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BLDR

S&P 500
Weak · 30/100

Builders FirstSource

Industrials
Building Products

$77.33

4.0%

Updated Today 7:15 PM ET

Price — Past Year

▼ Down 24.6% over the last 12 months

Price 50-day average 200-day averageSource: Yahoo Finance · refreshed daily
Key Metrics

Market Cap

$8.67B

P/E

29.64x

Forward P/E (est.)

42.35x

ROE

6.9%

Revenue Growth

-8.3%

EPS Growth

-66.4%

Profit Margin

2.0%

FCF Yield

20.1%

Debt / Equity

1.02x

ROIC

14.0%

Interest Coverage

4.07x

Current Ratio

1.76x

Dividend Yield

Implied Growth (rev. DCF)

-0.8%

Rating Score

30/100

Technical Analysis (Educational)
Research

Technical analysis reads price and volume to judge momentum and timing. It complements the fundamentals above — it does not replace them. Here is what BLDR's chart says today, with each tool explained.

Trend — moving averages. A moving average is the average closing price over a window, which smooths out daily noise. BLDR trades near $77.33, below its 50-day average ($79.00) and 200-day average ($103.52). Price below both averages is a downtrend — momentum is against buyers for now.

Momentum — RSI. The Relative Strength Index runs 0–100 and measures how strong recent gains are versus losses. Above 70 is "overbought", below 30 "oversold". At 59 it is in neutral territory — neither stretched nor washed out.

MACD. MACD compares two moving averages to flag shifts in momentum. Its histogram is currently positive — short-term momentum is improving.

Volatility — ATR. Average True Range is the typical daily move. BLDR's is $3.92 (~5.1% of price), so swings of about that size each day are normal — handy for setting a stop that isn't too tight.

Support & resistance. Over the last month BLDR found buyers near $67.88 (support) and sellers near $82.69 (resistance); its 52-week range is $65.10–$151.03. A decisive break beyond either edge often marks the next move.

Volume. The latest session traded 1.3× the 20-day average — heavier than usual, which adds conviction to the move. Rising volume on up-days suggests real buying; on down-days, real selling.

Educational information to help you read a chart — not a recommendation or a forecast. It updates daily as the price and indicators change.

Business Overview
Research

Builders FirstSource (BLDR) is a mid-cap company in the Building Products industry, part of the Industrials sector of the S&P 500, with a market value around $8.67B.

In its latest reported year it generated about $15.19B in revenue and $435.20M in net profit.

Our model rates BLDR Weak (30/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.

Revenue Growth
Research

4Y CAGR

-6.5%

Revenue moved from $19.89B in 2021 to $15.19B in 2025, a -6.5% compound annual growth rate. The most recent year declined 8.3% year over year. Shrinking revenue is worth a closer look — is it cyclical or structural?

Profitability
Research

Gross Margin

30.4%

Operating Margin

5.2%

Net Margin

2.9%

ROE

6.9%

Builders FirstSource keeps about 2.0% of each sales dollar as net profit, with a 30.4% gross margin and 5.2% operating margin. Return on equity is 6.9% and return on invested capital about 14.0%. Thin margins leave less cushion if costs rise.

Debt Analysis
Research

Total Debt

$408.87M

Net Debt

$310.53M

Net Debt / EBITDA

0.39x

Debt / Equity

1.02x

Leverage: debt-to-equity is 1.0x, and operating profit covers interest about 4.1x, with a current ratio of 1.8x. That is a moderate, manageable debt load for most businesses. It carries roughly $408.87M of total debt against $98.34M of cash.

Cash Flow Analysis
Research

Operating CF

$1.22B

Free Cash Flow

$853.28M

FCF Margin

5.6%

In the latest year Builders FirstSource produced about $1.22B of operating cash flow and $853.28M of free cash flow after capital spending. That is a free-cash-flow yield of about 20.1% on today's price. Strong cash generation funds dividends, buybacks, and reinvestment.

Valuation Analysis
Research

P/E

29.64x

P/S

0.56x

P/B

2.68x

EV / EBITDA

6.37x

BLDR trades at 29.6x trailing earnings (about 42.3x on estimated forward earnings), 0.6x sales, and 2.7x book value. Reverse-engineering today's price implies the market expects roughly -0.8% long-term free-cash-flow growth. That is a premium multiple that needs growth to justify it.

Metrics vs. Typical Range

Where this stock sits versus what most companies trade at.

TTM P/E
29.6xExpensive
Forward P/E
42.3xExpensive
P/S ratio
0.6xCheap
Revenue growth
-8.3%Weak
EPS growth
-66.4%Weak
Gross margin
30.4%Weak
Net margin
2.0%Weak
ROE
6.9%Weak

Typical ranges are general references (e.g., many stocks trade at ~18–26x earnings), not hard rules. Context only — not investment advice.

Sector Peer Comparison

How BLDR stacks up against its Industrials peers — valuation, profitability, and growth versus the sector median.

In the Industrials sector (80 S&P 500 companies), BLDR ranks #76 of 80 by our overall rating. It trades at roughly in line versus the sector on earnings (29.6x P/E vs. 30x median) with a lower return on equity (6.9% vs. 24.7%) and slower revenue growth (-8.3% vs. 5.0%).

P/E vs sector

29.6x

median 30x

ROE vs sector

6.9%

median 24.7%

Growth vs sector

-8.3%

median 5.0%

Sector rank

#76

of 80 by rating

CompanyP/ERev Gr.Rating
BLDRThis stock29.6x-8.3%Weak· 30
AOS15.3x0.2%Favorable· 59
ALLE18.2x8.9%Favorable· 62
MAS17.9x-0.3%Neutral· 50
LII23.1x-2.0%Neutral· 51
CARR45.5x-5.1%Weak· 23
JCI25x-3.4%Neutral· 55
TT36.7x6.4%Neutral· 53
Industrials median30x5.0%52/100

Valuation vs. quality map

sector medianAOSALLEMASLIICARRJCITTBLDRP/E — cheaper ←→ pricierROE — more profitable ↑

The sweet spot is upper-left: more profitable (higher ROE) for a lower P/E. Dashed lines mark the sector median.

Compare side by side

Peers are the closest Industrials companies by sub-industry and size. Sector median is across all 80 S&P 500 names in the sector. Educational, not a recommendation.

5-Year Projection Model

Project revenue → earnings → price. Edit the assumptions to build your own case.

2030 price target (Base Case)

$88.41$147.35

vs. $77.33 today · expected CAGR 3%14%

Metric20262027202820292030
Revenue$15.65B$16.12B$16.60B$17.10B$17.61B
Net income$469.39M$483.47M$497.98M$512.92M$528.30M
EPS$4.36$4.49$4.63$4.77$4.91
Share price (low)$78.55$80.91$83.34$85.84$88.41
Share price (high)$130.92$134.85$138.89$143.06$147.35
CAGR (low–high)2% / 69%2% / 32%3% / 22%3% / 17%3% / 14%

Educational model on sample fundamentals — not a forecast or investment advice. Outputs are only as good as your assumptions.

Bull Case

The case for BLDR:

  • Healthy free-cash-flow yield (~20.1%) funds buybacks and dividends.
  • As an established S&P 500 member in Industrials, it brings scale and a long operating history.
Bear Case

The case against BLDR:

  • Revenue growth is slow/negative (-8.3%), limiting the upside engine.
  • Thin net margins (2.0%) leave little room for error.
  • Our model's overall read is Weak (30/100).
Key Risks
Research

Balance-sheet risk — debt/equity of 1.0x magnifies the impact of higher rates or weaker earnings.

Growth risk — sluggish revenue (-8.3%) leaves little margin for execution missteps.

Margin risk — thin profitability (2.0%) is vulnerable to cost or pricing pressure.

Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.

Investment Thesis
Research

On balance, the fundamentals screen weakly: Builders FirstSource is a mid-cap industrials business with shrinking revenue, with modest profitability, and a heavier debt load to watch. It trades at 29.6x earnings, which our model scores Weak (30/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.

Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.

Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.