Builders FirstSource, Inc.

NYSE:BLDR Stock Report

Market Cap: US$22.8b

Builders FirstSource Management

Management criteria checks 3/4

Builders FirstSource's CEO is Dave Rush, appointed in Nov 2022, has a tenure of 1.92 years. total yearly compensation is $8.11M, comprised of 12.3% salary and 87.7% bonuses, including company stock and options. directly owns 0.099% of the company’s shares, worth $22.62M. The average tenure of the management team and the board of directors is 3.8 years and 5 years respectively.

Key information

Dave Rush

Chief executive officer

US$8.1m

Total compensation

CEO salary percentage12.3%
CEO tenure1.9yrs
CEO ownership0.1%
Management average tenure3.8yrs
Board average tenure5yrs

Recent management updates

Recent updates

Builders FirstSource, Inc. (NYSE:BLDR) Shares Could Be 34% Below Their Intrinsic Value Estimate

Oct 08
Builders FirstSource, Inc. (NYSE:BLDR) Shares Could Be 34% Below Their Intrinsic Value Estimate

Builders FirstSource (NYSE:BLDR) Seems To Use Debt Quite Sensibly

Sep 20
Builders FirstSource (NYSE:BLDR) Seems To Use Debt Quite Sensibly

Builders FirstSource: Cautious Approach Due To Housing Challenges

Sep 12

Why Investors Shouldn't Be Surprised By Builders FirstSource, Inc.'s (NYSE:BLDR) Low P/E

Aug 11
Why Investors Shouldn't Be Surprised By Builders FirstSource, Inc.'s (NYSE:BLDR) Low P/E

Builders FirstSource, Inc.'s (NYSE:BLDR) Intrinsic Value Is Potentially 76% Above Its Share Price

Jul 05
Builders FirstSource, Inc.'s (NYSE:BLDR) Intrinsic Value Is Potentially 76% Above Its Share Price

After Months Of Pounding, Is Builders FirstSource Finally Dipping Into Value Range?

Jul 04

These 4 Measures Indicate That Builders FirstSource (NYSE:BLDR) Is Using Debt Reasonably Well

Jun 17
These 4 Measures Indicate That Builders FirstSource (NYSE:BLDR) Is Using Debt Reasonably Well

Benign Growth For Builders FirstSource, Inc. (NYSE:BLDR) Underpins Its Share Price

May 08
Benign Growth For Builders FirstSource, Inc. (NYSE:BLDR) Underpins Its Share Price

Builders FirstSource: Disappointing Q1 As Multifamily Weighs

May 08

Builders FirstSource Is A Great Short

Apr 17

Builders FirstSource: Results Powered By Stock Repurchases (Rating Downgrade)

Apr 01

Builders FirstSource: Why I'm Calling It A Day Here

Mar 13

Is Builders FirstSource (NYSE:BLDR) Using Too Much Debt?

Mar 06
Is Builders FirstSource (NYSE:BLDR) Using Too Much Debt?

Builders FirstSource: Capitalizing On The Structural Home Shortage In The U.S.

Feb 12

Builders FirstSource, Inc. (NYSE:BLDR) Shares Could Be 28% Above Their Intrinsic Value Estimate

Feb 08
Builders FirstSource, Inc. (NYSE:BLDR) Shares Could Be 28% Above Their Intrinsic Value Estimate

Builders FirstSource, Inc. (NYSE:BLDR) Surges 25% Yet Its Low P/E Is No Reason For Excitement

Dec 27
Builders FirstSource, Inc. (NYSE:BLDR) Surges 25% Yet Its Low P/E Is No Reason For Excitement

Builders FirstSource: Ready For 2024, A Bargain Opportunity, 7x FCF

Dec 04

Builders FirstSource Is A Good Buy At Current Levels

Nov 14

Is Builders FirstSource (NYSE:BLDR) A Risky Investment?

Nov 13
Is Builders FirstSource (NYSE:BLDR) A Risky Investment?

A Look At The Fair Value Of Builders FirstSource, Inc. (NYSE:BLDR)

Oct 23
A Look At The Fair Value Of Builders FirstSource, Inc. (NYSE:BLDR)

Builders FirstSource's Rally Is Largely Complete

Sep 24

Builders FirstSource: Massive Capital Returns, Cheap Stock, Headed Higher

Sep 09

Is Builders FirstSource, Inc. (NYSE:BLDR) Potentially Undervalued?

Aug 24
Is Builders FirstSource, Inc. (NYSE:BLDR) Potentially Undervalued?

Builders FirstSource: Short Opportunity As Homebuilder Momentum Fades

Aug 17

Builders FirstSource: A Leader Ideally Positioned To Benefit From U.S. Housing Shortage

Aug 07

Builders FirstSource (NYSE:BLDR) Has A Pretty Healthy Balance Sheet

Aug 06
Builders FirstSource (NYSE:BLDR) Has A Pretty Healthy Balance Sheet

Builders FirstSource: Building Value

Jul 14

Do Builders FirstSource's (NYSE:BLDR) Earnings Warrant Your Attention?

Jul 04
Do Builders FirstSource's (NYSE:BLDR) Earnings Warrant Your Attention?

Builders FirstSource: Strong Cash Flows In Surging Housing Demand

Jun 30

Top '23 Picks Update: How To Play Our 80% Gainer (Builders FirstSource) And The Trade Desk's 70% Breakout

Jun 04

Calculating The Intrinsic Value Of Builders FirstSource, Inc. (NYSE:BLDR)

May 24
Calculating The Intrinsic Value Of Builders FirstSource, Inc. (NYSE:BLDR)

Is Now An Opportune Moment To Examine Builders FirstSource, Inc. (NYSE:BLDR)?

May 11
Is Now An Opportune Moment To Examine Builders FirstSource, Inc. (NYSE:BLDR)?

Does Builders FirstSource (NYSE:BLDR) Have A Healthy Balance Sheet?

Apr 28
Does Builders FirstSource (NYSE:BLDR) Have A Healthy Balance Sheet?

We Ran A Stock Scan For Earnings Growth And Builders FirstSource (NYSE:BLDR) Passed With Ease

Mar 27
We Ran A Stock Scan For Earnings Growth And Builders FirstSource (NYSE:BLDR) Passed With Ease

Builders FirstSource: Ready To Sizzle In 2023

Feb 02

Does Builders FirstSource (NYSE:BLDR) Have A Healthy Balance Sheet?

Jan 26
Does Builders FirstSource (NYSE:BLDR) Have A Healthy Balance Sheet?

Is Now The Time To Look At Buying Builders FirstSource, Inc. (NYSE:BLDR)?

Jan 11
Is Now The Time To Look At Buying Builders FirstSource, Inc. (NYSE:BLDR)?

Builders FirstSource names Dave Rush as CEO

Jan 10

Builders FirstSource: Weak Housing Market Presents A Good Buying Opportunity

Dec 29

Here's Why We Think Builders FirstSource (NYSE:BLDR) Is Well Worth Watching

Dec 15
Here's Why We Think Builders FirstSource (NYSE:BLDR) Is Well Worth Watching

Analysts Have Just Cut Their Builders FirstSource, Inc. (NYSE:BLDR) Revenue Estimates By 6.3%

Nov 17
Analysts Have Just Cut Their Builders FirstSource, Inc. (NYSE:BLDR) Revenue Estimates By 6.3%

Builders FirstSource: Likely Overvalued As Construction Outlook Wanes

Nov 14

CEO Compensation Analysis

How has Dave Rush's remuneration changed compared to Builders FirstSource's earnings?
DateTotal CompensationSalaryCompany Earnings
Jun 30 2024n/an/a

US$1b

Mar 31 2024n/an/a

US$1b

Dec 31 2023US$8mUS$1m

US$2b

Sep 30 2023n/an/a

US$2b

Jun 30 2023n/an/a

US$2b

Mar 31 2023n/an/a

US$2b

Dec 31 2022US$2mUS$587k

US$3b

Sep 30 2022n/an/a

US$3b

Jun 30 2022n/an/a

US$3b

Mar 31 2022n/an/a

US$2b

Dec 31 2021US$5mUS$525k

US$2b

Sep 30 2021n/an/a

US$1b

Jun 30 2021n/an/a

US$896m

Mar 31 2021n/an/a

US$477m

Dec 31 2020US$2mUS$472k

US$314m

Sep 30 2020n/an/a

US$215m

Jun 30 2020n/an/a

US$207m

Mar 31 2020n/an/a

US$195m

Dec 31 2019US$1mUS$450k

US$222m

Sep 30 2019n/an/a

US$232m

Jun 30 2019n/an/a

US$228m

Mar 31 2019n/an/a

US$218m

Dec 31 2018US$1mUS$372k

US$205m

Compensation vs Market: Dave's total compensation ($USD8.11M) is below average for companies of similar size in the US market ($USD12.96M).

Compensation vs Earnings: Dave's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.


CEO

Dave Rush (61 yo)

1.9yrs

Tenure

US$8,105,991

Compensation

Mr. David E. Rush, also known as Dave, serves as the Chief Executive Officer of Builders FirstSource, Inc. since January 10, 2023 and its Director since 2022. Mr. Rush is the President of Builders FirstSou...


Leadership Team

NamePositionTenureCompensationOwnership
David Rush
CEO, President & Director1.9yrsUS$8.11m0.099%
$ 22.6m
Peter Jackson
Executive VP & CFO7.9yrsUS$3.59m0.15%
$ 33.0m
Stephen Herron
Chief Operating Officer1.6yrsUS$3.73m0.054%
$ 12.2m
Timothy Johnson
Executive VP3.8yrsUS$3.33m0.039%
$ 8.9m
Scott Robins
President of West Division6.7yrsUS$2.74m0.096%
$ 21.9m
Jami Coulter
Senior VP & Chief Accounting Officer9.1yrsno data0.045%
$ 10.3m
Heather Kos
Senior Vice President of Investor Relationsno datano datano data
Amy Messersmith
Chief People Officer2.6yrsno data0.0080%
$ 1.8m
Tim Page
Executive Vice President of Digital Solutionsno datano datano data
Michael Hiller
President of Central Division3.8yrsUS$3.40m0.011%
$ 2.4m
Thomas Barnes
Executive Vice President of Sourcing & Supply Chainno datano datano data
Paul McCrobie
President of East Division1.5yrsno data0.019%
$ 4.3m

3.8yrs

Average Tenure

52yo

Average Age

Experienced Management: BLDR's management team is considered experienced (3.8 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
David Rush
CEO, President & Directorno dataUS$8.11m0.099%
$ 22.6m
Dirkson Charles
Independent Director2.3yrsUS$294.81k0.0060%
$ 1.4m
Mark Alexander
Independent Director3.8yrsUS$294.81k0.035%
$ 7.9m
Cleveland Christophe
Independent Director19.1yrsUS$314.97k0.035%
$ 7.9m
Paul Levy
Independent Chairman of the Board26.8yrsUS$427.19k1.01%
$ 228.7m
Brett Milgrim
Independent Director25.8yrsUS$294.81k0.066%
$ 15.0m
James O'Leary
Independent Director3.8yrsUS$294.81k0.072%
$ 16.3m
Cory Boydston
Independent Director3.8yrsUS$294.81k0.017%
$ 3.8m
Craig Steinke
Independent Director18.3yrsUS$312.20k0.081%
$ 18.4m
William Hayes
Independent Director5yrsUS$319.76k0.023%
$ 5.2m

5.0yrs

Average Tenure

63yo

Average Age

Experienced Board: BLDR's board of directors are considered experienced (5 years average tenure).