TopBuild (BLD) Competitors

TopBuild (NYSE:BLD) and Lennar (NYSE:LEN.B) are both construction companies, but which is the superior investment? We will contrast the two businesses based on the strength of their profitability, valuation, dividends, earnings, risk, media sentiment, analyst recommendations and institutional ownership.

Do analysts rate BLD or LEN.B?

TopBuild presently has a consensus target price of $380.22, suggesting a potential upside of 9.38%. Given TopBuild's stronger consensus rating and higher possible upside, research analysts clearly believe TopBuild is more favorable than Lennar.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
TopBuild	0 Sell rating(s)	3 Hold rating(s)	6 Buy rating(s)	0 Strong Buy rating(s)	2.67
Lennar	0 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	0.00

Is BLD or LEN.B more profitable?

TopBuild has a net margin of 11.23% compared to Lennar's net margin of 9.20%. TopBuild's return on equity of 28.52% beat Lennar's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
TopBuild	11.23%	28.52%	13.29%
Lennar	9.20%	12.73%	8.57%

Which has preferable earnings and valuation, BLD or LEN.B?

Lennar has higher revenue and earnings than TopBuild. Lennar is trading at a lower price-to-earnings ratio than TopBuild, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
TopBuild	$5.33B	1.86	$622.60M	$19.77	17.58
Lennar	$35.44B	0.79	$3.93B	$12.09	8.74

Does the media favor BLD or LEN.B?

In the previous week, TopBuild had 3 more articles in the media than Lennar. MarketBeat recorded 5 mentions for TopBuild and 2 mentions for Lennar. TopBuild's average media sentiment score of 1.31 beat Lennar's score of 0.55 indicating that TopBuild is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
TopBuild	3 Very Positive mention(s)	0 Positive mention(s)	2 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Lennar	1 Very Positive mention(s)	0 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Which has more volatility and risk, BLD or LEN.B?

TopBuild has a beta of 1.64, suggesting that its stock price is 64% more volatile than the S&P 500. Comparatively, Lennar has a beta of 1.27, suggesting that its stock price is 27% more volatile than the S&P 500.

Do insiders & institutionals have more ownership in BLD or LEN.B?

95.7% of TopBuild shares are held by institutional investors. Comparatively, 3.3% of Lennar shares are held by institutional investors. 0.4% of TopBuild shares are held by company insiders. Comparatively, 15.0% of Lennar shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Summary

TopBuild beats Lennar on 13 of the 16 factors compared between the two stocks.