Topbuild Corp (BLD)vsMasTec Inc (MTZ)
BLD
Topbuild Corp
$364.37
+3.74%
INDUSTRIALS · Cap: $9.89B
MTZ
MasTec Inc
$323.55
+0.28%
INDUSTRIALS · Cap: $25.46B
Smart Verdict
WallStSmart Research — data-driven comparison
MasTec Inc generates 164% more annual revenue ($14.30B vs $5.41B). BLD leads profitability with a 9.7% profit margin vs 2.8%. BLD trades at a lower P/E of 19.2x. MTZ earns a higher WallStSmart Score of 58/100 (C).
BLD
Buy51
out of 100
Grade: C-
MTZ
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-338.2%
Fair Value
$124.17
Current Price
$364.37
$240.20 premium
Margin of Safety
-7.7%
Fair Value
$246.17
Current Price
$323.55
$77.38 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Every $100 of equity generates 23 in profit
Earnings expanding 92.8% YoY
15.8% revenue growth
Areas to Watch
Elevated debt levels
Earnings declined 27.1%
Expensive relative to growth rate
2.8% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BLD
The strongest argument for BLD centers on Altman Z-Score, Return on Equity. Revenue growth of 13.2% demonstrates continued momentum.
Bull Case : MTZ
The strongest argument for MTZ centers on EPS Growth, Revenue Growth. Revenue growth of 15.8% demonstrates continued momentum.
Bear Case : BLD
The primary concerns for BLD are Debt/Equity, EPS Growth.
Bear Case : MTZ
The primary concerns for MTZ are PEG Ratio, Profit Margin, P/E Ratio. A P/E of 61.3x leaves little room for execution misses. Thin 2.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
BLD profiles as a value stock while MTZ is a growth play — different risk/reward profiles.
MTZ carries more volatility with a beta of 1.89 — expect wider price swings.
MTZ is growing revenue faster at 15.8% — sustainability is the question.
MTZ generates stronger free cash flow (214M), providing more financial flexibility.
Bottom Line
MTZ scores higher overall (58/100 vs 51/100) and 15.8% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Topbuild Corp
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
TopBuild Corp. The company is headquartered in Daytona Beach, Florida.
Visit Website →MasTec Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
MasTec, Inc., an infrastructure construction company, provides engineering, construction, installation, maintenance, and upgrade services for communications, energy, utilities, and other infrastructure primarily in the United States and Canada. The company is headquartered in Coral Gables, Florida.
Visit Website →Compare with Other ENGINEERING & CONSTRUCTION Stocks
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