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Topbuild Corp (BLD)
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Upturn Advisory Summary
12/24/2025: BLD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
12 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $482.13
1 Year Target Price $482.13
| 6 | Strong Buy |
| 2 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 37.29% | Avg. Invested days 40 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/24/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 12.05B USD | Price to earnings Ratio 21.79 | 1Y Target Price 482.13 |
Price to earnings Ratio 21.79 | 1Y Target Price 482.13 | ||
Volume (30-day avg) 12 | Beta 1.68 | 52 Weeks Range 266.26 - 461.49 | Updated Date 12/25/2025 |
52 Weeks Range 266.26 - 461.49 | Updated Date 12/25/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 19.65 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 10.84% | Operating Margin (TTM) 16.39% |
Management Effectiveness
Return on Assets (TTM) 9.72% | Return on Equity (TTM) 26.18% |
Valuation
Trailing PE 21.79 | Forward PE 20.79 | Enterprise Value 13964347942 | Price to Sales(TTM) 2.3 |
Enterprise Value 13964347942 | Price to Sales(TTM) 2.3 | ||
Enterprise Value to Revenue 2.67 | Enterprise Value to EBITDA 14.03 | Shares Outstanding 28071651 | Shares Floating 27696136 |
Shares Outstanding 28071651 | Shares Floating 27696136 | ||
Percent Insiders 0.42 | Percent Institutions 108.97 |
Upturn AI SWOT
Topbuild Corp
Company Overview
History and Background
TopBuild Corp. was founded in 2015 as a spin-off from Masco Corporation. It is a leading installer of insulation and building products in the United States. The company has grown through a combination of organic expansion and strategic acquisitions, consolidating a fragmented market. Its primary focus is on residential new construction, but it also serves the repair and remodeling market. TopBuild operates through a network of branches across the country.
Core Business Areas
- Installation Services: Installation of insulation (fiberglass, cellulose, spray foam), fireproofing, architectural stone, and garage doors for residential and commercial buildings. This is its largest segment, providing essential services for new construction and renovation projects.
- Building Product Distribution: Distribution of insulation, related accessories, and other building products to contractors and builders. This segment supports the installation business and also serves external customers.
Leadership and Structure
TopBuild Corp. is led by a senior management team with extensive experience in the building products and services industry. The company operates with a decentralized structure, empowering its regional and branch managers to serve local markets effectively. Key leadership positions typically include a CEO, CFO, COO, and heads of various operational and functional areas.
Top Products and Market Share
Key Offerings
- Insulation Installation Services: TopBuild is a major installer of fiberglass batt, blown-in fiberglass, cellulose, and spray foam insulation. It also offers services for fireproofing, moisture control, and pest control. This service is critical for energy efficiency and comfort in homes. Competitors include other large insulation contractors and local installers.
- Garage Door Installation and Services: Through its ProShield brand and other acquisitions, TopBuild installs and services garage doors for new homes. Competitors include national garage door manufacturers and local installers.
- Architectural Stone Installation: TopBuild installs exterior and interior decorative stone veneer products. Competitors include other masonry and stone installation companies.
- Insulation Products Distribution: Distribution of various types of insulation and related accessories. Competitors include national building material suppliers and specialized insulation distributors.
Market Dynamics
Industry Overview
The building products and services industry, particularly insulation, is closely tied to the health of the residential new construction and remodeling markets. Factors such as interest rates, housing starts, and consumer confidence significantly influence demand. The industry is characterized by fragmentation, with a mix of large national players and numerous regional and local businesses.
Positioning
TopBuild is a leading consolidator in the fragmented insulation and building products installation market. Its key competitive advantages include its scale, national presence, established customer relationships with builders, operational efficiency, and its ability to leverage acquisitions to expand its geographic reach and service offerings. The company benefits from the trend towards greater energy efficiency in buildings.
Total Addressable Market (TAM)
The TAM for insulation and building product installation in the US is substantial, driven by new home construction, residential remodeling, and commercial projects. While specific TAM figures vary by source, it is in the tens of billions of dollars. TopBuild is well-positioned within this TAM, particularly in the residential new construction segment, which represents a significant portion of its revenue.
Upturn SWOT Analysis
Strengths
- Strong market position as a leading installer of insulation.
- Extensive geographic reach across the United States.
- Successful track record of integrating acquisitions.
- Established relationships with national and regional homebuilders.
- Diversified service offerings beyond insulation.
- Focus on energy efficiency trends.
Weaknesses
- Dependence on the cyclical new home construction market.
- Potential integration challenges with future acquisitions.
- Labor availability and cost pressures.
- Exposure to fluctuations in material costs.
Opportunities
- Continued consolidation of the fragmented insulation market through acquisitions.
- Expansion into adjacent building product installation services.
- Growth in the repair and remodeling market.
- Increasing demand for energy-efficient building solutions.
- Leveraging technology to improve operational efficiency.
Threats
- Downturns in the housing market and residential construction.
- Increased competition from new entrants or existing players.
- Rising material and labor costs.
- Changes in building codes or environmental regulations.
- Economic recessions impacting consumer spending and construction activity.
Competitors and Market Share
Key Competitors
- US LBM Holdings (Private)
- Builders FirstSource (BLDR)
- BMC Stock Holdings (Acquired by US LBM)
- ABC Supply Co. Inc. (Private)
- ProBuild (Acquired by Builders FirstSource)
Competitive Landscape
TopBuild's primary competitive advantages lie in its scale and specialized focus on insulation and related building product installation, particularly within the new residential construction sector. Its extensive network and established relationships with builders are significant strengths. However, it faces intense competition from larger, more diversified building material suppliers like Builders FirstSource and US LBM, which also have strong distribution networks and a broader product offering. The fragmented nature of the market also means competition from numerous smaller, local players.
Major Acquisitions
Various regional insulation and building product installers
- Year: Ongoing (e.g., 2022-2023)
- Acquisition Price (USD millions): Varies significantly per acquisition, cumulatively in the hundreds of millions annually
- Strategic Rationale: To expand geographic footprint, gain market share, acquire new capabilities, and consolidate the fragmented industry.
Growth Trajectory and Initiatives
Historical Growth: TopBuild has exhibited robust historical growth, primarily fueled by its aggressive acquisition strategy. This has allowed it to rapidly expand its footprint, customer base, and service offerings. Organic growth within its existing branches also contributes to its overall expansion.
Future Projections: Analyst projections generally indicate continued revenue growth for TopBuild, driven by ongoing market consolidation, a strong housing market outlook (though subject to cyclicality), and the increasing demand for energy-efficient solutions. Earnings per share are also expected to grow, reflecting operational leverage and successful integration of acquired businesses.
Recent Initiatives: Recent initiatives likely include further strategic acquisitions to enhance market share and diversify service lines, investments in technology to improve operational efficiency, and ongoing focus on training and retaining skilled labor. The company also continues to emphasize its role in providing sustainable building solutions.
Summary
TopBuild Corp. is a well-established leader in insulation and building product installation, benefiting from industry consolidation and a focus on energy efficiency. Its robust acquisition strategy and strong relationships with homebuilders are key strengths. However, it must navigate the cyclicality of the housing market and manage labor and material costs. Continued successful integration of acquisitions and operational efficiency will be crucial for sustained growth.
Similar Stocks
Sources and Disclaimers
Data Sources:
- TopBuild Corp. Investor Relations
- SEC Filings (10-K, 10-Q)
- Industry Research Reports
- Financial News and Analysis Websites
Disclaimers:
This information is for informational purposes only and should not be considered investment advice. Financial data and market share estimates are subject to change and are based on publicly available information at the time of analysis. Individual investment decisions should be based on thorough due diligence and consultation with a qualified financial advisor.
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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