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SSDSimpson Manufacturing Co., Inc.
$175.02$7.2B
Overview & Tools
OverviewChart Terminal ↗Visualize
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice History
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
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P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
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SSD logo

Simpson Manufacturing Co., Inc.

SSD
NYSE · Construction
$175.02
At close - Sep 23, 4:00 PM EDT - USD
Market Cap$7.2B
P/E21.2x
52W High$213.49
Volume259.21K
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2026Q2

Margin Expansion and Cash Build Offset Housing Cycle Risk

Simpson Manufacturing's Q2 2026 results demonstrate accelerating revenue growth (6.3% YoY) and record operating margins (25.2%), driven by pricing discipline and product mix shifts toward higher-margin specialty anchors. The balance sheet has strengthened with...

GrowthAccelerating
ProfitabilityStrong
ValuationAttractive
TechnicalsWeak
Explore valuation models
MARKET ACTION

SSD price & volume

Price trend, volume and key moving averages

Launch Terminal
Loading chart...
Decision Checklist4 Core Signals

What matters now

The signals most likely to change the investment case.

01

Earnings momentum

8/12 Beats

EPS beat 8 of last 12 quarters

02

Valuation risk

-6% Peers

P/E is 6% below peer median

03

Market leadership

RS 39 · Lag

Laggard (Underperforming 61% of market)

04

Weak Trend

Below 200DMA

Price < 200DMA

Next CatalystEstimated earnings · Oct 27
01

Build the investment case

Start with the evidence for owning the stock and the risks that can break the thesis.

EXECUTIVE THESIS

The Investment Case

Full Analysis
Fundamental Trajectory

Revenue growth accelerated to 6.3% YoY in Q2 2026, with gross margin expanding to 47.4% and operating margin reaching a ten-quarter high of 25.2%, driving EPS of $3.09.

Analyst Consensus+23.6% target
Buy(8 analysts)
4 Buy4 Hold0 Sell

The Bull Case

Upside Catalysts

Strong financial performance

Simpson Manufacturing Co., Inc. reported higher sales of US$587.96 million and net income of US$88.22 million in the first-quarter 2026 results, alongside increased earnings per share.

Undervalued by the market

The market is mispricing Simpson Manufacturing Co., Inc., applying a stale, cyclical valuation framework to a business that has structurally transformed its earnings power and resilience.

Best-in-class industrial compounder

Simpson Manufacturing Co., Inc. is recognized as a best-in-class industrial compounder, indicating strong long-term growth and operational excellence.

The Bear Case

Key Downside Risks

Market performance

Price History →

Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
SSD+6.79%
S&P 500 (^GSPC)+12.39%
1-Year Return
SSD-1.78%
S&P 500 (^GSPC)+15.77%
3-Year Return
SSD+20.57%
S&P 500 (^GSPC)+74.97%
5-Year Return
SSD+66.55%
S&P 500 (^GSPC)+68.54%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/EMedian
21.2x
Forward P/EExpansion
19.0x
EV/EBITDA40th %ile
13.8x
FCF YieldCash Flow
4.1%

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
21.2x
21.8x
40th· Fair
EV/EBITDA
13.8x
13.8x
40th· Fair
Price/FCF
24.4x
25.1x
40th· Fair
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
Bear$96.46-44.9%
Base (Fair)$158.98-7.2%
Bull$212.62+21.5%
$96.46 Bear$158.98 Base$212.62 Bull
Current Market Price: $175.02
Trades at a 10.1% premium to Base DCF ($158.98)
Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend
Revenue
$2.33B+4.5% YoY
Net income
$345M+7.1% YoY
Free cash flow
$296M+87.3% YoY
Operating margin
19%-0.3 pts YoY
ROIC (TTM)15.9%
Avg ROIC 5Y-
ROE (TTM)18%
Piotroski Score7 / 9
Financial Statements →
03

Monitor what changed

Recent results and news deserve attention only when they alter the forward view.

OPERATING RESULTS

Recent Earnings

Earnings History
EPS Beat Rate8/12 (67%)
Revenue Beat Rate9/12 (75%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q3 2026Latest
Jul 27, 2026
$3.09+13.6%
vs $2.72
$671M+1.9%
vs $659M
Q2 2026
Apr 27, 2026
$2.13+17.0%
vs $1.82
$588M+6.9%
vs $550M
Q1 2026
Feb 9, 2026
$1.35+7.1%
vs $1.26
$539M+1.6%
vs $531M
Q4 2025
Oct 27, 2025
$2.58+8.9%
vs $2.37
$624M+2.6%
vs $608M
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

5 Stories
PRNewsWire·Aug 26, 2026
Industry's First End-to-End PCIe® 6.0 NVMe™ SSD Validation Platform

Teledyne LeCroy's OakGate accelerates validation of performance, compliance, and reliability for next-generation storage MILPITAS, Calif., Aug. 26, 2026 /PRNewswire/ -- Teledyne LeCroy, a business unit of Teledyne Technologies Incorporated (NYSE:TDY) and a worldwide leader in protocol test solutions, today announced the availability of its OakGate R300-G6-PRO and DE200-G6-PRO PCIe 6.0 Solid-State Drive (SSD) Validation Platforms.

TheNewswire·Aug 25, 2026
Westward Gold Drills 34.9 Metres of 2.91 g Au/t Including 4.1 Metres of 16.15 g Au/t in Hole T2602 at the SSD Target, Toiyabe Hills Property, Nevada

Results from the second 2026 core hole continue to reinforce the significance of mapped high-angle structures as controls on gold mineralization at the SSD Target Gold mineralization is open in all directions, especially down-dip into promising structural and stratigraphic settings that have never been drill-tested

TheNewswire·Aug 18, 2026
Westward Gold Drills 12.0 Metres of 8.06 g Au/t within 27.0 Metres of 3.72 g Au/t in Hole T2601 at the SSD Target, Toiyabe Hills Property, Nevada

The first 2026 core hole at SSD confirmed that the observed controls on gold mineralization – as interpreted from recent trenching – are compelling target vectors T2601 encountered significant zones of hydrothermal alteration coincident with high-grade Carlin-style gold, including pervasive decalcification, clay, breccia, and pyrite

Defense World·Aug 15, 2026
Belpointe Asset Management LLC Makes New $1.20 Million Investment in Simpson Manufacturing Company, Inc. $SSD

Belpointe Asset Management LLC purchased a new stake in Simpson Manufacturing Company, Inc. (NYSE: SSD) during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 5,733 shares of the construction company's stock, valued at approximately $1,200,000. Other institutional investors and hedge funds

Filtered for Simpson Manufacturing Co., Inc.More Headlines
04

Compare before deciding

Benchmark SSD against direct peers instead of judging its metrics in isolation.

Peers Comparison

Key metrics vs top competitors for Simpson Manufacturing Co., Inc. (SSD)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
SSD logoSSDSimpson Manufacturing Co., Inc.Current
$175.02$7.2B21.244.51%14.79%17.96%0.65%
MAS logoMASMasco Corporation
$68.16$13.44B17.66-3.4%11.61%2328.95%—
AAON logoAAONAAON, Inc.
$82.36$6.75B63.8520.11%8.24%17.21%—
TREX logoTREXTrex Company, Inc.
$43.62$4.53B24.511.98%14.68%17.38%—
IBP logoIBPInstalled Building Products, Inc.
$202.79$5.46B20.881%8.46%37.2%—
ITW logoITWIllinois Tool Works Inc.
$273.42$78.66B26.060.92%19.39%101.71%—

Compare SSD vs Peers

Simpson Manufacturing Co., Inc. (SSD) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs MAS

Most directly comparable listed peer for SSD.

Scale Benchmark

vs HD

Larger-name benchmark to compare SSD against a more recognizable public peer.

Peer Set

Compare Top 5

vs MAS, AAON, TREX, IBP

05

Keep researching

Verify the primary filings, follow material updates, and answer the remaining questions.

SSD SEC Filings & Documents

Simpson Manufacturing Co., Inc. (SSD) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Jul 27, 2026·SEC

Material company update

May 18, 2026·SEC

Material company update

Apr 27, 2026·SEC

10-K Annual Reports

3
FY 2026

Feb 27, 2026·SEC

FY 2025

Mar 3, 2025·SEC

FY 2024

Feb 28, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

Aug 6, 2026·SEC

FY 2026

May 7, 2026·SEC

FY 2025

Nov 7, 2025·SEC

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SSD Frequently Asked Questions

Simpson Manufacturing Co., Inc. (SSD) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Simpson Manufacturing Co., Inc.'s revenue?

Simpson Manufacturing Co., Inc. (SSD) reported $2.42B in revenue for fiscal year 2025. This represents a 1097% increase from $202.4M in 1996.

How fast is Simpson Manufacturing Co., Inc. growing?

Simpson Manufacturing Co., Inc. (SSD) grew revenue by 4.5% over the past year. Growth has been modest.

Is SSD profitable?

Yes, Simpson Manufacturing Co., Inc. (SSD) is profitable, generating $378.9M in net income for fiscal year 2025 (14.8% net margin).

Dividend & Returns
Does SSD pay dividends?

Yes, Simpson Manufacturing Co., Inc. (SSD) pays a dividend with a yield of 0.65%. This makes it attractive for income-focused investors.

What is SSD's return on equity?

Simpson Manufacturing Co., Inc. (SSD) has a return on equity (ROE) of 18.0%. This is reasonable for most industries.

What is Simpson Manufacturing Co., Inc.'s free cash flow?

Simpson Manufacturing Co., Inc. (SSD) generated $468.4M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in SSD back in 1996?

Total return calculator · dividends reinvested · 30+ years of data

See returns →