Professional
Added to YB: 2025-04-28
Pitch date: 2025-04-15
BLDR [neutral]
Builders FirstSource, Inc.
-37.03%
current return
Author Info
No bio for this author
Company Info
Builders FirstSource, Inc., together with its subsidiaries, provides building materials for professional builders in new residential construction and repair, and remodeling in the United States.
Market Cap
$7.8B
Pitch Price
$117.30
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.24
P/E
27.45
EV/Sales
0.88
Sector
Building Products
Category
value
Giverny Capital Asset Management Portfolio Holding: Builders FirstSource, Inc.
BLDR (holding update): Nation's largest building products distributor, trading at ~12.6x current earnings ($126/share vs $10 EPS). Provides value-added services reducing labor needs in construction, incl off-site wall assembly. 590 branches with procurement clout & lower freight costs. Reduced shares from 204M to 116M since 2021. Pent-up housing demand despite obstacles.
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