Added to YB: 2025-09-19
Pitch date: 2025-06-30
BLDR [neutral]
Builders FirstSource, Inc.
-36.25%
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
$115.86
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.24
P/E
27.45
EV/Sales
0.88
Sector
Building Products
Category
turnaround
Sands Capital Global Growth Strategy Portfolio Holding: Builders FirstSource, Inc.
BLDR (holding update): Largest US lumber/building materials distributor facing sluggish housing market (starts -5% YOY Q1 2025). Despite near-term headwinds, company strengthening position via digital investments, value-added products, strategic M&A & opportunistic buybacks. Well-positioned for eventual housing recovery at attractive current valuation.
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