grow significantly at over 20% yearly.
  • Beacon Roofing Supply's revenue is expected to grow by 3.2% yearly, however this is not considered high growth (20% yearly).
Past and Future Earnings per Share
The accuracy of the analysts who estimate the future performance data can be gauged below. We look back 3 years and see if they were any good at predicting what actually occurred. We also show the highest and lowest estimates looking forward to see if there is a wide range.
Raw Data
DB:OWY Past and Future Earnings per Share
Data Point Source Value
Past Financials Company Filings (4 months ago) See Below
Future Estimates Average of up to 14 Analyst Estimates (S&P Global) See Below

All data from Beacon Roofing Supply Company Filings, last reported 4 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

DB:OWY Future Estimates Data
Date (Data in USD Millions) EPS * EPS High Estimate EPS Low Estimate Avg. No. Analysts
2023-09-30 2.96 2.96 2.96 1.00
2022-09-30 2.66 2.66 2.66 1.00
2021-09-30 1.13 1.97 0.28 2.00
2020-09-30 1.06 1.84 0.09 7.00
2019-11-13
2019-09-30 0.04 0.37 -0.28 6.00
DB:OWY Past Financials Data
Date (Data in USD Millions) EPS *
2019-06-30 -0.27
2019-03-31 -0.03
2018-12-31 -0.02
2018-09-30 1.07
2018-06-30 1.21
2018-03-31 1.35
2017-12-31 2.38
2017-09-30 1.67
2017-06-30 1.72
2017-03-31 1.66
2016-12-31 1.73
2016-09-30 1.51

*GAAP earnings excluding extraordinary items.

Performance in 3 years
In the same way as past performance we look at the future estimated return (profit) compared to the available funds. We do this looking forward 3 years.
  • Unable to establish if Beacon Roofing Supply will efficiently use shareholders’ funds in the future without estimates of Return on Equity.
X
Future performance checks
We assess Beacon Roofing Supply's future performance by looking at:
  1. Is the annual earnings growth rate expected to beat the low risk savings rate, plus a premium to keep pace with inflation?
  2. Is the annual earnings growth rate expected to beat the average growth rate in earnings of the Germany market? (1 check)
  3. Is the annual revenue growth rate expected to beat the average growth rate in revenue of the Europe market? (1 check)
  4. Is the annual earnings growth rate expected to be above 20%? (1 check)
  5. Is the annual revenue growth rate expected to be above 20%? (1 check)
  6. Is the Return on Equity in 3 years expected to be over 20%? (1 check)
Some of the above checks will fail if the company is expected to be loss making in the relevant year.
Beacon Roofing Supply has a total score of 3/6, see the detailed checks below.

Note 1: We use GAAP Net Income Excluding Exceptional Items for our Earnings in all our calculations.

Full details on the Future part of the Simply Wall St company analysis model.

OWY Past Performance

  How has Beacon Roofing Supply performed over the past 5 years?

The past performance of a company can be measured by how much growth it has experienced and how much profit it makes relative to the funds and assets it has available.
Past earnings growth
Below we compare Beacon Roofing Supply's growth in the last year to its industry (Trade Distributors).
Past Earnings growth analysis
We also check if the company has grown in the past 5 years, and whether it has maintained that growth in the year.
  • Beacon Roofing Supply does not make a profit and their year on year earnings growth rate was negative over the past 5 years.
  • Unable to compare Beacon Roofing Supply's 1-year earnings growth to the 5-year average as it is not currently profitable.
  • Unable to compare Beacon Roofing Supply's 1-year growth to the DE Trade Distributors industry average as it is not currently profitable.
Earnings and Revenue History
Beacon Roofing Supply's revenue and profit over the past 5 years is shown below, any years where they have experienced a loss will show up in red.
Raw Data

All data from Beacon Roofing Supply Company Filings, last reported 4 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

DB:OWY Past Revenue, Cash Flow and Net Income Data
Date (Data in USD Millions) Revenue Net Income * G+A Expenses R&D Expenses
2019-06-30 7,011.00 -18.13 1,273.64
2019-03-31 7,021.42 -2.05 1,263.78
2018-12-31 7,018.01 -1.61 1,263.34
2018-09-30 6,418.31 72.88 1,132.75
2018-06-30 5,772.42 80.15 1,004.05
2018-03-31 5,051.37 86.84 860.60
2017-12-31 4,496.47 148.03 753.11
2017-09-30 4,376.67 100.86 727.63
2017-06-30 4,261.17 103.13 718.65
2017-03-31 4,200.00 99.59 711.61
2016-12-31 4,152.81 103.23 685.05
2016-09-30 4,127.11 89.92 678.79
2016-06-30 3,740.47 73.33 628.55
2016-03-31 3,305.96 60.56 582.03
2015-12-31 2,895.61 56.49 506.58
2015-09-30 2,515.17 62.28 454.78
2015-06-30 2,453.93 55.68 450.50
2015-03-31 2,399.12 54.13 435.78
2014-12-31 2,370.82 51.80 432.40
2014-09-30 2,326.91 53.85 414.88
2014-06-30 2,283.98 57.04 403.71
2014-03-31 2,247.75 57.40 398.09
2013-12-31 2,279.14 69.36 388.69
2013-09-30 2,240.72 72.61 386.58
2013-06-30 2,155.28 73.09 377.16
2013-03-31 2,088.63 71.35 367.19
2012-12-31 2,067.52 74.66 356.85

*GAAP earnings excluding extraordinary items.

Performance last year
We want to ensure a company is making the most of what it has available. This is done by comparing the return (profit) to a company's available funds, assets and capital.
  • Beacon Roofing Supply has not efficiently used shareholders’ funds last year (Return on Equity less than 20%).
  • Beacon Roofing Supply used its assets less efficiently than the DE Trade Distributors industry average last year based on Return on Assets.
  • It is difficult to establish if Beacon Roofing Supply improved its use of capital last year versus 3 years ago (Return on Capital Employed) as it is currently loss-making.
X
Past performance checks
We assess Beacon Roofing Supply's performance over the past 5 years by checking for:
  1. Has earnings increased in past 5 years? (1 check)
  2. Has the earnings growth in the last year exceeded that of the Trade Distributors industry? (1 check)
  3. Is the recent earnings growth over the last year higher than the average annual growth over the past 5 years? (1 check)
  4. Is the Return on Equity (ROE) higher than 20%? (1 check)
  5. Is the Return on Assets (ROA) above industry average? (1 check)
  6. Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
The above checks will fail if the company has reported a loss in the most recent earnings report. Some checks require at least 3 or 5 years worth of data.
Beacon Roofing Supply has a total score of 0/6, see the detailed checks below.

Note: We use GAAP Net Income excluding extraordinary items in all our calculations.

Full details on the Past part of the Simply Wall St company analysis model.

OWY Health

 How is Beacon Roofing Supply's financial health and their level of debt?

A company's financial position is much like your own financial position, it includes everything you own (assets) and owe (liabilities).

The boxes below represent the relative size of what makes up Beacon Roofing Supply's finances.

The net worth of a company is the difference between its assets and liabilities.
Net Worth
  • Beacon Roofing Supply is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.
  • Beacon Roofing Supply's long term commitments exceed its cash and other short term assets.
Balance sheet
This treemap shows a more detailed breakdown of Beacon Roofing Supply's finances. If any of them are yellow this indicates they may be out of proportion and red means they relate to one of the checks below.
Assets
Liabilities and shares
The 'shares' portion represents any funds contributed by the owners (shareholders) and any profits.
  • High level of physical assets or inventory.
  • Debt is not covered by short term assets, assets are 0.9x debt.
Historical Debt
Nearly all companies have debt. Debt in itself isn’t bad, however if the debt is too high, or the company can’t afford to pay the interest on its debts this may have impacts in the future.

The graphic below shows equity (available funds) and debt, we ideally want to see the red area (debt) decreasing.

If there is any debt we look at the companies capability to repay it, and whether the level has increased over the past 5 years.
Raw Data

All data from Beacon Roofing Supply Company Filings, last reported 4 months ago.

DB:OWY Past Debt and Equity Data
Date (Data in USD Millions) Total Equity Total Debt Cash & Short Term Investments
2019-06-30 2,237.58 2,944.36 27.73
2019-03-31 2,206.34 2,939.80 0.65
2018-12-31 2,273.37 3,031.34 18.42
2018-09-30 2,283.50 2,620.47 129.93
2018-06-30 2,237.45 3,012.49 27.55
2018-03-31 2,182.72 2,956.33 16.00
2017-12-31 1,852.34 2,037.99 63.83
2017-09-30 1,781.81 761.83 138.25
2017-06-30 1,400.89 1,213.47 33.06
2017-03-31 1,349.17 1,035.88 10.01
2016-12-31 1,349.84 1,102.72 73.27
2016-09-30 1,323.83 1,132.52 31.39
2016-06-30 1,269.65 1,190.16 36.54
2016-03-31 1,219.99 1,070.72 14.84
2015-12-31 1,211.15 1,094.73 32.21
2015-09-30 883.12 218.18 45.66
2015-06-30 852.45 291.80 17.59
2015-03-31 818.48 226.10 22.96
2014-12-31 829.79 249.15 23.34
2014-09-30 817.10 243.86 54.47
2014-06-30 793.61 313.26 26.41
2014-03-31 763.36 224.46 34.04
2013-12-31 772.67 225.55 56.40
2013-09-30 754.36 269.92 47.03
2013-06-30 721.85 277.37 26.38
2013-03-31 690.11 296.25 16.73
2012-12-31 684.20 291.40 34.03
  • Beacon Roofing Supply's level of debt (131.6%) compared to net worth is high (greater than 40%).
  • The level of debt compared to net worth has increased over the past 5 years (39.4% vs 131.6% today).
  • Debt is not well covered by operating cash flow (11.7%, less than 20% of total debt).
  • Beacon Roofing Supply is making a loss, therefore interest payments are not well covered by earnings.
X
Financial health checks
We assess Beacon Roofing Supply's financial health by checking for:
  1. Are short term assets greater than short term liabilities? (1 check)
  2. Are short term assets greater than long term liabilities? (1 check)
  3. Has the debt to equity ratio increased in the past 5 years? (1 check)
  4. Is the debt to equity ratio over 40%? (1 check)
  5. Is the debt covered by operating cash flow? (1 check)
  6. Are earnings greater than 5x the interest on debt (if company pays interest at all)? (1 check)
  7. Beacon Roofing Supply has a total score of 1/6, see the detailed checks below.
For companies that are loss making and have been so on average in the past we replace the last 2 checks with:
  1. Does cash and short term investments cover stable operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
  2. Does cash and short term investments cover growing operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)


Full details on the Health part of the Simply Wall St company analysis model.

OWY Dividends

 What is Beacon Roofing Supply's current dividend yield, its reliability and sustainability?

Dividends are regular cash payments to you from the company, similar to a bank paying you interest on a savings account.
Annual Dividend Income
Dividend payments
0%
Current annual income from Beacon Roofing Supply dividends.
If you bought €2,000 of Beacon Roofing Supply shares you are expected to receive €0 in your first year as a dividend.
Dividend Amount
Here we look how much dividend is being paid, if any. Is it above what you can get in a savings account? It is up there with the best dividend paying companies?
  • Unable to evaluate Beacon Roofing Supply's dividend yield against the bottom 25% of dividend payers as the company has not reported any payouts.
  • Unable to evaluate Beacon Roofing Supply's dividend against the top 25% market benchmark as the company has not reported any payouts.
Annualized Historical and Future Dividends
It is important to see if the dividend for a company is stable, and not wildly increasing/decreasing each year. This graph shows you the historical rate to count toward your assessment of the stock.

We also check to see if the dividend has increased in the past 10 years.
Raw Data
DB:OWY Annualized Past and Future Dividends
Data Point Source Value
Past Annualized Dividend Yield S&P Global Market Data See Below
Past Dividends per Share Company Filings/ Annualized Dividend Payments See Below
Future Dividends per Share Estimates Average of up to 14 Analyst Estimates (S&P Global) See Below
Germany Trade Distributors Industry Average Dividend Yield Market Cap Weighted Average of 6 Stocks 2.7%
Germany Market Average Dividend Yield Market Cap Weighted Average of 334 Stocks 2.9%
Germany Minimum Threshold Dividend Yield 10th Percentile 0.8%
Germany Bottom 25% Dividend Yield 25th Percentile 1.4%
Germany Top 25% Dividend Yield 75th Percentile 3.6%

Industry and Market average data is calculated daily.

Note all dividend per share amounts are annualized and not quarterly or other period.

DB:OWY Future Dividends Estimate Data
Date (Data in $) Dividend per Share (annual) Avg. No. Analysts
2023-09-30
2022-09-30
2021-09-30
2020-09-30
2019-11-13
2019-09-30

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Unable to perform a dividend volatility check as Beacon Roofing Supply has not reported any payouts.
  • Unable to verify if Beacon Roofing Supply's dividend has been increasing as the company has not reported any payouts.
Current Payout to shareholders
What portion of Beacon Roofing Supply's earnings are paid to the shareholders as a dividend.
  • Unable to calculate sustainability of dividends as Beacon Roofing Supply has not reported any payouts.
Future Payout to shareholders
  • Insufficient estimate data to determine if a dividend will be paid in 3 years and that it will be sustainable.
X
Income/ dividend checks
We assess Beacon Roofing Supply's dividend by checking for:
  1. Firstly is the company paying a notable dividend (greater than 0.8%) - if not then the rest of the checks are ignored.
  2. Is current dividend yield above the bottom 25% of dividend payers? (1 check)
  3. Is current dividend yield above the top 25% of dividend payers? (1 check)
  4. Have they paid a dividend for 10 years, and during this period has the dividend been volatile (drop of more than 25%)? (1 check)
  5. If they have paid a dividend for 10 years has it increased in this time? (1 check)
  6. How sustainable is the dividend, can Beacon Roofing Supply afford to pay it from its earnings today and in 3 years (Payout ratio less than 90%)? (2 checks)
  7. Beacon Roofing Supply has a total score of 0/6, see the detailed checks below.


Full details on the Dividends part of the Simply Wall St company analysis model.

OWY Management

 What is the CEO of Beacon Roofing Supply's salary, the management and board of directors tenure and is there insider trading?

Management is one of the most important areas of a company. We look at unreasonable CEO compensation, how long the team and board of directors have been around for and insider trading.
CEO
Julian Francis
AGE 52
TENURE AS CEO 0.3 years
CEO Bio

Mr. Julian G. Francis has been President, Chief Executive Officer of Beacon Roofing Supply, Inc. since August 2019 and serves as its Director since August 22, 2019. Mr. Francis has been the President of Insulation Business at Owens Corning since October 31, 2014. Mr. Francis served as Vice President and General Manager of Residential Insulation at Owens Corning since 2012 until October 31, 2014 and also served as its Vice President and General Manager of Glass Reinforcements since 2011. From 2012-2014, he served as Vice President and General Manager for Owens Corning’s Residential Insulation Business. Mr. Francis also has served as Vice President and Managing Director for Owens Corning’s Glass Reinforcements, Americas, in the Composite Solutions Business. Prior to joining Owens Corning, Mr. Francis was Vice President and Publishing Director at Reed Business Information. Prior to joining Reed Business Information, Mr. Francis spent years at USG Corporation rising through the marketing, strategy, and general management ranks. He last served as Vice President, Marketing. Mr. Francis earned his bachelor’s degree in mathematics and his doctorate in materials engineering at Swansea University in the United Kingdom. He also earned his master’s degree in business administration at DePaul University.

CEO Compensation
  • Insufficient data for Julian to compare compensation growth.
  • Insufficient data for Julian to establish whether their remuneration is reasonable compared to companies of similar size in Germany.
Management Team Tenure

Average tenure and age of the Beacon Roofing Supply management team in years:

3
Average Tenure
52
Average Age
  • The tenure for the Beacon Roofing Supply management team is about average.
Management Team

Joe Nowicki

TITLE
Executive VP & CFO
COMPENSATION
$1M
AGE
57
TENURE
6.6 yrs

C. Swank

TITLE
Chief Operating Officer
COMPENSATION
$1M
AGE
50
TENURE
0.8 yrs

Christopher Harrison

TITLE
Chief HR Officer & Executive VP
COMPENSATION
$1M
AGE
52
TENURE
5.1 yrs

Paul Isabella

TITLE
COMPENSATION
$3M
AGE
63
TENURE
0.2 yrs

Julian Francis

TITLE
President
AGE
52
TENURE
0.3 yrs

Tom Schmitz

TITLE
Vice President & Chief Accounting Officer
AGE
51
TENURE
0.6 yrs

Christopher Nelson

TITLE
Executive Vice President & Chief Information Officer
TENURE
13.3 yrs

Ross Cooper

TITLE
Executive VP
COMPENSATION
$1M
AGE
53
TENURE
13.3 yrs

Jake Gosa

TITLE
President of North Division
TENURE
0.2 yrs

Brendan Daly

TITLE
Executive VP & Chief Logistics Officer
TENURE
6 yrs
Board of Directors Tenure

Average tenure and age of the Beacon Roofing Supply board of directors in years:

4.5
Average Tenure
62
Average Age
  • The tenure for the Beacon Roofing Supply board of directors is about average.
Board of Directors

Bob Buck

TITLE
Chairman
COMPENSATION
$1M
AGE
71
TENURE
12.7 yrs

Julian Francis

TITLE
President
AGE
52
TENURE
0.3 yrs

Neil Novich

TITLE
Independent Director
COMPENSATION
$211K
AGE
64
TENURE
7.3 yrs

Richard Frost

TITLE
Independent Director
COMPENSATION
$216K
AGE
67
TENURE
7.3 yrs

Carl Berquist

TITLE
Independent Director
COMPENSATION
$224K
AGE
68
TENURE
3.4 yrs

Stu Randle

TITLE
Lead Independent Director
COMPENSATION
$223K
AGE
59

Doug Young

TITLE
Independent Director
COMPENSATION
$208K
AGE
56
TENURE
5.1 yrs

Alan Gershenhorn

TITLE
Independent Director
COMPENSATION
$206K
AGE
60
TENURE
4.5 yrs

Nate Sleeper

TITLE
Director
COMPENSATION
$177K
AGE
46
TENURE
1.8 yrs

Phil Knisely

TITLE
Director
COMPENSATION
$193K
AGE
65
TENURE
4.1 yrs
Who owns this company?
Recent Insider Trading
  • No 3 month open market individual insider trading information.
Recent Insider Transactions
Announced Type Name Entity Role Start End Shares Max Price (€) Value (€)
25. Sep 19 Buy Clayton, Dubilier & Rice, LLC Company 25. Sep 19 25. Sep 19 3,207,200 €29.29 €93,935,516
28. Jun 19 Buy Clayton, Dubilier & Rice, LLC Company 28. Jun 19 28. Jun 19 4,625,998 €30.03 €138,921,982
14. Jun 19 Buy Richard Frost Individual 13. Jun 19 13. Jun 19 11,754 €30.31 €356,209
21. May 19 Sell C. Swank Individual 17. May 19 17. May 19 -5,250 €34.18 €-179,424
14. Mar 19 Buy Clayton, Dubilier & Rice, LLC Company 14. Mar 19 14. Mar 19 5,609,763 €29.48 €165,348,693
28. Nov 18 Buy Carl Berquist Individual 26. Nov 18 26. Nov 18 5,000 €29.14 €145,717
26. Nov 18 Buy Richard Frost Individual 21. Nov 18 21. Nov 18 10,675 €27.73 €296,027
26. Nov 18 Buy Robert McLaughlin Individual 21. Nov 18 21. Nov 18 7,000 €28.71 €200,998
26. Nov 18 Buy Christopher Harrison Individual 21. Nov 18 21. Nov 18 4,750 €27.55 €130,847
26. Nov 18 Buy Neil Novich Individual 21. Nov 18 21. Nov 18 16,900 €26.57 €436,744
26. Nov 18 Buy Paul Isabella Individual 21. Nov 18 21. Nov 18 3,200 €27.86 €89,164
X
Management checks
We assess Beacon Roofing Supply's management by checking for:
  1. Is the CEO's compensation unreasonable compared to market cap? (1 check)
  2. Has the CEO's compensation increased more than 20% whilst the EPS is down more then 20%? (1 check)
  3. Is the average tenure of the management team less than 2 years? (1 check)
  4. Is the average tenure of the board of directors team less than 3 years? (1 check)
  5. Beacon Roofing Supply has a total score of 0/6, this is not included on the snowflake, see the detailed checks below.


Note: We use the top 6 management executives and board members in our calculations.

Note 2: Insider trading include any internal stakeholders and these transactions .

Full details on the Management part of the Simply Wall St company analysis model.

OWY News

Simply Wall St News

OWY Company Info

Description

Beacon Roofing Supply, Inc., together with its subsidiaries, distributes residential and commercial roofing materials, and other complementary building materials to contractors, home builders, retailers, and building materials suppliers. The company’s residential roofing products include asphalt shingles, synthetic slates and tiles, clay and concrete tiles, slates, nail base insulations, metal roofing, felts, synthetic underlayment, wood shingles and shakes, nails and fasteners, metal edgings and flashings, prefabricated flashings, ridges and soffit vents, and solar systems. Its non-residential roofing products comprise single-ply roofing, asphalt, metal, modified bitumen, and build-up roofing products; cements and coatings; flat stock and tapered insulations; commercial fasteners; metal edges and flashings; smoke/roof hatches; roofing tools; sheet metal products, including copper, aluminum, and steel; and PVC, thermoplastic olefin, and ethylene propylene diene monomer membrane products. The company also provides complementary building products, such as vinyl and fiber cement sidings; drywall products; acoustic tiles; stone veneers, windows, doors, skylights, and gutters and downspouts; decking and railing, water proofing, and insulation products; air barriers; and concrete restoration systems. In addition, it offers value-added services, including advice and assistance on product identification, specification, technical support, and training; job site delivery, rooftop loading, and logistical services; tapered insulation design and related layout services; metal fabrication and related metal roofing design and layout services; trade credit and online bill pay; and marketing support for contractors. As of September 30, 2017, the company operated through a network of 549 branches in 50 states of the United States and 6 provinces in Canada. Beacon Roofing Supply, Inc. was founded in 1928 and is headquartered in Herndon, Virginia.

Details
Name: Beacon Roofing Supply, Inc.
OWY
Exchange: DB
Founded: 1928
$2,083,744,695
68,504,717
Website: http://www.beaconroofingsupply.com
Address: Beacon Roofing Supply, Inc.
505 Huntmar Park Drive,
Suite 300,
Herndon,
Virginia, 20170,
United States
Listings
Exchange Symbol Ticker Symbol Security Exchange Country Currency Listed on
NasdaqGS BECN Common Stock Nasdaq Global Select US USD 23. Sep 2004
DB OWY Common Stock Deutsche Boerse AG DE EUR 23. Sep 2004
Number of employees
Current staff
Staff numbers
8,356
Beacon Roofing Supply employees.
Industry
Trading Companies and Distributors
Capital Goods
Company Analysis and Financial Data Status
Area Date (UTC time)
Company Analysis updated: 2019/11/13 21:22
End of day share price update: 2019/11/13 00:00
Last estimates confirmation: 2019/10/30
Last earnings filing: 2019/08/07
Last earnings reported: 2019/06/30
Last annual earnings reported: 2018/09/30


All dates and times in UTC. All financial data provided by Standard & Poor’s Capital IQ.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.