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28.33 (1y: +81%)
Market Cap 3.05 B P/E(ttm)
Enterprise Value 4.58 B P/B 478.90
USG- NYSE (USA)
USG Corp
  • Currently 1/5
Business Predictability Rank: 1-Star
Back Testing Results:
Average gain of all 1-Star stocks: 1.1% per year.
% of Stocks that are in still loss if held for 10yrs: 45%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$28.33
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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 5/10

vs
industry		 vs
history
Cash to Debt 0.323
USG's Cash to Debt is ranked lower than
67% of the 300 Companies
in the Global Building Materials industry.

( Industry Median: 1.74 vs. USG: 0.323 )
USG' s 10-Year Cash to Debt Range
Min: 0.1   Max: No Debt
Current: 0.32
Equity to Asset 0.002
USG's Equity to Asset is ranked lower than
94% of the 300 Companies
in the Global Building Materials industry.

( Industry Median: 0.47 vs. USG: 0.002 )
USG' s 10-Year Equity to Asset Range
Min: -0.06   Max: 0.43
Current: 0
-0.06
0.43
Interest Coverage 0.4
USG's Interest Coverage is ranked lower than
85% of the 300 Companies
in the Global Building Materials industry.

( Industry Median: 102.40 vs. USG: 0.4 )
USG' s 10-Year Interest Coverage Range
Min: 0   Max: No Debt
Current: 0.4
F-Score: 6
Z-Score: 0.44
M-Score: -2.86
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 6/10

vs
industry		 vs
history
Operating margin (%) 2.30
USG's Operating margin (%) is ranked lower than
60% of the 300 Companies
in the Global Building Materials industry.

( Industry Median: 5.35 vs. USG: 2.30 )
USG' s 10-Year Operating margin (%) Range
Min: -45.8   Max: 20.2
Current: 2.3
-45.8
20.2
Net-margin (%) -3.9
USG's Net-margin (%) is ranked lower than
333333% of the 300 Companies
in the Global Building Materials industry.

( Industry Median: 3.30 vs. USG: -3.9 )
USG' s 10-Year Net-margin (%) Range
Min: -27.9   Max: 11.7
Current: -3.9
-27.9
11.7
ROE (%) -2100
USG's ROE (%) is ranked lower than
333333% of the 300 Companies
in the Global Building Materials industry.

( Industry Median: 6.00 vs. USG: -2100 )
USG' s 10-Year ROE (%) Range
Min: -2100   Max: 48.6
Current: -2100
-2100
48.6
ROA (%) -3.4
USG's ROA (%) is ranked lower than
333333% of the 300 Companies
in the Global Building Materials industry.

( Industry Median: 2.80 vs. USG: -3.4 )
USG' s 10-Year ROA (%) Range
Min: -23.4   Max: 15.2
Current: -3.4
-23.4
15.2
ROC (Joel Greenblatt) (%) 3.30
USG's ROC (Joel Greenblatt) (%) is ranked lower than
61% of the 300 Companies
in the Global Building Materials industry.

( Industry Median: 9.20 vs. USG: 3.30 )
USG' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -100   Max: 41.1
Current: 3.3
-100
41.1
Revenue Growth (%) -1.8
USG's Revenue Growth (%) is ranked lower than
333333% of the 300 Companies
in the Global Building Materials industry.

( Industry Median: 0.05 vs. USG: -1.8 )
USG' s 10-Year Revenue Growth (%) Range
Min: -21.8   Max: 9.9
Current: -1.8
-21.8
9.9
EBITDA Growth (%) 85.9
USG's EBITDA Growth (%) is ranked higher than
76% of the 300 Companies
in the Global Building Materials industry.

( Industry Median: -1.20 vs. USG: 85.9 )
USG' s 10-Year EBITDA Growth (%) Range
Min: -67.9   Max: 85.9
Current: 85.9
-67.9
85.9
EPS Growth (%) -37.8
USG's EPS Growth (%) is ranked lower than
333333% of the 300 Companies
in the Global Building Materials industry.

( Industry Median: 5.20 vs. USG: -37.8 )
USG' s 10-Year EPS Growth (%) Range
Min: -42.7   Max: 111.9
Current: -37.8
-42.7
111.9
» USG's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades
Q2 2012

USG Guru Trades in Q2 2012

Francis Chou 54,039 sh (New)
Irving Kahn 182,000 sh (unchged)
Warren Buffett 17,072,192 sh (unchged)
Prem Watsa 6,794,000 sh (unchged)
Brian Rogers 3,083,200 sh (unchged)
Charles Brandes Sold Out
Jim Simons Sold Out
George Soros Sold Out
Bruce Kovner Sold Out
Steven Cohen 42,457 sh (-92.62%)
» More
Q3 2012

USG Guru Trades in Q3 2012

Bruce Kovner 226,730 sh (New)
Jeremy Grantham 12,600 sh (New)
Steven Cohen 651,038 sh (+1433.41%)
Warren Buffett 17,072,192 sh (unchged)
Brian Rogers 3,083,200 sh (unchged)
Francis Chou Sold Out
Irving Kahn 177,000 sh (-2.75%)
Prem Watsa 42,800 sh (-99.37%)
» More
Q4 2012

USG Guru Trades in Q4 2012

Louis Moore Bacon 25,000 sh (New)
Brian Rogers 3,083,200 sh (unchged)
Prem Watsa 42,800 sh (unchged)
Irving Kahn 177,000 sh (unchged)
Warren Buffett 17,072,192 sh (unchged)
Bruce Kovner Sold Out
Steven Cohen 8,943 sh (-98.63%)
» More
Q1 2013

USG Guru Trades in Q1 2013

Jim Simons 838,832 sh (New)
Steven Cohen 10,677 sh (+19.39%)
Prem Watsa 42,800 sh (unchged)
Brian Rogers 3,083,200 sh (unchged)
Warren Buffett 17,072,192 sh (unchged)
Louis Moore Bacon Sold Out
Irving Kahn 176,830 sh (-0.1%)
» More
» Details

Insider Trades

Latest Guru Trades with USG

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Prem Watsa 2012-09-30 Reduce -99.37%6.76%$15.65 - $23.73 $ 28.3343%42800
George Soros 2012-06-30 Sold Out 0.05%$13.78 - $18.99 $ 28.3373%0
Charles Brandes 2012-06-30 Sold Out 0.0015%$13.78 - $18.99 $ 28.3373%0
Charles Brandes 2012-03-31 Reduce -97.92%0.07%$10.56 - $19 $ 28.33109%15480
George Soros 2012-03-31 New Buy0.05%$10.56 - $19 $ 28.33109%200000
Ray Dalio 2011-12-31 Sold Out 0.06%$6.13 - $10.6 $ 28.33219%0
Charles Brandes 2011-12-31 Reduce -20.73%0.01%$6.13 - $10.6 $ 28.33219%744476
Ray Dalio 2011-09-30 Add 89.36%0.03%$6.97 - $14.41 $ 28.33186%544640
Charles Brandes 2010-12-31 Add 29.64%0.02%$11.85 - $17.11 $ 28.33107%975361
Charles Brandes 2010-09-30 Add 58.35%0.02%$11.48 - $13.89 $ 28.33123%752380
Arnold Van Den Berg 2010-06-30 Sold Out 0.81%$12.53 - $24.97 $ 28.3353%0
Donald Yacktman 2010-06-30 Sold Out 0.65%$12.53 - $24.97 $ 28.3353%0
Arnold Van Den Berg 2010-03-31 New Buy0.81%$11.58 - $17.5 $ 28.3398%619750
Premium More recent guru trades are included for Premium Members only!!

Top Ranked Articles about USG Corp

Latest Picks from Francis Chou: USG, NOK; Sells GPS
August 16, 2012
Francis Chou - Latest Picks From Francis Chou: USG, NOK; Sells GPS
Francis Chou, like his friend Prem Watsa, loves to buy cheap stocks, especially if everyone else hates them. Market is giving him a lot of opportunities of doing so, as we can see from his latest portfolio. We have written extensively about Francis Chou. You can read it here: Francis Chou – The Investment Guru That You Never Heard Of. “Francis Chou's experience is an amazing success story of value investing. He came to Canada in 1976 at age 20 with $200 in his pocket. Without a college degree, he could only work on blue collar jobs. Finally he landed a job at Bell Canada as a telephone repairman. Somehow he was introduced to the books of Benjamin Graham. As written by Warren Buffett in his famous article, Read more...

Ratios

vs
industry		 vs
history
P/B 478.90
USG's P/B is ranked lower than
244499% of the 409 Companies
in the Global Building Materials industry.

( Industry Median: 1.03 vs. USG: 478.90 )
USG' s 10-Year P/B Range
Min: 0.29   Max: 507.33
Current: 478.9
0.29
507.33
P/S 0.94
USG's P/S is ranked lower than
240964% of the 415 Companies
in the Global Building Materials industry.

( Industry Median: 0.78 vs. USG: 0.94 )
USG' s 10-Year P/S Range
Min: 0.05   Max: 0.99
Current: 0.94
0.05
0.99
EV-to-EBIT 45.5
USG's EV-to-EBIT is ranked lower than
300300% of the 333 Companies
in the Global Building Materials industry.

( Industry Median: 14.68 vs. USG: 45.5 )
USG' s 10-Year EV-to-EBIT Range
Min: 0.1   Max: 1009.7
Current: 45.5
0.1
1009.7
Shiller P/E 9.8
USG's Shiller P/E is ranked lower than
100% of the Companies
in the Global Building Materials industry.

( Industry Median: vs. USG: 9.8 )
USG' s 10-Year Shiller P/E Range
Min: 4.42   Max: 21.68
Current: 9.8
4.42
21.68

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 8.3
USG's Price/Net Current Asset Value is ranked lower than
273972% of the 365 Companies
in the Global Building Materials industry.

( Industry Median: 6.80 vs. USG: 8.3 )
USG' s 10-Year Price/Net Current Asset Value Range
Min: 0.8   Max: 8.1
Current: 8.3
0.8
8.1
Price/Tangible Book 472.2
USG's Price/Tangible Book is ranked lower than
253807% of the 394 Companies
in the Global Building Materials industry.

( Industry Median: 1.10 vs. USG: 472.2 )
USG' s 10-Year Price/Tangible Book Range
Min: 0.5   Max: 467.8
Current: 472.2
0.5
467.8
Price/Median PS Value 2.3
USG's Price/Median PS Value is ranked lower than
253164% of the 395 Companies
in the Global Building Materials industry.

( Industry Median: 1.10 vs. USG: 2.3 )
USG' s 10-Year Price/Median PS Value Range
Min: 0.2   Max: 2.2
Current: 2.3
0.2
2.2
Earnings Yield (Greenblatt) 2.20
USG's Earnings Yield (Greenblatt) is ranked lower than
287356% of the 348 Companies
in the Global Building Materials industry.

( Industry Median: 6.70 vs. USG: 2.20 )
USG' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.1   Max: 11634.1
Current: 2.2
0.1
11634.1
Forward Rate of Return (Yacktman) -4.87
USG's Forward Rate of Return (Yacktman) is ranked lower than
1075268% of the 93 Companies
in the Global Building Materials industry.

( Industry Median: 9.09 vs. USG: -4.87 )
USG' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -16.6   Max: 26.2
Current: -4.87
-16.6
26.2

Business Description

USG Corporation was incorporated in Delaware on October 22, 1984. United States Gypsum Company was incorporated in 1901. On December 19, 1984, U.S. Gypsum became a wholly owned subsidiary of the Company. Through its subsidiaries, the Company is a manufacturer and distributor of building materials, producing a range of products for use in new residential, new nonresidential, and residential and nonresidential repair and remodel construction as well as products used in certain industrial processes. The Company's operations are organized into three operating segments: North American Gypsum, Building Products Distribution and Worldwide Ceilings. North American Gypsum, which manufactures and markets gypsum and related products in the United States, Canada and Mexico, includes U.S. Gypsum in the United States, the gypsum business of CGC Inc. in Canada, and USG Mexico, S.A. de C.V. in Mexico. North American Gypsum's products are used in a variety of building applications to finish the interior walls, ceilings and floors in residential, commercial and institutional construction and in certain industrial applications. These products provide aesthetic as well as sound-dampening, fire-retarding, abuse-resistance and moisture-control value. North American Gypsum's products are manufactured at 41 plants located throughout the United States, Canada and Mexico. Distribution is carried out through L&W Supply Corporation, a wholly owned subsidiary of the Company, other specialty wallboard distributors, building materials dealers, home improvement centers and other retailers, and contractors. The competitors are National Gypsum Company, CertainTeed Corporation, Georgia-Pacific, American Gypsum, Temple-Inland Forest Products Corporation, Lafarge North America Inc. and PABCO Gypsum. Building Products Distribution consists of L&W Supply, the specialty building products distribution business in the United States. L&W Supply is a service-oriented organization that stocks a range of construction materials and delivers less-than-truckload quantities of construction materials to job sites and places them in areas where work is being done, thereby reducing the need for handling by contractors. It also distributes products manufactured by USG Interiors, such as acoustical ceiling tile and grid, as well as products of other manufacturers, including drywall metal, insulation, roofing products and accessories. The competitors are ProBuild Holdings Inc., Gypsum Management Supply, KCG, Inc. and Building Products Corporation. Worldwide Ceilings, which manufactures and markets interior systems products worldwide, includes USG Interiors, Inc., the international interior systems business managed as USG International, and the ceilings business of CGC. Worldwide Ceilings manufactures ceiling tile in the United States and ceiling grid in the United States, Canada, Europe and the Asia-Pacific region. It markets ceiling tile and ceiling grid in the United States, Canada,
Company Website
SEC Reports
Industry: Building Materials
Compare:HCMLF, JHX, AHCHY, LFRGY, SHW
Traded in other countries:US2.Germany
» More Articles for USG

Headlines

Articles On GuruFocus.com
Why Buffett and Blackstone Are Bullish on Housing Jan 31 2013 
“$2-Billion Man” Prem Watsa Revisited, Plus His Profit-Generating Stocks This Year Dec 18 2012 
Francis Chou Joins Prem Wasta in RIMM Bet; Sells USG, WPI, S, GPS, SYA, OSTK Nov 15 2012 
Prem Watsa’s Q3 Portfolio Updates: Three New Buys were NXY, FSIN, EDU Nov 14 2012 
Investing for the Time Strapped Nov 08 2012 
Prem Watsa’s Temporary Hedging Losses Could Lead to Outsized Gains Again Oct 30 2012 
Latest Picks from Francis Chou: USG, NOK; Sells GPS Aug 16 2012 
Stocks Warren Buffett and Prem Watsa Have in Common in 2012 May 31 2012 
I Pass on Chesapeake Energy - Here's Why May 02 2012 
Sheetrock Producer USG - Not out of the Woods Yet Mar 23 2012 

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