Professional
Added to YB: 2026-02-13
Pitch date: 2026-02-05
BLDR [neutral]
Builders FirstSource, Inc.
-39.35%
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
$121.79
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): Down 28% in 2025 on housing market weakness but generating $800M-$1B FCF (7-9% yield) in a weak year. Shifted to 40%+ value-add products post-GFC, reducing cyclicality. Structural US housing shortage + homeowners locked in low mortgages = growing new home share. Normalized FCF $9-$14/share = 9-14% yield w/ no growth priced in.
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