Professional
Added to YB: 2024-09-16
Pitch date: 2024-09-07
BLDR [bullish]
Builders FirstSource, Inc.
-56.45%
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
$169.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.24
P/E
27.45
EV/Sales
0.88
Sector
Building Products
Category
growth
Bonhoeffer Capital Management Portfolio Holding: Builders FirstSource, Inc.
BLDR: High-ROIC building products distributor & manufacturer. 22.5% 5-yr ROIIC on $6.2B M&A spend. FCF up from $207M to $1.6B (2018-2023). Unique specialty products boost margins vs peers. Declining rates, accretive buybacks, and acquisition/buyback model support growth. Modest valuation.
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