Builders FirstSource (BLDR) Stock Insights
BLDR$61.31+5.43 +9.72%
$6.60B
Market Cap
60.74
P/E
20.59
Forward P/E
43
Score
Builders FirstSource (BLDR) Stock Insights
BLDR price $61.31 +5.43 +9.72%
- Ticker
- BLDR
- Price
- $61.31
- Change
- +5.43 +9.72%
- Market cap ?
- $6.60B
- P/E ?
- 60.74
- Forward P/E ?
- 20.59
- Dividend yield ?
- 0.00%
- Beta ?
- 1.45
- Sector
- Basic Materials
- Industry
- Construction Materials
- Stocklytics score
- 43
- Value
- 82
- Quality
- 26
- Growth
- 21
Stocklytics score rationale: value 82, quality 26, growth 21.
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 6367284000 | 7034209000 | 7724771000 | 7280431000 | 8558874000 | 19893856000 | 22726418000 | 17097330000 | 16400492000 | 15190638000 |
Builders FirstSource, Inc. engages in the supply and manufacture of building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers. Its products include factory-built roof and floor trusses, wall panels and stairs, vinyl windows, custom millwork and trim, and engineered wood. The company was founded by Kevin P. O'Meara, Donald F…
Fair value
BLDR fair value $38.99. Price $61.31. Price is 57% above fair value.
Above fair value, and more expensive than usual. A larger premium than on more than 99% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 1.39B. Growth 20.00%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 12.00% (beta 1.4). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 107.60M. Net debt 5.47B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2027-02-25 | — | 0.48 | — | 3.34B |
| 2026-10-29 | 1.51 | 1.06 | 3.85B | 3.75B |
| 2026-07-30 | 1.17 | 1.25 | 3.86B | 3.91B |
| 2026-04-30 | 0.27 | 0.39 | 3.29B | 3.17B |
| 2026-02-17 | 1.12 | 1.30 | 3.36B | 3.45B |
| 2025-10-30 | 1.88 | 1.75 | 3.94B | 3.86B |
| 2025-07-31 | 2.38 | 2.35 | 4.23B | 3.86B |
| 2025-05-01 | 1.51 | 1.50 | 3.66B | 4.31B |
| 2025-02-20 | 2.31 | 2.18 | 3.82B | 3.89B |
| 2024-11-05 | 3.07 | 2.98 | 4.23B | 4.44B |
| 2024-08-06 | 3.50 | 3.02 | 4.46B | 4.48B |
| 2024-05-07 | 2.65 | 2.30 | 3.89B | 3.83B |
| 2024-02-22 | 3.55 | 2.54 | 4.15B | 4.00B |
| 2023-11-01 | 4.24 | 3.73 | 4.53B | 3.98B |
| 2023-08-02 | 3.89 | 2.51 | 4.53B | 4.78B |
| 2023-05-03 | 2.96 | 1.51 | 3.88B | 3.58B |
| 2023-02-28 | 3.21 | 2.36 | 4.36B | 4.25B |
| 2022-11-08 | 5.20 | 3.32 | 5.76B | 5.30B |
| 2022-08-01 | 6.26 | 3.06 | 6.93B | 5.53B |
| 2022-05-10 | 3.90 | 1.98 | 5.68B | 4.69B |
| 2022-03-01 | 2.78 | 1.91 | 4.63B | 4.29B |
| 2021-11-04 | 3.39 | 1.60 | 5.51B | 5.31B |
| 2021-08-05 | 2.76 | 1.75 | 5.58B | 4.46B |
| 2021-05-06 | 1.10 | 0.81 | 4.17B | 3.67B |
| 2021-02-26 | 1.26 | 0.92 | 2.53B | 2.28B |
| 2020-10-29 | 0.82 | 0.64 | 2.30B | 1.79B |
| 2020-07-30 | 0.67 | 0.32 | 1.95B | 1.52B |
| 2020-04-30 | 0.34 | 0.28 | 1.79B | 1.47B |
| 2020-02-20 | 0.40 | 0.36 | 1.76B | 1.59B |
| 2019-10-31 | 0.72 | 0.59 | 1.98B | 1.62B |
| 2019-08-01 | 0.63 | 0.48 | 1.90B | 1.45B |
| 2019-05-02 | 0.34 | 0.23 | 1.63B | 1.10B |
| 2019-02-28 | 0.46 | 0.42 | 1.82B | 1.66B |
| 2018-11-01 | 0.67 | 0.60 | 2.12B | 1.90B |
| 2018-08-07 | 0.54 | 0.54 | 2.09B | 2.09B |
| 2018-05-09 | 0.24 | 0.17 | 1.70B | 1.20B |
| 2018-02-28 | 0.40 | 0.17 | 1.78B | 1.55B |
| 2017-11-08 | 0.39 | 0.38 | 1.88B | 1.83B |
| 2017-08-03 | 0.37 | 0.34 | 1.84B | 1.69B |
| 2017-05-08 | 0.11 | 0.05 | 1.53B | 1.14B |
Dividends
Yield 0.00%. Payout ratio 0.00%. Frequency —.
Safety score 37/100 · Watch. Payout ratio is 0% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. No dividend history was found. There is no dividend yield.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| No data yet. | ||||
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-10-18 | Hiller Michael | Buy | 12.81K | — | — |
| 2026-09-10 | Steinke Craig Arthur | Buy | 564 | — | — |
| 2026-09-10 | OLEARY JAMES | Buy | 564 | — | — |
| 2026-09-10 | Charles Dirkson R | Buy | 470 | — | — |
| 2026-09-10 | Renz Maria | Buy | 489 | — | — |
| 2026-09-10 | LEVY PAUL S | Buy | 1.20K | — | — |
| 2026-09-10 | Hayes William B | Buy | 583 | — | — |
| 2026-09-10 | CHRISTOPHE CLEVELAND A | Buy | 564 | — | — |
| 2026-09-10 | Boydston Cory Jacobs | Buy | 470 | — | — |
| 2026-07-18 | O'Brien Matthew Coley | Buy | 7.41K | — | — |
| 2026-07-18 | Vaughn Paul | Buy | 3.37K | — | — |
| 2026-07-18 | Vance Todd | Buy | 3.37K | — | — |
| 2026-06-13 | Narayan Gayatri | Sell | 2.84K | $77.77 | 221.02K |
| 2026-06-05 | Herron Stephen J | Sell | 850 | — | — |
| 2026-06-04 | Hiller Michael | Sell | 900 | — | — |
| 2026-06-01 | Boydston Cory Jacobs | Buy | 409 | $76.26 | 31.19K |
| 2026-06-01 | Renz Maria | Buy | 426 | $76.26 | 32.49K |
| 2026-06-01 | OLEARY JAMES | Buy | 491 | $76.26 | 37.44K |
| 2026-06-01 | ALEXANDER MARK A | Buy | 409 | $76.26 | 31.19K |
| 2026-06-01 | CHRISTOPHE CLEVELAND A | Buy | 491 | $76.26 | 37.44K |
| 2026-06-01 | LEVY PAUL S | Buy | 1.05K | $76.26 | 80.00K |
| 2026-06-01 | Hayes William B | Buy | 508 | $76.26 | 38.74K |
| 2026-06-01 | Charles Dirkson R | Buy | 409 | $76.26 | 31.19K |
| 2026-06-01 | Steinke Craig Arthur | Buy | 491 | $76.26 | 37.44K |
| 2026-05-18 | O'Brien Matthew Coley | Other | 0 | — | — |
| 2026-05-14 | LEVY PAUL S | Buy | 2.56K | — | — |
| 2026-05-14 | Hayes William B | Buy | 2.56K | — | — |
| 2026-05-14 | Renz Maria | Buy | 2.56K | — | — |
| 2026-05-14 | ALEXANDER MARK A | Buy | 2.56K | — | — |
| 2026-05-14 | CHRISTOPHE CLEVELAND A | Buy | 2.56K | — | — |
| 2026-05-14 | Rush David E | Buy | 2.56K | — | — |
| 2026-05-14 | Boydston Cory Jacobs | Buy | 2.56K | — | — |
| 2026-05-14 | MILGRIM BRETT N | Buy | 2.56K | — | — |
| 2026-05-14 | AINOA CHERYL | Buy | 2.56K | — | — |
| 2026-05-14 | Steinke Craig Arthur | Buy | 2.56K | — | — |
| 2026-05-14 | Charles Dirkson R | Buy | 2.56K | — | — |
| 2026-05-14 | OLEARY JAMES | Buy | 2.56K | — | — |
| 2026-05-08 | Rush David E | Sell | 5.00K | $78.17 | 390.85K |
| 2026-04-20 | Brenner Alena | Other | 0 | — | — |
| 2026-03-15 | Vaughn Paul | Buy | 2.24K | — | — |
| 2026-03-15 | Vaughn Paul | Buy | 7.66K | — | — |
| 2026-03-15 | Vaughn Paul | Sell | 2.62K | $88.09 | 230.97K |
| 2026-03-15 | Herron Stephen J | Buy | 6.65K | — | — |
| 2026-03-15 | Herron Stephen J | Sell | 5.82K | $88.09 | 512.51K |
| 2026-03-15 | Herron Stephen J | Buy | 15.32K | — | — |
| 2026-03-15 | Jackson Peter M. | Buy | 8.39K | — | — |
| 2026-03-15 | Jackson Peter M. | Buy | 42.57K | — | — |
| 2026-03-15 | Jackson Peter M. | Sell | 8.51K | $88.09 | 749.47K |
| 2026-03-15 | Hiller Michael | Buy | 5.59K | — | — |
| 2026-03-15 | Hiller Michael | Sell | 3.29K | $88.09 | 290.17K |
| 2026-03-15 | Hiller Michael | Buy | 11.35K | — | — |
| 2026-03-15 | Robins Scott L | Buy | 5.59K | — | — |
| 2026-03-15 | Robins Scott L | Sell | 5.06K | $88.09 | 445.47K |
| 2026-03-15 | Robins Scott L | Buy | 9.51K | — | — |
| 2026-03-15 | Cope Jonathan P | Buy | 5.68K | — | — |
| 2026-03-15 | Cope Jonathan P | Sell | 739 | $88.09 | 65.10K |
| 2026-03-15 | Narayan Gayatri | Buy | 9.37K | — | — |
| 2026-03-15 | Trester Matthew | Buy | 698 | — | — |
| 2026-03-15 | Trester Matthew | Sell | 648 | $88.09 | 57.08K |
| 2026-03-15 | Trester Matthew | Buy | 1.42K | — | — |
| 2026-03-15 | Rush David E | Sell | 2.33K | $88.09 | 205.43K |
| 2026-03-15 | Beckmann Pete | Buy | 2.24K | — | — |
| 2026-03-15 | Beckmann Pete | Sell | 1.87K | $88.09 | 164.99K |
| 2026-03-15 | Beckmann Pete | Buy | 3.41K | — | — |
| 2026-03-15 | Beckmann Pete | Buy | 1.40K | — | — |
| 2026-03-15 | Beckmann Pete | Buy | 11.35K | — | — |
| 2026-03-15 | Beckmann Pete | Sell | 1.97K | $88.09 | 173.18K |
| 2026-03-15 | Vance Todd | Buy | 2.24K | — | — |
| 2026-03-15 | Vance Todd | Sell | 1.70K | $88.09 | 150.02K |
| 2026-03-15 | Vance Todd | Buy | 7.66K | — | — |
| 2026-03-13 | LEVY PAUL S | Buy | 50.00K | $87.73 | 4.39M |
| 2026-03-01 | OLEARY JAMES | Buy | 359 | $104.29 | 37.44K |
| 2026-03-01 | ALEXANDER MARK A | Buy | 299 | $104.29 | 31.18K |
| 2026-03-01 | Boydston Cory Jacobs | Buy | 299 | $104.29 | 31.18K |
| 2026-03-01 | Steinke Craig Arthur | Buy | 359 | $104.29 | 37.44K |
| 2026-03-01 | Hayes William B | Buy | 371 | $104.29 | 38.69K |
| 2026-03-01 | CHRISTOPHE CLEVELAND A | Buy | 359 | $104.29 | 37.44K |
| 2026-03-01 | Charles Dirkson R | Buy | 299 | $104.29 | 31.18K |
| 2026-03-01 | Renz Maria | Buy | 311 | $104.29 | 32.43K |
| 2026-03-01 | LEVY PAUL S | Buy | 767 | $104.29 | 79.99K |
| 2025-12-11 | Beckmann Pete | Sell | 2.00K | — | — |
| 2025-12-04 | Rush David E | Sell | 1.00K | — | — |
| 2025-12-01 | Boydston Cory Jacobs | Buy | 278 | $112.23 | 31.20K |
| 2025-12-01 | Charles Dirkson R | Buy | 278 | $112.23 | 31.20K |
| 2025-12-01 | Steinke Craig Arthur | Buy | 334 | $112.23 | 37.48K |
| 2025-12-01 | OLEARY JAMES | Buy | 334 | $112.23 | 37.48K |
| 2025-12-01 | Hayes William B | Buy | 345 | $112.23 | 38.72K |
| 2025-12-01 | ALEXANDER MARK A | Buy | 278 | $112.23 | 31.20K |
| 2025-12-01 | Renz Maria | Buy | 278 | $112.23 | 31.20K |
| 2025-12-01 | LEVY PAUL S | Buy | 712 | $112.23 | 79.91K |
| 2025-11-05 | Jackson Peter M. | Sell | 1.75K | — | — |
| 2025-10-01 | Rush David E | Buy | 24.31K | $121.25 | 2.95M |
| 2025-10-01 | Rush David E | Sell | 13.40K | $121.25 | 1.62M |
| 2025-09-01 | ALEXANDER MARK A | Buy | 225 | $138.68 | 31.20K |
| 2025-09-01 | Boydston Cory Jacobs | Buy | 225 | $138.68 | 31.20K |
| 2025-09-01 | Charles Dirkson R | Buy | 225 | $138.68 | 31.20K |
| 2025-09-01 | OLEARY JAMES | Buy | 270 | $138.68 | 37.44K |
| 2025-09-01 | LEVY PAUL S | Buy | 576 | $138.68 | 79.88K |
| 2025-09-01 | Hayes William B | Buy | 279 | $138.68 | 38.69K |
| 2025-09-01 | Renz Maria | Buy | 225 | $138.68 | 31.20K |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 707, holders -57 vs prior quarter. Ownership 100.12%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 7.83M | -927.86K | -10.59% | 700.93M |
| VANGUARD CAPITAL MANAGEMENT LLC | 6.85M | -172.44K | -2.45% | 613.35M |
| STATE STREET CORP | 4.84M | -280.33K | -5.48% | 433.07M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.16M | -156.68K | -3.63% | 372.43M |
| CAPITAL INTERNATIONAL INVESTORS | 3.91M | 964.19K | +32.76% | 349.63M |
| PICTET ASSET MANAGEMENT HOLDING SA | 3.80M | 2.42M | +175.77% | 340.12M |
| WELLINGTON MANAGEMENT GROUP LLP | 3.47M | -214.21K | -5.82% | 310.07M |
| DIMENSIONAL FUND ADVISORS LP | 3.44M | 471.54K | +15.89% | 307.76M |
| INVESCO LTD. | 3.35M | 742.04K | +28.49% | 299.43M |
| GEODE CAPITAL MANAGEMENT, LLC | 2.83M | -50.12K | -1.74% | 253.16M |
| COLISEUM CAPITAL MANAGEMENT, LLC | 2.60M | 505.00K | +24.13% | 232.49M |
| BRAVE WARRIOR ADVISORS, LLC | 2.34M | -31.72K | -1.34% | 209.43M |
| SANDS CAPITAL MANAGEMENT, LLC | 2.28M | -337.85K | -12.89% | 204.30M |
| D1 CAPITAL PARTNERS L.P. | 1.64M | 1.64M | New | 146.68M |
| MORGAN STANLEY | 1.55M | 139.64K | +9.88% | 138.95M |
| DIAMOND HILL CAPITAL MANAGEMENT, LLC (INVESTMENT ADVISOR) | 1.51M | -256.25K | -14.53% | 134.91M |
| GOLDMAN SACHS GROUP INC | 1.39M | -325.00K | -18.93% | 124.54M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.22M | 100.96K | +9.01% | 109.35M |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 1.22M | 1.22M | New | 109.35M |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 1.07M | 12.91K | +1.22% | 96.11M |
| HOLOCENE ADVISORS, LP | 1.07M | 503.99K | +89.54% | 95.46M |
| CAPITAL WORLD INVESTORS | 1.01M | 226.38K | +29.05% | 89.98M |
| BANK OF AMERICA CORP /DE/ | 936.88K | 51.80K | +5.85% | 83.83M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 915.66K | 632.49K | +223.37% | 81.93M |
| NORTHERN TRUST CORP | 898.31K | -56.46K | -5.91% | 80.38M |
Insights
- Revenue by product
- Revenue by region
| Period | Value |
|---|---|
| FY2012 | Lumber And Lumber Sheet Goods: 348132000.0, Specialty Building Products And Services: 181581000.0, Windows Doors And Millwork: 337276000.0 |
| FY2013 | Lumber And Lumber Sheet Goods: 526633000.0, Windows Doors And Millwork: 445490000.0 |
| FY2014 | Lumber And Lumber Sheet Goods: 522655000.0, Windows Doors And Millwork: 517139000.0 |
| FY2015 | Lumber And Lumber Sheet Goods: 1151657000.0, Manufactured Products: 644391000.0, Windows Doors And Millwork: 868835000.0 |
| FY2016 | Lumber And Lumber Sheet Goods: 2131394000.0, Manufactured Products: 1097665000.0, Windows Doors And Millwork: 1286151000.0 |
| FY2017 | Lumber And Lumber Sheet Goods: 2510945000.0, Manufactured Products: 1208555000.0, Windows Doors And Millwork: 1360567000.0 |
| FY2018 | Lumber And Lumber Sheet Goods: 2902155000.0, Manufactured Products: 1392043000.0, Windows Doors And Millwork: 1445858000.0 |
| FY2019 | Lumber And Lumber Sheet Goods: 2251580000.0, Manufactured Products: 1449550000.0, Windows Doors And Millwork: 1542924000.0 |
| FY2020 | Lumber And Lumber Sheet Goods: 3076376000.0, Manufactured Products: 1640460000.0, Windows Doors And Millwork: 1629179000.0 |
| FY2021 | Lumber And Lumber Sheet Goods: 8412210000.0, Manufactured Products: 4333283000.0, Windows Doors And Millwork: 3332005000.0 |
| FY2022 | Lumber And Lumber Sheet Goods: 8088147000.0, Manufactured Products: 5692406000.0, Specialty Building Products And Services: 4155045000.0, Windows Doors And Millwork: 4790820000.0 |
| FY2023 | Lumber And Lumber Sheet Goods: 4128855000.0, Manufactured Products: 4700670000.0, Specialty Building Products And Services: 3978711000.0, Windows Doors And Millwork: 4289094000.0 |
| FY2024 | Lumber And Lumber Sheet Goods: 4191947000.0, Manufactured Products: 3931647000.0, Specialty Building Products And Services: 4050027000.0, Windows Doors And Millwork: 4226871000.0 |
| FY2025 | Lumber And Lumber Sheet Goods: 3875868000.0, Manufactured Products: 3410492000.0, Specialty Building Products And Services: 4068074000.0, Windows Doors And Millwork: 3836204000.0 |
| Period | Value |
|---|---|
| FY2015 | Northeast Segment: 630486000.0, South Segment: 1098359000.0, Southeast Segment: 917022000.0, West Segment: 789275000.0 |
| FY2016 | Northeast Segment: 1204099000.0, South Segment: 1704753000.0, Southeast Segment: 1367933000.0, West Segment: 1939206000.0 |
| FY2017 | Northeast Segment: 1285286000.0, South Segment: 1855425000.0, Southeast Segment: 1542330000.0, West Segment: 2188696000.0 |
| FY2018 | Northeast Segment: 1340637000.0, South Segment: 2050961000.0, Southeast Segment: 1704313000.0, West Segment: 2461585000.0 |
| FY2019 | Northeast Segment: 1295643000.0, South Segment: 1866891000.0, Southeast Segment: 1610156000.0, West Segment: 2253854000.0 |
| FY2020 | Northeast Segment: 1323972000.0, South Segment: 2346160000.0, Southeast Segment: 1947888000.0, West Segment: 2639133000.0 |
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