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Upturn AI SWOT - About
BECN 
Beacon Roofing Supply Inc (BECN)
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Upturn Advisory Summary
04/01/2025: BECN (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -32.94% | Avg. Invested days 35 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.65B USD | Price to earnings Ratio 21.79 | 1Y Target Price 124.41 |
Price to earnings Ratio 21.79 | 1Y Target Price 124.41 | ||
Volume (30-day avg) 2735588 | Beta 1.64 | 52 Weeks Range 77.54 - 123.90 | Updated Date 04/1/2025 |
52 Weeks Range 77.54 - 123.90 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 5.68 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 3.7% | Operating Margin (TTM) 6.69% |
Management Effectiveness
Return on Assets (TTM) 6.57% | Return on Equity (TTM) 18.96% |
Valuation
Trailing PE 21.79 | Forward PE 16.56 | Enterprise Value 11035544248 | Price to Sales(TTM) 0.78 |
Enterprise Value 11035544248 | Price to Sales(TTM) 0.78 | ||
Enterprise Value to Revenue 1.13 | Enterprise Value to EBITDA 12.76 | Shares Outstanding 61784600 | Shares Floating 61094893 |
Shares Outstanding 61784600 | Shares Floating 61094893 | ||
Percent Insiders 0.64 | Percent Institutions 98.71 |
Analyst Ratings
Rating 4 | Target Price 117.42 | Buy 4 | Strong Buy 5 |
Buy 4 | Strong Buy 5 | ||
Hold 5 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Beacon Roofing Supply Inc
Company Overview
History and Background
Beacon Roofing Supply, Inc. was founded in 1928 as American Tar Products Company. It initially focused on roofing materials and has evolved through organic growth and acquisitions to become one of the largest distributors of roofing and complementary building products in North America.
Core Business Areas
- Residential Roofing: Distribution of roofing materials, including asphalt shingles, tile, and related accessories, for residential construction and renovation projects.
- Commercial Roofing: Supply of commercial roofing systems, such as single-ply membranes, modified bitumen, and built-up roofing, for commercial buildings.
- Complementary Building Products: Distribution of products such as siding, windows, doors, insulation, and waterproofing materials to support various building projects.
Leadership and Structure
Julian Francis is the President and CEO. The organizational structure includes regional vice presidents and functional departments overseeing sales, operations, finance, and marketing.
Top Products and Market Share
Key Offerings
- Asphalt Shingles: Beacon distributes asphalt shingles, a popular residential roofing option. Competitors include Owens Corning and GAF. Market share data is difficult to pin down specifically for Beacon's asphalt shingle distribution business, but the shingle market is highly competitive and fragmented.
- Commercial Roofing Membranes: Beacon supplies TPO, PVC, and other commercial roofing membranes. Competitors include Carlisle and Johns Manville. Similar to asphalt shingles, specific market share data for Beacon's membrane distribution is challenging to obtain.
- Siding Products: Beacon distributes siding materials for residential and commercial buildings. Competitors include ABC Supply and Builders FirstSource.
Market Dynamics
Industry Overview
The roofing and building materials distribution industry is moderately fragmented, with a mix of national and regional players. Demand is driven by new construction, renovation, and repair activities, as well as weather-related events.
Positioning
Beacon is a leading distributor with a large geographic footprint and a wide product portfolio. Its competitive advantages include its extensive network of branches, strong supplier relationships, and value-added services.
Total Addressable Market (TAM)
The estimated TAM for roofing and building materials distribution in North America is several hundred billion dollars. Beacon is well-positioned to capture a significant share of this market through its scale and geographic reach.
Upturn SWOT Analysis
Strengths
- Large geographic footprint
- Extensive product portfolio
- Strong supplier relationships
- Value-added services (e.g., online tools, credit offerings)
- Established brand reputation
Weaknesses
- High debt levels (due to acquisitions)
- Sensitivity to economic cycles
- Integration challenges from acquisitions
- Dependence on housing market
Opportunities
- Further consolidation of the fragmented distribution industry
- Expansion into new geographic markets
- Increased demand for energy-efficient building products
- Growth in the repair and remodeling market
- Technological advancements in distribution and logistics
Threats
- Economic downturns
- Rising interest rates
- Increased competition
- Fluctuations in raw material prices
- Disruptions to supply chains
Competitors and Market Share
Key Competitors
- ABC (ABCB)
- Builders FirstSource (BLDR)
- SRS Distribution (Private)
Competitive Landscape
Beacon faces intense competition from other national and regional distributors. Its competitive advantages include its scale, geographic reach, and value-added services. However, it must continue to innovate and adapt to changing market conditions to maintain its position.
Major Acquisitions
Allied Building Products
- Year: 2017
- Acquisition Price (USD millions): 850
- Strategic Rationale: The acquisition of Allied Building Products expanded Beacon's geographic footprint and product portfolio, making it one of the largest distributors in North America.
Growth Trajectory and Initiatives
Historical Growth: Beacon's growth has been driven by both organic expansion and acquisitions. The company has strategically acquired smaller distributors to increase its market share and geographic presence.
Future Projections: Analyst estimates suggest continued growth for Beacon, driven by demand in the residential and commercial construction markets. However, growth may be tempered by economic conditions and competitive pressures.
Recent Initiatives: Recent initiatives include investments in digital tools and platforms to enhance customer experience and improve operational efficiency. They have also focused on expanding their private label product offerings.
Summary
Beacon Roofing Supply is a major player in the building materials distribution industry, benefiting from its size and extensive network. High debt levels and economic sensitivity pose risks. Strategic acquisitions and digital investments are critical for future growth and navigating a competitive market.
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Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Investor Relations Materials
- Industry Reports (e.g., Freedonia Group)
- Analyst Reports (e.g., from investment banks)
- Company Website
Disclaimers:
This analysis is based on available information and is subject to change. Market share data is approximate and may vary depending on the source. Financial data is not real time and may be outdated. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Beacon Roofing Supply Inc
Exchange NASDAQ | Headquaters Herndon, VA, United States | ||
IPO Launch date 2004-09-23 | President, CEO & Director Mr. Julian G. Francis | ||
Sector Industrials | Industry Industrial Distribution | Full time employees 8068 | Website https://www.becn.com |
Full time employees 8068 | Website https://www.becn.com | ||
Beacon Roofing Supply, Inc., together with its subsidiaries, engages in the distribution of residential and non-residential roofing and complementary building products to professional contractors, home builders, building owners, lumberyards, and retailers in the United States and Canada. It offers asphalt shingles; metal, wood, tile, and slate roofing products; PVC, TPO, EPDM, built up, modified, and low slope metal roofing products; underlayment, flashing, ventilation, drainage products, as well as adhesives, caulks, sealants, fasteners, commercial roof accessories, and weatherproofing supplies; and polyiso, coverboard, extruded and expanded polystyrene, nailboard, and insulation accessories. The company also provides siding, deck and railing, lumber and composites, skylights and windows, exterior accessories, gutter, and trim and related accessories; drywall and insulation materials; and nail, hand tools, air tools and compressors, job site equipment and supplies, soldering and welding products, and workwear and safety gear products. Beacon Roofing Supply, Inc. was founded in 1928 and is headquartered in Herndon, Virginia.
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