Builders FirstSource (BLDR) Hisse Özeti
Builders FirstSource, Inc. iştirakleri ile birlikte, Amerika Birleşik Devletleri'nde yeni konut inşaatı ve onarımı ve yeniden modelleme alanlarında profesyonel inşaatçılar için yapı malzemeleri sağlamaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 1/6 |
| Gelecekteki Büyüme | 3/6 |
| Geçmiş Performans | 1/6 |
| Finansal Sağlık | 1/6 |
| Temettüler | 0/6 |
BLDR Community Fair Values
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Analyst Price Targets
Builders FirstSource, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$70.22 |
| 52 Haftanın En Yüksek Seviyesi | US$151.03 |
| 52 Haftanın En Düşük Seviyesi | US$65.10 |
| Beta | 1.42 |
| 1 Aylık Değişim | -3.62% |
| 3 Aylık Değişim | -5.63% |
| 1 Yıllık Değişim | -50.52% |
| 3 Yıllık Değişim | -47.16% |
| 5 Yıllık Değişim | 31.45% |
| Halka arzdan bu yana değişim | 354.79% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • Aug 14
BLDR: Housing Recovery And Cost Cuts Are Expected To Restore Earnings Power
Analysts have trimmed the consolidated price target for Builders FirstSource to $80.71 from $97.81 as they factor in tougher housing conditions, more cautious assumptions for revenue growth and margins, and slightly lower future P/E expectations. Analyst Commentary Recent research on Builders FirstSource reflects a mix of confidence in the company’s execution and caution around the housing cycle, margins, and valuation.Seeking Alpha • Aug 11
Builders FirstSource: An Interesting Public Leveraged Buyout
Summary Many of our holdings used the acquisition/buyback model described above. Since BFS is the largest building products distributor in the US, they have the largest scale advantages illustrated by margins and inventory turns that far outpace their competitors. The recently passed ROAD to Housing bill provides regulatory relief as well as financial incentives to stimulate new home construction. One way to calculate ROIIC, is to divide the changes in cashflow from operations by the capital expenditure and merger and acquisition investment over a given period of time. These assumptions result in a high teens EPS growth rate over the next five years, a $246 per share value and a 28% IRR. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Jul 31
BLDR: Reset Expectations Will Test Margin Recovery As Housing Starts Stay Soft
Analysts have trimmed the fair value estimate for Builders FirstSource to $61 from $70 as they reset long term assumptions on revenue growth, profit margins, and future P/E, following a broad wave of reduced price targets across the Street. Analyst Commentary Recent research updates show a clear reset in expectations around Builders FirstSource, with several firms cutting price targets and flagging softer near term assumptions on housing activity, pricing, and margins.Recent updates
Anlatı Güncellemesi • Aug 14
BLDR: Housing Recovery And Cost Cuts Are Expected To Restore Earnings Power
Analysts have trimmed the consolidated price target for Builders FirstSource to $80.71 from $97.81 as they factor in tougher housing conditions, more cautious assumptions for revenue growth and margins, and slightly lower future P/E expectations. Analyst Commentary Recent research on Builders FirstSource reflects a mix of confidence in the company’s execution and caution around the housing cycle, margins, and valuation.Seeking Alpha • Aug 11
Builders FirstSource: An Interesting Public Leveraged Buyout
Summary Many of our holdings used the acquisition/buyback model described above. Since BFS is the largest building products distributor in the US, they have the largest scale advantages illustrated by margins and inventory turns that far outpace their competitors. The recently passed ROAD to Housing bill provides regulatory relief as well as financial incentives to stimulate new home construction. One way to calculate ROIIC, is to divide the changes in cashflow from operations by the capital expenditure and merger and acquisition investment over a given period of time. These assumptions result in a high teens EPS growth rate over the next five years, a $246 per share value and a 28% IRR. Read the full article on Seeking AlphaAnlatı Güncellemesi • Jul 31
BLDR: Reset Expectations Will Test Margin Recovery As Housing Starts Stay Soft
Analysts have trimmed the fair value estimate for Builders FirstSource to $61 from $70 as they reset long term assumptions on revenue growth, profit margins, and future P/E, following a broad wave of reduced price targets across the Street. Analyst Commentary Recent research updates show a clear reset in expectations around Builders FirstSource, with several firms cutting price targets and flagging softer near term assumptions on housing activity, pricing, and margins.Anlatı Güncellemesi • Jul 17
BLDR: Compressed Multiples Will Test Margin Resilience As Volumes Stay Soft
Analysts have trimmed the Builders FirstSource fair value estimate from $76.00 to $70.00 and lowered the implied future P/E assumption. This reflects a series of reduced Street price targets that still point to potential margin support as volumes recover on leaner cost structures and greater automation.
Anlatı Güncellemesi • Jun 23
BLDR: Margin Resilience And Buybacks Will Support Future Upside
For Builders FirstSource, the analyst price target has been trimmed by several firms. The updated fair value estimate now sits at about $129.16, as analysts factor in refreshed assumptions on growth, margins and valuation multiples.Analiz Makalesi • Jun 19
Builders FirstSource (BLDR) Stock Could Be 18% Undervalued After Its Recent Rebound
Builders FirstSource (BLDR) has drawn fresh attention after a recent share move, with the stock up 6% over the past day and 2.6% over the past week, prompting closer scrutiny from investors. See our latest analysis for Builders FirstSource. The latest move sits within a mixed picture for Builders FirstSource, with a 21.4% 1‑month share price return contrasting with a decline of 23.0% year to date and a 24.6% drop in the 1‑year total shareholder return. This suggests short term momentum...Anlatı Güncellemesi • Jun 09
BLDR: Rebased Multiples And Mix Shift Will Frame 2026 Execution Test
Analysts have trimmed the implied fair value for Builders FirstSource stock from about $103 to $76, reflecting a series of reduced price targets across the Street. They are factoring in a slightly higher discount rate, modestly different growth and margin assumptions, and lower future P/E expectations.Anlatı Güncellemesi • May 26
BLDR: Margin Resilience And Housing Recovery Are Expected To Offset Recent Caution
Analysts have trimmed their average price target for Builders FirstSource to $97.81 from $120.62, reflecting updated assumptions that include a slightly higher discount rate, a lower profit margin outlook, and a more conservative future P/E, partly offset by higher modeled revenue growth. Analyst Commentary Recent research updates on Builders FirstSource show a cluster of reduced price targets, alongside a smaller group of more constructive views.Anlatı Güncellemesi • May 03
BLDR: Margin Resilience And 2026 Guidance Will Support Future Upside
Analysts have trimmed the fair value estimate for Builders FirstSource to $129.22 from $150.00, reflecting a series of reduced price targets across the Street as models factor in a slightly higher discount rate, modestly different revenue growth and profit margin expectations, and a lower future P/E assumption. Analyst Commentary Recent research on Builders FirstSource shows a cluster of lower price targets, but the overall tone is not uniformly negative.Anlatı Güncellemesi • Apr 19
BLDR: Margin Resilience And Housing Recovery Are Expected To Drive Upside
Analysts have trimmed the price target on Builders FirstSource to reflect a fair value move from about $126.24 to $120.62, citing updated assumptions for growth, margins, discount rates and P/E that mirror recent Street research, including multiple target reductions and some more constructive views on gross margin resilience. Analyst Commentary Recent Street research on Builders FirstSource points to a mixed but constructive debate around valuation, execution and growth, with several firms trimming price targets while others highlight support from margins and the housing cycle.Anlatı Güncellemesi • Apr 05
BLDR: Margin Resilience Will Drive Upside As 2026 Guidance Sets Earnings Floor
Analysts have trimmed their average price targets on Builders FirstSource by a few dollars, with recent cuts toward the $93 to $143 range. These changes reflect more cautious assumptions about 2026 housing starts and near term earnings, even as many still highlight the company's margin resilience and competitive position.Anlatı Güncellemesi • Mar 21
BLDR: Margin Resilience And Scale Are Expected To Outweigh Housing Headwinds
Narrative Update: Builders FirstSource Analyst Price Target Shift The Analyst Price Target for Builders FirstSource has moved slightly lower, with fair value edging from about $128.10 to $126.24. Analysts are factoring in more cautious revenue growth, slightly softer profit margin assumptions, a higher discount rate, and Street research that trims price targets while still highlighting gross margin resilience and the potential benefits of the company’s scale and services footprint.Anlatı Güncellemesi • Mar 07
BLDR: Margin Resilience And Market Share Gains Will Drive Long Term Upside
The analyst price target for Builders FirstSource has been reduced from $171.29 to $150.00 as analysts factor in higher discount rates, more conservative revenue growth and profit margin assumptions, and a higher future P/E multiple, despite recent research highlighting resilient gross margins and potential market share upside. Analyst Commentary Recent research on Builders FirstSource reflects a mix of caution on housing and remodel demand alongside confidence in the company’s margin profile, scale, and ability to execute through softer conditions.Anlatı Güncellemesi • Feb 21
BLDR: Cost Control And Margin Resilience Are Expected To Outweigh Housing Headwinds
Analysts have nudged our Builders FirstSource fair value estimate slightly lower to $128.10 from $130.24, reflecting recent cuts to Street price targets that factor in lighter Q4 results, cautious housing and residential outlooks, and modestly trimmed EPS forecasts, even as cost control and margin resilience remain key parts of the thesis. Analyst Commentary Street research around Builders FirstSource has tilted more cautious after Q4, with several firms trimming price targets and earnings expectations while still pointing to areas of operational strength.Anlatı Güncellemesi • Feb 06
BLDR: Housing Affordability Pressures And R&R Recovery Shape Balanced Outlook
Analysts have trimmed their price targets for Builders FirstSource by a few dollars, reflecting slightly lower modeled fair value and profit margins as they weigh mixed housing and nonresidential trends along with ongoing sector volatility. Analyst Commentary Recent research on Builders FirstSource reflects a mix of optimism about long term positioning and caution around near term housing and repair and remodel headwinds, which is showing up in price target tweaks rather than major rating shifts.Anlatı Güncellemesi • Jan 23
BLDR: Stabilizing Margins And Housing Cycle Trough Set Up Balanced Outlook
Analysts have modestly reduced their fair value estimate for Builders FirstSource to $131.00, reflecting slightly lower margin and growth assumptions. This is partially offset by higher future P/E expectations and a mixed set of recent price target revisions from Barclays, RBC Capital, UBS, and Jefferies.Anlatı Güncellemesi • Jan 09
BLDR: Lowered Margin Outlook And Cycle Trough Multiples Will Shape 2026 Rebound Potential
Narrative Update: Builders FirstSource The analyst price target for Builders FirstSource has moved lower, with the fair value estimate shifting from about $118 to roughly $103. Analysts are factoring in updated views on margin expectations, a higher discount rate, and valuation multiples, while also referencing stabilized margins, bottoming fundamentals, and recent Street targets of $143 and $138.Anlatı Güncellemesi • Dec 25
BLDR: Stabilizing Margins And Cycle Trough Pricing Will Drive Upside
Analysts have modestly trimmed their price target on Builders FirstSource, cutting it by about $8 to roughly $138 per share. They cite a still competitive market even as margins stabilize and fundamentals appear to be bottoming with solid recovery potential.Anlatı Güncellemesi • Dec 11
BLDR: Stabilizing Margins Will Support Recovery As Competitive Pressures Ease
Analysts have modestly reduced their price target on Builders FirstSource, trimming it by $8 to $138 as they factor in a still-competitive market. They also point to stabilizing margins, bottom-of-cycle valuation support near $100, and improving fundamentals with strong recovery potential.Anlatı Güncellemesi • Nov 27
BLDR: Margins Will Hold Steady as Cycle Recovery Brings Upside Potential
Analysts have slightly lowered their price target for Builders FirstSource from $146 to $138, citing stabilized margins and expectations for support at recent valuation lows as the company approaches a cyclical recovery. Analyst Commentary Recent analyst updates highlight a mix of optimism and caution regarding Builders FirstSource's outlook as the company navigates the current industry cycle.Anlatı Güncellemesi • Nov 13
BLDR: Margins Will Stabilize as Market Recovery Signals Strength Ahead
Analysts have reduced their price target for Builders FirstSource by $7, citing stabilizing margins and signs of a bottoming market. They continue to maintain a positive outlook for eventual recovery.Anlatı Güncellemesi • Oct 29
Turnkey Market Expansion And Share Repurchases Will Drive Future Upside
Analysts have lowered their price target for Builders FirstSource from approximately $140.32 to $139.02. They cite expectations for a "lower for longer" earnings trough and a reduced growth outlook in their rationale.Analiz Makalesi • Sep 09
Builders FirstSource, Inc.'s (NYSE:BLDR) Intrinsic Value Is Potentially 19% Below Its Share Price
Key Insights Builders FirstSource's estimated fair value is US$121 based on 2 Stage Free Cash Flow to Equity Builders...Anlatı Güncellemesi • Sep 04
Digital Transformation And Acquisitions Will Shape Future Markets
Consensus analyst price targets for Builders FirstSource remain unchanged at $141.16 as analysts cite weaker housing starts, margin pressure, and cautious earnings outlooks for 2025–26, despite long-term optimism around U.S. housing under-builds and M&A potential. Analyst Commentary Bearish analysts are forecasting a “lower for longer” trough driven by reduced FY25 and FY26 adjusted EBITDA outlooks, citing a more cautious earnings reset.Seeking Alpha • Apr 24
Builders FirstSource: Capitalizing On Considerable Pent-Up Demand
Summary Established a position in Builders FirstSource at $126 per share, with Wall Street analysts projecting nearly $10 per share earnings this year. Builders FirstSource offers value-added services like off-site assembly, reducing labor and material waste, crucial amid long-term construction labor shortages. Largest value-added distributor with 590 branches, benefiting from procurement clout and lower freight costs, and has effectively reduced share count while maintaining modest debt. Despite obstacles like high interest rates and rising costs, Builders' earnings potential is significant, having earned nearly $17 per share in 2022. Read the full article on Seeking AlphaSeeking Alpha • Mar 07
Builders FirstSource: Limited Visibility Into Top- And Bottom-Line Recovery
Summary I reiterate my hold rating on BLDR due to ongoing headwinds, including weak housing demand, declining revenue, and shrinking margins. BLDR's 4Q24 results showed an 8% y/y revenue decline, with multi-family revenue dropping 29.1% y/y, and gross margin falling 300 bps. High mortgage rates and a 25% tariff on Canadian lumber imports continue to pressure BLDR's profitability and free cash flow outlook. Despite these challenges, BLDR's valuation remains above its 5-year average, suggesting unwarranted market optimism about a near-term recovery. Read the full article on Seeking AlphaSeeking Alpha • Jan 13
Builders FirstSource: Normalization Set To Continue In 2025
Summary Builders FirstSource has seen significant growth through strategic acquisitions, but faces normalization in earnings and margins post-pandemic. Following a 30% share price drop from 2024 highs, current valuations around 11-12 times earnings are reasonable, with potential further earnings pressure seen in 2025. The company continues aggressive capital allocation strategies, including a recent acquisition of Alpine Lumber, but higher interest rates pose challenges for a 2025 recovery. Anticipating volatility and potential buying opportunities on dips, I will look forward to doing so given its strong track record. Read the full article on Seeking AlphaSeeking Alpha • Dec 31
Builders FirstSource: Near Term Uncertainty Creates Opening In This Long Term Compounder
Summary Builders FirstSource has shown impressive growth with significant acquisitions, strong cash flow generation, and substantial returns to shareholders through share repurchases. The company faces a mixed outlook due to housing shortages, rising interest rates, and potential inflation from Trump administration policies. BLDR's capital allocation strategy has been effective, with high returns on acquisitions and a focus on share repurchases, enhancing shareholder value. Despite short-term uncertainties, BLDR's long-term prospects remain strong, making it a potential investment, though current share price momentum suggests caution. Read the full article on Seeking AlphaHissedar Getirileri
| BLDR | US Building | US Pazar | |
|---|---|---|---|
| 7D | 0.01% | -4.7% | -1.2% |
| 1Y | -50.5% | -1.0% | 18.3% |
Getiri vs. Endüstri: BLDR geçen yıl % -1 oranında getiri sağlayan US Building sektörünün gerisinde kaldı.
Getiri vs Piyasa: BLDR geçen yıl % 18.3 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| BLDR volatility | |
|---|---|
| BLDR Average Weekly Movement | 8.2% |
| Building Industry Average Movement | 6.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: BLDR son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: BLDR 'nin haftalık oynaklığı ( 8% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1998 | 28,000 | Peter Jackson | www.bldr.com |
Builders FirstSource, Inc. iştirakleri ile birlikte, Amerika Birleşik Devletleri'nde yeni konut inşaatı ve onarımı ve yeniden modelleme alanlarında profesyonel inşaatçılar için yapı malzemeleri sağlamaktadır. Şantiye çerçevesi, ahşap zemin ve çatı makasları, duvar panelleri ve işlenmiş ahşap için fabrikada üretilen ikame ürünler; bir bütün ev çerçeveleme çözümü olan Ready-Frame; Pine Grove Homes ve Pleasant Valley Homes markaları altında sıcaklık kontrollü bir tesiste inşa edilen imal edilmiş ve yarı özel modüler evler; çiftlik, topluluk ve tek bölümlü evler dahil olmak üzere imal edilmiş konut planları; pencere üretimi, montajı ve dağıtımı; ve iç ve dış kapı ünitelerinin montajı ve dağıtımı. Şirket ayrıca Synboard markası altında iç döşeme ve özel özellikler dahil olmak üzere doğrama işleri; vinil, kompozit ve ahşap dış cephe kaplaması, dış kaplama, metal saplamalar, çimento, çatı kaplama, yalıtım, duvar kaplaması, tavanlar, dolaplar ve donanımdan oluşan özel yapı ürünleri ve hizmetleri; anahtar teslimi çerçeveleme, kabuk yapımı, tasarım yardımı ve ürünlerin profesyonel kurulumunu sağlar.
Builders FirstSource, Inc. Temel Bilgiler Özeti
| BLDR temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$7.55b |
| Kazançlar(TTM) | US$102.55m |
| Gelir(TTM) | US$14.45b |
73.7x
F/K Oranı0.5x
P/S OranıBLDR aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| BLDR gelir tablosu (TTM) | |
|---|---|
| Gelir | US$14.45b |
| Gelir Maliyeti | US$10.23b |
| Brüt Kâr | US$4.22b |
| Diğer Giderler | US$4.11b |
| Kazançlar | US$102.55m |
Son Raporlanan Kazançlar
Jun 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 0.95 |
| Brüt Marj | 29.19% |
| Net Kâr Marjı | 0.71% |
| Borç/Özkaynak Oranı | 114.6% |
BLDR uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/24 23:17 |
| Gün Sonu Hisse Fiyatı | 2026/08/24 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Builders FirstSource, Inc. 27 Bu analistlerden 23, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| David Manthey | Baird |
| Matthew Bouley | Barclays |
| Reuben Garner | Benchmark Company |