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Industrials - Construction - NYSE - US
$ 176.28
-2.72 %
$ 20.3 B
Market Cap
17.21
P/E
1. INTRINSIC VALUE

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.[ Read More ]

The intrinsic value of one BLDR stock under the base case scenario is HIDDEN Compared to the current market price of 176 USD, Builders FirstSource, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart BLDR

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FINANCIALS
17.1 B REVENUE
-24.77%
2.18 B OPERATING INCOME
-42.28%
1.54 B NET INCOME
-43.97%
2.31 B OPERATING CASH FLOW
-35.91%
-668 M INVESTING CASH FLOW
30.20%
-1.65 B FINANCING CASH FLOW
36.52%
4.23 B REVENUE
-5.02%
428 M OPERATING INCOME
-12.56%
285 M NET INCOME
-17.24%
730 M OPERATING CASH FLOW
61.47%
-219 M INVESTING CASH FLOW
-33.22%
-258 M FINANCING CASH FLOW
71.61%
Balance Sheet Decomposition Builders FirstSource, Inc.
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Current Assets 3.3 B
Cash & Short-Term Investments 66.2 M
Receivables 1.89 B
Other Current Assets 1.34 B
Non-Current Assets 7.2 B
Long-Term Investments 0
PP&E 2.31 B
Other Non-Current Assets 4.89 B
Current Liabilities 1.86 B
Accounts Payable 881 M
Short-Term Debt 200 M
Other Current Liabilities 782 M
Non-Current Liabilities 3.9 B
Long-Term Debt 3.61 B
Other Non-Current Liabilities 292 M
EFFICIENCY
Earnings Waterfall Builders FirstSource, Inc.
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Revenue 17.1 B
Cost Of Revenue 11.1 B
Gross Profit 6.01 B
Operating Expenses 3.84 B
Operating Income 2.18 B
Other Expenses 636 M
Net Income 1.54 B
RATIOS
35.17% GROSS MARGIN
35.17%
12.73% OPERATING MARGIN
12.73%
9.01% NET MARGIN
9.01%
32.55% ROE
32.55%
14.67% ROA
14.67%
21.09% ROIC
21.09%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Builders FirstSource, Inc.
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Net Income 1.54 B
Depreciation & Amortization 558 M
Capital Expenditures -476 M
Stock-Based Compensation 48.5 M
Change in Working Capital 275 M
Others -50.6 M
Free Cash Flow 1.83 B
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Builders FirstSource, Inc.
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Wall Street analysts predict an average 1-year price target for BLDR of $211 , with forecasts ranging from a low of $175 to a high of $240 .
BLDR Lowest Price Target Wall Street Target
175 USD -0.73%
BLDR Average Price Target Wall Street Target
211 USD 19.52%
BLDR Highest Price Target Wall Street Target
240 USD 36.15%
4. DIVIDEND ANALYSIS
0.00% DIVIDEND YIELD
0 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership Builders FirstSource, Inc.
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Sold
0-3 MONTHS
1.78 M USD 1
3-6 MONTHS
6.94 M USD 3
6-9 MONTHS
3.5 M USD 1
9-12 MONTHS
483 K USD 1
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
1 week ago
Nov 07, 2024
Sell 1.78 M USD
CHRISTOPHE CLEVELAND A
Director
- 10000
178.41 USD
3 months ago
Aug 08, 2024
Sell 4.61 M USD
Steinke Craig Arthur
Director
- 30000
153.68 USD
5 months ago
May 30, 2024
Sell 776 K USD
Hiller Michael
President - Central Division
- 4875
159.25 USD
5 months ago
May 24, 2024
Sell 1.55 M USD
McCrobie Paul M
President - East Division
- 9118
170.11 USD
8 months ago
Mar 12, 2024
Sell 1.55 M USD
Boydston Cory Jacobs
Director
- 7759
200 USD
8 months ago
Mar 13, 2024
Sell 1.95 M USD
Boydston Cory Jacobs
Director
- 9741
200.02 USD
11 months ago
Dec 07, 2023
Sell 483 K USD
FARMER MICHAEL ALAN
President - Commercial Ops
- 3318
145.64 USD
1 year ago
Aug 14, 2023
Sell 882 K USD
Hiller Michael
President - Central Division
- 5965
147.91 USD
1 year ago
Aug 15, 2023
Sell 212 K USD
Hiller Michael
President - Central Division
- 1397
151.96 USD
1 year ago
Aug 07, 2023
Sell 758 K USD
Johnson Timothy D
EVP & General Counsel
- 5000
151.69 USD
1 year ago
Jun 06, 2023
Sell 241 K USD
Beckmann Jami
Principal Accounting Officer
- 2000
120.69 USD
1 year ago
Jun 06, 2023
Sell 241 K USD
Beckmann Jami
Principal Accounting Officer
- 2000
120.55 USD
1 year ago
May 05, 2023
Sell 1.36 M USD
FARMER MICHAEL ALAN
President - Commercial Ops
- 12500
108.97 USD
1 year ago
May 05, 2023
Sell 776 K USD
Hiller Michael
President - Central Division
- 7000
110.87 USD
1 year ago
Feb 02, 2023
Sell 255 K USD
Hiller Michael
President - Central Division
- 3000
85 USD
2 years ago
Nov 11, 2022
Sell 221 K USD
FARMER MICHAEL ALAN
President - Commercial Ops
- 3350
65.95 USD
2 years ago
Aug 04, 2022
Sell 257 K USD
Beckmann Jami
Principal Accounting Officer
- 3750
68.6 USD
2 years ago
Jun 14, 2022
Sell 1.93 M USD
SHERMAN FLOYD F
director:
- 35000
55.09 USD
2 years ago
Mar 03, 2022
Sell 2.27 M USD
SHERMAN FLOYD F
director:
- 30000
75.68 USD
2 years ago
Dec 10, 2021
Sell 3 M USD
SHERMAN FLOYD F
Director
- 38000
78.85 USD
3 years ago
Aug 23, 2021
Sell 498 K USD
FARMER MICHAEL ALAN
President - Commercial Ops
- 10000
49.76 USD
3 years ago
Mar 08, 2021
Sell 444 K USD
Johnson Timothy D
EVP & General Counsel
- 10000
44.39 USD
3 years ago
Mar 08, 2021
Sell 222 K USD
Coulter Jami Lynn
Principal Accounting Officer
- 5000
44.47 USD
3 years ago
Mar 04, 2021
Sell 350 K USD
Hiller Michael
President - Central Division
- 8330
41.96 USD
4 years ago
Sep 04, 2020
Sell 279 K USD
Rush David E
SVP - COO - East
- 9108
30.58 USD
4 years ago
Aug 31, 2020
Sell 874 K USD
Jackson Peter M.
SVP & CFO
- 28417
30.75 USD
4 years ago
Jun 09, 2020
Sell 684 K USD
SHERMAN FLOYD F
Director
- 30000
22.81 USD
4 years ago
Jun 04, 2020
Sell 223 K USD
Rush David E
SVP - COO - East
- 10000
22.3 USD
4 years ago
May 21, 2020
Sell 37.3 K USD
Coulter Jami Lynn
Principal Accounting Officer
- 2000
18.67 USD
4 years ago
May 22, 2020
Sell 76 K USD
Coulter Jami Lynn
Principal Accounting Officer
- 4000
19 USD
4 years ago
May 26, 2020
Sell 20.1 K USD
Coulter Jami Lynn
Principal Accounting Officer
- 1000
20.11 USD
4 years ago
May 15, 2020
Sell 737 K USD
SHERMAN FLOYD F
Director
- 45903
16.05 USD
4 years ago
May 18, 2020
Sell 250 K USD
SHERMAN FLOYD F
Director
- 14097
17.75 USD
5 years ago
Nov 05, 2019
Sell 294 K USD
Rush David E
SVP - COO - East
- 12000
24.53 USD
5 years ago
Nov 05, 2019
Sell 294 K USD
Rush David E
SVP - COO - East
- 12000
24.53 USD
5 years ago
Aug 09, 2019
Sell 87.4 K USD
Jackson Peter M.
SVP & CFO
- 4328
20.2 USD
5 years ago
Aug 08, 2019
Sell 1.76 M USD
CROW M CHAD
CEO and President
- 87657
20.05 USD
5 years ago
Aug 06, 2019
Sell 2.37 M USD
MCALEENAN DONALD F
SVP & General Counsel
- 125408
18.88 USD
5 years ago
Aug 07, 2019
Sell 45.8 K USD
Rush David E
SVP - COO - East
- 2351
19.48 USD
5 years ago
May 23, 2019
Sell 91.3 K USD
CHRISTOPHE CLEVELAND A
Director
- 6000
15.22 USD
5 years ago
May 23, 2019
Sell 168 K USD
GRIFFIN ROBERT C
Director
- 11133
15.08 USD
5 years ago
May 17, 2019
Sell 125 K USD
Jackson Peter M.
SVP & CFO
- 7800
16 USD
5 years ago
May 07, 2019
Sell 65.7 K USD
Rush David E
SVP - COO - East
- 4000
16.42 USD
5 years ago
May 13, 2019
Sell 594 K USD
CROW M CHAD
CEO and President
- 37500
15.85 USD
5 years ago
May 13, 2019
Sell 750 K USD
CROW M CHAD
CEO and President
- 47317
15.84 USD
5 years ago
May 10, 2019
Sell 1.44 M USD
Steinke Craig Arthur
Director
- 87987
16.31 USD
5 years ago
May 09, 2019
Sell 1.15 M USD
MCALEENAN DONALD F
SVP & General Counsel
- 70032
16.38 USD
5 years ago
May 07, 2019
Sell 2.47 M USD
SHERMAN FLOYD F
Director
- 149159
16.59 USD
5 years ago
Dec 14, 2018
Sell 198 K USD
MILGRIM BRETT N
Director
- 17676
11.18 USD
5 years ago
Dec 10, 2018
Bought 46.9 K USD
Rush David E
SVP - COO - East
+ 4000
11.73 USD
6 years ago
Nov 06, 2018
Sell 639 K USD
SHERMAN FLOYD F
Director
- 46512
13.74 USD
6 years ago
Nov 06, 2018
Sell 2.07 M USD
SHERMAN FLOYD F
Director
- 150000
13.79 USD
6 years ago
Sep 06, 2018
Bought 1.6 M USD
LEVY PAUL S
Director
+ 100000
15.98 USD
6 years ago
Aug 31, 2018
Bought 938 K USD
BARR DAVID
Director
+ 60000
15.63 USD
6 years ago
Aug 14, 2018
Sell 482 K USD
CHRISTOPHE CLEVELAND A
Director
- 30000
16.07 USD
6 years ago
Aug 10, 2018
Sell 287 K USD
GRIFFIN ROBERT C
Director
- 16756
17.15 USD
6 years ago
Jun 13, 2018
Sell 1.01 M USD
SHERMAN FLOYD F
Director
- 50000
20.21 USD
6 years ago
May 31, 2018
Sell 684 K USD
MILGRIM BRETT N
Director
- 34930
19.57 USD
6 years ago
Mar 12, 2018
Sell 4.2 M USD
MCALEENAN DONALD F
SVP & General Counsel
- 194043
21.66 USD
6 years ago
Mar 08, 2018
Sell 257 K USD
Jackson Peter M.
SVP & CFO
- 11972
21.44 USD
6 years ago
Mar 07, 2018
Sell 1.14 M USD
CROW M CHAD
CEO and President
- 53635
21.34 USD
6 years ago
Mar 06, 2018
Sell 2.12 M USD
SHERMAN FLOYD F
Director
- 100000
21.24 USD
7. News
Investors Heavily Search Builders FirstSource, Inc. (BLDR): Here is What You Need to Know Recently, Zacks.com users have been paying close attention to Builders FirstSource (BLDR). This makes it worthwhile to examine what the stock has in store. zacks.com - 5 days ago
Builders FirstSource: Encouraging Margins But Soft Revenue In Q3 Builders FirstSource shares have gained 45% over the past year but are down 10% from their highs due to high mortgage rates weighing on construction activity. Q3 results were mixed, with a 7% revenue decline but optimistic margin data, leading to a 5% share price increase. The company is diversifying into value-add products to reduce price variability and has generated $1.2 billion of free cash flow year to date. seekingalpha.com - 1 week ago
Builders FirstSource, Inc. (BLDR) Q3 2024 Earnings Call Transcript Start Time: 09:00 January 1, 0000 10:12 AM ET Builders FirstSource, Inc. (NYSE:BLDR ) Q3 2024 Earnings Call November 05, 2024, 09:00 AM ET Company Participants Dave Rush - CEO Peter Jackson - CEO designate and CFO Pete Beckmann - CFO designate Heather Kos - SVP, IR Conference Call Participants Matthew Bouley - Barclays Charles Perron-Piche - Goldman Sachs Mike Dahl - RBC David Manthey - Baird Rafe Jadrosich - Bank of America Philip Ng - Jefferies Jay McCanless - Wedbush Jeffrey Stevenson - Loop Capital Steven Ramsey - Thompson Research Group Ketan Mamtora - BMO Capital Markets Alex Rygiel - B. Riley Operator Good day, and welcome to the Builders FirstSource Third Quarter 2024 Earnings Conference Call. seekingalpha.com - 1 week ago
Builders FirstSource Q3 Earnings & Net Sales Miss, Margins Down BLDR's third-quarter performance reflects continued Multi-Family and core organic normalization. zacks.com - 1 week ago
Builders FirstSource (BLDR) Lags Q3 Earnings and Revenue Estimates Builders FirstSource (BLDR) came out with quarterly earnings of $3.07 per share, missing the Zacks Consensus Estimate of $3.09 per share. This compares to earnings of $4.24 per share a year ago. zacks.com - 1 week ago
Builders FirstSource (BLDR) Increases Despite Market Slip: Here's What You Need to Know Builders FirstSource (BLDR) reachead $172.88 at the closing of the latest trading day, reflecting a +0.75% change compared to its last close. zacks.com - 2 weeks ago
Earnings Preview: Builders FirstSource (BLDR) Q3 Earnings Expected to Decline Builders FirstSource (BLDR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations. zacks.com - 2 weeks ago
3 Dividends With More than 5% Yields to Buy in November Are you familiar with the term “shareholder yield? 247wallst.com - 2 weeks ago
Here is What to Know Beyond Why Builders FirstSource, Inc. (BLDR) is a Trending Stock Builders FirstSource (BLDR) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock. zacks.com - 3 weeks ago
Investing $10,000 in Each of These 3 Stocks 10 Years Ago Would Have Made You $1.1 Million These hot growth stocks may not be running out of steam just yet. fool.com - 4 weeks ago
Builders FirstSource (BLDR) Is Considered a Good Investment by Brokers: Is That True? When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important? zacks.com - 1 month ago
Top 5 Businesses We Own: Q3 2024 Update ARCH and CONSOL's merger, closing in 2025, is expected to yield synergies amid rising met coal demand driven by Southeast Asia's urbanization and economic growth. Builders FirstSource's shift to value-add products has boosted margins and free cash flow, with a 7-8% yield, addressing the U.S. housing shortage. Paramount Resources, with significant cash reserves and aligned management, is reinvesting in growth opportunities, poised to benefit from any energy sector weakness. seekingalpha.com - 1 month ago
8. Profile Summary

Builders FirstSource, Inc. BLDR

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COUNTRY US
INDUSTRY Construction
MARKET CAP $ 20.3 B
Dividend Yield 0.00%
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.
Contact 2001 Bryan Street, Dallas, TX, 75201 https://www.bldr.com
IPO Date June 28, 2005
Employees 29000
Officers Mr. Stephen J. Herron Chief Operating Officer Ms. Heather Anne Kos CPA Senior Vice President of Investor Relations Mr. Michael Hiller President of Central Division Mr. Thomas Joseph Barnes Executive Vice President of Sourcing & Supply Chain Mr. Pete Beckmann Chief Financial Officer Mr. Scott L. Robins President of West Division Ms. Amy Bass Messersmith Chief People Officer Mr. Paul Mike McCrobie President of East Division Mr. Tim Page Executive Vice President of Digital Solutions Ms. Jami Beckmann Coulter Senior Vice President & Chief Accounting Officer