Builders FirstSource, Inc.

Builders FirstSource, Inc.

BLDRยทNYSE

$74.05

+0.81%
IndustrialsConstruction

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.

At a Glance

Live Snapshot
Market Cap$7.96B
EPS3.9100
P/E Ratio18.94
Earnings Date07/30/2026
Builders FirstSource, Inc.

Builders FirstSource, Inc. Fair Value Envelope

BLDR ยท NYSE

Our analysis suggests that BLDR has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $74.045, this represents a potential HIDDEN relative to our calculated worth for Builders FirstSource, Inc..

Intrinsic Value
Current Price: $74.045

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$1.3B
+ Cash & Equivalents$181.8M
Firm Value$1.5B
- Debt$5.6B
Equity Value-$4.1B
/ Shares Outstanding110,580,581B
DCF Value-$38
OVERVALUED BY 151%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$695.3M
$397.6M
$227.4M
$130.0M
$74.4M
$42.5M
$24.3M
$13.9M
$8.0M
$4.5M
Maintenance CapEx
-$41.5M
-$23.7M
-$13.6M
-$7.8M
-$4.4M
-$2.5M
-$1.5M
-$829.4K
-$474.3K
-$271.2K
Owner Earnings
$653.8M
$373.9M
$213.8M
$122.3M
$69.9M
$40.0M
$22.9M
$13.1M
$7.5M
$4.3M
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$605.4M
$320.6M
$169.7M
$89.9M
$47.6M
$25.2M
$13.3M
$7.1M
$3.7M
$2.0M
Terminal Value represents 2.6% of Enterprise Value