BLDR

Builders FirstSource Inc

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134.720

+3.89(2.973%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

135.230

Open

132.450

VWAP

134.37

Vol

1.89M

Mkt Cap

14.89B

Low

132.080

Amount

253.74M

EV/EBITDA(TTM)

9.54

Total Shares

122.06M

18.82B

EV/OCF(TTM)

11.15

P/S(TTM)

0.94

Builders FirstSource, Inc. is a supplier of structural building products, value-added components and services to the professional market for single-family and multi-family construction and repair and remodeling. The Company provides customers an integrated homebuilding solution, offering manufacturing, supply, delivery, and installation of a full range of structural and related building products. The Company groups its building products and services into four product categories: Manufactured Products; Windows, Doors and Millwork; Specialty Building Products and Services, and Lumber and Lumber Sheet Goods. Its manufactured products are factory-built substitutes for job-site framing and include wood floor and roof trusses, wall panels and engineered wood. Its specialty building products and services consist of various products, including vinyl, composite and wood siding, exterior trim, metal studs, cement and insulation. The Company operates in approximately 43 states with 590 locations.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q4

FY2025Q3

FY2025Q2

3.99B

+4.41%

1.978

-14.35%

4.36B

+2.93%

2.586

-15.76%

4.27B

-4.14%

2.367

-32.37%

Estimates Revision

The market is revising Downward the revenue expectations for Builders FirstSource, Inc. (BLDR) for FY2025, with the revenue forecasts being adjusted by -2.56% over the past three months. During the same period, the stock price has changed by 11.42%.

Revenue Estimates for FY2025

Revise Downward

-2.56%

In Past 3 Month

EPS Estimates for FY2025

Revise Downward

-14%

In Past 3 Month

Stock Price

Go Up

+11.42%

In Past 3 Month

14 Analyst Rating

1.94% Upside

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 is 137.33 USD with a low forecast of 118.00 USD and a high forecast of 163.00 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.

10 Buy

4 Hold

0 Sell

Moderate Buy

1.94% Upside

Current: 134.720

Low

118.00

Averages

137.33

High

163.00

1.94% Upside

Current: 134.720

Low

118.00

Averages

137.33

High

163.00

Zelman

Neutral -> Underperform

downgrade

2025-07-18

Reason

Zelman

Price Target

2025-07-18

downgrade

Neutral -> Underperform

Reason

Zelman downgraded Builders FirstSource to Underperform from Neutral, citing increasing competitive behavior.

Oppenheimer

Tyler Batory

Outperform

NULL

downgrade

$165 -> $155

2025-07-10

Reason

Oppenheimer

Tyler Batory

Price Target

$165 -> $155

2025-07-10

downgrade

Outperform

NULL

Reason

Oppenheimer analyst Tyler Batory lowered the firm's price target on Builders FirstSource to $155 from $165 and keeps an Outperform rating on the shares. The firm is lowering estimates on Builders FirstSource to reflect a weaker backdrop for single-family starts and its expectation for a difficult competitive environment for the remainder of the year. Oppenheimer sees 2025 as a transitional period as the company digests weaker than expected single-family starts, continued margin normalization, and less capacity for M&A/share repurchases. The long-term outlook remains favorable with Builders FirstSource positioned to benefit from a housing industry that is still under-built and bolt-on M&A opportunities.

Wedbush

Outperform

NULL

downgrade

$190 -> $145

2025-06-21

Reason

Wedbush

Price Target

$190 -> $145

2025-06-21

downgrade

Outperform

NULL

Reason

Wedbush lowered the firm's price target on Builders FirstSource to $145 from $190 and keeps an Outperform rating on the shares. For Q2, the firm lowered its revenue and AEBITDA outlook. Wedbush believes weaker oriented strand board pricing since the end of Q1 and double-digit percentage declines in South and West starts in Q2 may equate to lower results in Q2 than previously expected. The firm also believes the 25% year-to-date pullback in Builders FirstSource's shares versus a 1% gain for the S&P 500 has priced in the Q2 sales trends.

Loop Capital

Jeffrey Stevenson

Strong Buy

Maintains

$190 → $170

2025-04-14

Reason

Loop Capital

Jeffrey Stevenson

Price Target

$190 → $170

2025-04-14

Maintains

Strong Buy

Reason

Loop Capital analyst Jeffrey Stevenson lowered the firm's price target on Builders FirstSource to $170 from $190 and keeps a Buy rating on the shares as part of a broader research note on Building Products names. The firm is reducing its estimates due to a combination of adverse year-to-date weather, ongoing deflation headwinds in value-added product categories such as EWP - Engineered Wood Products - and a more conservative residential demand recovery due to ongoing affordability challenges and macro uncertainty, the analyst tells investors in a research note. Loop adds however that it believes these building products distributors are well positioned for a recovery when residential sentiment begins to improve given their elevated residential exposure, sustainable margin step up from pre-pandemic levels and earnings returning to more normalized levels after 1-2 years of deflationary headwinds.

Barclays

Matthew Bouley

Buy

Maintains

$165 → $151

2025-04-08

Reason

Barclays

Matthew Bouley

Price Target

$165 → $151

2025-04-08

Maintains

Buy

Reason

Deutsche Bank

Collin Verron

Strong Buy

Initiates

$151

2025-04-01

Reason

Deutsche Bank

Collin Verron

Price Target

$151

2025-04-01

Initiates

Strong Buy

Reason

Deutsche Bank initiated coverage of Builders FirstSource with a Buy rating and $151 price target.

See All Ratings

Valuation Metrics

The current forward P/E ratio for Builders FirstSource Inc (BLDR.N) is 14.92, compared to its 5-year average forward P/E of 9.99. 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.

Overvalued

5Y Average PE

9.99

Current PE

14.92

Overvalued PE

13.92

Undervalued PE

6.06

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.

Overvalued

5Y Average EV/EBITDA

7.40

Current EV/EBITDA

10.05

Overvalued EV/EBITDA

9.82

Undervalued EV/EBITDA

4.98

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.

Fair

5Y Average PS

0.77

Current PS

0.82

Overvalued PS

1.07

Undervalued PS

0.47