Builders FirstSource, Inc. BLDR

Competitive advantage analysis · industrials

Corporate Default
Overall moat score
39/100
Developing

Ranked against 34 peers in Building Products & Equipment

About Builders FirstSource, Inc.

Builders FirstSource, Inc., together with its subsidiaries, provides building materials for professional builders in new residential construction and repair, and remodeling in the United States. It offers manufactured products, such as factory-built substitutes for job-site framing, wood floor and roof trusses, wall panels, and engineered wood; Ready-Frame, a whole house framing solution; manufactured and semi-custom modular homes, and built in … Full BLDR analysis →

Key risks

  • Revenue Volatility Signals Weak Stickiness Revenue volatility is high (stability score 0.07), suggesting weak customer stickiness.
  • Elevated Debt Risk Debt serviceability is weak (score 0.29), raising refinancing risk.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Developing
45
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Cost Advantage

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Signals, strengths and risks for Customer Stickiness

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Resilience

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Signals, strengths and risks for Scale & Market Position

Where BLDR ranks in Building Products & Equipment

Builders FirstSource, Inc. ranks #24 of 35 scored companies in Building Products & Equipment by moat score — the top 69%. The widest moat in the group is Armstrong World Industries Inc (AWI) at 83/100.

# Company Moat score Rating
20 Carrier Global Corporation CARR 45/100 Developing
21 Louisiana-Pacific Corporation LPX 45/100 Developing
22 Latham Group, Inc. SWIM 44/100 Developing
23 Owens Corning Inc OC 41/100 Developing
24 Builders FirstSource, Inc. BLDR 39/100 Developing
25 AirJoule Technologies Corporati AIRJ 33/100 Developing
26 AIRJW AIRJW 33/100 Developing
27 Quanex Building Products Corpor NX 29/100 Developing
28 Antelope Enterprise Holdings Li AEHL 23/100 Weak

See every General Corporate company ranked by moat score →

How BLDR scores on the Corporate Default defenses

Pricing Power

Score 45 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 32 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 28 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 48 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 39 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 37 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding BLDR's moat

What is Builders FirstSource, Inc.'s moat score?

Builders FirstSource, Inc. (BLDR) scores 39 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #24 of 35 scored companies in Building Products & Equipment, the top 69%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 34 companies in Building Products & Equipment. Its strongest defense is Capital Efficiency (48/100) and its weakest is Customer Stickiness (28/100).

How does Builders FirstSource, Inc. compare with other Building Products & Equipment companies?

Builders FirstSource, Inc. ranks #24 of 35 scored companies in Building Products & Equipment by moat score. The widest moat in Building Products & Equipment is Armstrong World Industries Inc (AWI) at 83/100. The companies ranked closest are Owens Corning Inc (OC) at 41 just above it and AirJoule Technologies Corporati (AIRJ) at 32 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 34 companies in Building Products & Equipment. The defenses are then weighted to produce the overall score out of 100.

Why is Builders FirstSource, Inc. scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for Builders FirstSource, Inc.?

The Corporate Default template measures 6 defenses, and BLDR scores: Pricing Power (45), Cost Advantage (32), Customer Stickiness (28), Capital Efficiency (48), Resilience (39), Scale & Market Position (37). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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