Professional
Added to YB: 2025-07-15
Pitch date: 2025-07-10
BLDR [neutral]
Builders FirstSource, Inc.
-18.5%
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
$133.10
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.64
P/E
18.21
EV/Sales
0.98
Sector
Building Products
Category
growth
Black Bear Value Partners Portfolio Holding: Builders FirstSource, Inc.
BLDR (holding update): Structural US housing shortage & mortgage lock-in boosts new builds. BLDR transformed from cyclical commodity supplier to 40%+ value-add products. Strong FCF (6-9% yield in trough year) funding 45% share buyback over 33 months. $10-15/sh FCF (9-13% yield) with long-term tailwinds from housing deficit & loosening regulations.
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