Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
BLDR
SellSinkerBuilders FirstSource, Inc. · Industrials · United States · $7.3B · Avg Vol: $137M/d
COMPANY DESCRIPTION
Builders FirstSource, Inc. is the largest diversified supplier of structural building products, services, and components to professional homebuilders and contractors across the United States. The company differentiates itself through its extensive network, significant purchasing power, and a focus on value-added manufactured components like roof trusses and wall panels. This integrated approach, combined with strategic acquisitions, provides a strong competitive advantage in the residential construction market.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 22.7B | 17.1B | 16.4B | 15.2B | -12.6% | 14.4B | 14.3B | 14.9B | -1.0% |
| EPS | 16.98 | 12.06 | 9.13 | 3.91 | -38.7% | 0.92 | 3.16 | 4.47 | 6.9% |
| Shares | 138.9M | 121.9M | 113.6M | 110.6M | -20.4% | 107.6M | — | — | — |
| Debt | 3.5B | 3.7B | 4.3B | 5.1B | 13.5% | 5.2B | — | — | — |
| Equity | 5.0B | 4.7B | 4.3B | 4.4B | -4.3% | — | — | — | — |
| Op CF | 3.6B | 2.3B | 1.9B | 1.2B | -30.4% | 898.0M | — | — | — |
| Inv CF | -957.5M | -668.3M | -710.7M | -1.5B | — | — | — | — | — |
| Fin CF | -2.6B | -1.7B | -1.1B | 279.4M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of BLDR are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| BLDR | Builders FirstSource, Inc.(you) | $7.3B | 28 | Sell |
| AAON | AAON, Inc. | $6.3B | 33 | Sell |
| MAIR | Madison Air Solutions Corporation | $13.2B | 27 | Sell |
| LPX | Louisiana-Pacific Corporation | $5.0B | 17 | Strong Sell |
| LII | Lennox International Inc. | $13.6B | 37 | Hold |
| FBIN | Fortune Brands Innovations, Inc. | $5.4B | 43 | Hold |
| SPXC | SPX Technologies, Inc. | $10.0B | 49 | Hold |
| WMS | Advanced Drainage Systems, Inc. | $10.3B | 56 | Hold |
| AWI | Armstrong World Industries, Inc. | $7.4B | 63 | Hold |
| OC | Owens Corning | $11.3B | 56 | Hold |
Peer medians: ROE 8.8% · P/E 27.5x · Gross margin 29.3%