BLD vs CDNL

TopBuild Corp. vs Cardinal Infrastructure Group I — Valuation Comparison 2026

By CirclFi Research Team · Updated 2026-06-03 · Data from SEC EDGAR, FRED & GDELT

Quick Summary — BLD scores higher on quality with 9.8/10 vs CDNL's 6.5/10. BLD trades at $407.07 while CDNL trades at $56.61. Both analyzed daily using SEC EDGAR data across 13 institutional models.

BLD

Engineering & Construction
TopBuild Corp.
Quality
9.8
out of 10
Value Trap
18
SAFE
Price
$407.07
Last close
Models
12/13
Active
VS

CDNL

Engineering & Construction
Cardinal Infrastructure Group I
Quality
6.5
out of 10
Value Trap
Price
$56.61
Last close
Models
11/13
Active
BLD
Bayesian DCF sees +0.5% upside
Limited to 2/13 visible models
CDNL
2 models active
Limited to 2/13 visible models

BLD vs CDNL — Fair Value Comparison

BLD
$0$161$322$483 Price$407.07 Bayesian …$409.01 (+0.5%) Earnings …$182.38 (-55.2%)
CDNL
$0$22$45$67 Price$56.61 Bayesian …$14.80 (-73.9%) Earnings …$5.41 (-90.5%)
Market Price Model 1 Model 2

Model-by-Model Comparison

ModelType BLD Fair ValueBLD Upside CDNL Fair ValueCDNL Upside
Bayesian DCF Intrinsic $409.01 +0.5% $14.80 -73.9%
Earnings Power Value Intrinsic $182.38 -55.2% $5.41 -90.5%
EROIC Spread Intrinsic $•••.•• ••.•% $•••.•• ••.•%
First Chicago Scenario $•••.•• ••.•% $•••.•• ••.•%
Markov DDM Intrinsic $•••.•• ••.•% $•••.•• ••.•%
ML-RIV Intrinsic $•••.•• ••.•% $•••.•• ••.•%
Dynamic NAV Asset-Based $•••.•• ••.•% $•••.•• ••.•%
PWERM Option-Based $•••.•• ••.•% $•••.•• ••.•%
Regime Cross-Sectional Relative $•••.•• ••.•% $•••.•• ••.•%
Sentiment SOTP Hybrid $•••.•• ••.•% $•••.•• ••.•%
CUCE Ensemble Ensemble $•••.•• ••.•% $•••.•• ••.•%
FTNN Topology Relative $•••.•• ••.•% $•••.•• ••.•%
RCMH-DCF Intrinsic $•••.•• ••.•% $•••.•• ••.•%

BLD vs CDNL — Which Stock Is More Undervalued in 2026?

BLD scores higher with a 9.8/10 quality rating vs CDNL's 6.5/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

How Do BLD and CDNL Valuations Compare?

At $407.07, BLD trades +0.5% below its Bayesian DCF fair value of $409.01, while CDNL at $56.61 trades +73.9% above its estimate of $14.80. CDNL shows a wider gap between price and intrinsic value.

Quality of Company: BLD vs CDNL

BLD earns a Quality of Company score of 9.8/10 compared to CDNL's 6.5/10. This is a significant quality gap — the higher-scoring company demonstrates materially stronger fundamentals across profitability, growth consistency, and balance sheet health. The QOC score synthesizes 32 signals spanning profitability margins, revenue growth, free cash flow, capital allocation, and leverage.

Value Trap Risk: BLD vs CDNL

Review the value trap analysis for both BLD and CDNL to assess whether apparent undervaluation reflects genuine opportunity or hidden fundamental risk.

Both in Engineering & Construction

Both BLD and CDNL operate in Engineering & Construction, which has 53 stocks tracked by CirclFi. Same-industry comparisons provide the most direct insight into relative valuation since both companies face similar regulatory environments, market dynamics, and competitive pressures. Both companies are analyzed with models spanning intrinsic (Bayesian DCF, EPV), scenario-based (First Chicago), regime-switching (Markov DDM, RCMH-DCF), machine learning (ML-RIV, FTNN), and ensemble methods (CUCE).

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