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BLDR Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
94.600
Open
93.700
VWAP
92.15
Vol
2.45M
Mkt Cap
10.36B
Low
90.750
Amount
225.45M
EV/EBITDA(TTM)
10.61
Total Shares
110.61M
EV
14.62B
EV/OCF(TTM)
12.03
P/S(TTM)
0.69
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

(ET)
2026-02-17
06:10:00
Builders FirstSource Q4 Revenue at $3.4B, Below Consensus
select

News

CNBC
2.0
03-07CNBC
Builders FirstSource Emerges as Oversold Amid Market Turmoil
  • Market Turmoil Impact: Builders FirstSource saw its stock drop nearly 11% this week, with a relative strength index (RSI) of 22 indicating it is oversold, amidst escalating tensions in Iran and oil prices surging above $90 per barrel, suggesting a potential rebound opportunity.
  • Industry Performance Comparison: The iShares U.S. Home Construction ETF (ITB) also fell over 8% this week, mirroring the overall pressure on the building materials sector, indicating that investor sentiment is crucial to monitor in this volatile environment.
  • Rating Upgrade Signal: Despite market pressures, RBC Capital Markets upgraded Builders FirstSource from sector perform to outperform on Thursday, citing attractive valuation post pullback, which reflects confidence in the stock's future performance.
  • Global Oil Price Influence: With rising oil prices, stocks like CF Industries and LyondellBasell Industries entered overbought territory, with CF Industries up about 16% this week, driven by strong fertilizer demand ahead of the planting season, which could further impact building material costs.
Barron's
4.0
03-02Barron's
PMI Increases in February, Signifying Second Consecutive Month of Growth in U.S. Manufacturing
  • U.S. Manufacturing Growth: The U.S. manufacturing sector reported a second consecutive month of growth, providing positive news for investors.
  • Investor Sentiment: This growth in manufacturing is likely to boost investor confidence in the economy.
CNBC
6.0
02-26CNBC
Latest Wall Street Rating Updates
  • Nvidia Rating Reaffirmed: Bank of America raised its price target on Nvidia to $300 from $275, highlighting its transformation from a traditional PC graphics chip vendor to a supplier for high-end gaming, enterprise graphics, and cloud markets, indicating strong market potential.
  • Snowflake Rating Maintained: Morgan Stanley lowered its price target on Snowflake to $245 but maintained an overweight rating, reflecting confidence in a healthy demand environment, particularly following the company's fourth-quarter performance.
  • Salesforce Price Target Cut: JPMorgan reduced its price target on Salesforce from $365 to $320, emphasizing its leading position in cloud computing and multi-product success story, despite facing market challenges.
  • Alcon Upgraded to Overweight: Wells Fargo upgraded Alcon from equal weight to overweight, anticipating growth driven by a new product cycle, raising its price target to $97, which reflects an optimistic outlook on future performance.
NASDAQ.COM
4.5
02-25NASDAQ.COM
Consumer Products Sector Underperforms with Notable Losses
  • Consumer Sector Decline: In afternoon trading on Wednesday, the Consumer Products sector is the worst performer, showing a 1.4% loss, indicating a decline in market confidence that could affect investment attractiveness in this sector.
  • Individual Stock Struggles: Brown-Forman Corp (BF.B) and Molson Coors Beverage Co (TAP) are down 8.9% and 5.0%, respectively, with their significant declines potentially impacting future earnings expectations and investor sentiment.
  • ETF Performance Insight: The iShares U.S. Consumer Goods ETF (IYK), which tracks the sector, is down 0.6% on the day but up 14.22% year-to-date, suggesting that long-term investors still have confidence in the sector despite short-term volatility.
  • Materials Sector Follows: The Materials sector is down 1.3%, with Builders FirstSource (BLDR) and Mosaic (MOS) showing losses of 6.2% and 4.2%, respectively, reflecting market concerns over demand in construction and raw materials.
NASDAQ.COM
2.0
02-25NASDAQ.COM
BLDR Options Contract Analysis and Investment Opportunities
  • Put Option Appeal: The current bid for the $95.00 put option is $12.60, and if an investor sells this contract, their effective purchase price for the stock drops to $82.40, representing a 9% discount from the current price of $104.66, making it an attractive option for those interested in BLDR shares.
  • Return Potential Analysis: Should the put option expire worthless, the investor would realize a 13.26% return on their cash commitment, equating to an annualized yield of 12.51%, highlighting the YieldBoost potential of this strategy, appealing to income-focused investors.
  • Call Option Return Expectations: The $120.00 call option currently bids at $15.30, and if an investor buys BLDR shares at $104.66 and sells this call, they could achieve a total return of 29.28% if the stock is called away at the March 2027 expiration, indicating strong profit potential.
  • Risk and Reward Trade-off: The $120.00 strike price represents a 15% premium over the current stock price, with a 48% chance that the call option may expire worthless, allowing investors to retain both their shares and the premium collected, further enhancing the YieldBoost of their investment.
Benzinga
9.5
02-17Benzinga
Builders FirstSource Reports Weaker-Than-Expected Quarter
  • Disappointing Earnings: Builders FirstSource reported fourth-quarter adjusted earnings per share of $1.12, missing the analyst consensus of $1.22, indicating ongoing pressure in core markets that may affect investor confidence moving forward.
  • Sales Decline: The company posted quarterly sales of $3.358 billion, down 12.1% year-over-year, falling short of the Street's expectation of $3.459 billion, reflecting dual pressures from lower core organic net sales and commodity deflation.
  • Decreased Profitability: Gross profit was $1.0 billion compared to $1.2 billion in the prior year, with gross profit margin decreasing by 250 basis points to 29.8%, primarily driven by a below-normal starts environment, which could lead to sustained pressure on future profitability.
  • Cautious Outlook: Builders FirstSource expects fiscal 2026 sales between $14.8 billion and $15.8 billion, while planning to deliver $50 million to $70 million in productivity savings in 2026, reflecting a cautious stance in an uncertain market environment.
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
RBC Capital
Mike Dahl
Sector Perform -> Outperform
upgrade
$119
AI Analysis
2026-03-05
Reason
RBC Capital
Mike Dahl
Price Target
$119
AI Analysis
2026-03-05
upgrade
Sector Perform -> Outperform
Reason
RBC Capital analyst Mike Dahl upgraded Builders FirstSource to Outperform from Sector Perform with an unchanged price target of $119. The stock's valuation pullback creates an attractive risk/reward, the analyst tells investors in a research note. The firm believes 2026 will likely represent an EBITDA trough for Builders FirstSource. The company's gross margin "resilience" in tough conditions proves its "structural" margin gains, contends RBC.
William Blair
Ryan Merkel
Outperform
initiated
2026-02-26
Reason
William Blair
Ryan Merkel
Price Target
2026-02-26
initiated
Outperform
Reason
William Blair analyst Ryan Merkel initiated coverage of Builders FirstSource with an Outperform rating and no price target. The firm says Builders is the leader in distribution for the new residential construction market, offering an "unmatched combination of scale, breadth, manufacturing, and value-added services." William Blair sees as much as 50% share upside in its bull case for a housing recovery and market share gains. Meanwhile, the potential for a buyout limits the stock's downside to about 15% below the current share price, the analyst tells investors in a research note.
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 16.93, compared to its 5-year average forward P/E of 11.41. 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
11.41
Current PE
16.93
Overvalued PE
16.01
Undervalued PE
6.80

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
8.09
Current EV/EBITDA
10.89
Overvalued EV/EBITDA
10.72
Undervalued EV/EBITDA
5.46

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
0.77
Overvalued PS
1.10
Undervalued PS
0.57

Financials

AI Analysis
Annual
Quarterly

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Whales Holding BLDR

F
Frontier Capital Management
Holding
BLDR
+25.28%
3M Return
Z
Zimmer Partners, LP
Holding
BLDR
+12.84%
3M Return
P
Paradigm Capital Management, Inc.
Holding
BLDR
+12.38%
3M Return
C
Campbell & Company, LP
Holding
BLDR
+11.31%
3M Return
P
Punch & Associates Investment Management, Inc.
Holding
BLDR
+2.75%
3M Return
C
Cercano Management LLC
Holding
BLDR
+1.74%
3M Return

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Frequently Asked Questions

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

The current price of BLDR is 91.11 USD — it has decreased -2.74

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 3.36B USD, decreased -12.10

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 0.28 USD, decreased -83.03

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

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

What is Builders FirstSource Inc (BLDR) market cap?

Today BLDR has the market capitalization of 10.36B USD.