-0.57%
-14.48%
-25.72%
-26.45%
-26.23%
43.26%
164.92%
AI Spotlight on BLD
Company Description
TopBuild Corp., together with its subsidiaries, engages in the installation and distribution of insulation and other building products to the construction industry.The company operates in two segments, Installation and Specialty Distribution.It provides insulation products and accessories, glass and windows, rain gutters, afterpaint products, fireproofing products, garage doors, fireplaces, closet shelving, roofing materials, and other products; and insulation installation services.
The company also offers various services and tools to assist builders in applying the principles of building science to new home construction, which include pre-construction plan reviews, diagnostic testing, and various inspection services; and home energy rating services.In addition, it distributes building and mechanical insulation, insulation accessories, and other building product materials for the residential, commercial, and industrial end markets.The company serves single-family homebuilders, single-family custom builders, multi-family builders, commercial general contractors, remodelers, and individual homeowners, as well as insulation contractors, gutter contractors, weatherization contractors, other contractors, dealers, metal building erectors, and modular home builders.
It operates approximately 235 installation branches and 175 distribution centers in the United States and Canada.The company was formerly known as Masco SpinCo Corp.and changed its name to TopBuild Corp.
in March 2015.TopBuild Corp.was incorporated in 2015 and is headquartered in Daytona Beach, Florida.
Market Data
| Last Price | 302.04 |
| Change Percentage | -0.57% |
| Open | 304.3 |
| Previous Close | 303.78 |
| Market Cap ( Millions) | 8911 |
| Volume | 655161 |
| Year High | 495.68 |
| Year Low | 297.05 |
| M A 50 | 331.81 |
| M A 200 | 379.71 |
Financial Ratios
| FCF Yield | 7.83% |
| Dividend Yield | 0.00% |
| ROE | 25.38% |
| Debt / Equity | 75.16% |
| Net Debt / EBIDTA | 128.84% |
| Price To Book | 4.25 |
| Price Earnings Ratio | 14.53 |
| Price To FCF | 12.77 |
| Price To sales | 1.68 |
| EV / EBITDA | 9.91 |
News
- Feb -20 - Countdown to TopBuild (BLD) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS
- Dec -13 - Housing Market Depression Creates A Buying Opportunity In Toll Brothers And TopBuild
- Nov -21 - TopBuild Expands Specialty Distribution With Metro Supply Buyout
- Nov -20 - TopBuild to Acquire Metro Supply Company
- Nov -06 - TopBuild Stock Gains on Q3 Earnings Beat, Sales Lag Estimates
- Nov -05 - TopBuild Corp (BLD) Q3 2024 Earnings Call Transcript
- Nov -05 - TopBuild (BLD) Reports Q3 Earnings: What Key Metrics Have to Say
- Nov -05 - TopBuild (BLD) Surpasses Q3 Earnings Estimates
- Nov -05 - TopBuild Reports Third Quarter Results
- Oct -31 - What Analyst Projections for Key Metrics Reveal About TopBuild (BLD) Q3 Earnings
- Oct -30 - TopBuild to Acquire Shannon Global Energy Solutions
- Oct -09 - TopBuild to Release Third Quarter 2024 Results Tuesday, November 5
- Sep -03 - TopBuild to Participate in Fireside Chat at Jefferies Industrials Conference
- Aug -07 - TopBuild (BLD) Q2 Earnings & Sales Miss, View Down, Shares Dip
- Aug -06 - TopBuild Corp. (BLD) Q2 2024 Earnings Call Transcript
- Aug -06 - TopBuild (BLD) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
- Aug -06 - TopBuild (BLD) Q2 Earnings and Revenues Lag Estimates
- Aug -06 - TopBuild Reports Second Quarter Results
- Aug -01 - Unlocking Q2 Potential of TopBuild (BLD): Exploring Wall Street Estimates for Key Metrics
- Jul -18 - BLD or JHX: Which Is the Better Value Stock Right Now?
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Installation
Expected Growth : 4.5 %
What the company do ?
Installation from TopBuild Corp. refers to the process of setting up and configuring building materials and services for new construction, renovation, and repair projects.
Why we expect these perspectives ?
TopBuild Corp.'s 4.5% growth driven by increasing demand for energy-efficient insulation, rising new construction and retrofitting activities, and strategic acquisitions expanding product offerings and geographic presence.
Segment n°2 -> Specialty Distribution
Expected Growth : 4.8 %
What the company do ?
Specialty Distribution from TopBuild Corp. is a leading distributor of specialty building products, including roofing, siding, windows, and doors, serving the construction industry.
Why we expect these perspectives ?
TopBuild Corp's Specialty Distribution segment growth of 4.8% is driven by increasing demand for insulation and specialty building products, expansion into new markets, and strategic acquisitions. Additionally, the company's focus on digital transformation, operational efficiency, and customer relationships has contributed to its growth momentum.
Segment n°3 -> Intercompany Eliminations and Other Adjustments
Expected Growth : 0.5 %
What the company do ?
Intercompany Eliminations and Other Adjustments from TopBuild Corp. refers to the removal of intercompany transactions and other adjustments to present a consolidated financial picture.
Why we expect these perspectives ?
TopBuild Corp's 0.5% growth in Intercompany Eliminations and Other Adjustments is driven by efficient management of internal transactions, reduced cross-charges, and effective consolidation of financial statements, resulting in minimal eliminations and adjustments. This growth also reflects the company's focus on streamlining operations and improving internal processes.
Topbuild Corp. Products
| Product Range | What is it ? |
|---|---|
| Installation Services | TopBuild Corp. provides installation services for insulation, waterproofing, and fire-stopping solutions for residential and commercial buildings. |
| Insulation Products | TopBuild Corp. offers a range of insulation products, including fiberglass batts, spray foam, and rigid foam board, for thermal and acoustic insulation. |
| Waterproofing Solutions | TopBuild Corp. provides waterproofing solutions, including membranes, coatings, and sealants, to protect buildings from water damage and structural issues. |
| Fire-Stopping Solutions | TopBuild Corp. offers fire-stopping solutions, including sealants, sprays, and wraps, to prevent the spread of fire and smoke in buildings. |
| Specialty Building Materials | TopBuild Corp. provides specialty building materials, including roofing, siding, and drywall, for residential and commercial construction projects. |
TopBuild Corp.'s Porter Forces
Threat Of Substitutes
TopBuild Corp. faces moderate threat from substitutes, as customers have limited alternatives for its insulation and building materials.
Bargaining Power Of Customers
TopBuild Corp. has a diverse customer base, which reduces the bargaining power of individual customers, giving the company an upper hand in negotiations.
Bargaining Power Of Suppliers
TopBuild Corp. relies on a few large suppliers for its raw materials, giving them some bargaining power, but the company's scale and diversification mitigate this risk.
Threat Of New Entrants
The building materials industry has high barriers to entry, including significant capital requirements and regulatory hurdles, making it difficult for new entrants to compete with TopBuild Corp.
Intensity Of Rivalry
The building materials industry is highly competitive, with several established players competing for market share, which increases the intensity of rivalry for TopBuild Corp.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 0.00% |
| Debt Cost | 4.29% |
| Equity Weight | 100.00% |
| Equity Cost | 12.78% |
| WACC | 12.78% |
| Leverage | 0.00% |
TopBuild Corp. : Quality Control
TopBuild Corp. passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| GVA | Granite Construction Incorporated operates as an infrastructure contractor and a construction materials producer in the United States. It operates through two segments, Construction and Materials segments. The Construction segment engages … |
| DY | Dycom Industries, Inc. provides specialty contracting services in the United States. The company offers program management and engineering services; plans and designs aerial, underground, and buried fiber optic, copper, and … |
| ACM | AECOM, together with its subsidiaries, provides professional infrastructure consulting services for governments, businesses, and organizations in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates through … |
| ROAD | Construction Partners, Inc., a civil infrastructure company, engages in the construction and maintenance of roadways across Alabama, Florida, Georgia, North Carolina, and South Carolina. The company, through its subsidiaries, provides … |
| MYRG | MYR Group Inc., through its subsidiaries, provides electrical construction services in the United States and Canada. It operates in two segments, Transmission and Distribution, and Commercial and Industrial. The Transmission … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Granite Construction
A-Score
1-Year Total Return ->
🥈
AECOM
A-Score
1-Year Total Return ->
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TopBuild
A-Score
1-Year Total Return ->
4
Construction Partners
A-Score
1-Year Total Return ->
5
Dycom Industries
A-Score
1-Year Total Return ->
6
