TopBuild Corp. (BLD)
NYSEConsumer DiscretionaryEngineering & ConstructionSnapshot 2026-09-04
$354.530.00%
Close 2026-07-01 · 1-day change
NYSEConsumer DiscretionaryEngineering & ConstructionSnapshot 2026-09-04
Research Workspace
Put BLD beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Primary pillar broken — Maintain operating income near recent levels: Q1 2026 operating income $175.0M vs $175M target.
View ThesisRevenue is growing steadily — about 6% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskBLD's growth relies on successfully executing the merger with QXO and completing integration. Revenue grew 17% year over year, and the last quarter beat estimates. BLD trades at typical multiples compared to peers, with a miss probability of 20%. The primary risk is maintaining operating income near recent levels, as it matched the target of $175 million. Peer multiples imply a price about 20% below where it trades. This read is provisional.
Trailing returns as of 2026-07-01. BLD is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 11 analysts currently covering BLD (as of Jul 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare BLD with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BLD Selected company | Graph | Compare | Trend | Review | |
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Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Homebuilding — fair value, gap to price, and forward P/E.
Compare the value case
Put BLD next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Execute merger with QXO and complete integration
Q2 revenue beat supports merger integration success.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-01. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Announce and execute merger with QXO
Amending bond terms supports merger execution.
Advances: Redeem $400M Senior Notes
Successful tender indicates strong debt management.
Advances: Redeem $400M Senior Notes
Tender offers show commitment to debt redemption.
Advances: Announce and execute merger with QXO
Loan sale supports financing for merger.