Integration ChallengesThe current premium could be at risk if the company faces integration challenges from its acquisitions, sector-specific downturns, or slower-than-expected growth.
Macro TrendsThere is a risk of weaker macro trends and/or incremental headwinds related to residential/commercial construction that could negatively impact growth.
ValuationThe stock is up 98% YTD and trading at 26.5x forward EBITDA forecast, indicating much of this growth is already reflected in the valuation.