Professional
Added to YB: 2025-10-13
Pitch date: 2025-10-08
BLDR [neutral]
Builders FirstSource, Inc.
-16%
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
$129.14
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): Housing shortage + mortgage lock-in effect creates structural tailwinds. 40%+ value-add products (vs commodity lumber) boost margins. 45% stock buybacks in 33mo w/ abundant FCF. Mgmt cut 2025 FCF guidance to $800M-$1B (6-8% yield in trough). Est. $10-$15 normalized FCF/share = 9-13% yield w/ no growth.
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