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Upturn AI SWOT - About
BLDR 
Builders FirstSource Inc (BLDR)
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Upturn Advisory Summary
10/23/2025: BLDR (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
21 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $139.02
1 Year Target Price $139.02
| 11 | Strong Buy |
| 5 | Buy |
| 5 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 128.67% | Avg. Invested days 77 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/23/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 13.73B USD | Price to earnings Ratio 18.79 | 1Y Target Price 139.02 |
Price to earnings Ratio 18.79 | 1Y Target Price 139.02 | ||
Volume (30-day avg) 21 | Beta 1.62 | 52 Weeks Range 102.60 - 194.36 | Updated Date 10/23/2025 |
52 Weeks Range 102.60 - 194.36 | Updated Date 10/23/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 6.61 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-10-30 | When - | Estimate 1.59 | Actual - |
Profitability
Profit Margin 4.74% | Operating Margin (TTM) 7.35% |
Management Effectiveness
Return on Assets (TTM) 6.92% | Return on Equity (TTM) 17.83% |
Valuation
Trailing PE 18.79 | Forward PE 15.46 | Enterprise Value 19346545027 | Price to Sales(TTM) 0.86 |
Enterprise Value 19346545027 | Price to Sales(TTM) 0.86 | ||
Enterprise Value to Revenue 1.21 | Enterprise Value to EBITDA 10.76 | Shares Outstanding 110546931 | Shares Floating 107498047 |
Shares Outstanding 110546931 | Shares Floating 107498047 | ||
Percent Insiders 2.64 | Percent Institutions 101.57 |
Upturn AI SWOT
Builders FirstSource Inc
Company Overview
History and Background
Builders FirstSource was founded in 1998 and has grown through acquisitions to become a leading supplier of building materials and services to professional homebuilders, remodelers, and retailers. It went public in 2005.
Core Business Areas
- Manufacturing: Production of value-added products such as roof and floor trusses, wall panels, stairs, and millwork.
- Distribution: Distribution of a wide range of building materials, including lumber, plywood, doors, windows, roofing, siding, and other related products.
- Installation Services: Provides installation services for various building products such as insulation, roofing, and windows.
Leadership and Structure
Dave Flitman is the CEO. The company has a board of directors overseeing corporate governance. Operations are structured around regional and functional teams.
Top Products and Market Share
Key Offerings
- Lumber & Lumber Sheet Goods: Lumber and plywood are cornerstone products, integral to residential and commercial building. Market share is estimated at 15-20% in the pro-oriented lumber market. Competitors include Home Depot (HD), Lowe's (LOW), and other regional lumber suppliers.
- Revenue: Represents the largest percentage of revenue.
- Manufactured Products (Trusses, Wall Panels): Engineered wood products offer efficient and precise construction solutions. Market share is estimated at 20-25% of the truss market. Competitors include companies specializing in structural components.
- Revenue: Represents 25-30% of revenue.
- Revenue: Represents about 20-25% of revenue.
- Windows, Doors & Millwork: Builders FirstSource supplies a wide variety of doors and windows. Competitors include JELD-WEN Holding, Inc. (JELD), Masonite International (DOOR) and various regional suppliers.
Market Dynamics
Industry Overview
The building materials industry is cyclical, influenced by housing starts, interest rates, and economic growth. Consolidation is ongoing, and competition is intense.
Positioning
Builders FirstSource is a leading player with a strong distribution network and manufacturing capabilities. Its size and scale provide competitive advantages in procurement and logistics.
Total Addressable Market (TAM)
The TAM for the building materials market in the US is estimated to be several hundred billion dollars. Builders FirstSource is positioned to capture a significant portion, particularly in the professional builder segment.
Upturn SWOT Analysis
Strengths
- Large scale and extensive distribution network
- Strong relationships with professional builders
- Value-added product manufacturing capabilities
- Diversified product offering
- Effective cost management
Weaknesses
- Sensitivity to housing market cycles
- Dependence on raw material prices
- Integration risks from acquisitions
- Seasonality of demand
Opportunities
- Increased demand from housing recovery
- Expansion of value-added product offerings
- Acquisitions of smaller competitors
- Growth in remodeling and repair markets
- Strategic partnerships
Threats
- Economic downturns and housing market declines
- Rising interest rates
- Fluctuations in raw material costs
- Increased competition
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- Home Depot (HD)
- Lowe's (LOW)
- Beacon Roofing Supply (BECN)
Competitive Landscape
Builders FirstSource's advantages include its scale, manufacturing capabilities, and focus on professional builders. Its disadvantages include its cyclicality and dependence on raw material prices. Home Depot and Lowe's have a stronger retail presence, while Beacon Roofing Supply focuses on roofing materials.
Major Acquisitions
BMC Stock Holdings
- Year: 2021
- Acquisition Price (USD millions): 2500
- Strategic Rationale: Enhanced scale, expanded geographic footprint, and increased product diversification.
Growth Trajectory and Initiatives
Historical Growth: Builders FirstSource has grown significantly through acquisitions and organic growth in recent years.
Future Projections: Analysts project continued revenue growth, driven by housing market demand and market share gains. EPS is expected to increase, although at a slower pace than in recent years.
Recent Initiatives: Recent strategic initiatives include acquisitions, expansion of manufacturing capacity, and investments in technology to improve operational efficiencies.
Summary
Builders FirstSource is a leading supplier of building materials with strong market position and growth through strategic acquisitions. While sensitive to housing market cycles, their manufacturing capabilities provide competitive advantages. They need to monitor raw material costs and economic conditions to maintain profitability and manage acquisition integration risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (10K, 10Q)
- Investor Presentations
- Analyst Reports
- Industry Publications
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual research and consultation with a qualified financial advisor. Market share data are estimates and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Builders FirstSource Inc
Exchange NYSE | Headquaters Irving, TX, United States | ||
IPO Launch date 2005-06-22 | President, CEO & Director Mr. Peter M. Jackson CPA | ||
Sector Industrials | Industry Building Products & Equipment | Full time employees 29000 | Website https://www.bldr.com |
Full time employees 29000 | Website https://www.bldr.com | ||
Builders FirstSource, Inc., together with its subsidiaries, manufactures and supplies building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers in the United States. It offers manufactured products, such as wood floor and roof trusses, floor trusses, wall panels, stairs, and engineered wood products under the Ready-Frame brand name; windows and doors comprising interior and exterior door units; millwork includes interior trim and custom features, such as intricate mouldings, stair parts, and columns under the Synboard brand name. The company also provides specialty building products and services, including vinyl, composite and wood siding, exterior trims, metal studs, cement, roofing, insulation, wallboards, ceilings, cabinets, and hardware products; turn-key framing, shell construction, design assistance, and professional installation services; and lumber and lumber sheet goods comprising dimensional lumber, plywood, and oriented strand board products that are used in on-site house framing. In addition, it offers software products, such as drafting, estimating, quoting, and virtual home design services, which provide software solutions to retailers, distributors, manufacturers, and homebuilders. It serves its products to production builders and small custom homebuilders, as well as multi-family builders, repair and remodeling contractors, and light commercial contractors. 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.
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