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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 Framework: General Corporate Mid Cap
Builders FirstSource, Inc. (BLDR), is a Mid Cap company, in the Building Products & Equipment industry, last closed at $73.68, about 188.6% undervalued vs fair value, -41.6% 1Y return, ranked 316/668 in sector.
Metrics P/E 26.4× Rev Growth -7.4% ROE 10.1% Gross Margin 30.4%
USD 73.68
3.73%
(Delayed)
• Vol 90d: 53.6%
52-Week Range
Market Cap
$8.02B
Enterprise Value
$13.21B
Overall Score
View breakdown
Overall
Growth
Weak
Profitability
Weak
Health
Fair
Efficiency
Fair
Valuation
Good
Growth
Weak
Profitability
Weak
Health
Fair
Efficiency
Fair
Valuation
Good
Completeness: 82%
Confidence: 85%
Updated: Jul 5
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 Jul 30 Estimated

Fair Value Snapshot

Bear Base Bull
$186
$213
$241
Current: $73.68 +189% 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 FY2025
196.1%
Excellent

Operating Cash Flow / Net Income

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

Locked Metric
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Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
2
Active Leaks
0/2
Improving
0
High Impact
0
Critical
Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

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

Overall Moat Strength
50
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
52
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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 (16.3%), Profitability (47.3%), and Safety (36.4%). Growth 16% Safety 36% Profitability 47%

Click axes to expand details. Marker shows current allocation.

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Growth

20th percentile vs peers
21
Key Signals
TSR 16.0% 59p Rev Growth YoY -7.4% 19p EPS Growth YoY -57.0% 22p Revenue CAGR 3Y -12.6% 10p EPS CAGR 3Y -38.6% 11p
Strengths
  • Superior capital returns - 3 return metrics above peer median
  • Cash Flow to Debt Ratio in top 20% of peers (3.05, 90th percentile)
Risks
  • Growth in bottom 20% of peers (percentile: 20)
  • Rev Growth YoY in bottom 20% of peers (-7.4%)

Profitability

59th percentile vs peers
60
Key Signals
Strengths
Risks
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Safety

46th percentile vs peers
46
Key Signals
Strengths
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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
$212.61
- - -
+188.6% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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