Professional
Added to YB: 2025-04-11
Pitch date: 2025-04-08
BLDR [neutral]
Builders FirstSource, Inc.
-3.45%
current return
Author Info
No bio for this author
Company Info
Builders FirstSource, Inc., together with its subsidiaries, manufactures and supplies building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers in the United States.
Market Cap
$10.6B
Pitch Price
$112.36
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.64
P/E
18.21
EV/Sales
0.98
Sector
Building Products
Category
value
Black Bear Value Partners Portfolio Holding: Builders FirstSource, Inc.
BLDR (holding update): Manufacturer of building materials, 40%+ value-add. Structural US housing shortage, higher rates reduce existing supply. FCF used to buy back 45% of stock in 33 months. Est. $10-$15 FCF/share, 8-12% yield. Modest leverage, higher margins from scale. Risks: cyclical industry, potential rocky 6-12 months ahead.
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