The Bid & Ask

Quotations, Dispatches, and the Daily Tape

Thursday, August 13, 2026

Subject of the day

BLDR

Concerning the House

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. It offers manufactured products, such as factory-built substitutes for job-site framing, wood floor and roof trusses, wall panels, and engineered wood; Ready-Frame, a whole house framing solution; manufactured and semi-custom modular homes, and built in a temperature-controlled facility under its Pine Grove Homes and Pleasant Valley Homes brand names; manufactured housing plans including ranch, community, and single-section homes; manufacturing, assembly, and distribution of windows; and the assembly and distribution of interior and exterior door units. The company also provides millwork, including interior trim and custom features under the Synboard brand name; specialty building products and services comprising vinyl, composite and wood siding, exterior trim, metal studs, cement, roofing, insulation, wallboard, ceilings, cabinets, and hardware; turn-key framing, shell construction, design assistance, and professional installation of products. In addition, it offers drafting, estimating, quoting, and virtual home design services to retailers, distributors, manufacturers, and homebuilders; dimensional lumber, plywood, and oriented strand board products used in on-site house framing. The company was formerly known as BSL Holdings, Inc. and changed its name to Builders FirstSource, Inc. in October 1999. Builders FirstSource, Inc. was incorporated in 1998 and is based in Irving, Texas.

United States · www.bldr.com

The Long Run

FY 2011–2025 · 15 years

LineLatestCAGRTrend
Revenue$17.10B+25.9%
Gross profit$5.38B+29.6%
Operating income$1.60B+33.9%
Net income$1.54B+32.1%
Cash from ops$1.22B+60.6%
Quotation

$73.56

+1.15 (+1.6%)

52w hi$149.21
52w lo$66.01
Vol1.44M
As ofAug 13
The Verdict

Sell

Our score -0.70

Short-0.66
Medium-0.73
Long-0.69

computed 2026-08-13

By the Numbers

Builders FirstSource, Inc.

Industrials · Building Products & Equipment

Market cap$7.91B
Enterprise value$12.96B
Trailing P/E79.96x
Forward P/E16.47x
EV / EBITDA12.68x
P / S (ttm)0.55x
Profit margin0.7%
Return on equity2.5%
Revenue growth-8.8%
Earnings growth
Debt / equity130.79
Risk Metrics
Beta vs SPX1.26
Corr SPX0.43
Annual vol47.2%
Annual ret-25.6%
Sharpe-0.54
Max DD-67.3%

Window: 504 trading days (504 obs)

Layer Breakdown
LayerRawContribution
Fundamental+0.00
Sector+0.07
Technical-0.42
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-08-13

Recent Sessions
DateOpenHighLowCloseVol
Aug 13$73.44$75.20$73.00$73.561.44M
Aug 12$75.44$75.50$70.96$72.411.65M
Aug 11$72.55$75.19$72.45$75.101.96M
Aug 10$73.50$73.83$71.41$71.981.74M
Aug 7$73.56$76.80$73.56$74.692.13M