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BLDR Overview

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0.000(0.000%)
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0.000(0.000%)Aft-market
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Intellectia

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High
79.980
Open
78.990
VWAP
78.22
Vol
2.02M
Mkt Cap
8.33B
Low
77.270
Amount
158.32M
EV/EBITDA(TTM)
10.60
Total Shares
107.56M
EV
12.86B
EV/OCF(TTM)
10.99
P/S(TTM)
0.58
Builders FirstSource, Inc. is a supplier of building products, prefabricated components, and value-added services to the professional market segment for new residential construction and repair and remodeling. It provides customers with an integrated homebuilding solution, offering manufacturing, supply, delivery and installation of a full range of structural and related building products. Its product categories include Manufactured Products; Windows, Doors and Millwork; Specialty Building Products and Services, and Lumber and Lumber Sheet Goods. It serves customers from distribution and manufacturing facilities (some of which are co-located) that produce value-added products such as roof and floor trusses, wall panels, stairs, vinyl windows, custom millwork and pre-hung doors. It also distributes dimensional lumber and lumber sheet goods, millwork, windows, interior and exterior doors, and other specialty building products. It operates in 43 states with approximately 585 locations.
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Events Timeline

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News

NASDAQ.COM
4.5
05-04NASDAQ.COM
Middle East Tensions Weigh on Stock Market Performance
  • Market Decline: The S&P 500 index fell by 0.41%, the Dow Jones Industrial Average dropped by 1.13%, and the Nasdaq 100 index decreased by 0.21%, reflecting investor concerns over escalating tensions in the Middle East, which dampened market sentiment.
  • Oil Price Surge: WTI crude oil prices surged over 4% following exchanges of fire between the US and Iran in the Strait of Hormuz, raising inflation expectations and pushing bond yields higher, with the 10-year T-note yield reaching a five-week high of 4.46%.
  • Strong Economic Data: US March factory orders rose by 1.5% month-over-month, exceeding expectations of 0.6%, marking the largest increase in four months, indicating economic resilience that could provide support to the stock market.
  • Earnings Optimism: As of Monday, 82% of the 322 S&P 500 companies that reported Q1 earnings exceeded estimates, with projected earnings growth of 12% year-over-year for Q1, although excluding the technology sector, the growth is only 3%, highlighting performance disparities across sectors.
seekingalpha
8.0
04-30seekingalpha
Builders FirstSource Authorizes $500M Share Buyback
  • Buyback Authorization: Builders FirstSource's board has authorized a share repurchase of up to $500 million, which includes approximately $200 million remaining from its previous authorization, indicating the company's confidence in its stock value.
  • Historical Buyback Data: Since 2021, the company has repurchased 102.6 million shares of common stock, representing 49.7% of its total outstanding shares, at an average price of $81.26 per share, totaling $8.3 billion, showcasing its proactive capital management strategy.
  • Stock Performance: Despite the significant buyback efforts, the stock has declined by 18.9% year-to-date, currently trading at $83.3, reflecting market caution regarding the company's future growth prospects.
  • Market Reaction: In the current economic climate, while the buyback plan may provide short-term support for the stock price, analysts remain cautious, requiring clearer signs of recovery before turning bullish on the company's outlook.
seekingalpha
9.5
04-30seekingalpha
Builders FirstSource Q1 Earnings Report Analysis
  • Disappointing Performance: Builders FirstSource reported a Q1 non-GAAP EPS of $0.27, missing expectations by $0.10, indicating pressure on profitability that may affect investor confidence.
  • Revenue Decline: The company generated $3.3 billion in revenue, a 10.8% year-over-year decline, although it beat market expectations by $130 million, persistent revenue drops could pose challenges for future growth.
  • Significant EBITDA Reduction: Adjusted EBITDA fell 42.1% to $213.8 million, primarily driven by lower gross profit, highlighting major challenges in cost control and profitability.
  • Cautious Future Outlook: The company expects net sales in the range of $14.6 billion to $15.6 billion for 2026, although below market consensus, it still reflects cautious optimism for future growth with projected productivity savings of $50 million to $70 million.
CNBC
4.5
04-29CNBC
Stocks Pull Back as Oil Prices Rise, Impacting Market Sentiment
  • Rising Oil Prices: West Texas Intermediate crude surpassed $107 per barrel and Brent crude exceeded $119, leading to a rise in U.S. gasoline prices to nearly $4.23 per gallon, up from $4.18 on Tuesday, indicating heightened market concerns over inflation.
  • Fed Policy Divergence: The Federal Reserve maintained interest rates at its latest meeting, but for the first time, four officials dissented, reflecting internal disagreements on future monetary policy, which could influence market expectations regarding interest rate movements.
  • Boeing Stock Decline: Boeing shares fell after Airbus secured a $21.37 billion order for 102 A320neo jets from China Southern Airlines, highlighting increased competitive pressure on Boeing in the Chinese market, although there remains potential for significant future orders.
  • Earnings Season Approaches: Major companies like Amazon, Alphabet, Meta, and Microsoft are set to report earnings, with market focus on their performance regarding AI demand, supply constraints, and capital expenditures, with expectations that the four will collectively spend at least $608 billion this year to maintain competitiveness in the AI sector.
seekingalpha
9.5
04-29seekingalpha
Builders FirstSource to Announce Q1 Earnings on April 30
  • Earnings Announcement Date: Builders FirstSource (BLDR) is set to release its Q1 2023 earnings report on April 30 before the market opens, with consensus estimates predicting an EPS of $0.37 and revenue of $3.17 billion, reflecting a 14.3% year-over-year decline.
  • Historical Performance Review: Over the past two years, BLDR has exceeded EPS estimates 88% of the time and revenue estimates 63% of the time, indicating a level of stability and market confidence in the company's financial reporting.
  • Expectation Revisions: In the last three months, there have been no upward revisions to EPS estimates, with 17 downward adjustments, while revenue estimates saw one upward revision and 17 downward adjustments, suggesting a cautious market outlook for the company's future performance.
  • Market Environment Impact: The surge in repair costs due to aging U.S. homes is putting financial strain on owners, which could impact Builders FirstSource's performance, particularly in the demand for repair and building materials.
stocktwits
8.5
04-21stocktwits
QXO Acquires TopBuild for $17 Billion, Shifting Acquisition Strategy
  • Acquisition Strategy Shift: QXO's $17 billion acquisition of TopBuild marks a significant shift in its acquisition strategy, indicating the company's willingness to pursue larger, more complex, labor-intensive businesses, thereby enhancing its competitive position in a $300 billion market.
  • Enhanced Market Potential: Analysts believe this acquisition will propel QXO closer to its long-term revenue target of $50 billion, with TopBuild's expansion into residential insulation and commercial roofing providing QXO with steady performance and competitive advantages.
  • Significant Synergies: QXO expects to achieve approximately $300 million in annual synergies by 2030, driven by procurement efficiencies, logistics optimization, and cross-selling opportunities, which will further enhance the overall earnings quality of the company.
  • Positive Market Reaction: Following the acquisition announcement, QXO's stock rose 0.3%, and retail sentiment on Stocktwits remained in extremely bullish territory, reflecting a positive market perception of the deal and investor confidence in the company's future growth.
Wall Street analysts forecast BLDR stock price to rise
14 Analyst Rating
Wall Street analysts forecast BLDR stock price to rise
6 Buy
7 Hold
1 Sell
Moderate Buy
Current: 0.000
sliders
Low
109.41
Averages
124.28
High
150.00
Current: 0.000
sliders
Low
109.41
Averages
124.28
High
150.00
BMO Capital
Market Perform
maintain
$100 -> $93
AI Analysis
2026-05-05
Reason
BMO Capital
Price Target
$100 -> $93
AI Analysis
2026-05-05
maintain
Market Perform
Reason
BMO Capital lowered the firm's price target on Builders FirstSource to $93 from $100 and keeps a Market Perform rating on the shares after its Q1 earnings miss. The company is executing well against a tough housing backdrop, with encouraging signs of stabilization in trusses and Engineered Wood Products, the analyst tells investors in a research note. A weak housing backdrop, competitive markets, inflationary pressures against an already stretched consumer, and revised guidance that is second-half-weighted are among the near-term challenges, the firm added.
Deutsche Bank
Hold
downgrade
$102 -> $81
2026-05-04
Reason
Deutsche Bank
Price Target
$102 -> $81
2026-05-04
downgrade
Hold
Reason
Deutsche Bank lowered the firm's price target on Builders FirstSource to $81 from $102 and keeps a Hold rating on the shares.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for BLDR
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Valuation Metrics

The current forward P/E ratio for Builders FirstSource Inc (BLDR.N) is 15.72, compared to its 5-year average forward P/E of 11.95. For a more detailed relative valuation and DCF analysis to assess Builders FirstSource Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
11.95
Current PE
15.72
Overvalued PE
16.78
Undervalued PE
7.13

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
8.58
Current EV/EBITDA
20.09
Overvalued EV/EBITDA
11.56
Undervalued EV/EBITDA
5.60

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
0.83
Current PS
0.53
Overvalued PS
1.09
Undervalued PS
0.58

Financials

AI Analysis
Annual
Quarterly

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Whales Holding BLDR

P
Paradigm Capital Management, Inc.
Holding
BLDR
+23.64%
3M Return
F
Frontier Capital Management
Holding
BLDR
+12.77%
3M Return
L
Long Focus Capital Management LLC
Holding
BLDR
+11.85%
3M Return
H
Hill City Capital LP
Holding
BLDR
+8.29%
3M Return
P
Punch & Associates Investment Management, Inc.
Holding
BLDR
+6.99%
3M Return
Z
Zimmer Partners, LP
Holding
BLDR
+6.45%
3M Return

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Frequently Asked Questions

What is Builders FirstSource Inc (BLDR) stock price today?

The current price of BLDR is 77.4 USD — it has decreased -2.53

What is Builders FirstSource Inc (BLDR)'s business?

Builders FirstSource, Inc. is a supplier of building products, prefabricated components, and value-added services to the professional market segment for new residential construction and repair and remodeling. It provides customers with an integrated homebuilding solution, offering manufacturing, supply, delivery and installation of a full range of structural and related building products. Its product categories include Manufactured Products; Windows, Doors and Millwork; Specialty Building Products and Services, and Lumber and Lumber Sheet Goods. It serves customers from distribution and manufacturing facilities (some of which are co-located) that produce value-added products such as roof and floor trusses, wall panels, stairs, vinyl windows, custom millwork and pre-hung doors. It also distributes dimensional lumber and lumber sheet goods, millwork, windows, interior and exterior doors, and other specialty building products. It operates in 43 states with approximately 585 locations.

What is the price predicton of BLDR Stock?

Wall Street analysts forecast BLDR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BLDR is124.28 USD with a low forecast of 109.41 USD and a high forecast of 150.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Builders FirstSource Inc (BLDR)'s revenue for the last quarter?

Builders FirstSource Inc revenue for the last quarter amounts to 3.29B USD, decreased -10.13

What is Builders FirstSource Inc (BLDR)'s earnings per share (EPS) for the last quarter?

Builders FirstSource Inc. EPS for the last quarter amounts to -0.43 USD, decreased -151.19

How many employees does Builders FirstSource Inc (BLDR). have?

Builders FirstSource Inc (BLDR) has 28000 emplpoyees as of May 11 2026.

What is Builders FirstSource Inc (BLDR) market cap?

Today BLDR has the market capitalization of 8.33B USD.