Builders FirstSource Management
Management criteria checks 3/4
Builders FirstSource's CEO is Peter Jackson, appointed in Nov 2024, has a tenure of less than a year. total yearly compensation is $3.59M, comprised of 19.1% salary and 80.9% bonuses, including company stock and options. directly owns 0.16% of the company’s shares, worth $26.71M. The average tenure of the management team and the board of directors is 1.8 years and 4.5 years respectively.
Key information
Peter Jackson
Chief executive officer
US$3.6m
Total compensation
| CEO salary percentage | 19.1% |
| CEO tenure | less than a year |
| CEO ownership | 0.2% |
| Management average tenure | 1.8yrs |
| Board average tenure | 4.5yrs |
Recent management updates
Recent updates
Improved Earnings Required Before Builders FirstSource, Inc. (NYSE:BLDR) Shares Find Their Feet
Nov 30
Builders FirstSource: Encouraging Margins But Soft Revenue In Q3
Nov 06Builders FirstSource: Tuesday Drop May Indicate Trouble To Come For Homebuilding
Oct 30Builders FirstSource, Inc. (NYSE:BLDR) Shares Could Be 34% Below Their Intrinsic Value Estimate
Oct 08Builders FirstSource (NYSE:BLDR) Seems To Use Debt Quite Sensibly
Sep 20Builders FirstSource: Cautious Approach Due To Housing Challenges
Sep 12Why Investors Shouldn't Be Surprised By Builders FirstSource, Inc.'s (NYSE:BLDR) Low P/E
Aug 11Builders FirstSource, Inc.'s (NYSE:BLDR) Intrinsic Value Is Potentially 76% Above Its Share Price
Jul 05After Months Of Pounding, Is Builders FirstSource Finally Dipping Into Value Range?
Jul 04These 4 Measures Indicate That Builders FirstSource (NYSE:BLDR) Is Using Debt Reasonably Well
Jun 17Benign Growth For Builders FirstSource, Inc. (NYSE:BLDR) Underpins Its Share Price
May 08Builders FirstSource: Disappointing Q1 As Multifamily Weighs
May 08Builders FirstSource Is A Great Short
Apr 17Builders FirstSource: Results Powered By Stock Repurchases (Rating Downgrade)
Apr 01Builders FirstSource: Why I'm Calling It A Day Here
Mar 13Is Builders FirstSource (NYSE:BLDR) Using Too Much Debt?
Mar 06Builders FirstSource: Capitalizing On The Structural Home Shortage In The U.S.
Feb 12Builders FirstSource, Inc. (NYSE:BLDR) Shares Could Be 28% Above Their Intrinsic Value Estimate
Feb 08Builders FirstSource, Inc. (NYSE:BLDR) Surges 25% Yet Its Low P/E Is No Reason For Excitement
Dec 27Builders FirstSource: Ready For 2024, A Bargain Opportunity, 7x FCF
Dec 04Builders FirstSource Is A Good Buy At Current Levels
Nov 14Builders FirstSource's Rally Is Largely Complete
Sep 24Builders FirstSource: Massive Capital Returns, Cheap Stock, Headed Higher
Sep 09Builders FirstSource: Short Opportunity As Homebuilder Momentum Fades
Aug 17Builders FirstSource: A Leader Ideally Positioned To Benefit From U.S. Housing Shortage
Aug 07Builders FirstSource: Building Value
Jul 14Builders FirstSource: Strong Cash Flows In Surging Housing Demand
Jun 30Top '23 Picks Update: How To Play Our 80% Gainer (Builders FirstSource) And The Trade Desk's 70% Breakout
Jun 04Builders FirstSource: Ready To Sizzle In 2023
Feb 02CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Sep 30 2024 | n/a | n/a | US$1b |
| Jun 30 2024 | n/a | n/a | US$1b |
| Mar 31 2024 | n/a | n/a | US$1b |
| Dec 31 2023 | US$4m | US$686k | US$2b |
| Sep 30 2023 | n/a | n/a | US$2b |
| Jun 30 2023 | n/a | n/a | US$2b |
| Mar 31 2023 | n/a | n/a | US$2b |
| Dec 31 2022 | US$5m | US$655k | US$3b |
| Sep 30 2022 | n/a | n/a | US$3b |
| Jun 30 2022 | n/a | n/a | US$3b |
| Mar 31 2022 | n/a | n/a | US$2b |
| Dec 31 2021 | US$3m | US$625k | US$2b |
| Sep 30 2021 | n/a | n/a | US$1b |
| Jun 30 2021 | n/a | n/a | US$896m |
| Mar 31 2021 | n/a | n/a | US$477m |
| Dec 31 2020 | US$3m | US$533k | US$314m |
| Sep 30 2020 | n/a | n/a | US$215m |
| Jun 30 2020 | n/a | n/a | US$207m |
| Mar 31 2020 | n/a | n/a | US$195m |
| Dec 31 2019 | US$2m | US$525k | US$222m |
| Sep 30 2019 | n/a | n/a | US$232m |
| Jun 30 2019 | n/a | n/a | US$228m |
| Mar 31 2019 | n/a | n/a | US$218m |
| Dec 31 2018 | US$2m | US$498k | US$205m |
| Sep 30 2018 | n/a | n/a | US$110m |
| Jun 30 2018 | n/a | n/a | US$77m |
| Mar 31 2018 | n/a | n/a | US$58m |
| Dec 31 2017 | US$1m | US$425k | US$39m |
Compensation vs Market: Peter's total compensation ($USD3.59M) is below average for companies of similar size in the US market ($USD12.86M).
Compensation vs Earnings: Peter's compensation has been consistent with company performance over the past year.
CEO
Peter Jackson (52 yo)
less than a year
Tenure
US$3,591,073
Compensation
Mr. Peter M. Jackson is President, CEO & Director of Builders FirstSource, Inc. from November 6, 2024 and was its Chief Financial Officer since November 14, 2016 until November 6, 2024. Mr. Jackson serves...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | less than a year | US$3.59m | 0.16% $ 26.7m | |
| Chief Operating Officer | 1.8yrs | US$3.73m | 0.058% $ 9.7m | |
| Executive VP | 3.9yrs | US$3.33m | 0.044% $ 7.4m | |
| President of West Division | 6.8yrs | US$2.74m | 0.10% $ 17.1m | |
| Chief Financial Officer | less than a year | no data | 0.049% $ 8.3m | |
| Senior VP & Chief Accounting Officer | 9.3yrs | no data | 0.046% $ 7.7m | |
| Senior Vice President of Investor Relations | no data | no data | no data | |
| President of Central Division | less than a year | no data | 0.019% $ 3.2m | |
| Executive Vice President of Digital Solutions | no data | no data | no data | |
| Chief Talent Officer | 3.9yrs | US$3.40m | 0.015% $ 2.6m | |
| Executive Vice President of Sourcing & Supply Chain | no data | no data | no data | |
| President of East Division | 1.7yrs | no data | 0.018% $ 3.1m |
1.8yrs
Average Tenure
52yo
Average Age
Experienced Management: BLDR's management team is not considered experienced ( 1.8 years average tenure), which suggests a new team.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | less than a year | US$3.59m | 0.16% $ 26.7m | |
| Independent Director | 2.5yrs | US$294.81k | 0.0062% $ 1.0m | |
| Independent Director | 3.9yrs | US$294.81k | 0.035% $ 6.0m | |
| Independent Director | 19.3yrs | US$314.97k | 0.028% $ 4.7m | |
| Independent Chairman of the Board | 26.9yrs | US$427.19k | 1.02% $ 171.3m | |
| Independent Director | 25.9yrs | US$294.81k | 0.067% $ 11.3m | |
| Independent Director | 3.9yrs | US$294.81k | 0.073% $ 12.2m | |
| Independent Director | 3.9yrs | US$294.81k | 0.017% $ 2.9m | |
| Independent Director | 18.5yrs | US$312.20k | 0.082% $ 13.8m | |
| Independent Director | 5.2yrs | US$319.76k | 0.023% $ 3.9m | |
| Director | no data | US$8.11m | 0.096% $ 16.2m |
4.5yrs
Average Tenure
61yo
Average Age
Experienced Board: BLDR's board of directors are considered experienced (4.5 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/20 22:44 |
| End of Day Share Price | 2024/12/20 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2023/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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
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Industry and Sector Metrics
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Analyst Sources
Builders FirstSource, Inc. is covered by 31 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| David Manthey | Baird |
| Matthew Bouley | Barclays |
| Matthew McCall | BB&T Capital Markets |