TopBuild

BLD

Market cap $13.6B

Investors interested in Building Products - Miscellaneous stocks are likely familiar with Holcim Ltd Unsponsored ADR (HCMLY) and TopBuild (BLD). But which of these two companies is the best option for those looking for undervalued stocks?

TopBuild (BLD) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

The housing construction sector is heating up. The iShares U.S. Home Construction ETF (NYSEARCA:ITB) has surged 11.1% year to date in just nine trading days, signaling robust demand for new residential and commercial projects.

TopBuild earns a buy rating, justified by structural improvements, secular growth exposure, and anticipated housing recovery as interest rates decline. BLD's revenue mix is improving with more commercial and industrial work that should reduce housing cyclicality and support margin stability. Recent acquisitions, notably Progressive Roofing, open a fragmented $75 billion commercial roofing market, enabling bolt-on M&A-driven growth and cross-sell synergies.

TopBuild Corp. (BLD) Analyst/Investor Day Transcript

The Investment Committee share their top stocks to watch for the second half.

DAYTONA BEACH, Fla., Dec. 09, 2025 (GLOBE NEWSWIRE) -- TopBuild Corp., (NYSE:BLD) a leading installer of insulation and commercial roofing and a specialty distributor of insulation and related building products to the construction industry in the United States and Canada, is hosting its Investor Day in New York City today, December 9, beginning at 8:00 a.m. ET.

TopBuild (BLD) reported earnings 30 days ago. What's next for the stock?

Macroeconomic headwinds are plaguing the housing sector, but certain pockets continue to thrive. Installers and low-cost providers have been able to dampen the effects of high rates and home prices.

TopBuild Corp. ( BLD ) Q3 2025 Earnings Call November 4, 2025 9:00 AM EST Company Participants P.I. Aquino - Vice President of Investor Relations Robert Buck - CEO, President & Director Robert Kuhns - CFO & VP Conference Call Participants Aatish Shah - Evercore ISI Institutional Equities, Research Division Stephen Kim - Evercore ISI Institutional Equities, Research Division Michael Rehaut - JPMorgan Chase & Co, Research Division Susan Maklari - Goldman Sachs Group, Inc., Research Division Kenneth Zener - Seaport Research Partners Philip Ng - Jefferies LLC, Research Division Jeffrey Stevenson - Loop Capital Markets LLC, Research Division Keith Hughes - Truist Securities, Inc., Research Division Collin Verron - Deutsche Bank AG, Research Division Kurt Yinger - D.A.