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BlueLinx Holdings Inc.NYSE:BXC Stock Report

Market Cap US$408.7m
Share Price
US$51.13
US$65
21.3% undervalued intrinsic discount
1Y-24.4%
7D-2.4%
1D
Portfolio Value
View

BlueLinx Holdings Inc.

NYSE:BXC Stock Report

Market Cap: US$408.7m

BlueLinx Holdings (BXC) Stock Overview

Engages in the distribution of residential and commercial building products in the United States. More details

BXC fundamental analysis
Snowflake Score
Valuation4/6
Future Growth3/6
Past Performance0/6
Financial Health4/6
Dividends0/6

BXC Community Fair Values

Create Narrative

See what 7 others think this stock is worth. Follow their fair value or set your own to get alerts.

BlueLinx Holdings Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for BlueLinx Holdings
Historical stock prices
Current Share PriceUS$51.13
52 Week HighUS$88.30
52 Week LowUS$44.78
Beta1.48
1 Month Change5.08%
3 Month Change-17.69%
1 Year Change-24.41%
3 Year Change-45.24%
5 Year Change16.71%
Change since IPO-62.13%

Recent News & Updates

Narrative Update May 28

BXC: Reset Expectations And Higher Future P/E Will Shape A Constructive Outlook

Analysts have raised their fair value estimate for BlueLinx Holdings from $55 to $65, even as one firm recently trimmed its price target to $75, citing updated assumptions around discount rate, revenue growth, profit margins, and future P/E. Analyst Commentary Bearish analysts are signalling a more cautious stance on BlueLinx Holdings by trimming upside expectations, even while keeping constructive ratings in place.
Narrative Update May 04

BXC: Reset Expectations And Governance Shifts Will Shape A Cautious Yet Balanced Outlook

Analysts have adjusted their view on BlueLinx Holdings with a lower price target of $75, down from $83. They cited updated assumptions for discount rates, revenue growth, profit margins, and future P/E levels.

Recent updates

Narrative Update May 28

BXC: Reset Expectations And Higher Future P/E Will Shape A Constructive Outlook

Analysts have raised their fair value estimate for BlueLinx Holdings from $55 to $65, even as one firm recently trimmed its price target to $75, citing updated assumptions around discount rate, revenue growth, profit margins, and future P/E. Analyst Commentary Bearish analysts are signalling a more cautious stance on BlueLinx Holdings by trimming upside expectations, even while keeping constructive ratings in place.
Narrative Update May 04

BXC: Reset Expectations And Governance Shifts Will Shape A Cautious Yet Balanced Outlook

Analysts have adjusted their view on BlueLinx Holdings with a lower price target of $75, down from $83. They cited updated assumptions for discount rates, revenue growth, profit margins, and future P/E levels.
Narrative Update Apr 20

BXC: Reset Margin Outlook Will Support Higher Future Share Repricing

Analysts have trimmed their fair value estimate for BlueLinx Holdings to $70.00 from $71.25, reflecting a slightly lower profit margin outlook and a modest reduction in assumed future P/E. A recent Street target cut to $75 from $83 also points to a more measured price target framework.
Narrative Update Apr 05

BXC: Reset Expectations And Governance Changes Will Shape A More Cautious Outlook

Analysts have trimmed their price target on BlueLinx Holdings to reflect a fair value adjustment from $68.00 to $55.00. They point to more conservative assumptions on discount rate, revenue growth, profit margins, and a higher future P/E, in line with the recent Street move to lower the target to $75 from $83.
Narrative Update Mar 22

BXC: Rebased Earnings Framework Will Support Higher Future Share Repricing

Analysts have revised the price target on BlueLinx Holdings to $71.25 from $82, reflecting updated views on fair value, discount rates and earnings assumptions, with recent Street research, including a cut to $75, helping to frame this reset. Analyst Commentary Recent commentary around BlueLinx Holdings points to a more measured outlook on upside potential, even as analysts maintain a constructive stance on the company’s long term prospects.
Narrative Update Mar 07

BXC: Revised Discount Assumptions Will Support Constructive Outlook Despite Lowered Expectations

Analysts have trimmed their price target on BlueLinx Holdings to $75 from $83, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E expectations. Analyst Commentary Bearish analysts cutting the price target to US$75 are signaling a more cautious stance on how BlueLinx might justify its current valuation relative to its earnings profile and business execution.
Narrative Update Feb 21

BXC: Governance Reforms Will Shape Fairly Priced Outlook Under Revised Assumptions

Analysts now see BlueLinx Holdings' fair value holding at $68.00, with the updated view reflecting slightly higher assumptions for discount rate, revenue growth, profit margin and a future P/E of 24.84. What's in the News BlueLinx Holdings amended its Third Amended and Restated Bylaws, with changes effective as of the amendment date.
Narrative Update Feb 07

BXC: Expanded Distribution Will Face Valuation Risk Despite Modest Assumption Tweaks

Analysts have modestly adjusted their price target for BlueLinx Holdings to US$68.00. This reflects updated assumptions around discount rate, revenue growth, profit margin, and future P/E, while leaving their overall fair value view broadly unchanged.
Analysis Article Feb 07

BlueLinx Holdings Inc.'s (NYSE:BXC) 28% Share Price Surge Not Quite Adding Up

The BlueLinx Holdings Inc. ( NYSE:BXC ) share price has done very well over the last month, posting an excellent gain...
Analysis Article Jan 30

Are Investors Undervaluing BlueLinx Holdings Inc. (NYSE:BXC) By 45%?

Key Insights The projected fair value for BlueLinx Holdings is US$125 based on 2 Stage Free Cash Flow to Equity...
Narrative Update Jan 24

BXC: Future Returns Will Rely On Expanded Distribution And Continued Share Repurchases

Analysts have reaffirmed their price target for BlueLinx Holdings at US$68.00, supported by refreshed assumptions around a US$68.00 fair value estimate, a slightly lower discount rate, modestly adjusted revenue growth and profit margin inputs, and a small tweak to the assumed future P/E multiple. What's in the News BlueLinx Holdings announced a major expansion of its distribution partnership with Oldcastle APG, doubling the RDI Railing distribution footprint from eight to sixteen locations and adding MoistureShield Decking to the Long Island, NY and Portland, OR markets (Key Developments).
Narrative Update Jan 09

BXC: Future Returns Will Rely On Expansion And Ongoing Share Repurchases

Analysts have reset their price target for BlueLinx Holdings to reflect an unchanged fair value estimate of $68.00, along with updated assumptions for discount rate, revenue growth, profit margin and future P/E. This signals a refined view of the stock's risk and earnings profile rather than a fundamental shift in valuation.
Narrative Update Dec 14

BXC: Future Returns Will Depend On Expansion Amid Cautious Demand And Buybacks

Analysts have reduced their price target on BlueLinx Holdings from approximately 80 dollars to 68 dollars. This reflects a more conservative outlook on revenue growth and valuation multiples, partly offset by a modestly stronger profit margin profile.
Analysis Article Dec 12

Is BlueLinx Holdings (NYSE:BXC) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysis Article Nov 21

BlueLinx Holdings Inc.'s (NYSE:BXC) 27% Share Price Plunge Could Signal Some Risk

Unfortunately for some shareholders, the BlueLinx Holdings Inc. ( NYSE:BXC ) share price has dived 27% in the last...
Analysis Article Sep 13

Returns On Capital At BlueLinx Holdings (NYSE:BXC) Have Hit The Brakes

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Analysis Article Jul 19

Is Now The Time To Look At Buying BlueLinx Holdings Inc. (NYSE:BXC)?

BlueLinx Holdings Inc. ( NYSE:BXC ), might not be a large cap stock, but it saw a double-digit share price rise of over...
Analysis Article Jun 24

BlueLinx Holdings Inc.'s (NYSE:BXC) Shares Lagging The Market But So Is The Business

With a price-to-earnings (or "P/E") ratio of 15.4x BlueLinx Holdings Inc. ( NYSE:BXC ) may be sending bullish signals...
Analysis Article May 01

Is BlueLinx Holdings (NYSE:BXC) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha Apr 24

BlueLinx Holdings:  Multiple Paths To Return Significant Value

Summary The Fund increased activity due to U.S. import tariffs and market declines, initiating a position in BlueLinx Holdings and adding to other holdings. BlueLinx Holdings, a building products distributor, has a strong free cash flow and net cash balance sheet, despite recent stock declines. BlueLinx can enhance operating margins and leverage fixed costs for higher returns, potentially attracting industry consolidators and private equity. The Fund's activity reduced its cash position to 3.58%, down from 8.00% the prior quarter. Read the full article on Seeking Alpha
Analysis Article Mar 31

A Look At The Fair Value Of BlueLinx Holdings Inc. (NYSE:BXC)

Key Insights BlueLinx Holdings' estimated fair value is US$75.37 based on 2 Stage Free Cash Flow to Equity With...
Analysis Article Feb 25

Why Investors Shouldn't Be Surprised By BlueLinx Holdings Inc.'s (NYSE:BXC) 25% Share Price Plunge

Unfortunately for some shareholders, the BlueLinx Holdings Inc. ( NYSE:BXC ) share price has dived 25% in the last...
Analysis Article Jan 22

Returns At BlueLinx Holdings (NYSE:BXC) Are On The Way Up

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Analysis Article Dec 14

Here's Why BlueLinx Holdings (NYSE:BXC) Can Manage Its Debt Responsibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysis Article Nov 26

Market Participants Recognise BlueLinx Holdings Inc.'s (NYSE:BXC) Earnings Pushing Shares 26% Higher

BlueLinx Holdings Inc. ( NYSE:BXC ) shareholders have had their patience rewarded with a 26% share price jump in the...
Analysis Article Nov 01

BlueLinx Holdings Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

It's been a good week for BlueLinx Holdings Inc. ( NYSE:BXC ) shareholders, because the company has just released its...
Analysis Article Oct 17

Returns On Capital Are Showing Encouraging Signs At BlueLinx Holdings (NYSE:BXC)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Seeking Alpha Oct 06

BlueLinx Holdings: Warning Signs Including Price Deflation, Weak Cash Flows, And Institutional Pullback

Summary BlueLinx is facing a decline in sales, operating income, and net income driven by price deflation and decreased volumes across core product segments. Lower than expected US housing starts and building permits had an impact on total revenue, mainly due to the lock-in effect and affordability tightening. In my view, institutional investors and insiders show a lack of confidence, with no recent insider buying and a significant increase in the put/call ratio. Given these headwinds and mixed financial trends, I rate BlueLinx as a Hold, emphasizing caution due to double digit declines in key financial metrics. Read the full article on Seeking Alpha
User avatar
New Narrative Sep 24

Specialty Products And Savvy Tech Investments Propel Operational Excellence And Market Expansion

Specialty products and modernizing operations, including e-commerce and efficient transportation systems, bolster revenue sustainability and operational efficiency.
Analysis Article Sep 07

We Think BlueLinx Holdings (NYSE:BXC) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysis Article Jul 24

Investors Appear Satisfied With BlueLinx Holdings Inc.'s (NYSE:BXC) Prospects As Shares Rocket 25%

BlueLinx Holdings Inc. ( NYSE:BXC ) shareholders would be excited to see that the share price has had a great month...
Analysis Article Jul 12

BlueLinx Holdings (NYSE:BXC) Might Have The Makings Of A Multi-Bagger

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Seeking Alpha Jul 08

BlueLinx: Headwinds In The Housing Market

Summary BXC's FY2023 net sales decreased due to price deflation and lower sales volumes. Additionally, profitability margins contracted as well. For 1Q24, BXC's net sales fell, but profitability margins remained robust year-over-year, despite facing headwinds from the housing market. LIRA forecasts a decrease in annual spending for home repairs and improvements. This is anticipated to create headwinds for BXC. The high interest rate environment due to persistent inflation is expected to continue creating headwinds for the housing market. Read the full article on Seeking Alpha
Analysis Article Jun 05

BlueLinx Holdings Inc. (NYSE:BXC) Might Not Be As Mispriced As It Looks

There wouldn't be many who think BlueLinx Holdings Inc.'s ( NYSE:BXC ) price-to-earnings (or "P/E") ratio of 17.4x is...
Analysis Article Apr 11

BlueLinx Holdings (NYSE:BXC) Has A Pretty Healthy Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Apr 01

BlueLinx From Tailwind To Headwind

Summary BlueLinx's financials are signaling that the tailwinds of COVID-19 are over in the building sector. Net sales and gross profit are on the decline. Despite a huge increase in share price, we believe BXC is still fairly valued. Read the full article on Seeking Alpha

Shareholder Returns

BXCUS Trade DistributorsUS Market
7D-2.4%0.7%0.3%
1Y-24.4%20.5%26.2%

Return vs Industry: BXC underperformed the US Trade Distributors industry which returned 18.1% over the past year.

Return vs Market: BXC underperformed the US Market which returned 27% over the past year.

Price Volatility

Is BXC's price volatile compared to industry and market?
BXC volatility
BXC Average Weekly Movement11.6%
Trade Distributors Industry Average Movement7.4%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.0%

Stable Share Price: BXC's share price has been volatile over the past 3 months compared to the US market.

Volatility Over Time: BXC's weekly volatility (12%) has been stable over the past year, but is still higher than 75% of US stocks.

About the Company

FoundedEmployeesCEOWebsite
20042,149Shyam Reddybluelinxco.com

BlueLinx Holdings Inc., together with its subsidiaries, engages in the distribution of residential and commercial building products in the United States. The company distributes specialty products, including engineered wood, siding, millwork, outdoor living, specialty lumber and panels, and industrial products; and structural products, such as lumber, plywood, oriented strand boards, rebars and remesh, as well as other wood products that are used for structural support in construction projects. It provides various value-added services and solutions to customers and suppliers.

BlueLinx Holdings Inc. Fundamentals Summary

How do BlueLinx Holdings's earnings and revenue compare to its market cap?
BXC fundamental statistics
Market capUS$408.73m
Earnings (TTM)-US$4.04m
Revenue (TTM)US$2.98b
0.1x
P/S Ratio
-98.4x
P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
BXC income statement (TTM)
RevenueUS$2.98b
Cost of RevenueUS$2.52b
Gross ProfitUS$456.90m
Other ExpensesUS$460.94m
Earnings-US$4.04m

Last Reported Earnings

Apr 04, 2026

Next Earnings Date

n/a

Earnings per share (EPS)-0.52
Gross Margin15.35%
Net Profit Margin-0.14%
Debt/Equity Ratio48.2%

How did BXC perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/03 14:58
End of Day Share Price 2026/06/03 00:00
Earnings2026/04/04
Annual Earnings2026/01/03

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.

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 Github.

Analyst Sources

BlueLinx Holdings Inc. is covered by 7 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Reuben GarnerBenchmark Company
Alexander RygielB. Riley Securities, Inc.
Kurt YingerD.A. Davidson & Co.