Added to YB: 2025-02-28
Pitch date: 2024-02-25
BLD [bullish]
TopBuild Corp.
-25.87%
current return
Author Info
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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
$8.9B
Pitch Price
$411.30
Price Target
836.54 (+174%)
Dividend
N/A
Sector
Household Durables
Category
growth
Show full summary:
TopBuild
BLD: Insulation distributor/installer consolidating fragmented market. 31% CAGR since 2015 spinoff. 20% market share, $18B opportunity. Strong M&A track record (45 in 8 years), 29% EBITDA CAGR. 7.8% FCF yield, 1.3x debt/EBITDA. Risks: cyclical industry, customer concentration. 5yr upside 30-177%, PT $836.54.
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