Added to YB: 2026-04-14
Pitch date: 2026-04-10
BLDR [bullish]
Builders FirstSource, Inc.
+3.87%
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
$9.2B
Pitch Price
$84.27
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.98
P/E
21.93
EV/Sales
0.93
Sector
Building Products
Category
value
$BLDR — Builders FirstSource is the largest US supplier of building products and manufactured components.
BLDR: Largest US building products supplier, ~$15B rev, 92 of top 100 MSAs. Transformed to 50% value-added (trusses, panels, software); 30%+ gross margin, 10%+ EBITDA margin in trough. Retired 46.5% of shares since Aug 2021 at ~$80 avg; chairman bought $4.4M Mar '26. 4M US housing deficit, 940K starts (lowest since '19). Trading 10x EBITDA, 16x FCF, 14x fwd P/E at trough; normalized 9x EBITDA. Risks: prolonged housing slump, $4.4B debt, commodity deflation, buybacks at peak.
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