BLDR

Builders FirstSource, Inc.

Fundamental data last updated:August 9, 2026

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company profile

SECTOR

Industrials

industry

Construction

Exchange

NYSE

County of HQ

US

Next Earnings Date

Pending Announcement

Business Summary

Builders FirstSource, Inc., together with its subsidiaries, manufactures and supplies building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers in the United States. It offers lumber and lumber sheet goods comprising dimensional lumber, plywood, and oriented strand board products that are used in on-site house framing; manufactured products, such as wood floor and roof trusses, steel roof trusses, wall panels, stairs, and engineered wood products; and windows, and interior and exterior door units, as well as interior and exterior trims and custom products under the Synboard brand name. The company also offers gypsum, roofing, and insulation products, including wallboards, ceilings, joint treatments, and finishes; and siding, metal, and concrete products, such as vinyl, composite, and wood siding products, as well as exterior trims, other exteriors, metal studs, and cement products. In addition, it provides other building products and services, such as cabinets and hardware, as well as turn-key framing, shell construction, design assistance, and professional installation services. The company was formerly known as BSL Holdings, Inc. and changed its name to Builders FirstSource, Inc. in October 1999. Builders FirstSource, Inc. was founded in 1998 and is based in Dallas, Texas.

 


VALUATION

P/E

28.76

Market Cap ($M USD)

$8.21B

Forward P/E

9.14

PEG

0.04

PRICE TO SALES

0.55

PRICE TO BOOK

2.09

EV / EBITDA

11.03

5-Year Average P/E

Free Cash Flow Yield

10.50%

DCF Value

$109.37

Graham Number

$46.64

Price to FCF

9.52

EV to FCF

15.55

Earnings Yield

3.48%

FCF Yield

10.50%

DIVIDEND

Yield

0.00%

Annual Payout

$0.00

Payout Ratio

0.00%

Consecutive Years of Dividend Growth

5-Year Dividend Growth Rate

Financial Health & Profitability

Earnings Per Share

$2.65

Next Year EPS Growth Estimate

$8.35

Next Year Revenue Growth Estimate

$17.34B

Return on Equity (ROE)

6.92%

FREE CASH FLOW

Operating Margin

4.18%

Debt-to-Equity

1.30

Piotroski F-Score

5

Altman Z-Score

2.29

Return on Invested Capital (ROIC)

6.50%

Current Ratio

1.76

Quick Ratio

1.09

Net Debt to EBITDA

4.28

Interest Coverage

2.19

Gross Profit margin

29.89%

FCF PER SHARE

$7.84

REVENUE PER SHARE

$134.89

Gainseekers Quantitative Analysis

Summary

BLDR Builders FirstSource, Inc. presents a compelling valuation story. Recent pricing indicated it traded below its DCF value, suggesting a potential undervaluation. The Forward P/E of 9.27 implies strong future earnings growth, aligning with the impressive earnings estimate for next year. However, the Altman Z-score of 2.32 signals moderate financial distress risk, and the Earnings Yield of 3.43% suggests limited immediate income potential. Overall, the market may be underestimating its growth prospects relative to its intrinsic value.

AI Exposure / Tech Reliance

Operating in the construction industry, BLDR is strategically positioned to leverage AI and modern technology for operational efficiency. The sector's increasing adoption of tech-driven solutions could enhance supply chain management and cost control. However, the company's ability to integrate these technologies effectively remains to be seen.

The Bull Case

For value or GARP investors, BLDR offers a tantalizing opportunity. The Forward PEG ratio of 0.04 is a beacon of undervaluation, indicating robust growth at a bargain price. With a solid ROIC of 6.5% and a respectable FCF Yield of 10.35%, the company demonstrates efficient capital allocation and cash generation. The Piotroski F-Score of 5 and a healthy operating margin of 4.18% further underscore its operational resilience and pricing power.

The Bear Case

Despite its strengths, BLDR faces significant structural risks. The Price/Book ratio of 2.12 and Price/Sales ratio of 0.56 suggest the stock might be overvalued relative to its book and sales values. Additionally, the stock's proximity to its 52-week high raises concerns about technical overextension. The Net Debt to EBITDA ratio of 4.28 highlights a substantial debt burden, which could strain financial flexibility in adverse conditions.

Market Sentiment & Smart Money

Short Interest %

Analyst Consensus

Buy

Average Analyst Price Target

$106.64

Institutional Ownership %

1-Year Beta

1.49

Insider Buying % (6 Mo)

Distance to 52-Week High

97.94%

Distance to 52-Week Low

14.68%

EARNINGS SURPRISE %

-30.77%

50-DAY SMA

$80.78

200-DAY SMA

$108.22

⚠️ Financial Disclaimer:
This content is for informational purposes only and is not financial advice. Information may be delayed or inaccurate. We may earn a commission from partner links.