Builders FirstSource, Inc.

DB:B1F Stock Report

Market Cap: €16.1b

Builders FirstSource Valuation

Is B1F undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

6/6

Valuation Score 6/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of B1F when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: B1F (€137.45) is trading below our estimate of fair value (€182.57)

Significantly Below Fair Value: B1F is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for B1F?

Key metric: As B1F is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for B1F. This is calculated by dividing B1F's market cap by their current earnings.
What is B1F's PE Ratio?
PE Ratio13.4x
EarningsUS$1.24b
Market CapUS$16.58b

Price to Earnings Ratio vs Peers

How does B1F's PE Ratio compare to its peers?

The above table shows the PE ratio for B1F vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average18x
VIB3 Villeroy & Boch
14.2x43.5%€401.8m
ST5 STEICO
9.4x-7.2%€256.9m
WUG Westag
24.3xn/a€117.9m
MTX MTU Aero Engines
24.1x11.5%€17.1b
B1F Builders FirstSource
13.4x4.2%€16.6b

Price-To-Earnings vs Peers: B1F is good value based on its Price-To-Earnings Ratio (13.4x) compared to the peer average (18x).

Price to Earnings Ratio vs Industry

How does B1F's PE Ratio compare vs other companies in the European Building Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
B1F 13.4xIndustry Avg. 20.6xNo. of Companies9PE01224364860+
0 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: B1F is good value based on its Price-To-Earnings Ratio (13.4x) compared to the European Building industry average (20.6x).

Price to Earnings Ratio vs Fair Ratio

What is B1F's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

B1F PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio13.4x
Fair PE Ratio18.3x

Price-To-Earnings vs Fair Ratio: B1F is good value based on its Price-To-Earnings Ratio (13.4x) compared to the estimated Fair Price-To-Earnings Ratio (18.3x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst B1F forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current€137.45
€202.28
+47.2%
10.0%€225.13€160.26n/a18
Dec ’25€173.50
€196.57
+13.3%
8.8%€216.13€163.03n/a17
Nov ’25€159.85
€192.46
+20.4%
10.1%€214.92€156.56n/a16
Oct ’25€173.75
€178.06
+2.5%
10.3%€206.03€151.39n/a15
Sep ’25€154.55
€165.89
+7.3%
7.7%€199.55€148.57n/a15
Aug ’25€153.60
€182.31
+18.7%
8.7%€212.41€161.61n/a16
Jul ’25€127.45
€187.75
+47.3%
9.2%€225.81€163.29n/a17
Jun ’25€145.70
€189.14
+29.8%
8.2%€224.07€162.03n/a17
May ’25€174.10
€202.37
+16.2%
8.2%€227.19€164.29n/a17
Apr ’25€194.10
€198.88
+2.5%
9.0%€230.03€151.82n/a18
Mar ’25€185.30
€197.33
+6.5%
9.9%€230.70€152.26n/a18
Feb ’25€157.50
€169.12
+7.4%
11.5%€203.61€126.79n/a18
Jan ’25€147.60
€155.01
+5.0%
12.0%€181.60€124.40€138.0017
Dec ’24€122.75
€147.87
+20.5%
13.1%€183.90€117.70€173.5016
Nov ’24€100.65
€158.35
+57.3%
12.6%€208.19€127.75€159.8515
Oct ’24€119.20
€159.27
+33.6%
12.3%€202.77€124.43€173.7515
Sep ’24€133.70
€159.27
+19.1%
12.3%€202.77€124.43€154.5515
Aug ’24€133.25
€123.87
-7.0%
18.4%€159.57€87.53€153.6014
Jul ’24€125.25
€115.28
-8.0%
16.4%€146.72€88.03€127.4514
Jun ’24€107.30
€115.32
+7.5%
15.9%€148.80€89.28€145.7014
May ’24€83.46
€86.46
+3.6%
13.0%€104.82€70.19€174.1014
Apr ’24€81.01
€88.62
+9.4%
12.4%€108.50€72.65€194.1014
Mar ’24€79.87
€86.09
+7.8%
14.2%€107.86€66.59€185.3014
Feb ’24€72.97
€72.58
-0.5%
11.7%€87.68€54.45€157.5014
Jan ’24€60.82
€73.35
+20.6%
10.8%€89.50€55.58€147.6014

Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/06 20:27
End of Day Share Price 2025/01/03 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Builders FirstSource, Inc. is covered by 32 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David MantheyBaird
Matthew BouleyBarclays
Matthew McCallBB&T Capital Markets