TopBuildBLD
Market Cap: 14.8B
About: TopBuild Corp is an installer and distributor of insulation products. Its operating segments involve the Installation and Specialty Distribution segment. The installation segment provides insulation installation services nationwide through contractor services business. Speciality Distribution segment distributes building and mechanical insulation, insulation accessories and other building product materials for the residential, commercial, and industrial end markets. The majority of revenue is earned from the installation segment. Its main customers are contractors. Other products include gutters, after-paint, garage doors, fireplaces, and fireproofing and stopping. TopBuild operates majorly in the United States.
Employees: 14,012
Fund manager confidence
Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)
62% more call options, than puts
Call options by funds: $72.3M | Put options by funds: $44.6M
49% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 53
15% more capital invested
Capital invested by funds: $11.4B [Q4 2023] → $13.1B (+$1.67B) [Q1 2024]
6% more funds holding
Funds holding: 467 [Q4 2023] → 493 (+26) [Q1 2024]
2.2% less ownership
Funds ownership: 95.74% [Q4 2023] → 93.55% (-2.2%) [Q1 2024]
14% less repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 187
33% less funds holding in top 10
Funds holding in top 10: 6 [Q4 2023] → 4 (-2) [Q1 2024]
Research analyst outlook
10 Wall Street Analysts provided 1 year price forecasts over the past 6 months
10 analyst ratings
Jefferies Philip Ng | 15%upside $536 | Buy Maintained | 17 Jul 2024 |
Evercore ISI Group Stephen Kim | 19%upside $555 | Outperform Maintained | 15 Jul 2024 |
Benchmark Reuben Garner | 1%upside $470 | Buy Maintained | 8 May 2024 |
Stephens & Co. Trey Grooms | 9%downside $425 | Equal-Weight Reiterated | 23 Apr 2024 |
Evercore ISI Group Stephen Kim | 13%upside $527 | Outperform Maintained | 2 Apr 2024 |
Financial journalist opinion
Based on 9 articles about BLD published over the past 30 days