Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT - About
BLDR 
Builders FirstSource Inc (BLDR)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/28/2025: BLDR (3-star) is a STRONG-BUY. BUY since 41 days. Profits (9.58%). Updated daily EoD!
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 $140.32
1 Year Target Price $140.32
| 11 | Strong Buy |
| 5 | Buy |
| 5 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 147.87% | Avg. Invested days 74 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 15.49B USD | Price to earnings Ratio 21.2 | 1Y Target Price 140.32 |
Price to earnings Ratio 21.2 | 1Y Target Price 140.32 | ||
Volume (30-day avg) 21 | Beta 1.69 | 52 Weeks Range 102.60 - 203.14 | Updated Date 08/28/2025 |
52 Weeks Range 102.60 - 203.14 | Updated Date 08/28/2025 | ||
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 2025-07-31 | When - | Estimate 2.25 | Actual 2.38 |
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 21.2 | Forward PE 20.79 | Enterprise Value 20719537910 | Price to Sales(TTM) 0.97 |
Enterprise Value 20719537910 | Price to Sales(TTM) 0.97 | ||
Enterprise Value to Revenue 1.3 | Enterprise Value to EBITDA 11.52 | Shares Outstanding 110547000 | Shares Floating 107519051 |
Shares Outstanding 110547000 | Shares Floating 107519051 | ||
Percent Insiders 2.63 | Percent Institutions 100.57 |
Upturn AI SWOT
Builders FirstSource Inc
Company Overview
History and Background
Builders FirstSource was founded in 1998 and has grown through strategic acquisitions and organic growth to become a leading supplier of building materials and services to professional homebuilders, remodelers, and consumers.
Core Business Areas
- Lumber & Lumber Sheet Goods: Includes dimensional lumber, plywood, oriented strand board (OSB), and other wood products used in construction.
- Windows, Doors & Millwork: Encompasses interior and exterior doors, windows, molding, trim, and other millwork products.
- Siding, Roofing & Insulation: Supplies exterior building products such as siding, roofing materials, and insulation.
- Gypsum, Roofing & Other: Includes drywall, roofing, insulation and related accessories.
- Manufactured Products: Includes value-added products such as roof and floor trusses, wall panels, stairs, and pre-hung doors. This includes design and installation services.
Leadership and Structure
Dave Flitman serves as the Chief Executive Officer. The company has a traditional corporate structure with various departments like sales, operations, finance, and marketing, reporting to executive leadership.
Top Products and Market Share
Key Offerings
- Competitors: Home Depot, Lowe's, Weyerhaeuser
- Lumber & Lumber Sheet Goods: Dimensional lumber, plywood, and OSB. Builders FirstSource has a significant share in the lumber market, but precise market share data is highly variable and dependent on geographic location. Competitors include Home Depot, Lowe's, and Weyerhaeuser.
- Competitors: BMC Stock Holdings
- Trusses and Wall Panels: Prefabricated components that speed up construction. Market share data for specific regions varies. These products are often produced by smaller local firms as well as larger competitors like BMC Stock Holdings (acquired).
- Competitors: JELD-WEN, Andersen Corporation
- Windows and Doors: A wide range of window and door products. Competition includes major window and door manufacturers like JELD-WEN and Andersen Corporation.
Market Dynamics
Industry Overview
The building materials industry is cyclical and highly dependent on the health of the housing market, interest rates, and overall economic conditions. Recent trends include increased demand for sustainable building products and prefabrication.
Positioning
Builders FirstSource is one of the largest players in the US building materials supply market, with a strong presence in key housing markets. Their competitive advantages include scale, integrated solutions, and a wide geographic footprint.
Total Addressable Market (TAM)
The TAM for building materials in the US is estimated to be hundreds of billions of dollars annually. Builders FirstSource is well-positioned to capture a significant portion of this market through organic growth and strategic acquisitions.
Upturn SWOT Analysis
Strengths
- Large scale and broad geographic footprint
- Integrated solutions and value-added services
- Strong relationships with professional builders
- Diversified product portfolio
- Strong financial performance
Weaknesses
- Exposure to cyclical housing market
- Dependence on raw material prices
- Integration risks from acquisitions
- Potential labor shortages
- Highly competitive Market
Opportunities
- Growing demand for sustainable building products
- Increasing adoption of prefabrication
- Expansion into new geographic markets
- Further acquisitions to increase market share
- Technological advancement
Threats
- Economic downturn and housing market slowdown
- Rising interest rates
- Increased competition from national and regional players
- Fluctuations in raw material prices
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- HD
- LOW
- WY
- LPX
Competitive Landscape
Builders FirstSource competes on scale, product breadth, and integrated solutions. They have advantages in serving large professional builders but face competition from both national retailers and smaller regional players. They have recently grown through acquisition of competing companies.
Major Acquisitions
BMC Stock Holdings
- Year: 2021
- Acquisition Price (USD millions): 2500
- Strategic Rationale: Increased scale and geographic footprint, expanded product offerings, and enhanced customer service capabilities.
Growth Trajectory and Initiatives
Historical Growth: Builders FirstSource has grown significantly through acquisitions and organic growth, particularly during periods of strong housing market activity.
Future Projections: Future growth projections rely on analyst forecasts for the housing market and the company's ability to execute its strategic initiatives.
Recent Initiatives: Recent strategic initiatives likely include acquisitions, investments in technology and manufacturing capacity, and expansion of value-added services.
Summary
Builders FirstSource is a major player in the building materials supply industry, benefiting from its scale and integrated solutions. Its performance is closely tied to the cyclical housing market, presenting both opportunities and risks. Strategic acquisitions have bolstered its market position, but effective integration is crucial for continued success. Maintaining cost efficiency and adapting to evolving industry trends will be essential for sustainable growth. They have recently been growing market share by acquiring similar companies
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company website
- Industry reports
- Analyst estimates
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market share estimates are approximate and may vary by region. Financial data is not real time.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.