BLD
TopBuild Corp.
Engineering & Construction
Market Cap$12.30B
5Y Perf.+282.7%
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Stock Comparison
BLD vs AWI
Revenue, margins, valuation, and 5-year total return — side by side.
AWI
Armstrong World Industries, Inc.
Construction
Market Cap$7.09B
5Y Perf.+120.5%
BLD vs AWI — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | BLD | AWI |
|---|---|---|
| Industry | Engineering & Construction | Construction |
| Market Cap | $12.30B | $7.09B |
| Revenue (TTM) | $5.62B | $1.65B |
| Net Income (TTM) | $503M | $306M |
| Gross Margin | 28.8% | 40.3% |
| Operating Margin | 14.0% | 27.5% |
| Forward P/E | 24.1x | 20.0x |
| Total Debt | $3.15B | $532M |
| Cash & Equiv. | $185M | $113M |
BLD vs AWI — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
BLD
AWI
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| TopBuild Corp. (BLD) | 100 | 382.7 | +282.7% |
| Armstrong World Ind… (AWI) | 100 | 220.5 | +120.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BLD vs AWI
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: AWI leads in 6 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. TopBuild Corp. is the stronger pick specifically for recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
BLD
TopBuild Corp.
The Long-Run Compounder
BLD is the clearest fit if your priority is long-term compounding.
- 12.1% 10Y total return vs AWI's 308.7%
- +53.9% vs AWI's +11.6%
Best for: long-term compounding
AWI
Armstrong World Industries, Inc.
The Income Pick
AWI carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 8 yrs, beta 0.82, yield 0.8%
- Rev growth 12.1%, EPS growth 17.6%, 3Y rev CAGR 9.5%
- Lower volatility, beta 0.82, Low D/E 59.0%, current ratio 1.46x
Best for: income & stability and growth exposure
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | AWI | 12.1% revenue growth vs BLD's 1.5% |
| Value | AWI | Lower P/E (20.0x vs 24.1x) |
| Quality / Margins | AWI | 18.6% margin vs BLD's 9.0% |
| Stability / Safety | AWI | Beta 0.82 vs BLD's 1.47, lower leverage |
| Dividends | AWI | 0.8% yield; 8-year raise streak; the other pay no meaningful dividend |
| Momentum (1Y) | BLD | +53.9% vs AWI's +11.6% |
| Efficiency (ROA) | AWI | 16.0% ROA vs BLD's 8.1%, ROIC 24.9% vs 13.7% |
BLD vs AWI — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
BLD vs AWI — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLAWILAGGINGBLD
BLDTopBuild Corp.
2leads
AWIArmstrong World Indus…
4leads
6 Total Categories
CATEGORYLEADERvs BLDMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
AWI5/6
Valuation MetricsMultiples, price ratios, and targets
BLD4/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
AWI9/9
Total Returns1Y, 3Y, 5Y total returns with dividends
BLD4/6
Risk & VolatilityBeta, volatility, and downside exposure
AWI2/2
Analyst OutlookRatings, price targets, and dividends
AWI1/1
Income & Cash Flow (Last 12 Months)
AWI leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
BLD is the larger business by revenue, generating $5.6B annually — 3.4x AWI's $1.6B. AWI is the more profitable business, keeping 18.6% of every revenue dollar as net income compared to BLD's 9.0%. On growth, BLD holds the edge at +17.2% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | BLDTopBuild Corp. | AWIArmstrong World I… |
|---|---|---|
| RevenueTrailing 12 months | $5.6B | $1.6B |
| EBITDAEarnings before interest/tax | $923M | $603M |
| Net IncomeAfter-tax profit | $503M | $306M |
| Free Cash FlowCash after capex | $704M | $247M |
| Gross MarginGross profit ÷ Revenue | +28.8% | +40.3% |
| Operating MarginEBIT ÷ Revenue | +14.0% | +27.5% |
| Net MarginNet income ÷ Revenue | +9.0% | +18.6% |
| FCF MarginFCF ÷ Revenue | +12.5% | +15.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +17.2% | +7.1% |
| EPS Growth (YoY)Latest quarter vs prior year | -11.8% | -1.9% |
AWI leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
BLD leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 23.5x trailing earnings, AWI trades at a 2% valuation discount to BLD's 24.0x P/E. On an enterprise value basis, BLD's 15.9x EV/EBITDA is more attractive than AWI's 17.3x.
| Metric | BLDTopBuild Corp. | AWIArmstrong World I… |
|---|---|---|
| Market CapShares × price | $12.3B | $7.1B |
| Enterprise ValueMkt cap + debt − cash | $15.3B | $7.5B |
| Trailing P/EPrice ÷ TTM EPS | 24.02x | 23.48x |
| Forward P/EPrice ÷ next-FY EPS est. | 24.12x | 20.01x |
| PEG RatioP/E ÷ EPS growth rate | 1.22x | — |
| EV / EBITDAEnterprise value multiple | 15.88x | 17.34x |
| Price / SalesMarket cap ÷ Revenue | 2.27x | 4.38x |
| Price / BookPrice ÷ Book value/share | 5.33x | 8.05x |
| Price / FCFMarket cap ÷ FCF | 17.65x | 28.83x |
BLD leads this category, winning 4 of 6 comparable metrics.
Profitability & Efficiency
AWI leads this category, winning 9 of 9 comparable metrics.
Profitability & Efficiency
AWI delivers a 34.8% return on equity — every $100 of shareholder capital generates $35 in annual profit, vs $22 for BLD. AWI carries lower financial leverage with a 0.59x debt-to-equity ratio, signaling a more conservative balance sheet compared to BLD's 1.36x. On the Piotroski fundamental quality scale (0–9), AWI scores 9/9 vs BLD's 4/9, reflecting strong financial health.
| Metric | BLDTopBuild Corp. | AWIArmstrong World I… |
|---|---|---|
| ROE (TTM)Return on equity | +22.1% | +34.8% |
| ROA (TTM)Return on assets | +8.1% | +16.0% |
| ROICReturn on invested capital | +13.7% | +24.9% |
| ROCEReturn on capital employed | +16.1% | +26.5% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 9 |
| Debt / EquityFinancial leverage | 1.36x | 0.59x |
| Net DebtTotal debt minus cash | $3.0B | $419M |
| Cash & Equiv.Liquid assets | $185M | $113M |
| Total DebtShort + long-term debt | $3.2B | $532M |
| Interest CoverageEBIT ÷ Interest expense | 12.36x | 13.31x |
AWI leads this category, winning 9 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
BLD leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in BLD five years ago would be worth $19,681 today (with dividends reinvested), compared to $16,710 for AWI. Over the past 12 months, BLD leads with a +53.9% total return vs AWI's +11.6%. The 3-year compound annual growth rate (CAGR) favors AWI at 36.4% vs BLD's 27.0% — a key indicator of consistent wealth creation.
| Metric | BLDTopBuild Corp. | AWIArmstrong World I… |
|---|---|---|
| YTD ReturnYear-to-date | +1.7% | -15.4% |
| 1-Year ReturnPast 12 months | +53.9% | +11.6% |
| 3-Year ReturnCumulative with dividends | +104.8% | +153.5% |
| 5-Year ReturnCumulative with dividends | +96.8% | +67.1% |
| 10-Year ReturnCumulative with dividends | +1215.0% | +308.7% |
| CAGR (3Y)Annualised 3-year return | +27.0% | +36.4% |
BLD leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
AWI leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
AWI is the less volatile stock with a 0.82 beta — it tends to amplify market swings less than BLD's 1.47 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | BLDTopBuild Corp. | AWIArmstrong World I… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.47x | 0.82x |
| 52-Week HighHighest price in past year | $559.47 | $206.08 |
| 52-Week LowLowest price in past year | $273.87 | $148.06 |
| % of 52W HighCurrent price vs 52-week peak | +78.5% | +80.7% |
| RSI (14)Momentum oscillator 0–100 | 52.6 | 37.8 |
| Avg Volume (50D)Average daily shares traded | 621K | 509K |
AWI leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
AWI leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates BLD as "Buy" and AWI as "Buy". Consensus price targets imply 22.5% upside for BLD (target: $538) vs 18.8% for AWI (target: $198). AWI is the only dividend payer here at 0.76% yield — a key consideration for income-focused portfolios.
| Metric | BLDTopBuild Corp. | AWIArmstrong World I… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $537.80 | $197.50 |
| # AnalystsCovering analysts | 29 | 26 |
| Dividend YieldAnnual dividend ÷ price | — | +0.8% |
| Dividend StreakConsecutive years of raises | 1 | 8 |
| Dividend / ShareAnnual DPS | — | $1.27 |
| Buyback YieldShare repurchases ÷ mkt cap | +3.5% | +1.8% |
AWI leads this category, winning 1 of 1 comparable metric.
Key Takeaway
AWI leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). BLD leads in 2 (Valuation Metrics, Total Returns).
Best OverallArmstrong World Industries,… (AWI)Leads 4 of 6 categories
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BLD vs AWI: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is BLD or AWI a better buy right now?
For growth investors, Armstrong World Industries, Inc.
(AWI) is the stronger pick with 12. 1% revenue growth year-over-year, versus 1. 5% for TopBuild Corp. (BLD). Armstrong World Industries, Inc. (AWI) offers the better valuation at 23. 5x trailing P/E (20. 0x forward), making it the more compelling value choice. Analysts rate TopBuild Corp. (BLD) a "Buy" — based on 29 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — BLD or AWI?
On trailing P/E, Armstrong World Industries, Inc.
(AWI) is the cheapest at 23. 5x versus TopBuild Corp. at 24. 0x. On forward P/E, Armstrong World Industries, Inc. is actually cheaper at 20. 0x.
03Which is the better long-term investment — BLD or AWI?
Over the past 5 years, TopBuild Corp.
(BLD) delivered a total return of +96. 8%, compared to +67. 1% for Armstrong World Industries, Inc. (AWI). Over 10 years, the gap is even starker: BLD returned +1215% versus AWI's +308. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — BLD or AWI?
By beta (market sensitivity over 5 years), Armstrong World Industries, Inc.
(AWI) is the lower-risk stock at 0. 82β versus TopBuild Corp. 's 1. 47β — meaning BLD is approximately 79% more volatile than AWI relative to the S&P 500. On balance sheet safety, Armstrong World Industries, Inc. (AWI) carries a lower debt/equity ratio of 59% versus 136% for TopBuild Corp. — giving it more financial flexibility in a downturn.
05Which is growing faster — BLD or AWI?
By revenue growth (latest reported year), Armstrong World Industries, Inc.
(AWI) is pulling ahead at 12. 1% versus 1. 5% for TopBuild Corp. (BLD). On earnings-per-share growth, the picture is similar: Armstrong World Industries, Inc. grew EPS 17. 6% year-over-year, compared to -10. 0% for TopBuild Corp.. Over a 3-year CAGR, AWI leads at 9. 5% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — BLD or AWI?
Armstrong World Industries, Inc.
(AWI) is the more profitable company, earning 19. 0% net margin versus 9. 6% for TopBuild Corp. — meaning it keeps 19. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AWI leads at 26. 6% versus 14. 6% for BLD. At the gross margin level — before operating expenses — AWI leads at 40. 6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is BLD or AWI more undervalued right now?
On forward earnings alone, Armstrong World Industries, Inc.
(AWI) trades at 20. 0x forward P/E versus 24. 1x for TopBuild Corp. — 4. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BLD: 22. 5% to $537. 80.
08Which pays a better dividend — BLD or AWI?
In this comparison, AWI (0.
8% yield) pays a dividend. BLD does not pay a meaningful dividend and should not be held primarily for income.
09Is BLD or AWI better for a retirement portfolio?
For long-horizon retirement investors, Armstrong World Industries, Inc.
(AWI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 82), 0. 8% yield, +308. 7% 10Y return). Both have compounded well over 10 years (AWI: +308. 7%, BLD: +1215%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between BLD and AWI?
Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
AWI pays a dividend while BLD does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
%
(BLD: 17.2% · AWI: 7.1%)Net Margin>
%
(BLD: 9.0% · AWI: 18.6%)P/E Ratio<
x
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