Industry ยท Oct 2026
Construction Materials stocks ranked by gap to the model's fair value
Faircurve's model values 18 construction materials stocks. 14 of them are ranked below by the gap between the model's fair value and the last close, as of 31 Oct 2026: 0 read as Undervalued, 12 as Fairly valued and 2 as Overvalued. The median gap across the ranked names is -1.1%. The widest gaps above the price are OC (+14.7%), CRH (+8.5%), GFF (+4.2%). The widest below it are KNF (-19.6%), VMC (-15.9%), MLM (-11.3%).
Valuations as of . Prices are the closes of 3 Nov 2026. The gap is the model's fair value against the price: a positive gap means the fair value is above the price. It states what the model concluded, not where the price goes next.
The ranking
| Rank | Company | Last close | Model fair value | Gap | Model verdict | Quality score | Market value |
|---|---|---|---|---|---|---|---|
| 1 | OC Owens Corning | $117.76 | $135.05 | +14.7% | Fairly valued | 32 | $9.6B |
| 2 | CRH CRH plc | $93.53 | $101.47 | +8.5% | Fairly valued | 65 | $60.4B |
| 3 | GFF Griffon Corporation | $102.20 | $106.51 | +4.2% | Fairly valued | 68 | $4.6B |
| 4 | MAS Masco Corporation | $82.18 | $84.73 | +3.1% | Fairly valued | 73 | $15.5B |
| 5 | AWI Armstrong World Industries, Inc. | $171.13 | $173.66 | +1.5% | Fairly valued | 68 | $7.0B |
| 6 | APOG Apogee Enterprises, Inc. | $45.87 | $46.04 | +0.4% | Fairly valued | 63 | $945M |
| 7 | WMS Advanced Drainage Systems, Inc. | $136.00 | $136.03 | 0.0% | Fairly valued | 63 | $10.2B |
| 8 | TREX Trex Company, Inc. | $50.00 | $48.86 | -2.3% | Fairly valued | 68 | $5.2B |
| 9 | SSD Simpson Manufacturing Co., Inc. | $196.85 | $189.82 | -3.6% | Fairly valued | 58 | $7.9B |
| 10 | CSL Carlisle Companies Incorporated | $387.31 | $372.69 | -3.8% | Fairly valued | 59 | $14.9B |
| 11 | EXP Eagle Materials Inc. | $192.76 | $182.61 | -5.3% | Fairly valued | 64 | $5.6B |
| 12 | MLM Martin Marietta Materials, Inc. | $543.77 | $482.20 | -11.3% | Fairly valued | 26 | $32.5B |
| 13 | VMC Vulcan Materials Company | $284.60 | $239.31 | -15.9% | Overvalued | 43 | $36.4B |
| 14 | KNF Knife River Corporation | $58.53 | $47.04 | -19.6% | Overvalued | 41 | $3.3B |
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Valued but not ranked
These 4 names are valued but not ranked, for one of four reasons: the model grades the evidence as low or has not graded it yet, the inputs are under review, the gap is wider than 60%, or the valuation is more than three weeks old. The numbers are shown for reference.
| Company | Last close | Model fair value | Gap | Why it is not ranked | Quality score | Market value |
|---|---|---|---|---|---|---|
| BLDR Builders FirstSource, Inc. | $63.61 | $59.18 | -7.0% | Low evidence grade | 30 | $7.0B |
| JCI Johnson Controls International plc | $149.91 | $149.26 | -0.4% | Low evidence grade | $90.3B | |
| NX Quanex Building Products Corporation | $21.04 | $20.15 | -4.2% | Low evidence grade | 52 | $947M |
| SPXC SPX Technologies, Inc. | $163.45 | $164.31 | +0.5% | Low evidence grade | $8.0B |