-3.14%
17.04%
-2.40%
-0.05%
-3.71%
146.04%
574.65%
AI Spotlight on BLDR
Company Description
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.
Market Data
| Last Price | 167.28 |
| Change Percentage | -3.14% |
| Open | 170.56 |
| Previous Close | 172.71 |
| Market Cap ( Millions) | 19251 |
| Volume | 1105169 |
| Year High | 214.7 |
| Year Low | 130.75 |
| M A 50 | 164.32 |
| M A 200 | 168.34 |
Financial Ratios
| FCF Yield | 8.99% |
| Dividend Yield | 0.00% |
| ROE | 26.86% |
| Debt / Equity | 97.54% |
| Net Debt / EBIDTA | 170.67% |
| Price To Book | 4.37 |
| Price Earnings Ratio | 15.69 |
| Price To FCF | 11.13 |
| Price To sales | 1.15 |
| EV / EBITDA | 9.9 |
News
- Jan -24 - Builders FirstSource (BLDR) Sees a More Significant Dip Than Broader Market: Some Facts to Know
- Jan -23 - Builders FirstSource to Host Fourth Quarter and Full Year 2024 Financial Results Conference Call and Webcast
- Jan -23 - Builders FirstSource (BLDR) Stock Slides as Market Rises: Facts to Know Before You Trade
- Jan -20 - Small-Cap Titans: 3 Russell 2000 Winners for 2025
- Jan -16 - Builders FirstSource (BLDR) Declines More Than Market: Some Information for Investors
- Jan -15 - Top 6 Businesses We Own: Q4 2024 Update
- Dec -31 - Builders FirstSource: Near Term Uncertainty Creates Opening In This Long Term Compounder
- Dec -24 - Builders FirstSource to Enhance Footprint by Acquiring Alpine
- Dec -23 - Builders FirstSource Announces Definitive Agreement to Acquire Alpine Lumber
- Dec -15 - Into 2025: Top 8 Stocks I Own And Why (Part I)
- Nov -25 - Thankful Investors - Last 5 Years
- Nov -06 - Builders FirstSource: Encouraging Margins But Soft Revenue In Q3
- Nov -05 - Builders FirstSource, Inc. (BLDR) Q3 2024 Earnings Call Transcript
- Nov -05 - Builders FirstSource Q3 Earnings & Net Sales Miss, Margins Down
- Nov -05 - Builders FirstSource (BLDR) Lags Q3 Earnings and Revenue Estimates
- Oct -30 - Builders FirstSource (BLDR) Increases Despite Market Slip: Here's What You Need to Know
- Oct -29 - Earnings Preview: Builders FirstSource (BLDR) Q3 Earnings Expected to Decline
- Oct -29 - 3 Dividends With More than 5% Yields to Buy in November
- Oct -19 - Investing $10,000 in Each of These 3 Stocks 10 Years Ago Would Have Made You $1.1 Million
- Oct -15 - Top 5 Businesses We Own: Q3 2024 Update
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Manufactured Products
Expected Growth : 6.5 %
What the company do ?
Manufactured Products from Builders FirstSource, Inc. offer a range of value-added components, including roof trusses, wall panels, and floor systems for builders and contractors.
Why we expect these perspectives ?
The 6.5% growth in Manufactured Products from Builders FirstSource, Inc. is driven by increasing demand for single-family housing, repair and remodeling activities, and a shift towards value-added products. Additionally, strategic acquisitions, operational efficiencies, and a strong supplier network contribute to the segment's growth.
Segment n°2 -> Windows, Doors and Millwork
Expected Growth : 6.8 %
What the company do ?
Windows, Doors and Millwork from Builders FirstSource, Inc. offers a wide range of high-quality products for builders, contractors, and homeowners, including windows, doors, molding, and trim.
Why we expect these perspectives ?
The 6.8% growth in Windows, Doors, and Millwork from Builders FirstSource, Inc. is driven by increasing demand for new single-family homes, repair and remodeling activities, and a shift towards energy-efficient products. Additionally, the company's strategic acquisitions, expanded product offerings, and strong relationships with builders and contractors contribute to the segment's growth.
Segment n°3 -> Lumber and Lumber Sheet Goods
Expected Growth : 6.2 %
What the company do ?
Lumber and Lumber Sheet Goods from Builders FirstSource, Inc. refer to a wide range of wood products, including dimensional lumber, plywood, and oriented strand board (OSB), used in construction and building projects.
Why we expect these perspectives ?
The 6.2% growth in Lumber and Lumber Sheet Goods from Builders FirstSource, Inc. is driven by increasing demand for new single-family homes, repair and remodeling activities, and rising prices due to supply chain constraints and tariffs on imported lumber. Additionally, the company's strategic acquisitions and operational efficiencies have contributed to the segment's growth.
Segment n°4 -> Specialty Building Products and Services
Expected Growth : 6.9 %
What the company do ?
Specialty Building Products and Services from Builders FirstSource, Inc. offers a wide range of products and services for builders, contractors, and remodelers, including roofing, siding, windows, doors, and more.
Why we expect these perspectives ?
The 6.9% growth in Specialty Building Products and Services from Builders FirstSource, Inc. is driven by increasing demand for value-added products, strong relationships with national builders, and a growing presence in the repair and remodel market. Additionally, the company's strategic acquisitions and investments in operational efficiency have contributed to the segment's growth.
Builders Firstsource, Inc. Products
| Product Range | What is it ? |
|---|---|
| Lumber and Building Materials | A wide range of lumber and building materials, including dimensional lumber, engineered wood products, and specialty lumber |
| Roofing and Siding | Roofing materials, including asphalt shingles, metal roofing, and clay tiles, as well as siding products like vinyl, fiber cement, and stucco |
| Windows and Doors | A variety of windows and doors, including vinyl, aluminum, and wood products, as well as patio doors and skylights |
| Millwork and Doors | Interior and exterior doors, as well as millwork products like molding, trim, and stair parts |
| Manufactured Housing and Modular Construction | Factory-built housing and modular construction products, including single-family homes, apartments, and commercial buildings |
| Engineered Wood Products | Engineered wood products, including glue-laminated timber, laminated veneer lumber, and oriented strand board |
| Trusses and Wall Panels | Pre-fabricated trusses and wall panels, designed to simplify and accelerate the construction process |
Builders FirstSource, Inc.'s Porter Forces
Threat Of Substitutes
The threat of substitutes for Builders FirstSource, Inc. is medium due to the availability of alternative building materials and suppliers. While the company has a strong market presence, customers may still opt for alternative products or suppliers, posing a moderate threat.
Bargaining Power Of Customers
The bargaining power of customers for Builders FirstSource, Inc. is low due to the company's strong relationships with its customers and its ability to provide customized solutions. Customers have limited bargaining power, and the company has a strong negotiating position.
Bargaining Power Of Suppliers
The bargaining power of suppliers for Builders FirstSource, Inc. is medium due to the company's dependence on a few large suppliers. While the company has some negotiating power, suppliers may still exert some influence over prices and delivery terms.
Threat Of New Entrants
The threat of new entrants for Builders FirstSource, Inc. is low due to the high barriers to entry in the industry, including significant capital requirements and regulatory hurdles. New entrants would face significant challenges in competing with established players like Builders FirstSource.
Intensity Of Rivalry
The intensity of rivalry for Builders FirstSource, Inc. is high due to the competitive nature of the industry. The company operates in a highly competitive market with several established players, leading to intense competition for market share and pricing pressure.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 40.92% |
| Debt Cost | 6.66% |
| Equity Weight | 59.08% |
| Equity Cost | 14.35% |
| WACC | 11.20% |
| Leverage | 69.27% |
Builders FirstSource, Inc. : Quality Control
Builders FirstSource, Inc. passed 7 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| LII | Lennox International Inc., together with its subsidiaries, designs, manufactures, and markets a range of products for the heating, ventilation, air conditioning, and refrigeration markets in the United States, Canada, and … |
| WMS | Advanced Drainage Systems, Inc. designs, manufactures, and markets thermoplastic corrugated pipes and related water management products, and drainage solutions for use in the underground construction and infrastructure marketplace in the … |
| SSD | Simpson Manufacturing Co., Inc., through its subsidiaries, designs, engineers, manufactures, and sells wood and concrete construction products. The company offers wood construction products, including connectors, truss plates, fastening systems, fasteners … |
| BECN | Beacon Roofing Supply, Inc., together with its subsidiaries, distributes residential and non-residential roofing materials, and complementary building products to contractors, home builders, building owners, lumberyards, and retailers. It offers pitched … |
| AWI | Armstrong World Industries, Inc., together with its subsidiaries, designs, manufactures, and sells ceiling systems primarily for use in the construction and renovation of residential and commercial buildings in the United … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Armstrong World Industries
A-Score
1-Year Total Return ->
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Simpson Manufacturing Co
A-Score
1-Year Total Return ->
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Lennox International
A-Score
1-Year Total Return ->
4
Builders FirstSource
A-Score
1-Year Total Return ->
5
Beacon Roofing Supply
A-Score
1-Year Total Return ->
6
