美股市场个股详情

BLD Topbuild

添加自选

408.680
+11.930+3.01%

收盘价 05/09 16:00 (美东)

408.680
0.0000.00%

盘后 16:02 (美东)

130.03亿总市值20.60市盈率TTM

Topbuild股票讨论区

登录发表评论

逍遥投资派

04/01 23:40

$Topbuild(BLD.US)$🎯 2024.4.1 当前价格444.75，持仓浮盈1.7倍
新增数据：23Q4，营收增长1.7%，营业利润增长0.83%，净利润增长1.8%，环比在下滑。
2023年营收增长3.7%，营业利润增长10.2%，净利润增长10.5%，增速下滑严重。
资产负债表显示2021年完成了大幅收购，2021和2022年的高速增长可能是收购引起的，但是2023年收购效应消退，增速放缓。
资产负债率从58.1%下降到50.3%，资产端主要是现金增加，目前达到8.5亿，商誉及其他无形资产26.34亿超过25.64亿的净资产，长期借款13.73亿。
目前市盈率23，估值仍在合理区间，但考虑到近期增速下滑严重，适当降低仓位。

Moomoo AI

03/27 19:32

TopBuild's high P/E ratio is alarming considering its below-average forecasted earnings growth. While investors anticipate a business turnaround, analysts are skeptical. The high P/E ratio and future earnings predictions pose a significant risk to shareholders and potential investors.

TopBuild Corp.'s (NYSE:BLD) Share Price Not Quite Adding Up

Moomoo AI

03/14 01:43

Insider selling at TopBuild, without corresponding buying, suggests shares may not be undervalued. Reasonable alignment with shareholder interests is indicated by the level of insider ownership. However, lack of insider buying and recent selling could caution potential investors.

Possible Bearish Signals With TopBuild Insiders Disposing Stock

Stock_Drift

02/09 09:32

🚨⚡️🚨⚡️🚨
$Topbuild(BLD.US)$
📊⚡️📊

Moomoo AI

02/02 05:18

TopBuild's CEO, Robert Buck, believes that Pest Control Insulation is an excellent addition to their Specialty Distribution segment, and is excited about the potential for continued growth of this specialty distribution business throughout the country.

Press Release: TopBuild to Acquire Pest Control Insulation

Moomoo AI

2023/11/17 19:16

TopBuild shares sale by insiders, including CEO's major sell-off near current value, might pose a red flag. Despite some shareholder alignment, the absence of insider purchases and strong sell-off could erode confidence in the stock.

Possible Bearish Signals With TopBuild Insiders Disposing Stock

102054460

2023/11/09 08:23

TopBuild - overpriced

TopBuild (NYSE BLD) is a leading installer and distributor of insulation and other building material products for the US and Canadian construction sectors.
It experienced significant revenue growth, driven by acquisitions, price and volume growth.
BLD has two operating segments - Installation and Distribution. The Installation segment is the largest contributor to revenue and earnings, with improving returns.
While there are good growth drivers for BLD, I have concerns abo...

102054460

2023/11/08 08:36

BLD Plantation – peak price this is not reflected in the ROE

I have concerns from both a fundamental perspective and share price perspective.
The company share price has been on an uptrend to reach a 10-year peak. But while its ROE was increasing from 2018, there was a decline last year. Is the market thinking that its ROE will eventually turnaround? Or have prices peaked?
From a fundamental angle, the company ROE is not as good as my 2 reference Bursa plantation companies – Boustead Plantation a...

Movers and Shakers

2023/08/01 20:27

专栏Today's Pre-Market Stock Movers And Top Ratings: GAP, UBER, SOFI, EL and More

Pre-Market Stock Movers
Gapping up
$Gap Inc(GPS.US)$
(The retail stock climbed nearly 4% after Barclays upgraded Gap to overweight from equal weight. Analyst Adrienne Yih assigned a $13 price target to the company, which suggests shares could rally 26.2% from Monday's close. )
$因塞特(INCY.US)$
(Shares rose 2% after Incyte beat analysts' expectations in its latest results. The pharmaceutical company reported second-q...

逍遥投资派

2023/07/13 01:25

$Topbuild(BLD.US)$🎯 2023.7.13 当前价格275.6，持仓一年多浮盈65%，达到复盘标准
新增数据：2022下半年季报及全年报，2023Q1
2022年营收增长43.7%，营业利润增长67.3%，净利润增长71.6%，有意思的是2022年利息费用从2914万增长到了5672万，可能是营收增长过快带来了财务压力过大。
2023Q1营收增长8.2%，营业利润增长21.6%，净利润增长18.5%，同时利息费用又增加了51%。
2022年资产负债率从61.6%下降到58.1%，2023Q1又下降到56.1%，应收和存货的比例及增速都比较正常。
商誉及其他无形资产26亿，是净资产20.65亿的1.26倍，资产含金量很低，不过目前还有7亿库存股，算是隐形资产。长期借款14.06亿，杠杆率较高。
5年了经营净额远低于投资净额，没有产生股东盈余。
目前市盈率16.2，市盈率TTM15.4，考虑到目前增长仍未停止，暂时不做仓位调整。

暂无评论

分析

分析师评级

暂无数据

目标价预测

暂无数据

热议

美股

综合热度