Added to YB: 2024-06-17
Pitch date: 2024-06-14
BLDR [neutral]
Builders FirstSource, Inc.
-50.57%
current return
Author Info
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
$149.41
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.24
P/E
27.45
EV/Sales
0.88
Sector
Building Products
Category
value
Builders FirstSource
BLDR: Leading US building materials supplier. Fairly valued at 13 P/E given slower growth outlook. Long-term construction tailwinds intact. Value-added products, M&A fuel growth in $425B TAM (BLDR has 3.9% share). Risks: Housing slowdown, competition, customer concentration. Buybacks + 3-7% EPS growth could yield 6-17% IRR at 8-15 P/E. Quality business to watch.
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