Stock AnalizBuilders FirstSource, Inc. BLDR
RETAIL: Building Materials · IPO 2005 · data as of November 13, 2026
Builders FirstSource, Inc. (BLDR) is a consumer discretionary company listed in the US with a market value of about $6.5B. In the twelve months to September 30, 2026 it had revenue of $14.4B and net income of $41M, a net margin of 0.3%.
Its overall Stock Analiz score is 1.6 out of 5 (weak). The strongest part is track record (3/5); the weakest is future growth (0/5).
Key numbers: a P/E of 159.7, a price to free cash flow of 26.0, 5-year revenue growth of 12% a year, a 5-year average ROIC of 20%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 26% above the current price.
Score: 1.6 / 5
Checks passed
- Price below intrinsic value (DCF, moderate assumptions)
- 5-year revenue growth above 8% a year
- 5-year average ROIC above 12%
- Profitable 5 years in a row
- Positive free cash flow
- Interest covered more than 5 times
- Share count down over 3 years (buybacks)
- Stock-based pay below 5% of revenue
Checks not passed
- P/E below 25
- P/E below the industry median
- P/FCF below 20
- PEG below 1.5
- Revenue growth above 10% last year
- 3-year revenue growth above 10% a year
- Profit margin improving
- 3-year free cash flow growth above 10% a year
Valuation
Growth and quality
Financials, last 10 years
| Fiscal year | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $14.4B | $15.2B | $16.4B | $17.1B | $22.7B | $19.9B | $8.6B | $7.3B | $7.7B | $7.0B | $6.4B |
| Net income | $41M | $435M | $1.1B | $1.5B | $2.7B | $1.7B | $314M | $222M | $205M | $39M | $144M |
| Free cash flow | $251M | $853M | $1.5B | $1.8B | $3.3B | $1.5B | $148M | $391M | $181M | $116M | $116M |
| EPS (diluted) | $0.38 | $3.89 | $9.06 | $11.94 | $16.82 | $8.48 | $2.66 | $1.90 | $1.76 | $0.34 | $1.27 |
| Net margin | 0.3% | 2.9% | 6.6% | 9.0% | 12.1% | 8.7% | 3.7% | 3.0% | 2.7% | 0.5% | 2.3% |
| ROIC | — | 7.0% | 14.3% | 20.0% | 34.3% | 22.2% | 13.7% | 12.7% | 13.5% | 10.3% | 9.8% |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 22 analysts is $67.50, 11% above the current price; targets range from $50.00 to $83.00; the consensus rating is “Hold”; expected EPS is $3.65 for the fiscal year ending December 31, 2026.
Frequently asked questions
What is Builders FirstSource’s P/E ratio?
About 159.7, based on the last twelve months of diluted earnings per share (forward P/E about 31.8).
Is Builders FirstSource stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 26% above the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does Builders FirstSource pay a dividend?
Not currently.
Is Builders FirstSource a good stock to buy?
We do not give buy or sell advice. Builders FirstSource scores 1.6 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
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Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.