TopBuild Corp (BLD)
NYSE:BLD
BLD Stock Chart & Stats
$346.99
-$0.52(-0.16%)
At close: 4:00 PM EST
$346.99
-$0.52(-0.16%)
Day’s Range― - ―
52-Week Range$266.26 - $559.47
Previous CloseN/A
Volume68.36K
Average Volume (3M)355.62K
Market Cap
$9.76B
Enterprise Value$12.85B
Total Cash (Recent Filing)$184.74M
Total Debt (Recent Filing)$3.15B
Price to Earnings (P/E)22.3
Beta1.03
Next Earnings
Apr 30, 2026EPS Estimate
3.65Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)4.50
Shares Outstanding28,139,530
10 Day Avg. Volume392,352
30 Day Avg. Volume355,619
Financial Highlights & Ratios
PEG Ratio-2.26
Price to Book (P/B)5.03
Price to Sales (P/S)2.15
P/FCF Ratio16.72
Enterprise Value/Market Cap1.32
Enterprise Value/Revenue2.38
Enterprise Value/Gross Profit8.19
Enterprise Value/Ebitda13.16
Forecast
1Y Price Target
$475.13Price Target Upside36.93% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering8
EPS Forecast (FY)18.41
Revenue Forecast (FY)$6.08B
Bulls Say, Bears Say
Bulls Say
Free Cash Flow GenerationTopBuild's operating cash flow (~$0.76B) and robust free cash flow (~$0.70B) have historically tracked near net income (≈0.91–0.92x). This durable cash generation funds share repurchases, low capex needs (1–2% of sales), debt servicing and selective M&A, supporting financial flexibility over the next several quarters despite softer earnings momentum.
Productive M&A ProgramAn active, accretive acquisition strategy materially increased scale and will contribute $800M–$850M to 2026 revenue. The recent bolt-ons expand product mix (mechanical insulation, roofing), create cost synergies (SPI integration) and diversify end-market exposure, structurally shifting revenue composition and bolstering medium-term growth potential.
Diversified Two-segment Model And MarginsTopBuild’s installation and specialty distribution mix delivers scale and historically healthy gross (≈29–31%) and net (≈10–12%) margins. The dual revenue streams provide recurring project-based installation cashflows and branch-based product distribution, offering structural resilience versus single-channel peers and supporting sustained profitability over a multi-quarter horizon.
Bears Say
Material Increase In LeverageDebt-to-equity moved markedly higher and net leverage (~2.35x) increased after large 2025 acquisitions. Higher leverage raises interest costs (recent bond issuance expanded interest expense) and reduces balance-sheet flexibility, making the company more sensitive to a prolonged housing slowdown or margin compression over the next several quarters.
Organic Volume Weakness And Residential ExposureOrganic volumes fell sharply (installation down 14.5%), and residential comprises ~52% of sales with guidance embedding mid-single-digit declines. Persistent weakness in residential and light commercial activity is a structural headwind that can keep revenue and utilization subdued across multiple quarters as affordability and confidence remain challenged.
Margin Pressure And Price/cost HeadwindsMargins contracted materially last quarter and management embedded ~$55M of price/cost headwinds for 2026. Deleverage from lower volumes plus pricing pressure in key products (fiberglass, spray foam) can persist, reducing earnings conversion and free cash flow margins until volumes or pricing dynamics structurally improve.
TopBuild News
BLD FAQ
What was TopBuild Corp’s price range in the past 12 months?
TopBuild Corp lowest stock price was $266.26 and its highest was $559.47 in the past 12 months.
What is TopBuild Corp’s market cap?
TopBuild Corp’s market cap is $9.76B.
When is TopBuild Corp’s upcoming earnings report date?
TopBuild Corp’s upcoming earnings report date is Apr 30, 2026 which is in 36 days.
How were TopBuild Corp’s earnings last quarter?
TopBuild Corp released its earnings results on Feb 26, 2026. The company reported $4.5 earnings per share for the quarter, missing the consensus estimate of $4.54 by -$0.04.
Is TopBuild Corp overvalued?
According to Wall Street analysts TopBuild Corp’s price is currently Undervalued.
Does TopBuild Corp pay dividends?
TopBuild Corp does not currently pay dividends.
What is TopBuild Corp’s EPS estimate?
TopBuild Corp’s EPS estimate is 3.65.
How many shares outstanding does TopBuild Corp have?
TopBuild Corp has 28,139,530 shares outstanding.
What happened to TopBuild Corp’s price movement after its last earnings report?
TopBuild Corp reported an EPS of $4.5 in its last earnings report, missing expectations of $4.54. Following the earnings report the stock price went down -3.573%.
Which hedge fund is a major shareholder of TopBuild Corp?
Currently, no hedge funds are holding shares in BLD
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
TopBuild Stock Smart Score
Neutral
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Analyst Consensus
Moderate Buy
Average Price Target:
$475.13 (36.93% Upside)
$475.13 (36.93% Upside)
Blogger Sentiment
Bullish
BLD Sentiment 75%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 6.3K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Negative
Last 7 Days ▼ 0.7%
Last 30 Days ▼ 5.7%
Last 30 Days ▼ 5.7%
Technicals
SMA
Negative
20 days / 200 days
Momentum
16.23%
12-Months-Change
Fundamentals
Return on Equity
23.72%
Trailing 12-Months
Asset Growth
39.43%
Trailing 12-Months
Company Description
TopBuild Corp
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.
BLD Company Deck
BLD Earnings Call
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Neutral
The call reflects a mixed but balanced picture: strong financial engineering and M&A-driven revenue growth, robust free cash flow generation, share repurchases and a healthy liquidity position are offset by meaningful organic volume declines, margin pressure and embedded price/cost headwinds. Management emphasizes disciplined cost actions, active M&A pipeline and confidence in synergy delivery, but the near-term outlook remains cautious given residential market headwinds.View all BLD earnings summariesBLD Stock 12 Month Forecast
Average Price Target
$475.13
▲(36.93% Upside)
Technical Analysis
Ownership Overview
Currently, No data available
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