Inside the research

Builders FirstSource, Inc.

BLDR Research profile · latest available data

Price overview

$59.17

▲ +0.89 (+1.5%)

52w hi$129.54
52w lo$57.68
Vol1.49M
As of25 Sep 2026

The Verdict

Sell

Our score -0.66

Short-0.53
Medium-0.74
Long-0.74

computed 2026-09-27

Key fundamentals

Builders FirstSource, Inc.

Industrials · Building Products & Equipment

Market cap$6.37B
Enterprise value$11.54B
Trailing P/E64.32x
Forward P/E13.38x
EV / EBITDA11.29x
P / S (ttm)0.44x
Profit margin0.7%
Return on equity2.5%
Revenue growth-8.8%
Debt / equity130.79

Layer Breakdown

LayerRawContribution
Fundamental+0.02
Sector-0.01
Technical-0.47
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

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

Risk Metrics

Beta vs SPX1.25
Corr SPX0.43
Annual vol47.2%
Annual ret-49.2%
Sharpe-1.04
Max DD-70.9%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$97.38
High / Low$133.00 / $76.00
Median$95.00
Analysts21
Strong Buy3
Buy8
Hold9
Sell0
Strong Sell0

Recent rating actions

2026-05-01Wells Fargo→ Equal-Weight
2026-05-01UBS→ Buy
2026-05-01RBC Capital→ Outperform
2026-05-01Keybanc→ Overweight
2026-05-01DA Davidson→ Neutral
2026-05-01Benchmark→ Buy

Material Events

DateEvent8-K
2026-08-07Officer / Director Changeread
2026-07-30Earnings Release, Exhibitsread
2026-06-05Officer / Director Changeread
2026-05-18Officer / Director Change, Shareholder Vote…read
2026-04-30Earnings Release, Other Material Event…read
2026-02-17Earnings Release, Exhibitsread
2025-10-30Earnings Release, Exhibitsread
2025-07-31Earnings Release, Exhibitsread
2025-05-27Bylaws Amendment, Shareholder Voteread
2025-05-22Material Agreement, Material Obligation…read
2025-05-08Material Agreement, Material Obligation…read
2025-05-05Reg FD Disclosure, Exhibitsread

Flow & Concentration

Insider 180d net$0
Insider buys / sells0 / 0
Insider biasNeutral
13F holders9
Top-5 share97.7%
HHI4,097 (concentrated)

Top Holders

HolderValueShares
State Street Corp$433.07M4.84M
Citadel Advisors$83.88M937.41K
Fidelity / FMR LLC$71.16M795.29K
Capital Research / Capital World$68.05M760.51K
Millennium Management$35.86M400.72K
AQR Capital Management$11.91M133.09K
Bridgewater Associates$4.59M51.28K
T. Rowe Price Group$14.99K167.49K
Norges Bank (Norway sovereign)$14.94K167

As of 2026-06-30

SEC Filings

DateFormDoc
2026-08-078-Kview
2026-07-3010-Qview
2026-07-308-Kview
2026-07-214view
2026-07-214view
2026-07-214view
2026-06-164view
2026-06-104view
2026-06-084view
2026-06-058-Kview
2026-06-024view
2026-06-024view
2026-06-024view
2026-06-024view
2026-06-024view

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%

Indices

S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$58.27$59.99$57.42$59.171.49M
Sep 24$58.80$59.49$57.76$58.282.65M
Sep 23$59.90$60.73$59.13$59.161.81M
Sep 22$59.94$61.32$59.63$60.873.29M
Sep 21$58.54$59.20$57.02$58.523.75M

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