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Topbuild Corp (BLD)


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Upturn Advisory Summary
10/17/2025: BLD (2-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $466.64
1 Year Target Price $466.64
6 | Strong Buy |
2 | Buy |
4 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 55.85% | Avg. Invested days 48 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Large-Cap Stock | Market Capitalization 12.24B USD | Price to earnings Ratio 21.46 | 1Y Target Price 466.64 |
Price to earnings Ratio 21.46 | 1Y Target Price 466.64 | ||
Volume (30-day avg) 12 | Beta 1.66 | 52 Weeks Range 266.26 - 445.94 | Updated Date 10/19/2025 |
52 Weeks Range 266.26 - 445.94 | Updated Date 10/19/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 20.27 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 11.4% | Operating Margin (TTM) 16.96% |
Management Effectiveness
Return on Assets (TTM) 10.93% | Return on Equity (TTM) 26.41% |
Valuation
Trailing PE 21.46 | Forward PE 19.16 | Enterprise Value 12292842816 | Price to Sales(TTM) 2.35 |
Enterprise Value 12292842816 | Price to Sales(TTM) 2.35 | ||
Enterprise Value to Revenue 2.36 | Enterprise Value to EBITDA 12.1 | Shares Outstanding 28138831 | Shares Floating 27736219 |
Shares Outstanding 28138831 | Shares Floating 27736219 | ||
Percent Insiders 0.46 | Percent Institutions 105.98 |
Upturn AI SWOT
Topbuild Corp

Company Overview
History and Background
TopBuild Corp. was founded in 1975 as Masco Contractor Services and later rebranded to TopBuild in 2015. It grew through acquisitions and organic growth, becoming a leading installer and distributor of insulation and building material products.
Core Business Areas
- Installation: Installation segment provides insulation and other building products to residential and commercial customers through a network of branches.
- Specialty Distribution: Specialty Distribution segment distributes insulation, specialty building products, and related accessories.
Leadership and Structure
Robert Shaddox serves as Chairman and CEO. The company has a typical corporate structure with various departments and regional management teams.
Top Products and Market Share
Key Offerings
- Insulation: Fiberglass, mineral wool, spray foam, and other insulation materials. TopBuild holds a significant market share in the US insulation installation market. Competitors include Owens Corning (OC) and Johns Manville.
- Accessories: Gutters, roofing and other building materials. Competitors include Beacon Roofing Supply (BECN), ABC Supply.
Market Dynamics
Industry Overview
The insulation and building materials industry is driven by new residential and commercial construction, renovation activity, energy efficiency standards, and government incentives.
Positioning
TopBuild is a leading installer and distributor, known for its national scale, operational efficiency, and strong relationships with builders and contractors.
Total Addressable Market (TAM)
The TAM for insulation and related building products in the US is estimated to be in the tens of billions of dollars. TopBuild is well-positioned to capture a significant portion of this market through organic growth and acquisitions.
Upturn SWOT Analysis
Strengths
- National scale and geographic diversification
- Strong relationships with builders and contractors
- Efficient operating model
- Leading market share in installation services
- Proven track record of acquisitions
Weaknesses
- Sensitivity to housing market cycles
- Exposure to raw material price fluctuations
- Dependence on skilled labor availability
- Seasonality in demand
Opportunities
- Increasing demand for energy-efficient buildings
- Expanding into new geographic markets
- Acquiring smaller competitors
- Developing new products and services
- Increasing penetration in commercial construction
Threats
- Economic downturn and housing market slowdown
- Increased competition from local installers
- Rising labor costs
- Changes in building codes and regulations
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- OC
- BECN
- GMS
Competitive Landscape
Topbuild benefits from its national scale and operational efficiency, but faces competition from both national and local players. The company's acquisition strategy has been a key differentiator.
Major Acquisitions
Specialty Products & Insulation Co.
- Year: 2022
- Acquisition Price (USD millions): 258
- Strategic Rationale: Expansion into new geographic markets and strengthening of the specialty distribution business.
Growth Trajectory and Initiatives
Historical Growth: Topbuild has grown rapidly through acquisitions and organic growth, becoming a leading player in the insulation and building materials industry.
Future Projections: Analysts project continued revenue and earnings growth for Topbuild, driven by favorable industry trends and the company's strong competitive position.
Recent Initiatives: Recent initiatives include acquisitions of specialty distribution businesses, expansion into new geographic markets, and investments in technology and operational efficiency.
Summary
TopBuild is a leading company in the insulation and building material installation and distribution market. Its growth trajectory has been strong, driven by strategic acquisitions and organic initiatives. The company's financial health is robust, but its performance is linked to the housing market. It should watch out for fluctuating material costs and economic slow-downs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
- Company Website
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market data and estimates are subject to change. Please do your own research before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Topbuild Corp
Exchange NYSE | Headquaters Daytona Beach, FL, United States | ||
IPO Launch date 2015-07-01 | CEO, President & Director Mr. Robert M. Buck | ||
Sector Industrials | Industry Engineering & Construction | Full time employees 13984 | Website https://www.topbuild.com |
Full time employees 13984 | Website https://www.topbuild.com |
TopBuild Corp., together with its subsidiaries, engages in the installation and distribution of insulation and other building material 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, garage doors, fireplaces, roofing materials, closet shelving, and other products. The company also offers insulation installation services for fiberglass batts and rolls, blown-in loose fill fiberglass, polyurethane spray foam, and blown-in loose fill cellulose applications. 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 installation branches and 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.

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