美股市場個股詳情

BLD Topbuild

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408.680
+11.930+3.01%

收盤價 05/09 16:00 (美東)

408.680
0.0000.00%

盤後 16:02 (美東)

130.03億總市值20.60市盈率TTM

Topbuild股票討論區

登錄發表評論

逍遥投资派

04/01 23:40

$Topbuild(BLD.US)$🎯 2024.4.1 當前價格444.75，持倉浮盈1.7倍
新增數據：23Q4，營收增長1.7%，營業利潤增長0.83%，淨利潤增長1.8%，環比在下滑。
2023年營收增長3.7%，營業利潤增長10.2%，淨利潤增長10.5%，增速下滑嚴重。
資產負債表顯示2021年完成了大幅收購，2021和2022年的高速增長可能是收購引起的，但是2023年收購效應消退，增速放緩。
資產負債率從58.1%下降到50.3%，資產端主要是現金增加，目前達到8.5億，商譽及其他無形資產26.34億超過25.64億的淨資產，長期借款13.73億。
目前市盈率23，估值仍在合理區間，但考慮到近期增速下滑嚴重，適當降低倉位。

已翻譯

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

專欄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 當前價格275.6，持倉一年多浮盈65%，達到復盤標準
新增數據：2022下半年季報及全年報，2023Q1
2022年營收增長43.7%，營業利潤增長67.3%，淨利潤增長71.6%，有意思的是2022年利息費用從2914萬增長到了5672萬，可能是營收增長過快帶來了財務壓力過大。
2023Q1營收增長8.2%，營業利潤增長21.6%，淨利潤增長18.5%，同時利息費用又增加了51%。
2022年資產負債率從61.6%下降到58.1%，2023Q1又下降到56.1%，應收和存貨的比例及增速都比較正常。
商譽及其他無形資產26億，是淨資產20.65億的1.26倍，資產含金量很低，不過目前還有7億庫存股，算是隱形資產。長期借款14.06億，槓桿率較高。
5年了經營淨額遠低於投資淨額，沒有產生股東盈餘。
目前市盈率16.2，市盈率TTM15.4，考慮到目前增長仍未停止，暫時不做倉位調整。

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