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Builders FirstSource, Inc. Stock Price

NYSE:BLDR Community·US$7.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 55 Fair Values set on narratives written by author

BLDR Share Price Performance

US$72.51
-64.37 (-47.03%)
US$80.71
Fair Value
US$72.51
-64.37 (-47.03%)
10.2% undervalued intrinsic discount
US$80.71
Fair Value
Price US$72.51
AnalystConsensusTarget US$80.71
AnalystLowTarget US$61.00
AnalystHighTarget US$129.16

BLDR Community Narratives

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Fair Value US$80.71 10.2% undervalued intrinsic discount

Turnkey Market Expansion And Share Repurchases Will Drive Future Upside

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26users have followed this narrative
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Fair Value US$61 18.9% overvalued intrinsic discount

Housing Contraction And Margin Squeeze Will Deliver A Slight Rebound

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1users have followed this narrative
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Fair Value US$129.16 43.9% undervalued intrinsic discount

Millennial And Gen Z Housing Demand Will Drive Sustainable Construction

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2users have followed this narrative
US$80.71
10.2% undervalued intrinsic discount
Revenue
3.44% p.a.
Profit Margin
3.41%
Future PE
19.61x
Price in 2029
US$107.78
US$129.16
43.9% undervalued intrinsic discount
Revenue
5.58% p.a.
Profit Margin
4.66%
Future PE
20.98x
Price in 2029
US$172

Trending Discussion

No trending discussion available.

Updated Narratives

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BLDR: Housing Recovery And Cost Cuts Are Expected To Restore Earnings Power

Fair Value: US$80.71 10.2% undervalued intrinsic discount
26 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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BLDR: Reset Expectations Will Test Margin Recovery As Housing Starts Stay Soft

Fair Value: US$61 18.9% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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BLDR: Margin Resilience And Buybacks Will Support Future Upside

Fair Value: US$129.16 43.9% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Moderate growth potential with very low risk.

2 Risks
2 Rewards

Builders FirstSource, Inc. Key Details

US$14.4b

Revenue

US$10.2b

Cost of Revenue

US$4.2b

Gross Profit

US$4.1b

Other Expenses

US$102.6m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.95
29.19%
0.71%
114.6%
View Full Analysis

About BLDR

Founded
1998
Employees
28000
CEO
Peter Jackson
WebsiteView website
www.bldr.com

Builders FirstSource, Inc., together with its subsidiaries, provides building materials for professional builders in new residential construction and repair, and remodeling in the United States. It offers manufactured products, such as factory-built substitutes for job-site framing, wood floor and roof trusses, wall panels, and engineered wood; Ready-Frame, a whole house framing solution; manufactured and semi-custom modular homes, and built in a temperature-controlled facility under its Pine Grove Homes and Pleasant Valley Homes brand names; manufactured housing plans including ranch, community, and single-section homes; manufacturing, assembly, and distribution of windows; and the assembly and distribution of interior and exterior door units. The company also provides millwork, including interior trim and custom features under the Synboard brand name; specialty building products and services comprising vinyl, composite and wood siding, exterior trim, metal studs, cement, roofing, insulation, wallboard, ceilings, cabinets, and hardware; turn-key framing, shell construction, design assistance, and professional installation of products. In addition, it offers drafting, estimating, quoting, and virtual home design services to retailers, distributors, manufacturers, and homebuilders; dimensional lumber, plywood, and oriented strand board products used in on-site house framing. The company was formerly known as BSL Holdings, Inc. and changed its name to Builders FirstSource, Inc. in October 1999. Builders FirstSource, Inc. was incorporated in 1998 and is based in Irving, Texas.

Recent BLDR News & Updates

Seeking Alpha Aug 11

Builders FirstSource: An Interesting Public Leveraged Buyout

Summary Many of our holdings used the acquisition/buyback model described above. Since BFS is the largest building products distributor in the US, they have the largest scale advantages illustrated by margins and inventory turns that far outpace their competitors. The recently passed ROAD to Housing bill provides regulatory relief as well as financial incentives to stimulate new home construction. One way to calculate ROIIC, is to divide the changes in cashflow from operations by the capital expenditure and merger and acquisition investment over a given period of time. These assumptions result in a high teens EPS growth rate over the next five years, a $246 per share value and a 28% IRR. Read the full article on Seeking Alpha

Recent updates

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