Simpson Manufacturing (SSD)
NYSEIndustrialsConstruction MaterialsSnapshot 2026-10-29
$195.47+2.48%
Close 2026-10-29 · 1-day change
NYSEIndustrialsConstruction MaterialsSnapshot 2026-10-29
Research Workspace
Put SSD beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Building Products is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Sustain revenue growth near 9% YoY: Comparison needs review.
View ThesisRevenue is growing steadily — about 6% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 17%.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, market reaction to earnings.
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 1% a day.
View RiskSSD’s claim rests on sustaining revenue growth and operating margins near the stated floor. Revenue growth slowed across the three reported quarters, though Q3 2026 earnings beat consensus. Q3 revenue grew 2.3% year over year; GAAP earnings beat consensus by 7.6%. SSD trades at 21× P/E versus an 19× peer median; expectations look modest versus our view. Cash does not yet support reported profits, and the outlook model puts next-quarter miss probability near 26%. The thesis pillar is under pressure, but its comparison needs review. Peer multiples imply a price about 5% below where it trades; this read is provisional.
Trailing returns as of 2026-10-29. SSD is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 5 analysts currently covering SSD (as of Oct 2026).
Based on 4 Wall Street analysts offering 12-month price targets for SSD in the last 4 months.
Continue this research
Compare SSD 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 |
|---|---|---|---|---|---|
| SSD 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 12 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 Building Products — fair value, gap to price, and forward P/E.
Compare the value case
Put SSD next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Maintain operating income margin at or above 20%
Projected margin meets the 20% floor, while steel-driven pricing actions signal cost pressure.
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 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $195.47
The last 12 months of price, then the range of analyst 12-month targets from today’s $195.47.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Maintain operating income margin at or above 20%
Earnings-call transcript is relevant to margin objectives, but the event title alone indicates no specific change.