TopBuild Corp. (BLD)
NYSEConsumer DiscretionaryEngineering & ConstructionSnapshot 2026-10-29
$354.530.00%
Close 2026-07-01 · 1-day change
NYSEConsumer DiscretionaryEngineering & ConstructionSnapshot 2026-10-29
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 under pressure — Maintain operating income near recent levels: Comparison needs review.
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 steady earnings record is the core claim, despite unsteady management and mixed quality. Revenue grew 17.2% year over year, and Q1 FY2026 earnings beat estimates. No valuation bridge or peer multiple is available to show what price reflects. The latest release beat, but our model puts next-quarter miss risk at 24.0%. The primary operating-income pillar needs review, so its pressure is unverified. Our standing thesis is on watch; 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.
Continue this research
Compare BLD with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BLD Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-10-29. 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.
Around the middle 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.