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Company Analysis

Builders FirstSource, Inc. BLDR

A comprehensive view of key metrics, scores, and financial health for Builders FirstSource, Inc.

Overview of Builders FirstSource, Inc.

BLDR NYQ
Industrials Building Products & Equipment Mid Cap
Builders FirstSource, Inc. (BLDR), is a Mid Cap company, in the Building Products & Equipment industry, last closed at $88.09, about 134.7% undervalued vs fair value, -31.3% 1Y return, ranked 287/656 in sector.
$88.09
1.72%
As of March 13, 2026
Previous close • Vol 90d: 48.5%
52-Week Range
Market Cap
$9.74B
Enterprise Value
$15.21B
Overall Score
Scores locked

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Top Beats
No strong beats yet

Quick Facts

Website https://www.bldr.com
HQ Irving, TX
Employees 28,000
Fiscal year Dec 31

Next Events

Earnings Apr 30 Estimated

Fair Value Snapshot

Bear Base Bull
$181
$207
$234
Current: $88.09 +135% vs base

Engine Room Money Flow™

Mid Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$15.2B
-7.4%%
Gross Profit
$4.6B
-14.3%%
Operating Income
$786.3M
-50.7%%
Net Income
$435.2M
-59.6%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
342.9%
Excellent

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$608.5M
40.8% of FCF

Where It Leaks

Cash Flow Health healthy
Strong cash conversion with minimal leakage across profit-to-cash-to-value chain.
1
Active Leaks
0/1
Improving
0
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Builders FirstSource, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
39
/100
Developing
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Developing
42
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing BLDR's balance between Growth (23.0%), Profitability (35.4%), and Safety (41.6%). Growth 23% Safety 42% Profitability 35%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

29th percentile vs peers
29
Key Signals
TSR 16.0% 80p Rev Growth YoY -7.4% 25p EPS Growth YoY -24.1% 28p EPS CAGR 3Y 2.2% 34p Revenue CAGR 3Y -12.6% 9p
Strengths
  • D/E Ratio in top 20% of peers (1.30, 84th percentile)
  • Superior capital returns - 3 return metrics above peer median
  • Tsr in top 20% of peers (16.0%, 80th percentile)
  • Conservative leverage compared to industry peers
Risks

No significant risks identified for this axis.

Profitability

44th percentile vs peers
45
Key Signals
Strengths
Risks
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Safety

52th percentile vs peers
52
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Builders FirstSource, Inc..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$206.75
- - -
+134.7% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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