Added to YB: 2025-12-30
Pitch date: 2025-12-25
BLDR [neutral]
Builders FirstSource, Inc.
+0.41%
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
$11.5B
Pitch Price
$103.03
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.15
P/E
19.78
EV/Sales
1.04
Sector
Building Products
Category
value
Watchlist Radar - Builders FirstSource, Inc.
BLDR (watchlist): Largest US building materials distributor via 27yr roll-up strategy. Trades 9% FCF yield (10-15% in normalized housing). Repurchased 48.1% shares since Aug 2021 at $80.90 avg vs $104 current. Scale synergies from M&A + value-add services growth post-GFC drive returns.
Read full article (1 min)