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Builders FirstSource, Inc. Stock Price

NYSE:BLDR Community·US$10.5b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 47 Fair Values set on narratives written by author

BLDR Share Price Performance

US$101.62
-76.90 (-43.08%)
US$135.33
Fair Value
US$101.62
-76.90 (-43.08%)
24.9% undervalued intrinsic discount
US$135.33
Fair Value
Price US$101.62
AnalystConsensusTarget US$135.33
AnalystHighTarget US$159.77
AnalystLowTarget US$125.23

BLDR Community Narratives

AnalystConsensusTarget·
Fair Value US$135.33 24.9% undervalued intrinsic discount

Turnkey Market Expansion And Share Repurchases Will Drive Future Upside

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25users have followed this narrative
AnalystHighTarget·
Fair Value US$171.29 40.7% undervalued intrinsic discount

Millennial And Gen Z Housing Demand Will Drive Sustainable Construction

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AnalystLowTarget·
Fair Value US$118 13.9% undervalued intrinsic discount

Housing Contraction And Margin Squeeze Will Deliver A Slight Rebound

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US$118
13.9% undervalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
1.62% p.a.
Profit Margin
6.81%
Future PE
11.51x
Share price in 2028
US$149.59

Updated Narratives

BLDR logo

Turnkey Market Expansion And Share Repurchases Will Drive Future Upside

Fair Value: US$135.33 24.9% undervalued intrinsic discount
25 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
BLDR logo

Housing Contraction And Margin Squeeze Will Deliver A Slight Rebound

Fair Value: US$118 13.9% undervalued intrinsic discount
0 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
BLDR logo

Millennial And Gen Z Housing Demand Will Drive Sustainable Construction

Fair Value: US$171.29 40.7% undervalued intrinsic discount
0 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Adequate balance sheet and fair value.

2 Risks
3 Rewards

Builders FirstSource, Inc. Key Details

US$15.7b

Revenue

US$10.8b

Cost of Revenue

US$4.8b

Gross Profit

US$4.3b

Other Expenses

US$594.0m

Earnings

Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
5.37
30.97%
3.79%
102.9%
View Full Analysis

About BLDR

Founded
1998
Employees
29000
CEO
Peter Jackson
WebsiteView website
www.bldr.com

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 manufactured products, such as wood floor and roof trusses, floor trusses, wall panels, stairs, and engineered wood products under the Ready-Frame brand name; windows and doors comprising interior and exterior door units; millwork includes interior trim and custom features, such as intricate mouldings, stair parts, and columns under the Synboard brand name. The company also provides specialty building products and services, including vinyl, composite and wood siding, exterior trims, metal studs, cement, roofing, insulation, wallboards, ceilings, cabinets, and hardware products; turn-key framing, shell construction, design assistance, and professional installation services; and lumber and lumber sheet goods comprising dimensional lumber, plywood, and oriented strand board products that are used in on-site house framing. In addition, it offers software products, such as drafting, estimating, quoting, and virtual home design services, which provide software solutions to retailers, distributors, manufacturers, and homebuilders. It serves its products to production builders and small custom homebuilders, as well as multi-family builders, repair and remodeling contractors, and light commercial contractors. 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.

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