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Industrials - Construction - NASDAQ - US
$ 98.75
-2.18 %
$ 6.11 B
Market Cap
17.26
P/E
1. INTRINSIC VALUE

Beacon Roofing Supply, Inc., together with its subsidiaries, distributes residential and non-residential roofing materials, and complementary building products to contractors, home builders, building owners, lumberyards, and retailers. It offers pitched roofing and low slope roof products; gutters and sidings; building materials, such as lumber and composite, skylights and window, plywood and OSB, decking and railing, and HVAC products; and foam board, spray foam, roll, batt, mineral wool, fiberglass, and commercial insulation products, as well as radiant barriers and blown-in insulation and equipment. The company also provides above grade and below grade membranes and coatings, deck and floor coatings, plaza deck waterproofing products, damp proofing coatings, and air and vapor barriers; tools and equipment, including power and hand tools, ladders and scaffolding, air tools and compressors, nails, screws and fasteners, generators, work wear and safety gear, job site supplies, tool bags and belts, welding and soldering, cleaning supplies, drill bits, and saw blades; and solar panels, mounting hardware, inverters, and storage and batteries.[ Read More ]

The intrinsic value of one BECN stock under the base case scenario is HIDDEN Compared to the current market price of 98.8 USD, Beacon Roofing Supply, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart BECN

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FINANCIALS
9.12 B REVENUE
8.19%
720 M OPERATING INCOME
2.30%
401 M NET INCOME
-12.54%
788 M OPERATING CASH FLOW
96.41%
-226 M INVESTING CASH FLOW
42.97%
-546 M FINANCING CASH FLOW
-236.25%
1.91 B REVENUE
-16.83%
69.7 M OPERATING INCOME
-57.40%
5.6 M NET INCOME
-94.11%
-141 M OPERATING CASH FLOW
-53.72%
-135 M INVESTING CASH FLOW
-67.41%
327 M FINANCING CASH FLOW
295.17%
Balance Sheet Decomposition Beacon Roofing Supply, Inc.
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Current Assets 2.9 B
Cash & Short-Term Investments 84 M
Receivables 1.51 B
Other Current Assets 1.3 B
Non-Current Assets 3.31 B
Long-Term Investments 0
PP&E 940 M
Other Non-Current Assets 2.37 B
Current Liabilities 1.57 B
Accounts Payable 943 M
Short-Term Debt 126 M
Other Current Liabilities 499 M
Non-Current Liabilities 2.82 B
Long-Term Debt 2.27 B
Other Non-Current Liabilities 545 M
EFFICIENCY
Earnings Waterfall Beacon Roofing Supply, Inc.
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Revenue 9.12 B
Cost Of Revenue 6.78 B
Gross Profit 2.34 B
Operating Expenses 1.63 B
Operating Income 720 M
Other Expenses 319 M
Net Income 401 M
RATIOS
25.69% GROSS MARGIN
25.69%
7.89% OPERATING MARGIN
7.89%
4.77% NET MARGIN
4.77%
23.86% ROE
23.86%
7.01% ROA
7.01%
12.65% ROIC
12.65%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Beacon Roofing Supply, Inc.
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Net Income 401 M
Depreciation & Amortization 176 M
Capital Expenditures -123 M
Stock-Based Compensation 28 M
Change in Working Capital 135 M
Others 204 M
Free Cash Flow 665 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Beacon Roofing Supply, Inc.
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Wall Street analysts predict an average 1-year price target for BECN of $113 , with forecasts ranging from a low of $95 to a high of $120 .
BECN Lowest Price Target Wall Street Target
95 USD -3.80%
BECN Average Price Target Wall Street Target
113 USD 14.43%
BECN Highest Price Target Wall Street Target
120 USD 21.52%
4. DIVIDEND ANALYSIS
0.00% DIVIDEND YIELD
0 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership Beacon Roofing Supply, Inc.
image
Sold
0-3 MONTHS
3 M USD 3
3-6 MONTHS
2.03 M USD 3
6-9 MONTHS
478 K USD 2
9-12 MONTHS
400 M USD 5
Bought
0 USD 0
0-3 MONTHS
411 K USD 1
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
1 week ago
Nov 06, 2024
Sell 282 K USD
Best Clement Munroe III
President, South Division
- 2818
99.94 USD
1 week ago
Nov 06, 2024
Sell 285 K USD
Best Clement Munroe III
President, South Division
- 2819
101 USD
1 week ago
Nov 08, 2024
Sell 726 K USD
Best Clement Munroe III
President, South Division
- 7037
103.14 USD
1 week ago
Nov 06, 2024
Sell 393 K USD
Gosa James J
President, North/Canada Div.
- 3922
100.33 USD
1 week ago
Nov 06, 2024
Sell 884 K USD
Gosa James J
President, North/Canada Div.
- 8812
100.35 USD
1 month ago
Oct 07, 2024
Sell 234 K USD
Taylor Jason L
President, West Division
- 2600
90 USD
2 months ago
Sep 11, 2024
Sell 55.1 K USD
Taylor Jason L
President, West Division
- 700
78.77 USD
2 months ago
Sep 11, 2024
Sell 96 K USD
Taylor Jason L
President, West Division
- 1200
79.96 USD
2 months ago
Sep 11, 2024
Sell 48.4 K USD
Taylor Jason L
President, West Division
- 600
80.6 USD
3 months ago
Aug 07, 2024
Bought 411 K USD
Gandhi Prithvi
EVP & CFO
+ 5000
82.29 USD
3 months ago
Aug 02, 2024
Sell 138 K USD
Nelson Christopher Carl
EVP & CTO
- 1627
85 USD
4 months ago
Jun 28, 2024
Sell 269 K USD
Nelson Christopher Carl
EVP & CTO
- 2955
91.11 USD
5 months ago
May 23, 2024
Sell 664 K USD
RANDLE STUART A
Director
- 7000
94.8 USD
5 months ago
May 20, 2024
Sell 964 K USD
Francis Julian
President & CEO
- 9841
97.91 USD
7 months ago
Mar 28, 2024
Sell 307 K USD
Nelson Christopher Carl
EVP & CTO
- 3268
93.87 USD
7 months ago
Mar 21, 2024
Sell 171 K USD
Taylor Jason L
President, West Division
- 1805
95 USD
10 months ago
Dec 20, 2023
Sell 160 K USD
Taylor Jason L
President, West Division
- 1806
88.75 USD
11 months ago
Dec 14, 2023
Sell 151 K USD
Taylor Jason L
President, West Division
- 1806
83.85 USD
11 months ago
Dec 11, 2023
Sell 109 K USD
Gosa James J
President, North/Canada Div.
- 1350
80.43 USD
11 months ago
Dec 11, 2023
Sell 72.3 K USD
Gosa James J
President, North/Canada Div.
- 900
80.31 USD
11 months ago
Dec 11, 2023
Sell 399 M USD
CD&R Investment Associates IX, Ltd.
10 percent owner
- 5000000
79.73 USD
11 months ago
Nov 22, 2023
Sell 393 K USD
Best Clement Munroe III
President, South Division
- 4797
81.9 USD
1 year ago
Nov 17, 2023
Sell 280 K USD
Francis Julian
President & CEO
- 3500
79.93 USD
11 months ago
Nov 20, 2023
Sell 283 K USD
Francis Julian
President & CEO
- 3513
80.62 USD
1 year ago
Nov 10, 2023
Sell 114 K USD
MCLAUGHLIN ROBERT M
Director
- 1500
75.86 USD
1 year ago
Nov 07, 2023
Bought 125 K USD
Harrell Martin S.
President, Waterproofing
+ 1725
72.5 USD
1 year ago
Sep 13, 2023
Sell 168 K USD
Taylor Jason L
President, West Division
- 2152
78.19 USD
1 year ago
Sep 11, 2023
Sell 39.1 K USD
Reddy Christine Stroh
EVP & General Counsel
- 500
78.12 USD
1 year ago
Sep 11, 2023
Bought 2.94 M USD
CD&R Investment Associates IX, Ltd.
10 percent owner
+ 46170
63.5907 USD
1 year ago
Aug 10, 2023
Sell 417 M USD
CD&R Investment Associates IX, Ltd.
10 percent owner
- 5000000
83.46 USD
1 year ago
Jun 12, 2023
Sell 282 K USD
Nelson Christopher Carl
EVP & CIO
- 3863
72.95 USD
1 year ago
Jun 08, 2023
Sell 746 K USD
RANDLE STUART A
Director
- 10299
72.43 USD
1 year ago
May 12, 2023
Sell 91.5 K USD
Best Clement Munroe III
President, South Division
- 1500
61 USD
1 year ago
May 15, 2023
Sell 116 K USD
Best Clement Munroe III
President, South Division
- 1895
61.08 USD
1 year ago
May 16, 2023
Sell 92.6 K USD
Best Clement Munroe III
President, South Division
- 1500
61.72 USD
1 year ago
Apr 28, 2023
Bought 6 M USD
CD&R Investment Associates IX, Ltd.
10 percent owner
+ 99880
60.0715 USD
1 year ago
Mar 01, 2023
Bought 250 K USD
Harrell Martin S.
President, Waterproofing
+ 3850
65 USD
1 year ago
Jan 30, 2023
Bought 6 M USD
CD&R Investment Associates IX, Ltd.
Director
+ 107185
55.9775 USD
2 years ago
Nov 15, 2022
Sell 239 K USD
Nelson Christopher Carl
director: EVP & CIO
- 4073
58.71 USD
2 years ago
Nov 11, 2022
Sell 419 K USD
Nelson Christopher Carl
director: EVP & CIO
- 7143
58.61 USD
2 years ago
Nov 08, 2022
Bought 500 K USD
Harrell Martin S.
director: President, Waterproofing
+ 9009
55.5 USD
2 years ago
Oct 28, 2022
Bought 6 M USD
CD&R Investment Associates IX, Ltd.
Director
+ 105320
56.9687 USD
2 years ago
Jul 29, 2022
Bought 6 M USD
CD&R Boulder Holdings, L.P.
director:
+ 103931
57.7306 USD
2 years ago
Jul 29, 2022
Bought 6 M USD
CD&R Investment Associates IX, Ltd.
10 percent owner
+ 103931
57.7306 USD
2 years ago
May 31, 2022
Sell 211 K USD
Best Clement Munroe III
director: President, South Division
- 3396
62.21 USD
2 years ago
May 19, 2022
Sell 140 K USD
Gosa James J
director: President, North/Canada Div.
- 2232
62.6 USD
2 years ago
Apr 29, 2022
Bought 6 M USD
CD&R Investment Associates IX, Ltd.
10 percent owner
+ 102219
58.697 USD
2 years ago
Apr 29, 2022
Bought 6 M USD
CD&R Boulder Holdings, L.P.
director:
+ 102219
58.697 USD
2 years ago
Mar 16, 2022
Sell 252 K USD
Best Clement Munroe III
director: President, South Division
- 4000
63 USD
2 years ago
Jan 28, 2022
Bought 6 M USD
CD&R Investment Associates IX, Ltd.
10 percent owner
+ 107456
55.8368 USD
3 years ago
Oct 29, 2021
Bought 6 M USD
CD&R Investment Associates IX, Ltd.
10 percent owner
+ 116945
51.306 USD
3 years ago
Aug 20, 2021
Bought 99.8 K USD
Lonegro Frank A
EVP & CFO
+ 2050
48.68 USD
3 years ago
Aug 17, 2021
Bought 244 K USD
Francis Julian
President & CEO
+ 5000
48.9 USD
3 years ago
Jul 30, 2021
Bought 6 M USD
CD&R Investment Associates IX, Ltd.
10 percent owner
+ 108056
55.5265 USD
3 years ago
May 07, 2021
Sell 240 K USD
Best Clement Munroe III
President, South Division
- 4000
60 USD
3 years ago
Apr 29, 2021
Bought 30 M USD
CD&R Investment Associates IX, Ltd.
10 percent owner
+ 563611
53.2282 USD
3 years ago
Apr 16, 2021
Sell 228 K USD
Best Clement Munroe III
director: President, South Division
- 4000
57 USD
3 years ago
Mar 11, 2021
Sell 180 K USD
Taylor Jason L
President, West Division
- 3387
53.21 USD
3 years ago
Mar 10, 2021
Sell 324 K USD
Nelson Christopher Carl
director: EVP, CIO
- 6255
51.85 USD
3 years ago
Mar 08, 2021
Sell 443 K USD
Cooper Ross D
EVP & General Counsel
- 8825
50.23 USD
3 years ago
Feb 19, 2021
Sell 518 K USD
Best Clement Munroe III
President, South Division
- 11000
47.06 USD
3 years ago
Feb 12, 2021
Sell 1.49 M USD
Swank C Eric
Chief Operating Officer
- 31463
47.21 USD
3 years ago
Feb 10, 2021
Sell 519 K USD
Harrison Christopher Anthony
EVP & Chief HR Officer
- 11490
45.16 USD
3 years ago
Feb 10, 2021
Sell 247 K USD
Harrison Christopher Anthony
EVP & Chief HR Officer
- 5425
45.48 USD
3 years ago
Feb 10, 2021
Sell 160 K USD
Harrison Christopher Anthony
EVP & Chief HR Officer
- 3500
45.65 USD
4 years ago
Jun 05, 2020
Sell 88.3 K USD
Schmitz Thomas David
Interim Chief Acct. Officer
- 3029
29.1607 USD
4 years ago
May 14, 2020
Bought 249 K USD
Young Douglas L
Director
+ 14500
17.1819 USD
4 years ago
Mar 13, 2020
Bought 24.9 K USD
Harrison Christopher Anthony
EVP & Chief HR Officer
+ 1400
17.785 USD
4 years ago
Feb 26, 2020
Bought 99.6 K USD
FROST RICHARD W
Director
+ 3330
29.92 USD
4 years ago
Dec 11, 2019
Sell 174 K USD
RANDLE STUART A
Director
- 5802
30.06 USD
4 years ago
Nov 27, 2019
Bought 90.2 K USD
FROST RICHARD W
Director
+ 3000
30.05 USD
7. News
Zacks Industry Outlook The Home Depot, Lowe's, Fastenal, Beacon Roofing Supply and Tecnoglass The Home Depot, Lowe's, Fastenal, Beacon Roofing Supply and Tecnoglass have been highlighted in this Industry Outlook article. zacks.com - 1 day ago
5 Retail Building Products Stocks Set to Thrive Amid Industry Recovery Technological investments, e-commerce growth and the recent interest rate cuts by the central bank are expected to strengthen the growth prospects of the Building Products - Retail industry. HD, LOW, FAST, BECN and TGLS appear well-positioned for growth. zacks.com - 2 days ago
Beacon Honors Veterans Day With Announcement of New Roof Recipients HERNDON, Va.--(BUSINESS WIRE)---- $becn #Ambition2025--This Veteran's Day, Beacon (Nasdaq: BECN) announced the 14 grand-prize winners of its annual Beacon of Hope® program, an initiative aimed at honoring Veterans throughout North America for their service by supporting them with a brand-new roof, free of charge. Together with local roofing companies, Beacon will deliver and facilitate 14 roof replacements for Veteran and Gold Star Family homes, and community buildings serving Veterans. “At Beacon, we're committed to. businesswire.com - 5 days ago
Beacon Honors Veterans Day With Announcement of New Roof Recipients HERNDON, Va.--(BUSINESS WIRE)---- $becn #Ambition2025--This Veteran's Day, Beacon (Nasdaq: BECN) announced the 14 grand-prize winners of its annual Beacon of Hope® program, an initiative aimed at honoring Veterans throughout North America for their service by supporting them with a brand-new roof, free of charge. Together with local roofing companies, Beacon will deliver and facilitate 14 roof replacements for Veteran and Gold Star Family homes, and community buildings serving Veterans. “At Beacon, we're committed to. businesswire.com - 5 days ago
Beacon Q3 Earnings & Sales Miss, '24 Adjusted EBITDA View Down BECN's third-quarter 2024 results reflect notable non-discretionary repair and re-roofing demand amid high costs and expenses. zacks.com - 2 weeks ago
Beacon Roofing Supply, Inc. (BECN) Q3 2024 Earnings Call Transcript Beacon Roofing Supply, Inc. (NASDAQ:BECN ) Q3 2024 Earnings Conference Call October 31, 2024 8:30 AM ET Company Participants Binit Sanghvi - Vice President of Capital Markets and Treasurer Julian Francis - President and Chief Executive Officer Prithvi Gandhi - Chief Financial Officer Conference Call Participants Philip Ng - Jefferies Group LLC Brian Biros - Thompson Research Group Ryan Merkel - William Blair & Company Ketan Mamtora - BMO Capital Markets Michael Rehaut - JPMorgan Chase & Co. Michael Dahl - RBC Capital Markets David Manthey - Robert W. Baird & Co. Garik Shmois - Loop Capital Markets David MacGregor - Longbow Research Adam Baumgarten - Zelman & Associates LLC Operator Good morning, ladies and gentlemen, and welcome to the Beacon Third Quarter 2024 Earnings Call. seekingalpha.com - 2 weeks ago
Compared to Estimates, Beacon Roofing (BECN) Q3 Earnings: A Look at Key Metrics While the top- and bottom-line numbers for Beacon Roofing (BECN) give a sense of how the business performed in the quarter ended September 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. zacks.com - 2 weeks ago
Beacon Roofing Supply (BECN) Q3 Earnings and Revenues Lag Estimates Beacon Roofing Supply (BECN) came out with quarterly earnings of $2.80 per share, missing the Zacks Consensus Estimate of $2.88 per share. This compares to earnings of $2.85 per share a year ago. zacks.com - 2 weeks ago
Beacon Roofing Supply (BECN) Earnings Expected to Grow: What to Know Ahead of Next Week's Release Beacon Roofing (BECN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations. zacks.com - 3 weeks ago
Beacon Partners With GAF to Add Ecommerce Feature HERNDON, Va.--(BUSINESS WIRE)---- $becn #Ambition2025--Beacon (Nasdaq: BECN), the leading publicly-traded wholesale distributor specializing in roofing, waterproofing and related exterior products, announced today a partnership with GAF to provide its customers access to now order GAF QuickMeasure™ reports from Beacon PRO+®, an industry-leading digital platform. Beacon's integration with GAF provides contractors with another option to take the guesswork out of the estimation process by ordering QuickMeasure reports to. businesswire.com - 3 weeks ago
Beacon Roofing Supply: Stock Cannibal In The Making Beacon Roofing Supply has been aggressively buying back shares since early 2022, returning $1.5 billion to shareholders, indicating strong capital allocation. The company has shown significant growth with a 10-year CAGR of 15.1% in revenue and 28.9% in free cash flow. Despite strong historical growth rates, the market is pricing in only 11% annual EPS growth, suggesting the stock is undervalued. seekingalpha.com - 1 month ago
Beacon on Expansion Spree, Opens Branches in Four Locations BECN stock is set to benefit from four branch openings across the United States. This move affirms its focus on achieving the Ambition 2025 goals. zacks.com - 1 month ago
8. Profile Summary

Beacon Roofing Supply, Inc. BECN

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COUNTRY US
INDUSTRY Construction
MARKET CAP $ 6.11 B
Dividend Yield 0.00%
Description Beacon Roofing Supply, Inc., together with its subsidiaries, distributes residential and non-residential roofing materials, and complementary building products to contractors, home builders, building owners, lumberyards, and retailers. It offers pitched roofing and low slope roof products; gutters and sidings; building materials, such as lumber and composite, skylights and window, plywood and OSB, decking and railing, and HVAC products; and foam board, spray foam, roll, batt, mineral wool, fiberglass, and commercial insulation products, as well as radiant barriers and blown-in insulation and equipment. The company also provides above grade and below grade membranes and coatings, deck and floor coatings, plaza deck waterproofing products, damp proofing coatings, and air and vapor barriers; tools and equipment, including power and hand tools, ladders and scaffolding, air tools and compressors, nails, screws and fasteners, generators, work wear and safety gear, job site supplies, tool bags and belts, welding and soldering, cleaning supplies, drill bits, and saw blades; and solar panels, mounting hardware, inverters, and storage and batteries. As of September 30, 2021, it operated approximately 446 branches in 50 states of the United States and 6 provinces in Canada. Beacon Roofing Supply, Inc. was founded in 1928 and is headquartered in Herndon, Virginia.
Contact 505 Huntmar Park Drive, Herndon, VA, 20170 https://www.becn.com
IPO Date Sept. 23, 2004
Employees 8063
Officers Ms. Christine Stroh Reddy Executive Vice President, General Counsel & Corporate Secretary Mr. Prithvi S. Gandhi Executive Vice President & Chief Financial Officer Ms. Jennifer N. Lewis Vice President of Communications & Corporate Social Responsibility Mr. James J. Gosa President of North Division Mr. C. Munroe Best III President of South Division Mr. Christopher Carl Nelson Executive Vice President & Chief Technology Officer Mr. Sean M. McDevitt Executive Vice President & Chief Human Resources Officer Mr. Jason L. Taylor President of West Division Mr. Julian G. Francis President, Chief Executive Officer & Director Mr. Jonathan S. Bennett Executive Vice President & Chief Commercial Officer