TopBuild Corp vs Legence Corp., two Engineering & Construction stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where BLD and LGN diverge most: on net margin, BLD reads 8.9% and LGN reads -1.3%; on return on equity, BLD reads 20.9% and LGN reads -2.4%. The rest of the comparable metrics sit closer together. What BLD's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | BLD | LGN |
|---|---|---|
| Price | $353.73 | $73.58 |
| Market cap | $10.0B | $8.0B |
| Sector | Engineering & Construction | Engineering & Construction |
| Stage | Mature | Growth |
| Implied growth (priced in) | +14.4% | — |
| P/E | 19.9 | — |
| P/B | 4.14 | 8.39 |
| P/S | 1.77 | 4.57 |
| EV/EBITDA | 12.8 | 72.5 |
| Revenue growth | +6.7% | +65.7% |
| Gross margin | 27.7% | 17.9% |
| Operating margin | 12.1% | 2.2% |
| Net margin | 8.9% | -1.3% |
| Return on equity | 20.9% | -2.4% |
| Return on assets | 7.5% | -0.7% |
| Return on invested capital | 11.2% | 2.4% |
| FCF yield | 7.1% | 4.3% |
| Debt / equity | 1.20 | 1.06 |
| Current ratio | 2.00 | 1.30 |
| Altman Z (solvency) | 3.22 | 2.41 |
| Piotroski F (quality) | 7 / 9 | 8 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.