Builders FirstSource, Inc.

NYSE:BLDR Stock Report

Market Cap: US$17.3b

Builders FirstSource Valuation

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

Valuation Score

5/6

Valuation Score 5/6

  • 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 ($150.5) is trading below our estimate of fair value ($186.03)

Significantly Below Fair Value: BLDR is trading below fair value, but not by a significant amount.

Key Valuation Metric

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

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

The above table shows the Price to Earnings ratio for BLDR. This is calculated by dividing BLDR's market cap by their current earnings.
What is BLDR's PE Ratio?
PE Ratio14x
EarningsUS$1.24b
Market CapUS$17.32b

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 Average20.5x
MAS Masco
19.3x8.8%US$16.0b
CSL Carlisle Companies
19.2x6.3%US$17.1b
OC Owens Corning
14x14.2%US$14.5b
LII Lennox International
29.7x7.9%US$22.4b
BLDR Builders FirstSource
14x4.2%US$17.3b

Price-To-Earnings vs Peers: BLDR is good value based on its Price-To-Earnings Ratio (14x) compared to the peer average (20.5x).

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
No more companies available in this PE range
BLDR 14.0xIndustry Avg. 22.1xNo. of Companies6PE01224364860+
0 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: BLDR is good value based on its Price-To-Earnings Ratio (14x) compared to the US Building industry average (22.1x).

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 Ratio14x
Fair PE Ratio22.3x

Price-To-Earnings vs Fair Ratio: BLDR is good value based on its Price-To-Earnings Ratio (14x) compared to the estimated Fair Price-To-Earnings Ratio (22.3x).

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 BLDR forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$150.50
US$211.00
+40.2%
8.8%US$232.00US$175.00n/a17
Dec ’25US$186.47
US$211.00
+13.2%
8.8%US$232.00US$175.00n/a17
Nov ’25US$172.02
US$207.75
+20.8%
10.1%US$232.00US$169.00n/a16
Oct ’25US$194.84
US$198.77
+2.0%
10.3%US$230.00US$169.00n/a15
Sep ’25US$174.00
US$184.24
+5.9%
7.7%US$221.62US$165.00n/a15
Aug ’25US$159.50
US$197.41
+23.8%
8.7%US$230.00US$175.00n/a16
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$128.00US$186.4716
Nov ’24US$117.47
US$167.33
+42.4%
12.6%US$220.00US$135.00US$172.0215
Oct ’24US$124.49
US$172.80
+38.8%
12.3%US$220.00US$135.00US$194.8415
Sep ’24US$148.74
US$172.80
+16.2%
12.3%US$220.00US$135.00US$174.0015
Aug ’24US$146.76
US$135.86
-7.4%
18.4%US$175.00US$96.00US$159.5014
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

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 Analysis2024/12/22 03:10
End of Day Share Price 2024/12/20 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 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.

AnalystInstitution
David MantheyBaird
Matthew BouleyBarclays
Matthew McCallBB&T Capital Markets