Industrials

Building Products

18 companies under coverage.

Coverage

Building Products

Builders FirstSource Inc (BLDR)

BUY. 12-month probability-weighted target $89 (+68% vs spot). Gross Margin explains 64% of Monte Carlo outcome variance.

BLDREquity ResearchMonte Carlo

10 October 2026Rating: BUY · Fair value vs price +58.9%

Equity Research

Ufp Industries Inc (UFPI)

BUY. 12-month probability-weighted target $109 (+47% vs spot). Gross Margin explains 66% of Monte Carlo outcome variance.

UFPIEquity ResearchMonte Carlo

10 October 2026Rating: BUY · Fair value vs price +50.0%

Equity Research

Lennox International Inc (LII)

BUY. 12-month probability-weighted target $551 (+55% vs spot). P/E Multiple explains 57% of Monte Carlo outcome variance.

LIIEquity ResearchMonte Carlo

10 October 2026Rating: BUY · Fair value vs price +40.2%

Equity Research

AAON Inc (AAON)

BUY. 12-month probability-weighted target $128 (+48% vs spot). P/E Multiple explains 48% of Monte Carlo outcome variance.

AAONEquity ResearchMonte Carlo

10 October 2026Rating: BUY · Fair value vs price +13.6%

Equity Research

Carrier Global Corp (CARR)

BUY. 12-month probability-weighted target $70 (+25% vs spot). Gross Margin explains 53% of Monte Carlo outcome variance.

CARREquity ResearchMonte Carlo

10 October 2026Rating: BUY · Fair value vs price +10.5%

Equity Research

Masco Corporation (MAS)

HOLD. 12-month probability-weighted target $78 (+14% vs spot). Gross Margin explains 50% of Monte Carlo outcome variance.

MASEquity ResearchMonte Carlo

10 October 2026Rating: HOLD · Fair value vs price +6.1%

Equity Research

Simpson Manufacturing Company Inc (SSD)

HOLD. 12-month probability-weighted target $180 (+5% vs spot). P/E Multiple explains 57% of Monte Carlo outcome variance.

SSDEquity ResearchMonte Carlo

10 October 2026Rating: HOLD · Fair value vs price +4.1%

Equity Research

Smith AO Corporation (AOS)

HOLD. 12-month probability-weighted target $60 (+6% vs spot). P/E Multiple explains 51% of Monte Carlo outcome variance.

AOSEquity ResearchMonte Carlo

10 October 2026Rating: HOLD · Fair value vs price +3.6%

Equity Research

Advanced Drainage Systems Inc (WMS)

HOLD. 12-month probability-weighted target $142 (+13% vs spot). P/E Multiple explains 58% of Monte Carlo outcome variance.

WMSEquity ResearchMonte Carlo

10 October 2026Rating: HOLD · Fair value vs price +2.1%

Equity Research

Fortune Brands Innovations Inc. (FBIN)

BUY. 12-month probability-weighted target $50 (+27% vs spot). Gross Margin explains 61% of Monte Carlo outcome variance.

FBINEquity ResearchMonte Carlo

10 October 2026Rating: BUY · Fair value vs price +0.2%

Equity Research

Owens Corning Inc (OC)

HOLD. 12-month probability-weighted target $138 (+21% vs spot). Gross Margin explains 65% of Monte Carlo outcome variance.

OCEquity ResearchMonte Carlo

10 October 2026Rating: HOLD · Fair value vs price -4.5%

Equity Research

Armstrong World Industries Inc (AWI)

HOLD. 12-month probability-weighted target $160 (-1% vs spot). P/E Multiple explains 69% of Monte Carlo outcome variance.

AWIEquity ResearchMonte Carlo

11 October 2026Rating: HOLD · Fair value vs price -9.1%

Equity Research

Trane Technologies plc (TT)

HOLD. 12-month probability-weighted target $474 (-1% vs spot). P/E Multiple explains 58% of Monte Carlo outcome variance.

TTEquity ResearchMonte Carlo

10 October 2026Rating: HOLD · Fair value vs price -13.3%

Equity Research

Watts Water Technologies Inc (WTS)

HOLD. 12-month probability-weighted target $329 (-7% vs spot). P/E Multiple explains 60% of Monte Carlo outcome variance.

WTSEquity ResearchMonte Carlo

10 October 2026Rating: HOLD · Fair value vs price -14.2%

Equity Research

Trex Company Inc (TREX)

HOLD. 12-month probability-weighted target $42 (-7% vs spot). P/E Multiple explains 59% of Monte Carlo outcome variance.

TREXEquity ResearchMonte Carlo

10 October 2026Rating: HOLD · Fair value vs price -14.9%

Equity Research

Allegion PLC (ALLE)

SELL. 12-month probability-weighted target $133 (-11% vs spot). P/E Multiple explains 62% of Monte Carlo outcome variance.

ALLEEquity ResearchMonte Carlo

10 October 2026Rating: SELL · Fair value vs price -15.4%

Equity Research

Johnson Controls International PLC (JCI)

SELL. 12-month probability-weighted target $134 (-15% vs spot). P/E Multiple explains 58% of Monte Carlo outcome variance.

JCIEquity ResearchMonte Carlo

10 October 2026Rating: SELL · Fair value vs price -19.8%

Equity Research

Louisiana-Pacific Corporation (LPX)

SELL. 12-month probability-weighted target $36 (-45% vs spot). Gross Margin explains 65% of Monte Carlo outcome variance.

LPXEquity ResearchMonte Carlo

10 October 2026Rating: SELL · Fair value vs price -54.1%