Professional
Added to YB: 2024-10-09
Pitch date: 2024-10-08
BLDR [bullish]
Builders FirstSource, Inc.
-44.3%
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
$194.76
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: Residential construction supplier shifting to value-add (50%+ revenue). 41% stock buyback in 3 years. Housing shortage + locked-in low mortgages favor new builds. $13-$16 FCF/share, 7-8% yield at $194. Undervalued given long-term housing demand & pricing power. Modest leverage, structurally higher margins.
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