Builders FirstSource

Turnkey Market Expansion And Share Repurchases Will Drive Future Upside

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

21 Aug 24

Updated

11 Dec 25

Views

174

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-30.4%

7D

-0.8%

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1Y

-30.4%

7D

-0.8%

You can edit this narrative until Dec 12 6:05 PM. Then, changes will post as Updates.

Author's Valuation

US$134.3622.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 11 Dec 25

Fair value Decreased 0.034%

BLDR: Stabilizing Margins Will Support Recovery As Competitive Pressures Ease

Analysts have modestly reduced their price target on Builders FirstSource, trimming it by $8 to $138 as they factor in a still-competitive market. They also point to stabilizing margins, bottom-of-cycle valuation support near $100, and improving fundamentals with strong recovery potential.

Shared on 27 Nov 25

Fair value Decreased 0.68%

BLDR: Margins Will Hold Steady as Cycle Recovery Brings Upside Potential

Analysts have slightly lowered their price target for Builders FirstSource from $146 to $138, citing stabilized margins and expectations for support at recent valuation lows as the company approaches a cyclical recovery. Analyst Commentary Recent analyst updates highlight a mix of optimism and caution regarding Builders FirstSource's outlook as the company navigates the current industry cycle.

Shared on 13 Nov 25

Fair value Decreased 2.65%

BLDR: Margins Will Stabilize as Market Recovery Signals Strength Ahead

Analysts have reduced their price target for Builders FirstSource by $7, citing stabilizing margins and signs of a bottoming market. They continue to maintain a positive outlook for eventual recovery.

Shared on 29 Oct 25

Fair value Decreased 0.92%

Analysts have lowered their price target for Builders FirstSource from approximately $140.32 to $139.02. They cite expectations for a "lower for longer" earnings trough and a reduced growth outlook in their rationale.

Shared on 04 Sep 25

Fair value Decreased 0.60%

Consensus analyst price targets for Builders FirstSource remain unchanged at $141.16 as analysts cite weaker housing starts, margin pressure, and cautious earnings outlooks for 2025–26, despite long-term optimism around U.S. housing under-builds and M&A potential. Analyst Commentary Bearish analysts are forecasting a “lower for longer” trough driven by reduced FY25 and FY26 adjusted EBITDA outlooks, citing a more cautious earnings reset.

Shared on 07 May 25

Fair value Decreased 17%

Shared on 30 Apr 25

Fair value Increased 0.077%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 1.55%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 3.24%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 21%

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 28%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 1.80%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$134.36

22.8% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

1.56%

Building revenue growth rate

0.18%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.52%

Calculation

US$700.05m

Earnings '28

x

25.45x

PE Ratio '28

=

US$17.82b

Market Cap '28

US$17.82b

Market Cap '28

/

101.94m

No. shares '28

=

US$174.79

Share Price '28

US$174.79 Share Price '28

Discounted to 2025 @ 9.50% p.a.

=

US$133.13

Fair Value '25