Added to YB: 2026-06-24
Pitch date: 2026-04-19
BLD [bearish]
TopBuild Corp.
+14.93%
current return
Author Info
No bio for this author
Company Info
TopBuild Corp., together with its subsidiaries, engages in the installation and distribution of insulation and other building material products to the construction industry.
Market Cap
$11.6B
Pitch Price
$489.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.39
P/E
23.23
EV/Sales
2.57
Sector
Household Durables
Category
value
TopBuild Corp. - $BLD (short)
BLD (short): Largest US insulation installer at 13.1x EV/EBITDA, 22.4x P/E with declining organic rev/EBITDA. Ex-acquisitions, 2026 guide implies rev -2.5%, EBITDA -8%. Tuck-in synergy playbook exhausted; now paying higher multiples & venturing into roofing (Progressive) outside core. Valued above homebuilders despite weakening new-build market. Catalysts: recession, weak spring season, lower M&A returns, inflation pass-through risk.
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