Professional
Added to YB: 2025-01-16
Pitch date: 2025-01-09
BLDR [bullish]
Builders FirstSource, Inc.
-47.62%
current return
Author Info
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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
$141.02
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.24
P/E
27.45
EV/Sales
0.88
Sector
Building Products
Category
value
Show full summary:
Black Bear Value Partners Portfolio Holding: Builders FirstSource, Inc.
BLDR: 23% Dec drop on housing fears. 40%+ value-add biz, low leverage, 40% buyback in 33mo. US housing shortage, new builds gaining share. $12-$17 FCF/share, 8-12% yield. Added on dip despite near-term volatility. Structural demand, margin gains from scale.
Read full article (1 min)