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Upturn AI Summary - About
Builders FirstSource Inc(BLDR)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BLDR
09/28/2026: BLDR (1-star) is currently NOT-A-BUY. Pass it for now.
Builders FirstSource is a major U.S. supplier of structural building components and professional construction services. The company has a leading position in the industry, driven by its extensive national footprint and successful integration of large-scale acquisitions. Its primary growth opportunity lies in the ongoing shift toward off-site pre-fabricated construction and the consolidation of the fragmented dealer market. Key risks include intense sensitivity to housing market cycles, interest rate fluctuations, and competitive pressures. The stock may best suit growth-oriented investors looking for exposure to the U.S. housing market; potential investors should monitor housing starts data and interest rate trends.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The company has demonstrated a consistent ability to capture market share through consolidation. |
| Momentum investor | Mixed fit | Momentum is highly dependent on housing market health and interest rate sentiment. |
| Value investor | Strong fit | Often trades at reasonable valuations relative to historical earnings during housing downturns. |
| Dividend investor | Weak fit | The company does not pay a dividend, focusing on capital appreciation and buybacks. |
| Low-risk investor | Weak fit | Cyclical nature and exposure to housing market volatility create significant share price swings. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | Cyclical housing demand causes significant fluctuations in stock price. |
| Valuation risk | Medium | Investors must time their entry correctly to avoid peaks in the housing cycle. |
| Competition risk | Medium / high | Intense competition from local yards and major retailers persists. |
| Business quality | Strong | The company is a highly efficient operator with significant scale benefits. |
| Dividend income | Low / none | Investors should not rely on BLDR for recurring cash income. |
| Execution risk | Medium | Successfully integrating future acquisitions remains key to margin stability. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 6.18% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/28/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.37B USD | Price to earnings Ratio 64.32 | 1Y Target Price 80.62 |
Price to earnings Ratio 64.32 | 1Y Target Price 80.62 | ||
Volume (30-day avg) 3.1M shares | Beta 1.41 | 52 Weeks Range 56.56 - 131.50 | Updated Date 09/27/2026 |
52 Weeks Range 56.56 - 131.50 | Updated Date 09/27/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.92 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Structural Components | Roof/floor trusses, wall panels, and engineered wood products. | This is the higher-margin 'value-added' side of the business that saves builders time. |
| Building Materials Distribution | Lumber, windows, doors, and exterior siding products. | This is the core volume business that supplies the vast majority of materials for a home build. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 64.32 | Forward PE 13.95 | Enterprise Value 11.54B | Price to Sales(TTM) 0.44 |
Enterprise Value 11.54B | Price to Sales(TTM) 0.44 | ||
Enterprise Value to Revenue 0.8 | Enterprise Value to EBITDA 11.17 | Shares Outstanding 107.60M | Shares Floating 104.45M |
Shares Outstanding 107.60M | Shares Floating 104.45M | ||
Percent Insiders 2.71 | Percent Institutions 101.82 |
Upturn AI Summary
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.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Builders FirstSource Inc
Exchange NYSE | Headquarters 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 28000 | Website https://www.bldr.com |
Full time employees 28000 | Website https://www.bldr.com | ||
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.
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