Builders FirstSource, Inc. manufactures and supplies building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers in the United States. More Details
Adequate balance sheet and slightly overvalued.
Share Price & News
How has Builders FirstSource's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: BLDR is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 6% a week.
Volatility Over Time: BLDR's weekly volatility has decreased from 11% to 6% over the past year.
7 Day Return
1 Year Return
Return vs Industry: BLDR exceeded the US Building industry which returned 17.4% over the past year.
Return vs Market: BLDR exceeded the US Market which returned 22.7% over the past year.
Long-Term Price Volatility Vs. Market
How volatile is Builders FirstSource's share price compared to the market and industry in the last 5 years?
Simply Wall St News
2 weeks ago | Simply Wall StEstimating The Intrinsic Value Of Builders FirstSource, Inc. (NASDAQ:BLDR)
1 month ago | Simply Wall StBuilders FirstSource (NASDAQ:BLDR) Has A Pretty Healthy Balance Sheet
1 month ago | Simply Wall StIs Builders FirstSource's (NASDAQ:BLDR) 156% Share Price Increase Well Justified?
Is Builders FirstSource undervalued compared to its fair value and its price relative to the market?
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: BLDR ($35.23) is trading above our estimate of fair value ($32.75)
Significantly Below Fair Value: BLDR is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: BLDR is good value based on its PE Ratio (19.1x) compared to the US Building industry average (23.4x).
PE vs Market: BLDR is good value based on its PE Ratio (19.1x) compared to the US market (19.4x).
Price to Earnings Growth Ratio
PEG Ratio: BLDR is poor value based on its PEG Ratio (1x)
Price to Book Ratio
PB vs Industry: BLDR is overvalued based on its PB Ratio (4.1x) compared to the US Building industry average (2.7x).
How is Builders FirstSource forecast to perform in the next 1 to 3 years based on estimates from 10 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: BLDR's forecast earnings growth (18.5% per year) is above the savings rate (2.2%).
Earnings vs Market: BLDR's earnings (18.5% per year) are forecast to grow slower than the US market (21.8% per year).
High Growth Earnings: BLDR's earnings are forecast to grow, but not significantly.
Revenue vs Market: BLDR's revenue (5.2% per year) is forecast to grow slower than the US market (10.2% per year).
High Growth Revenue: BLDR's revenue (5.2% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: Insufficient data to determine if BLDR's Return on Equity is forecast to be high in 3 years time
How has Builders FirstSource performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: BLDR has high quality earnings.
Growing Profit Margin: BLDR's current net profit margins (2.8%) are lower than last year (3.2%).
Past Earnings Growth Analysis
Earnings Trend: BLDR has become profitable over the past 5 years, growing earnings by 36% per year.
Accelerating Growth: BLDR's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: BLDR had negative earnings growth (-7.5%) over the past year, making it difficult to compare to the Building industry average (11.8%).
Return on Equity
High ROE: Whilst BLDR's Return on Equity (21.33%) is high, this metric is skewed due to their high level of debt.
How is Builders FirstSource's financial position?
Financial Position Analysis
Short Term Liabilities: BLDR's short term assets ($2.1B) exceed its short term liabilities ($1.1B).
Long Term Liabilities: BLDR's short term assets ($2.1B) exceed its long term liabilities ($1.9B).
Debt to Equity History and Analysis
Debt Level: BLDR's debt to equity ratio (156.5%) is considered high.
Reducing Debt: BLDR's debt to equity ratio has reduced from 1298.3% to 156.5% over the past 5 years.
Debt Coverage: BLDR's debt is not well covered by operating cash flow (19%).
Interest Coverage: BLDR's interest payments on its debt are well covered by EBIT (4.2x coverage).
What is Builders FirstSource current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Notable Dividend: Unable to evaluate BLDR's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.
High Dividend: Unable to evaluate BLDR's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if BLDR's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if BLDR's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of BLDR's dividend in 3 years as they are not forecast to pay a notable one for the US market.
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
M. Crow (52 yo)
Mr. M. Chad Crow has been the President and CEO of Builders Firstsource, Inc. since November 6, 2014 and January 1, 2018 respectively. Mr. Crow served as the Chief Operating Officer of Builders Firstsource...
CEO Compensation Analysis
Compensation vs Market: M.'s total compensation ($USD5.00M) is about average for companies of similar size in the US market ($USD5.21M).
Compensation vs Earnings: M.'s compensation has been consistent with company performance over the past year.
|CEO, President & Director||2.92yrs||US$5.00m||0.13% |
|Senior VP & CFO||4.08yrs||US$2.10m||0% |
|Chief Operating Officer of West||2.83yrs||US$1.35m||0.024% |
|Chief Operating Officer of East||2.08yrs||US$1.45m||0.027% |
|Senior VP & Chief Accounting Officer||5.25yrs||no data||0.013% |
|Senior Vice President of Investor Relations||no data||no data||no data|
|Vice President of Human Resources||no data||no data||no data|
|Senior Vice President of Manufacturing||no data||no data||no data|
|Senior VP of Operations - Region 7||no data||no data||no data|
|Senior VP of Operations - Region 1||no data||no data||no data|
|Senior VP of Operations - Region 2||no data||no data||no data|
Experienced Management: BLDR's management team is considered experienced (3.5 years average tenure).
|CEO, President & Director||2.92yrs||US$5.00m||0.13% |
|Independent Director||3.67yrs||US$190.24k||0.082% |
|Independent Director||15.25yrs||US$215.13k||0.024% |
|Independent Chairman of the Board||no data||US$289.66k||0.98% |
|Independent Director||21.92yrs||US$195.13k||0.049% |
|Independent Director||8.83yrs||US$190.55k||0.021% |
|Independent Director||14.5yrs||US$205.13k||0.089% |
|Independent Director||1.17yrs||US$103.46k||0.0050% |
|Independent Director||1.33yrs||US$139.52k||0.0060% |
Experienced Board: BLDR's board of directors are considered experienced (8.8 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Builders FirstSource, Inc.'s company bio, employee growth, exchange listings and data sources
- Name: Builders FirstSource, Inc.
- Ticker: BLDR
- Exchange: NasdaqGS
- Founded: 1998
- Industry: Building Products
- Sector: Capital Goods
- Market Cap: US$4.115b
- Shares outstanding: 116.81m
- Website: https://www.bldr.com
Number of Employees
- Builders FirstSource, Inc.
- 2001 Bryan Street
- Suite 1600
- United States
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|BLDR||NasdaqGS (Nasdaq Global Select)||Yes||Common Stock||US||USD||Jun 2005|
|B1F||DB (Deutsche Boerse AG)||Yes||Common Stock||DE||EUR||Jun 2005|
Builders FirstSource, Inc. manufactures and supplies building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers in the U...
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/12/02 23:43|
|End of Day Share Price||2020/12/02 00:00|
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.