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TopBuild Is A Good Buy At The Current Levels

May 03, 2022 1:15 PM ETTopBuild Corp. (BLD)MAS1 Comment
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GS Analytics


  • TopBuild is trading at a significant discount to its historical levels as investors are worried about a housing slowdown.
  • However, the company can continue to grow its revenue and margins thanks to the recent DI acquisition.
  • BLD's success in integrating previous acquisitions as well as the fragmented nature of the industry makes me optimistic about the company's inorganic growth prospects.
  • I am not too worried about a housing slowdown as, unlike in previous housing downturns, there is a significant undersupply of homes in the market this time.
  • I believe the stock is a good buy at the current levels.

Man Installing Insulation

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Investment thesis

Interest rate worries have caused a significant correction in stock prices of homebuilding and building product companies. TopBuild (NYSE:BLD) is no exception and the stock has dropped over 30% since the beginning of this

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Comments (1)

flesh profile picture
Any idea why they stopped buying back stock?
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