Quality Investor

TopBuild Corp.

Rank #304Hypergrowth

BLD · Industrials

TopBuild Corp. (BLD) — Rank #304 by gross profitability (GP/assets 0.23) · ROE 21.7% · Piotroski F-Score 6 / 9.

As-of 2026-09-15 · CIK 0001633931 · all metrics point-in-time as of the filing date.

About

TopBuild Corp., together with its subsidiaries, engages in the installation and distribution of insulation and other building material products to the construction industry.

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The company operates in two segments, Installation and Specialty Distribution. It provides insulation products and accessories, glass and windows, rain gutters, garage doors, fireplaces, roofing materials, closet shelving, and other products. The company also offers insulation installation services for fiberglass batts and rolls, blown-in loose fill fiberglass, polyurethane spray foam, and blown-in loose fill cellulose applications; provides roofing installation services, re-roofing and maintenance for the commercial and industrial end markets including single ply roofing, built-up roofing systems, and metal roofing systems. In addition, it distributes building and mechanical insulation, insulation accessories, and other building product materials for the residential, commercial, and industrial end markets. The company serves single-family homebuilders, single-family custom builders, multi-family builders, commercial and industrial general contractors, school districts, municipalities, remodelers, and individual homeowners, as well as insulation contractors, gutter contractors, weatherization contractors, other contractors, dealers, metal building erectors, and modular home builders. It operates installation branches and distribution centers in the United States and Canada. The company was formerly known as Masco SpinCo Corp. and changed its name to TopBuild Corp. in March 2015. TopBuild Corp.

was incorporated in 2015 and is headquartered in Daytona Beach, Florida.

Industry
Engineering & Construction
Sector
Industrials
Filer Category
Large accelerated filer
Fiscal Year End
December 31

Price History

BLD+0.0% · +0.0% CAGRSPY-0.3% · -20.1% CAGR

Company Snapshot

P/S is the primary valuation lens — earnings are reinvested, not available for P/E.

Market Cap

P/E (annual)

P/S (annual)

P/B

P/OCF (annual)

Shareholder Yield

Employees

14,707

Industry

Engineering & Construction

Exchange

Signal Flags

4 green1 yellow1 red
Revenue growth acceleratingGrowth rate increasing year over year
Operating leverage expandingOperating income growing faster than revenue
Deferred revenue growingRevenue and deferred revenue both growing — retention signal
Sequential beat (rev + EPS)Both revenue and EPS exceeded prior quarter — 1-quarter streak
Disclosure regressionA previously-disclosed line item is no longer reported — worth checking the filing for why
Balance sheet deterioratingNet cash collapsed with receivables or inventory outpacing revenue

Quality Profile

Profitability

1/1 pass
GP / assets
0.23
Return on equity
21.7%
Gross margin trend
PASS

Safety

1/1 pass
Balance-sheet safety
PASS
Debt / equity
1.79
Current ratio
2.00×
Net cash
-$2.56B

Cash Flow

3/3 pass
Positive FCF
PASS
Cash-backed earnings
PASS
Accruals healthy
PASS
SBC / revenue
0.3%

Growth

2/2 pass
Revenue growth
183.8%
Piotroski F-Score
6 / 9
Share dilution
-22.0%

Terry Smith quality gate

Passes 1/5 Terry Smith thresholds

1 of 5 threshold not computable from filed data.

Revenue growth and the path to profitability (margin trend) are the primary reads at this stage.

Profitability

Gross profitability (GP / assets)

0.23

Primary signal (Novy-Marx).

Return on equity

21.7%

Gross margin

29.0%

Revenue growth (YoY)

183.8%

Gross margin improving

Margin trend vs prior year.

PASS

Operating Leverage

2018202020212022
Revenue vs COGS
Revenue vs OpEx
Op. Income vs Revenue

Growth

Revenue CAGR (3Y)

2.6%

Revenue CAGR (5Y)

14.8%

Earnings CAGR (3Y)

-2.1%

FCF CAGR (3Y)

18.4%

Anti-fragile safety

Balance-sheet safety

Composite anti-fragile check.

PASS

Debt / equity

1.79

Current ratio

2.00×

Quick ratio

1.36×

Net cash

-$2.56B

Cash & equivalents minus total debt.

Cash-flow health

Free cash flow

$696.89M

Operating cash flow minus capex.

Positive free cash flow

PASS

FCF / net income

0.34

Cash-backing of earnings.

FCF/NI divergence

Unfavorable divergence (yellow flag).

PASS

Accruals healthy

Cash-backed earnings.

PASS

SBC / revenue

0.3%

Stock-based comp intensity.

Piotroski F-Score

F-Score

6 / 9

Fundamental-strength score (0-9).

Lifecycle Phase History

20162022
Hypergrowth