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Industrials - Construction - NYSE - US
$ 111.63
0.559 %
$ 12.3 B
Market Cap
14.53
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Jun, 6, 2025.

The intrinsic value of one BLDR stock under the worst case scenario is HIDDEN Compared to the current market price of 112 USD, Builders FirstSource, Inc. is HIDDEN

This DCF valuation model was last updated on Jun, 6, 2025.

The intrinsic value of one BLDR stock under the base case scenario is HIDDEN Compared to the current market price of 112 USD, Builders FirstSource, Inc. is HIDDEN

This DCF valuation model was last updated on Jun, 6, 2025.

The intrinsic value of one BLDR stock under the best case scenario is HIDDEN Compared to the current market price of 112 USD, Builders FirstSource, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart BLDR

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$180.0$180.0$170.0$170.0$160.0$160.0$150.0$150.0$140.0$140.0$130.0$130.0$120.0$120.0$110.0$110.0$100.0$100.015 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '2515 May15 MayJun '25Jun '25
FINANCIALS
16.4 B REVENUE
-4.08%
1.6 B OPERATING INCOME
-26.70%
1.08 B NET INCOME
-30.03%
1.87 B OPERATING CASH FLOW
-18.82%
-711 M INVESTING CASH FLOW
-6.35%
-1.07 B FINANCING CASH FLOW
34.99%
3.66 B REVENUE
-4.26%
184 M OPERATING INCOME
-39.36%
96.3 M NET INCOME
-49.38%
132 M OPERATING CASH FLOW
-64.57%
-912 M INVESTING CASH FLOW
-418.70%
741 M FINANCING CASH FLOW
299.26%
Balance Sheet Builders FirstSource, Inc.
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Current Assets 3.14 B
Cash & Short-Term Investments 154 M
Receivables 1.66 B
Other Current Assets 1.33 B
Non-Current Assets 7.44 B
Long-Term Investments 0
PP&E 2.56 B
Other Non-Current Assets 4.89 B
15.67 %12.56 %24.15 %46.17 %Total Assets$10.6b
Current Liabilities 1.78 B
Accounts Payable 868 M
Short-Term Debt 107 M
Other Current Liabilities 802 M
Non-Current Liabilities 4.51 B
Long-Term Debt 4.23 B
Other Non-Current Liabilities 283 M
13.81 %12.76 %67.23 %4.50 %Total Liabilities$6.3b
EFFICIENCY
Earnings Waterfall Builders FirstSource, Inc.
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Revenue 16.4 B
Cost Of Revenue 11 B
Gross Profit 5.38 B
Operating Expenses 3.79 B
Operating Income 1.6 B
Other Expenses 517 M
Net Income 1.08 B
18b18b16b16b14b14b12b12b10b10b8b8b6b6b4b4b2b2b0016b(11b)5b(4b)2b(517m)1bRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
32.82% GROSS MARGIN
32.82%
9.73% OPERATING MARGIN
9.73%
6.57% NET MARGIN
6.57%
25.09% ROE
25.09%
10.19% ROA
10.19%
13.90% ROIC
13.90%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Builders FirstSource, Inc.
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4b4b3b3b3b3b2b2b2b2b1b1b500m500m0020162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 1.08 B
Depreciation & Amortization 562 M
Capital Expenditures -381 M
Stock-Based Compensation 63.1 M
Change in Working Capital 156 M
Others -98.3 M
Free Cash Flow 1.49 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 $196 , with forecasts ranging from a low of $130 to a high of $230 .
BLDR Lowest Price Target Wall Street Target
130 USD 16.46%
BLDR Average Price Target Wall Street Target
196 USD 75.58%
BLDR Highest Price Target Wall Street Target
230 USD 106.04%
Price
Max Price Target
Min Price Target
Average Price Target
240240220220200200180180160160140140120120100100Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26Jun '26Jun '26
4. DIVIDEND ANALYSIS
5. COMPETITION
slide 2 of 13
6. Ownership
Insider Ownership Builders FirstSource, Inc.
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
2.53 M USD 1
6-9 MONTHS
2.3 M USD 2
9-12 MONTHS
4.61 M USD 1
Bought
56 M USD 2
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Gayatri Narayan Joins Builders FirstSource as President, Technology and Digital Solutions IRVING, Texas--(BUSINESS WIRE)--Builders FirstSource, Inc. (NYSE: BLDR) (“Builders FirstSource” or the “Company”) today announced it has appointed Gayatri Narayan to the newly created role of President, Technology and Digital Solutions, reporting to CEO Peter Jackson. In this role, Ms. Narayan will be responsible for the continued development and delivery of innovative digital products and launching digitally enabled business models. She will also lead the Company's Paradigm subsidiary, which p. businesswire.com - 2 weeks ago
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 - 3 weeks ago
Wall Street Bulls Look Optimistic About Builders FirstSource (BLDR): Should You Buy? Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter? zacks.com - 3 weeks ago
Insider Buying at These 6 Companies Kicks Into High Gear Maybe it's the 12.6% rebound recovery over the past month. Maybe it's the fact that the first-quarter earnings reporting season is winding down. 247wallst.com - 4 weeks ago
Builders FirstSource, Inc. (BLDR) is Attracting Investor Attention: Here is What You Should Know Zacks.com users have recently been watching Builders FirstSource (BLDR) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects. zacks.com - 1 month ago
Eagle Materials Appoints David Rush to Its Board of Directors DALLAS--(BUSINESS WIRE)--Eagle Materials Inc. (NYSE: EXP) announced today that it has appointed David Rush to its Board of Directors. Mr. Rush is the retired Chief Executive Officer of Builders FirstSource (NYSE: BLDR), the nation's largest supplier of structural building products, value-added components and services to the professional market for single-family and multi-family construction and repair and remodeling. Prior to his appointment as CEO, he held a variety of senior executive roles o. businesswire.com - 1 month ago
Builders FirstSource: Rating Downgrade On Poor Near-Term Demand Outlook I downgraded Builders FirstSource to a sell due to disappointing 1Q25 performance, organic sales declines, and significant margin compression. Multifamily segment remains a major weakness, with a 32.7% y/y organic sales drop and no near-term recovery expected. The single-family market struggles under affordability pressures, with management expecting mid-single-digit declines in starts for FY25. seekingalpha.com - 1 month ago
Wall Street Analysts Think Builders FirstSource (BLDR) Is a Good Investment: Is It? The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. zacks.com - 1 month ago
Builders FirstSource: Cheaper Valuation But Difficult Fundamentals Create A Challenging Stock Builders FirstSource shares have declined 40% due to weak residential construction and macro uncertainty, leading to a “hold” rating despite a better valuation. Q1 results showed a 43% drop in adjusted EPS and a 14% decline in gross profit, with significant margin compression and sales down 5%. The company's balance sheet has weakened from a very strong place due to $828 million in M&A and $391 million in April buybacks, raising net leverage to 2x. seekingalpha.com - 1 month ago
Builders FirstSource Prices Offering of $750 Million of Senior Notes due 2035 IRVING, Texas--(BUSINESS WIRE)--Builders FirstSource, Inc. (NYSE: BLDR) (“Builders FirstSource” or the “Company”) today announced that it has priced an offering of $750 million aggregate principal amount of 6.750% unsecured Senior Notes due 2035 (the “Notes”), which represents a $250 million increase in the previously announced size of the offering. The price to investors will be 100.000% of the principal amount of the Notes. The offering of the Notes is expected to close on May 8, 2025, subjec. businesswire.com - 1 month ago
Builders FirstSource, Inc. (BLDR) Is a Trending Stock: Facts to Know Before Betting on It Zacks.com users have recently been watching Builders FirstSource (BLDR) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects. zacks.com - 1 month ago
New Strong Sell Stocks for May 5th CECO, BLDR and EGBN have been added to the Zacks Rank #5 (Strong Sell) List on May 5, 2025. zacks.com - 1 month ago
8. Profile Summary

Builders FirstSource, Inc. BLDR

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COUNTRY US
INDUSTRY Construction
MARKET CAP $ 12.3 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, Irving, TX, 75201 https://www.bldr.com
IPO Date June 28, 2005
Employees 29000
Officers Mr. Peter M. Jackson CPA President, Chief Executive Officer & Director Mr. Paul Vaughn President of Central Division Mr. Stephen J. Herron Chief Operating Officer Mr. Todd Vance President of East Division Mr. Johnny Cope B.A. President of Commercial Operations Mr. Pete R. Beckmann Executive Vice President & Chief Financial Officer Mr. Matt Trester Vice President, Controller & Principal Accounting Officer Ms. Heather Anne Kos CPA Senior Vice President of Investor Relations Mr. Timothy D. Johnson J.D. Executive Vice President, General Counsel & Corporate Secretary Mr. Scott L. Robins President of West Division