Builders FirstSource, Inc.

NYSE:BLDR Stock Report

Market Cap: US$19.3b

Builders FirstSource Valuation

Is BLDR 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 BLDR when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: BLDR ($158) is trading below our estimate of fair value ($242.09)

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


Key Valuation Metric

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

Other financial metrics that can be useful for relative valuation.

BLDR key valuation metrics and ratios. From Price to Earnings, Price to Sales and Price to Book to Price to Earnings Growth Ratio, Enterprise Value and EBITDA.
Key Statistics
Enterprise Value/Revenue1.3x
Enterprise Value/EBITDA8.6x
PEG Ratio3.5x

Price to Earnings Ratio vs Peers

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

The above table shows the PE ratio for BLDR vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average21.9x
CSL Carlisle Companies
24.6x5.4%US$19.8b
LII Lennox International
32.1x10.5%US$19.8b
MAS Masco
17.5x5.3%US$16.0b
OC Owens Corning
13.5x14.3%US$15.0b
BLDR Builders FirstSource
13.2x3.8%US$19.3b

Price-To-Earnings vs Peers: BLDR is good value based on its Price-To-Earnings Ratio (13.2x) compared to the peer average (21.9x).


Price to Earnings Ratio vs Industry

How does BLDR's PE Ratio compare vs other companies in the US Building Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
Industry Avg.n/a13.2%
n/an/an/a
No. of CompaniesPE048121620

Fetching data

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
Industry Avg.n/a13.2%
n/an/an/a
No more companies

Price-To-Earnings vs Industry: BLDR is good value based on its Price-To-Earnings Ratio (13.2x) compared to the US Building industry average (22x).


Price to Earnings Ratio vs Fair Ratio

What is BLDR'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.

BLDR PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio13.2x
Fair PE Ratio22.9x

Price-To-Earnings vs Fair Ratio: BLDR is good value based on its Price-To-Earnings Ratio (13.2x) compared to the estimated Fair Price-To-Earnings Ratio (22.9x).


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 BLDR forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$158.00
US$198.57
+25.7%
9.2%US$242.00US$175.00n/a17
Jul ’25US$133.99
US$201.21
+50.2%
9.2%US$242.00US$175.00n/a17
Jun ’25US$160.79
US$204.27
+27.0%
8.2%US$242.00US$175.00n/a17
May ’25US$184.39
US$215.57
+16.9%
8.2%US$242.00US$175.00n/a17
Apr ’25US$205.41
US$216.15
+5.2%
9.0%US$250.00US$165.00n/a18
Mar ’25US$199.98
US$213.84
+6.9%
9.9%US$250.00US$165.00n/a18
Feb ’25US$179.02
US$182.73
+2.1%
11.5%US$220.00US$137.00n/a18
Jan ’25US$166.94
US$170.71
+2.3%
12.0%US$200.00US$137.00n/a17
Dec ’24US$139.28
US$160.81
+15.5%
13.1%US$200.00US$128.00n/a16
Nov ’24US$117.47
US$167.33
+42.4%
12.6%US$220.00US$135.00n/a15
Oct ’24US$124.49
US$172.80
+38.8%
12.3%US$220.00US$135.00n/a15
Sep ’24US$148.74
US$172.80
+16.2%
12.3%US$220.00US$135.00n/a15
Aug ’24US$146.76
US$135.86
-7.4%
18.4%US$175.00US$96.00n/a14
Jul ’24US$136.00
US$125.71
-7.6%
16.4%US$160.00US$96.00US$133.9914
Jun ’24US$115.86
US$124.00
+7.0%
15.9%US$160.00US$96.00US$160.7914
May ’24US$93.85
US$94.86
+1.1%
13.0%US$115.00US$77.00US$184.3914
Apr ’24US$88.78
US$93.93
+5.8%
12.4%US$115.00US$77.00US$205.4114
Mar ’24US$85.76
US$91.79
+7.0%
14.2%US$115.00US$71.00US$199.9814
Feb ’24US$81.54
US$78.64
-3.6%
11.7%US$95.00US$59.00US$179.0214
Jan ’24US$64.88
US$77.86
+20.0%
10.8%US$95.00US$59.00US$166.9414
Dec ’23US$63.73
US$78.36
+23.0%
10.3%US$95.00US$66.00US$139.2814
Nov ’23US$61.58
US$91.71
+48.9%
14.3%US$125.00US$75.00US$117.4714
Oct ’23US$58.92
US$93.36
+58.4%
13.9%US$125.00US$75.00US$124.4914
Sep ’23US$58.76
US$93.36
+58.9%
13.9%US$125.00US$75.00US$148.7414
Aug ’23US$73.34
US$91.69
+25.0%
17.9%US$125.00US$70.00US$146.7613
Jul ’23US$57.46
US$95.57
+66.3%
16.3%US$125.00US$70.00US$136.0014

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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