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TopBuild Corp.NYSE:BLD Aktierapport

Marknadsvärde US$12.3b
Aktiekurs
US$428.03
US$478.91
10.6% undervärderad intrinsisk rabatt
1Y47.1%
7D-3.3%
Portföljens värde
Utsikt

TopBuild Corp.

NYSE:BLD Aktierapport

Börsvärde: US$12.3b

TopBuild (BLD) Aktievy

TopBuild Corp, tillsammans med sina dotterbolag, bedriver installation och distribution av isolering och andra byggmaterialprodukter till byggindustrin. Mer information

BLD fundamental analys
Snöflinga Score
Värdering1/6
Framtida tillväxt2/6
Tidigare resultat2/6
Finansiell hälsa3/6
Utdelningar0/6

BLD Community Fair Values

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See what 28 others think this stock is worth. Follow their fair value or set your own to get alerts.

TopBuild Corp. Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för TopBuild
Historiska aktiekurser
Aktuell aktiekursUS$428.03
52 veckors högstaUS$559.47
52 veckors lägstaUS$273.87
Beta1.86
1 månads förändring21.99%
3 månaders förändring-17.29%
1 års förändring47.12%
3 års förändring99.11%
5 års förändring110.81%
Förändring sedan börsintroduktionen1,552.63%

Senaste nyheter och uppdateringar

Analysuppdatering May 03

BLD: Fair Deal Outlook Will Rely On QXO Merger And 2026 Guidance

Analysts have increased their price target on TopBuild by about $4, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E that are now slightly different from prior estimates. What's in the News QXO, Inc.
Seeking Alpha Apr 20

QXO And TopBuild Tie The Knot But Don't Earn The Upgrade

Summary QXO is acquiring TopBuild in a $16.89 billion cash and stock deal, accelerating its expansion strategy. The transaction offers TopBuild shareholders a strong exit price and positions QXO for significant scale and market leadership in building products distribution. Combined pro forma revenue will reach $18.1 billion with $2.1 billion EBITDA, excluding $300 million in expected annual synergies by 2030. Despite operational optimism, valuation remains fair, justifying a continued "Hold" rating for both QXO and BLD. Read the full article on Seeking Alpha

Recent updates

Analysuppdatering May 03

BLD: Fair Deal Outlook Will Rely On QXO Merger And 2026 Guidance

Analysts have increased their price target on TopBuild by about $4, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E that are now slightly different from prior estimates. What's in the News QXO, Inc.
Seeking Alpha Apr 20

QXO And TopBuild Tie The Knot But Don't Earn The Upgrade

Summary QXO is acquiring TopBuild in a $16.89 billion cash and stock deal, accelerating its expansion strategy. The transaction offers TopBuild shareholders a strong exit price and positions QXO for significant scale and market leadership in building products distribution. Combined pro forma revenue will reach $18.1 billion with $2.1 billion EBITDA, excluding $300 million in expected annual synergies by 2030. Despite operational optimism, valuation remains fair, justifying a continued "Hold" rating for both QXO and BLD. Read the full article on Seeking Alpha
Analysuppdatering Apr 18

BLD: Ongoing Buybacks And 2026 Earnings Outlook Will Support Future Upside

Analysts have trimmed their average price target on TopBuild from about $498 to roughly $475. They cited updated views on fair value, a slightly different discount rate, modestly adjusted revenue growth expectations, a small change in projected profit margin, and a lower assumed future P/E multiple.
Analysuppdatering Apr 04

BLD: Completed Buybacks And Higher Future P/E Will Support Upside Potential

Analysts now set a slightly higher TopBuild price target of $498.07, reflecting small tweaks to assumptions around the discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News TopBuild issued earnings guidance for the year ending December 31, 2026, with expected sales of $5.925b to $6.225b and estimated net income of $446.0 million to $507.0 million (company guidance).
Analysuppdatering Mar 20

BLD: Higher Future P/E And Completed Buybacks Will Support Upside Potential

Analysts have modestly trimmed their average price target on TopBuild to about $498 from roughly $499, reflecting slightly lower profit margin assumptions, along with a somewhat higher future P/E multiple and discount rate. What's in the News Issued earnings guidance for the year ending December 31, 2026, with expected sales between $5,925.0m and $6,225.0m and estimated net income between $446.0m and $507.0m (company guidance).
Analysuppdatering Mar 06

BLD: Higher Future P/E And Buybacks Will Support Upside Potential

Analysts have trimmed their price target on TopBuild by about $4. This reflects updated assumptions for slightly lower revenue growth, reduced profit margins, a marginally higher discount rate, and a higher future P/E multiple.
Analysuppdatering Feb 19

BLD: Updated P/E And Margin Assumptions Will Support Measured Fair Value

Analysts have raised their price target for TopBuild to $503.80 from $491.80, reflecting updated assumptions related to the discount rate, revenue growth, profit margin, and future P/E expectations. Valuation Changes Fair Value: Updated to $503.80 from $491.80, reflecting a modest upward revision in the assessed intrinsic value per share.
Ny analys Feb 16

Acquisition Risks And Rising Leverage Will Pressure Margins And Future Earnings

Catalysts About TopBuild TopBuild provides insulation installation and specialty distribution services across residential, commercial and industrial construction end markets. What are the underlying business or industry changes driving this perspective?
Analysuppdatering Feb 04

BLD: Share Repurchases And 2025 Outlook Will Maintain Measured Fair Value Expectations

Analysts have raised their price target on TopBuild by about $3, reflecting slightly adjusted views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. Valuation Changes Fair Value: Adjusted slightly from $488.60 to $491.80 per share.
Analysartikel Jan 29

A Look At The Fair Value Of TopBuild Corp. (NYSE:BLD)

Key Insights The projected fair value for TopBuild is US$408 based on 2 Stage Free Cash Flow to Equity TopBuild's...
Analysuppdatering Jan 20

BLD: Share Repurchases And 2025 Outlook Will Support Steady Forward Expectations

Analysts have adjusted their price target on TopBuild slightly higher to $488.60 from $482.13, citing updated assumptions around discount rates, profit margins near 10.1% and a forward P/E of about 23x. What's in the News TopBuild completed a share repurchase tranche, buying 177,983 shares, or about 0.63% of shares, for US$65.53 million between July 1 and September 30, 2025, under its existing buyback plan (Key Developments).
Analysuppdatering Jan 06

BLD: Share Repurchases And Updated 2025 Guidance Will Support Balanced Outlook

Analysts now hold their price target for TopBuild steady at about US$482, reflecting largely unchanged views on fair value, discount rate, revenue growth, profit margins, and future P/E assumptions. What's in the News TopBuild completed a share repurchase of 177,983 shares, or 0.63% of the company, for US$65.53 million between July 1, 2025 and September 30, 2025, as part of its ongoing buyback program.
Analysartikel Jan 05

TopBuild (NYSE:BLD) Seems To Use Debt Quite Sensibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysuppdatering Dec 23

BLD: Share Repurchases And Higher Earnings Guidance Will Support Bullish Outlook

Analysts have raised their price target on TopBuild by approximately 1 dollar per share, citing slightly faster expected revenue growth and a modestly higher future earnings multiple, which more than offsets a small reduction in anticipated profit margins. What's in the News TopBuild completed a share repurchase tranche, buying back 177,983 shares, or 0.63 percent of outstanding shares, for 65.53 million dollars between July 1 and September 30, 2025, under its existing buyback program (Key Developments).
Analysuppdatering Dec 09

BLD: Future Buybacks And M&A Activity Will Support Balanced Outlook

Analysts have modestly lifted their price target on TopBuild to approximately 481 dollars per share from prior levels, citing slightly higher expected revenue growth that more than offsets a marginally lower projected profit margin and a modestly reduced future valuation multiple. What's in the News Raised full year 2025 guidance, now expecting sales between 5,350 million dollars and 5,450 million dollars and estimated net income between 497 million dollars and 542 million dollars (corporate guidance).
Analysuppdatering Nov 24

BLD: Share Repurchases And Higher Profit Margins Will Drive Upside

Narrative Update on TopBuild: Analyst Price Target Adjustment Analysts have slightly reduced their price target for TopBuild from $485.08 to $480.93. This adjustment is attributed to a moderation in projected revenue growth, even though higher profit margin expectations remain.
Analysuppdatering Nov 06

BLD: Rising Earnings Guidance And Buybacks Will Support Share Momentum

Analysts have raised their price target for TopBuild from $475.41 to $485.08. They cite increased revenue growth and improved profit margins as key drivers behind the upward revision.
Analysuppdatering Oct 23

Analysts Raise TopBuild Price Target as Revenue Outlook Improves and Acquisition Plans Advance

Analysts have raised TopBuild’s price target from $452.58 to $475.41, citing improved revenue growth outlook as the primary driver of their upward revision. What's in the News TopBuild will host an Analyst and Investor Day to discuss the company's business model, growth drivers, capital allocation, and long-term financial targets.
Analysuppdatering Oct 08

Commercial And Industrial Expansion And Retrofit Demand Will Fuel Opportunity

Narrative Update on TopBuild: Analyst Price Target Revision Analysts have raised their fair value estimate for TopBuild from $446.83 to $452.58, citing slightly improved revenue growth projections despite marginal shifts in other key metrics. What's in the News TopBuild will host an Analyst/Investor Day to discuss its business model, growth drivers, capital allocation strategy, and long-term financial targets.
Analysartikel Sep 09

A Look At The Intrinsic Value Of TopBuild Corp. (NYSE:BLD)

Key Insights The projected fair value for TopBuild is US$420 based on 2 Stage Free Cash Flow to Equity Current share...
Analysartikel Aug 08

TopBuild Corp. (NYSE:BLD) Just Reported And Analysts Have Been Lifting Their Price Targets

NYSE:BLD 1 Year Share Price vs Fair Value Explore TopBuild's Fair Values from the Community and select yours It's been...
Analysuppdatering Aug 07

Commercial And Industrial Expansion And Retrofit Demand Will Fuel Opportunity

With no changes observed in TopBuild's discount rate or future P/E, there is no substantive adjustment to valuation, and the consensus Analyst Price Target remains steady at $426.75. What's in the News Completed repurchase of 545,289 shares (1.9%) for $163.58 million under announced buyback plan.
Analysartikel Aug 04

Should You Think About Buying TopBuild Corp. (NYSE:BLD) Now?

Today we're going to take a look at the well-established TopBuild Corp. ( NYSE:BLD ). The company's stock led the NYSE...
Analysartikel Jul 02

Is TopBuild (NYSE:BLD) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysartikel Jun 16

Little Excitement Around TopBuild Corp.'s (NYSE:BLD) Earnings

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 18x, you may...
Seeking Alpha Feb 26

TopBuild's Pop Doesn't Justify An Upgrade Just Yet

Summary TopBuild's Q4 2024 results showed solid revenue growth, driven by the Specialty Distribution segment, with earnings per share exceeding analyst expectations. Despite a 16% stock rise since July 2023, TopBuild underperformed the broader market, leading me to maintain a 'hold' rating. Management's 2025 guidance is lackluster, with anticipated revenue declines and uncertain demand, justifying a cautious investment approach. While TopBuild is attractively priced compared to peers, the stock isn't cheap enough to warrant a bullish outlook amid 2025 uncertainties. Read the full article on Seeking Alpha
Seeking Alpha Dec 11

TopBuild: Warming Up To This Insulator Supplier

Summary TopBuild Corp. has tripled sales to over $5 billion in under a decade, driven by strong execution, solid positioning, and continued M&A efforts. Despite a challenging housing market, TopBuild's shares have benefited from valuation multiple inflation, though recent corrections increase appeal again. Shares now trade in my neutral zone, as the sound positioning and track record make me willing to buy shares on dips from here. Read the full article on Seeking Alpha

Aktieägarnas avkastning

BLDUS Consumer DurablesUS Marknad
7D-3.3%-2.7%2.1%
1Y47.1%8.7%30.6%

Avkastning vs industri: BLD översteg US Consumer Durables branschen som gav 8.7 % under det senaste året.

Avkastning vs Marknaden: BLD översteg US marknaden som gav 30.6 % under det senaste året.

Prisvolatilitet

Is BLD's price volatile compared to industry and market?
BLD volatility
BLD Average Weekly Movement8.5%
Consumer Durables Industry Average Movement7.3%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stabil aktiekurs: BLD har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.

Volatilitet över tid: BLD s veckovolatilitet ( 9% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
201514,707Robert Buckwww.topbuild.com

TopBuild Corp, tillsammans med sina dotterbolag, bedriver installation och distribution av isolering och andra byggmaterialprodukter till byggnadsindustrin. Bolaget bedriver verksamhet inom två segment, Installation och Specialty Distribution. Företaget tillhandahåller isoleringsprodukter och tillbehör, glas och fönster, hängrännor, garageportar, eldstäder, takmaterial, garderobshyllor och andra produkter.

TopBuild Corp. Sammanfattning av grunderna

Hur förhåller sig TopBuild:s resultat och omsättning till dess börsvärde?
BLD grundläggande statistik
BörsvärdeUS$12.30b
Vinst(TTM)US$503.16m
Intäkter(TTM)US$5.62b
23.8x
P/E-förhållande
2.1x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
BLD resultaträkning (TTM)
IntäkterUS$5.62b
Kostnad för intäkterUS$3.99b
BruttovinstUS$1.63b
Övriga kostnaderUS$1.13b
IntäkterUS$503.16m

Senast redovisade vinst

Mar 31, 2026

Nästa vinstdatum

n/a

Vinst per aktie (EPS)17.95
Bruttomarginal28.96%
Nettovinstmarginal8.95%
Skuld/egenkapitalförhållande117.8%

Hur har BLD utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/07 00:27
Aktiekurs vid dagens slut2026/05/07 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

TopBuild Corp. bevakas av 18 analytiker. 13 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Reuben GarnerBenchmark Company
Daniel WangBerenberg
Rafe JadrosichBofA Global Research