Latest news with #TopBuild
Yahoo
07-08-2025
- Business
- Yahoo
1 Mid-Cap Stock with Impressive Fundamentals and 2 That Underwhelm
Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders. This is precisely where StockStory comes in - we do the heavy lifting to identify companies with solid fundamentals so you can invest with confidence. Keeping that in mind, here is one mid-cap stock with huge upside potential and two that may have trouble. Two Mid-Cap Stocks to Sell: TopBuild (BLD) Market Cap: $11.31 billion Established in 2015 following a spinoff from Masco Corporation, TopBuild (NYSE:BLD) is a distributor and installer of insulation and other building products. Why Does BLD Give Us Pause? Core business is underperforming as its organic revenue has disappointed over the past two years, suggesting it might need acquisitions to stimulate growth Anticipated sales growth of 2.7% for the next year implies demand will be shaky Earnings growth over the last two years fell short of the peer group average as its EPS only increased by 5% annually TopBuild's stock price of $405 implies a valuation ratio of 19.4x forward P/E. If you're considering BLD for your portfolio, see our FREE research report to learn more. SS&C (SSNC) Market Cap: $21.04 billion Founded in 1986 as a bridge between technology and financial services, SS&C Technologies (NASDAQ:SSNC) provides software and software-enabled services that help financial firms and healthcare organizations automate complex business processes. Why Does SSNC Fall Short? Earnings per share lagged its peers over the last five years as they only grew by 7.1% annually 2.5 percentage point decline in its free cash flow margin over the last five years reflects the company's increased investments to defend its market position Underwhelming 6.4% return on capital reflects management's difficulties in finding profitable growth opportunities At $85.75 per share, SS&C trades at 13.9x forward P/E. Check out our free in-depth research report to learn more about why SSNC doesn't pass our bar. One Mid-Cap Stock to Buy: Rollins (ROL) Market Cap: $28.27 billion Operating under multiple brands like Orkin and HomeTeam Pest Defense, Rollins (NYSE:ROL) provides pest and wildlife control services to residential and commercial customers. Why Are We Backing ROL? Impressive 11.5% annual revenue growth over the last two years indicates it's winning market share this cycle Offerings are mission-critical for businesses and result in a best-in-class gross margin of 52.2% ROL is a free cash flow machine with the flexibility to invest in growth initiatives or return capital to shareholders Rollins is trading at $58.33 per share, or 50x forward P/E. Is now the time to initiate a position? See for yourself in our in-depth research report, it's free. Stocks We Like Even More Trump's April 2024 tariff bombshell triggered a massive market selloff, but stocks have since staged an impressive recovery, leaving those who panic sold on the sidelines. Take advantage of the rebound by checking out our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
06-08-2025
- Business
- Yahoo
Earnings To Watch: Installed Building Products (IBP) Reports Q2 Results Tomorrow
Building products installation services company Installed Building Products (NYSE:IBP) will be announcing earnings results this Thursday before market hours. Here's what to look for. Installed Building Products beat analysts' revenue expectations by 1.5% last quarter, reporting revenues of $684.8 million, down 1.2% year on year. It was a satisfactory quarter for the company, with a solid beat of analysts' organic revenue estimates but a significant miss of analysts' EPS estimates. Is Installed Building Products a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Installed Building Products's revenue to decline 3.4% year on year to $712.4 million, a reversal from the 6.6% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $2.40 per share. The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Installed Building Products has missed Wall Street's revenue estimates three times over the last two years. Looking at Installed Building Products's peers in the home builders segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Champion Homes delivered year-on-year revenue growth of 11.7%, beating analysts' expectations by 9.5%, and TopBuild reported a revenue decline of 5%, in line with consensus estimates. Read our full analysis of Champion Homes's results here and TopBuild's results here. There has been positive sentiment among investors in the home builders segment, with share prices up 2.1% on average over the last month. Installed Building Products is up 12.4% during the same time and is heading into earnings with an average analyst price target of $185.64 (compared to the current share price of $215.55). Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
04-08-2025
- Business
- Yahoo
TopBuild (BLD) Q2 Earnings: What To Expect
Building services and installation company TopBuild (NYSE:BLD) will be reporting earnings this Tuesday before market open. Here's what investors should know. TopBuild met analysts' revenue expectations last quarter, reporting revenues of $1.23 billion, down 3.6% year on year. It was a satisfactory quarter for the company, with an impressive beat of analysts' adjusted operating income estimates but full-year EBITDA guidance slightly missing analysts' expectations. Is TopBuild a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting TopBuild's revenue to decline 4.5% year on year to $1.30 billion, a reversal from the 3.7% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $5.09 per share. The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. TopBuild has missed Wall Street's revenue estimates five times over the last two years. Looking at TopBuild's peers in the home builders segment, some have already reported their Q2 results, giving us a hint as to what we can expect. D.R. Horton's revenues decreased 7.4% year on year, beating analysts' expectations by 5%, and Taylor Morrison Home reported revenues up 2%, topping estimates by 3.9%. D.R. Horton traded up 12.9% following the results while Taylor Morrison Home was down 9.1%. Read our full analysis of D.R. Horton's results here and Taylor Morrison Home's results here. Investors in the home builders segment have had steady hands going into earnings, with share prices flat over the last month. TopBuild is up 9.5% during the same time and is heading into earnings with an average analyst price target of $394.20 (compared to the current share price of $376.30). Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Insider
19-07-2025
- Business
- Business Insider
Jefferies Sticks to Its Buy Rating for TopBuild (BLD)
Jefferies analyst Philip Ng maintained a Buy rating on TopBuild today and set a price target of $425.00. The company's shares opened today at $367.54. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. According to TipRanks, Ng is a 5-star analyst with an average return of 9.9% and a 56.94% success rate. Ng covers the Consumer Cyclical sector, focusing on stocks such as International Paper Co, Packaging, and Ball. In addition to Jefferies, TopBuild also received a Buy from Goldman Sachs's Susan Maklari in a report issued on July 15. However, on July 11, Truist Financial maintained a Hold rating on TopBuild (NYSE: BLD). The company has a one-year high of $495.68 and a one-year low of $266.26. Currently, TopBuild has an average volume of 391.4K. Based on the recent corporate insider activity of 19 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of BLD in relation to earlier this year. Last month, Nancy Taylor, a Director at BLD sold 125.00 shares for a total of $35,721.25.
Yahoo
16-07-2025
- Business
- Yahoo
TopBuild (BLD) Stock Trades Up, Here Is Why
What Happened? Shares of building services and installation company TopBuild (NYSE:BLD) jumped 4.9% in the pre-market session after the company announced it has successfully completed its acquisition of Progressive Roofing, a commercial roofing company, in an all-cash deal valued at $810 million. This strategic move marks TopBuild's entry into the large and highly fragmented commercial roofing sector, an estimated $75 billion market. The acquisition is expected to provide a new platform for both organic growth and further acquisitions. Investors are likely reacting positively to the deal's potential to increase TopBuild's revenue from non-discretionary sources. Approximately 70% of Progressive Roofing's revenue comes from re-roofing and maintenance services, which are less cyclical than new construction. The transaction is anticipated to be immediately accretive to TopBuild's adjusted earnings per share, signaling a positive impact on profitability and shareholder value. After the initial pop the shares cooled down to $357.29, up 0.2% from previous close. Is now the time to buy TopBuild? Access our full analysis report here, it's free. What Is The Market Telling Us TopBuild's shares are very volatile and have had 20 moves greater than 5% over the last year. In that context, today's move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The biggest move we wrote about over the last year was 11 months ago when the stock dropped 11.3% on the news that the company reported weak second-quarter 2024 earnings. Its revenue unfortunately missed, and its EPS fell short of Wall Street's estimates. The results were pressured by weak volumes given higher interest rates, project delays, and supply constraints. Overall, this was a bad quarter for TopBuild. TopBuild is up 15.1% since the beginning of the year, but at $357.29 per share, it is still trading 25.4% below its 52-week high of $479.09 from July 2024. Investors who bought $1,000 worth of TopBuild's shares 5 years ago would now be looking at an investment worth $2,814. Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we've identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
