Professional
Added to YB: 2025-10-13
Pitch date: 2025-10-08
BLDR [neutral]
Builders FirstSource, Inc.
-42.81%
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
$129.14
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.24
P/E
27.45
EV/Sales
0.88
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.
Read full article (1 min)