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BlueLinx Holdings Inc.NYSE:BXC 株式レポート

時価総額 US$412.5m
株価
US$51.99
US$70
25.7% 割安 内在価値ディスカウント
1Y-22.3%
7D6.4%
1D
ポートフォリオ価値
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BlueLinx Holdings Inc.

NYSE:BXC 株式レポート

時価総額:US$412.5m

BlueLinx Holdings(BXC)株式概要

BlueLinx Holdings Inc.はその子会社とともに、米国で住宅用および商業用建築製品の販売に従事している。 詳細

BXC ファンダメンタル分析
スノーフレーク・スコア
評価4/6
将来の成長3/6
過去の実績0/6
財務の健全性4/6
配当金0/6

BXC Community Fair Values

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BlueLinx Holdings Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要BlueLinx Holdings
過去の株価
現在の株価US$51.99
52週高値US$88.30
52週安値US$44.78
ベータ1.48
1ヶ月の変化-1.55%
3ヶ月変化-21.13%
1年変化-22.31%
3年間の変化-41.07%
5年間の変化15.20%
IPOからの変化-61.49%

最新ニュース

ナラティブの更新 May 28

BXC: Reset Expectations And Higher Future P/E Will Shape A Constructive Outlook

Analysts have raised their fair value estimate for BlueLinx Holdings from $55 to $65, even as one firm recently trimmed its price target to $75, citing updated assumptions around discount rate, revenue growth, profit margins, and future P/E. Analyst Commentary Bearish analysts are signalling a more cautious stance on BlueLinx Holdings by trimming upside expectations, even while keeping constructive ratings in place.
ナラティブの更新 May 04

BXC: Reset Expectations And Governance Shifts Will Shape A Cautious Yet Balanced Outlook

Analysts have adjusted their view on BlueLinx Holdings with a lower price target of $75, down from $83. They cited updated assumptions for discount rates, revenue growth, profit margins, and future P/E levels.

Recent updates

ナラティブの更新 May 28

BXC: Reset Expectations And Higher Future P/E Will Shape A Constructive Outlook

Analysts have raised their fair value estimate for BlueLinx Holdings from $55 to $65, even as one firm recently trimmed its price target to $75, citing updated assumptions around discount rate, revenue growth, profit margins, and future P/E. Analyst Commentary Bearish analysts are signalling a more cautious stance on BlueLinx Holdings by trimming upside expectations, even while keeping constructive ratings in place.
ナラティブの更新 May 04

BXC: Reset Expectations And Governance Shifts Will Shape A Cautious Yet Balanced Outlook

Analysts have adjusted their view on BlueLinx Holdings with a lower price target of $75, down from $83. They cited updated assumptions for discount rates, revenue growth, profit margins, and future P/E levels.
ナラティブの更新 Apr 20

BXC: Reset Margin Outlook Will Support Higher Future Share Repricing

Analysts have trimmed their fair value estimate for BlueLinx Holdings to $70.00 from $71.25, reflecting a slightly lower profit margin outlook and a modest reduction in assumed future P/E. A recent Street target cut to $75 from $83 also points to a more measured price target framework.
ナラティブの更新 Apr 05

BXC: Reset Expectations And Governance Changes Will Shape A More Cautious Outlook

Analysts have trimmed their price target on BlueLinx Holdings to reflect a fair value adjustment from $68.00 to $55.00. They point to more conservative assumptions on discount rate, revenue growth, profit margins, and a higher future P/E, in line with the recent Street move to lower the target to $75 from $83.
ナラティブの更新 Mar 22

BXC: Rebased Earnings Framework Will Support Higher Future Share Repricing

Analysts have revised the price target on BlueLinx Holdings to $71.25 from $82, reflecting updated views on fair value, discount rates and earnings assumptions, with recent Street research, including a cut to $75, helping to frame this reset. Analyst Commentary Recent commentary around BlueLinx Holdings points to a more measured outlook on upside potential, even as analysts maintain a constructive stance on the company’s long term prospects.
ナラティブの更新 Mar 07

BXC: Revised Discount Assumptions Will Support Constructive Outlook Despite Lowered Expectations

Analysts have trimmed their price target on BlueLinx Holdings to $75 from $83, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E expectations. Analyst Commentary Bearish analysts cutting the price target to US$75 are signaling a more cautious stance on how BlueLinx might justify its current valuation relative to its earnings profile and business execution.
ナラティブの更新 Feb 21

BXC: Governance Reforms Will Shape Fairly Priced Outlook Under Revised Assumptions

Analysts now see BlueLinx Holdings' fair value holding at $68.00, with the updated view reflecting slightly higher assumptions for discount rate, revenue growth, profit margin and a future P/E of 24.84. What's in the News BlueLinx Holdings amended its Third Amended and Restated Bylaws, with changes effective as of the amendment date.
ナラティブの更新 Feb 07

BXC: Expanded Distribution Will Face Valuation Risk Despite Modest Assumption Tweaks

Analysts have modestly adjusted their price target for BlueLinx Holdings to US$68.00. This reflects updated assumptions around discount rate, revenue growth, profit margin, and future P/E, while leaving their overall fair value view broadly unchanged.
分析記事 Feb 07

BlueLinx Holdings Inc.'s (NYSE:BXC) 28% Share Price Surge Not Quite Adding Up

The BlueLinx Holdings Inc. ( NYSE:BXC ) share price has done very well over the last month, posting an excellent gain...
分析記事 Jan 30

Are Investors Undervaluing BlueLinx Holdings Inc. (NYSE:BXC) By 45%?

Key Insights The projected fair value for BlueLinx Holdings is US$125 based on 2 Stage Free Cash Flow to Equity...
ナラティブの更新 Jan 24

BXC: Future Returns Will Rely On Expanded Distribution And Continued Share Repurchases

Analysts have reaffirmed their price target for BlueLinx Holdings at US$68.00, supported by refreshed assumptions around a US$68.00 fair value estimate, a slightly lower discount rate, modestly adjusted revenue growth and profit margin inputs, and a small tweak to the assumed future P/E multiple. What's in the News BlueLinx Holdings announced a major expansion of its distribution partnership with Oldcastle APG, doubling the RDI Railing distribution footprint from eight to sixteen locations and adding MoistureShield Decking to the Long Island, NY and Portland, OR markets (Key Developments).
ナラティブの更新 Jan 09

BXC: Future Returns Will Rely On Expansion And Ongoing Share Repurchases

Analysts have reset their price target for BlueLinx Holdings to reflect an unchanged fair value estimate of $68.00, along with updated assumptions for discount rate, revenue growth, profit margin and future P/E. This signals a refined view of the stock's risk and earnings profile rather than a fundamental shift in valuation.
ナラティブの更新 Dec 14

BXC: Future Returns Will Depend On Expansion Amid Cautious Demand And Buybacks

Analysts have reduced their price target on BlueLinx Holdings from approximately 80 dollars to 68 dollars. This reflects a more conservative outlook on revenue growth and valuation multiples, partly offset by a modestly stronger profit margin profile.
分析記事 Dec 12

Is BlueLinx Holdings (NYSE:BXC) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Nov 21

BlueLinx Holdings Inc.'s (NYSE:BXC) 27% Share Price Plunge Could Signal Some Risk

Unfortunately for some shareholders, the BlueLinx Holdings Inc. ( NYSE:BXC ) share price has dived 27% in the last...
分析記事 Sep 13

Returns On Capital At BlueLinx Holdings (NYSE:BXC) Have Hit The Brakes

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
分析記事 Jul 19

Is Now The Time To Look At Buying BlueLinx Holdings Inc. (NYSE:BXC)?

BlueLinx Holdings Inc. ( NYSE:BXC ), might not be a large cap stock, but it saw a double-digit share price rise of over...
分析記事 Jun 24

BlueLinx Holdings Inc.'s (NYSE:BXC) Shares Lagging The Market But So Is The Business

With a price-to-earnings (or "P/E") ratio of 15.4x BlueLinx Holdings Inc. ( NYSE:BXC ) may be sending bullish signals...
分析記事 May 01

Is BlueLinx Holdings (NYSE:BXC) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha Apr 24

BlueLinx Holdings:  Multiple Paths To Return Significant Value

Summary The Fund increased activity due to U.S. import tariffs and market declines, initiating a position in BlueLinx Holdings and adding to other holdings. BlueLinx Holdings, a building products distributor, has a strong free cash flow and net cash balance sheet, despite recent stock declines. BlueLinx can enhance operating margins and leverage fixed costs for higher returns, potentially attracting industry consolidators and private equity. The Fund's activity reduced its cash position to 3.58%, down from 8.00% the prior quarter. Read the full article on Seeking Alpha
分析記事 Mar 31

A Look At The Fair Value Of BlueLinx Holdings Inc. (NYSE:BXC)

Key Insights BlueLinx Holdings' estimated fair value is US$75.37 based on 2 Stage Free Cash Flow to Equity With...
分析記事 Feb 25

Why Investors Shouldn't Be Surprised By BlueLinx Holdings Inc.'s (NYSE:BXC) 25% Share Price Plunge

Unfortunately for some shareholders, the BlueLinx Holdings Inc. ( NYSE:BXC ) share price has dived 25% in the last...
分析記事 Jan 22

Returns At BlueLinx Holdings (NYSE:BXC) Are On The Way Up

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 Dec 14

Here's Why BlueLinx Holdings (NYSE:BXC) Can Manage Its Debt Responsibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Nov 26

Market Participants Recognise BlueLinx Holdings Inc.'s (NYSE:BXC) Earnings Pushing Shares 26% Higher

BlueLinx Holdings Inc. ( NYSE:BXC ) shareholders have had their patience rewarded with a 26% share price jump in the...
分析記事 Nov 01

BlueLinx Holdings Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

It's been a good week for BlueLinx Holdings Inc. ( NYSE:BXC ) shareholders, because the company has just released its...
分析記事 Oct 17

Returns On Capital Are Showing Encouraging Signs At BlueLinx Holdings (NYSE:BXC)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Seeking Alpha Oct 06

BlueLinx Holdings: Warning Signs Including Price Deflation, Weak Cash Flows, And Institutional Pullback

Summary BlueLinx is facing a decline in sales, operating income, and net income driven by price deflation and decreased volumes across core product segments. Lower than expected US housing starts and building permits had an impact on total revenue, mainly due to the lock-in effect and affordability tightening. In my view, institutional investors and insiders show a lack of confidence, with no recent insider buying and a significant increase in the put/call ratio. Given these headwinds and mixed financial trends, I rate BlueLinx as a Hold, emphasizing caution due to double digit declines in key financial metrics. Read the full article on Seeking Alpha
User avatar
新しいナラティブ Sep 24

Specialty Products And Savvy Tech Investments Propel Operational Excellence And Market Expansion

Specialty products and modernizing operations, including e-commerce and efficient transportation systems, bolster revenue sustainability and operational efficiency.
分析記事 Sep 07

We Think BlueLinx Holdings (NYSE:BXC) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Jul 24

Investors Appear Satisfied With BlueLinx Holdings Inc.'s (NYSE:BXC) Prospects As Shares Rocket 25%

BlueLinx Holdings Inc. ( NYSE:BXC ) shareholders would be excited to see that the share price has had a great month...
分析記事 Jul 12

BlueLinx Holdings (NYSE:BXC) Might Have The Makings Of A Multi-Bagger

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Seeking Alpha Jul 08

BlueLinx: Headwinds In The Housing Market

Summary BXC's FY2023 net sales decreased due to price deflation and lower sales volumes. Additionally, profitability margins contracted as well. For 1Q24, BXC's net sales fell, but profitability margins remained robust year-over-year, despite facing headwinds from the housing market. LIRA forecasts a decrease in annual spending for home repairs and improvements. This is anticipated to create headwinds for BXC. The high interest rate environment due to persistent inflation is expected to continue creating headwinds for the housing market. Read the full article on Seeking Alpha
分析記事 Jun 05

BlueLinx Holdings Inc. (NYSE:BXC) Might Not Be As Mispriced As It Looks

There wouldn't be many who think BlueLinx Holdings Inc.'s ( NYSE:BXC ) price-to-earnings (or "P/E") ratio of 17.4x is...
分析記事 Apr 11

BlueLinx Holdings (NYSE:BXC) Has A Pretty Healthy Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Apr 01

BlueLinx From Tailwind To Headwind

Summary BlueLinx's financials are signaling that the tailwinds of COVID-19 are over in the building sector. Net sales and gross profit are on the decline. Despite a huge increase in share price, we believe BXC is still fairly valued. Read the full article on Seeking Alpha

株主還元

BXCUS Trade DistributorsUS 市場
7D6.4%1.3%1.5%
1Y-22.3%20.3%28.6%

業界別リターン: BXC過去 1 年間で20.3 % の収益を上げたUS Trade Distributors業界を下回りました。

リターン対市場: BXCは、過去 1 年間で28.6 % のリターンを上げたUS市場を下回りました。

価格変動

Is BXC's price volatile compared to industry and market?
BXC volatility
BXC Average Weekly Movement11.6%
Trade Distributors Industry Average Movement7.3%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.0%

安定した株価: BXCの株価は、 US市場と比較して過去 3 か月間で変動しています。

時間の経過による変動: BXCの weekly volatility ( 12% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
20042,149Shyam Reddybluelinxco.com

BlueLinx Holdings Inc.はその子会社とともに、米国で住宅用および商業用建築製品の流通に携わっている。同社は、エンジニアリングウッド、サイディング、造作材、アウトドアリビング、特殊製材・パネル、工業製品などの特殊製品、製材、合板、配向性ストランドボード、鉄筋、リメッシュなどの構造用製品、および建設プロジェクトの構造支持に使用されるその他の木材製品を販売している。様々な付加価値サービスやソリューションを顧客やサプライヤーに提供している。同社は全国のホームセンター、プロディーラー、協同組合、専門販売店、地域・地元ディーラー、工業メーカーを顧客としている。倉庫販売、積み替え販売、直接販売で製品を販売している。BlueLinx Holdings Inc.は2004年に設立され、ジョージア州マリエッタに本社を置いている。

BlueLinx Holdings Inc. 基礎のまとめ

BlueLinx Holdings の収益と売上を時価総額と比較するとどうか。
BXC 基礎統計学
時価総額US$412.47m
収益(TTM)-US$4.04m
売上高(TTM)US$2.98b
0.1x
P/Sレシオ
-100.1x
PER(株価収益率

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
BXC 損益計算書(TTM)
収益US$2.98b
売上原価US$2.52b
売上総利益US$456.90m
その他の費用US$460.94m
収益-US$4.04m

直近の収益報告

Apr 04, 2026

次回決算日

該当なし

一株当たり利益(EPS)-0.52
グロス・マージン15.35%
純利益率-0.14%
有利子負債/自己資本比率48.2%

BXC の長期的なパフォーマンスは?

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/29 18:54
終値2026/05/29 00:00
収益2026/04/04
年間収益2026/01/03

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

BlueLinx Holdings Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7

アナリスト機関
Reuben GarnerBenchmark Company
Alexander RygielB. Riley Securities, Inc.
Kurt YingerD.A. Davidson & Co.