Professional
Added to YB: 2024-02-15
Pitch date: 2024-02-14
BLDR [bullish]
Builders FirstSource, Inc.
-42.4%
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
$188.32
Price Target
540.00 (+398%)
Dividend
N/A
EV/EBITDA
8.64
P/E
18.21
EV/Sales
0.98
Sector
Building Products
Category
growth
Bonhoeffer Capital Management Case Study - Builders FirstSource
$BLDR: Top US building products distributor, 2.6% share, 90% retention. Strategic M&A expands footprint & tech, saves $275M/yr. 35% gross margin, 40% ROE, 90% cash conversion. Organic growth 5%/yr, buybacks. Risks: leverage. Upside: strong mgmt, 13% EPS growth = $540 5yr target (26% IRR).
Read full article (9 min)