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Upturn AI SWOT - About
BLDR 
Builders FirstSource Inc (BLDR)
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Upturn Advisory Summary
07/03/2025: BLDR (3-star) is a STRONG-BUY. BUY since 2 days. Profits (-0.52%). 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 $139.79
1 Year Target Price $139.79
| 11 | Strong Buy |
| 5 | Buy |
| 5 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 125.02% | Avg. Invested days 64 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 14.06B USD | Price to earnings Ratio 16.31 | 1Y Target Price 139.79 |
Price to earnings Ratio 16.31 | 1Y Target Price 139.79 | ||
Volume (30-day avg) 21 | Beta 1.7 | 52 Weeks Range 102.60 - 203.14 | Updated Date 07/3/2025 |
52 Weeks Range 102.60 - 203.14 | Updated Date 07/3/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 7.8 |
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin 5.66% | Operating Margin (TTM) 5.04% |
Management Effectiveness
Return on Assets (TTM) 7.77% | Return on Equity (TTM) 19.62% |
Valuation
Trailing PE 16.31 | Forward PE 14.79 | Enterprise Value 19127595074 | Price to Sales(TTM) 0.87 |
Enterprise Value 19127595074 | Price to Sales(TTM) 0.87 | ||
Enterprise Value to Revenue 1.18 | Enterprise Value to EBITDA 9.7 | Shares Outstanding 110515000 | Shares Floating 107504394 |
Shares Outstanding 110515000 | Shares Floating 107504394 | ||
Percent Insiders 2.64 | Percent Institutions 101.45 |
Upturn AI SWOT
Builders FirstSource Inc
Company Overview
History and Background
Builders FirstSource was founded in 1998 and went public in 2005. It quickly grew through acquisitions, consolidating the fragmented building materials supply industry. Significant milestones include key acquisitions of rival firms, expanding its product offerings, and geographical reach.
Core Business Areas
- Lumber & Lumber Sheet Goods: Provides a wide range of lumber products, including framing lumber, plywood, and OSB, essential for building construction.
- Millwork, Doors & Windows: Supplies interior and exterior doors, windows, and related millwork products, enhancing building aesthetics and functionality.
- Prefabricated Components: Offers prefabricated wall panels, roof trusses, and floor trusses, accelerating construction timelines and reducing on-site labor costs.
- Gypsum, Roofing & Insulation: Provides drywall, roofing materials, and insulation products to complete the building envelope.
- Other Building Products & Services: Supplies other necessary building materials, such as siding, fasteners, and tools, along with installation services.
Leadership and Structure
Dave Flitman serves as the CEO. The company operates with a functional organizational structure, separating business functions by department.
Top Products and Market Share
Key Offerings
- Lumber and Wood Products: Lumber and wood products are key revenue drivers. Market share varies regionally but is significant in the US building materials market. Competitors include Home Depot and Lowe's.
- Market Share: Exact figures are difficult to determine without a paid source, but an estimate for lumber and wood products market could be 10-15%
- Market Share: Similarly, hard to determine exact figures without a paid source, but an estimate for windows and doors could be 7-10%
- Windows and Doors: This segment contributes significantly to revenue, catering to both new construction and remodeling. Competitors include Andersen and Pella.
- Engineered Wood Products: A growing product group due to increase in prefabricated building. Competitors include Boise Cascade and West Fraser Timber.
- Market Share: Estimate: 12-18%
Market Dynamics
Industry Overview
The building materials supply industry is driven by housing starts, remodeling activity, and non-residential construction. It is influenced by economic cycles, interest rates, and demographic trends.
Positioning
Builders FirstSource is a leading player in the industry, focused on consolidation and providing value-added services to builders and contractors. Their competitive advantage lies in scale, geographic reach, and integrated solutions.
Total Addressable Market (TAM)
The total US building materials market is estimated to be in the hundreds of billions. Builders FirstSource is positioned to capture a significant portion through strategic acquisitions and organic growth.
Upturn SWOT Analysis
Strengths
- Large scale and geographic reach
- Extensive product offerings
- Integrated solutions for builders
- Strong relationships with suppliers
- Experienced management team
Weaknesses
- Sensitivity to economic cycles
- Dependence on housing market
- Exposure to commodity price fluctuations
- Integration risks from acquisitions
- High debt levels
Opportunities
- Further industry consolidation
- Expansion into new geographic markets
- Growth in prefabricated construction
- Increasing demand for energy-efficient building products
- Technological advancements in construction
Threats
- Economic downturn and recession
- Rising interest rates
- Increased competition
- Supply chain disruptions
- Fluctuations in lumber prices
Competitors and Market Share
Key Competitors
- HD
- LOW
- BMC
Competitive Landscape
Builders FirstSource competes on scale, geographic reach, and integrated solutions. Competitors like Home Depot and Lowe's have strong retail presence, while others specialize in specific building products.
Major Acquisitions
National Lumber
- Year: 2021
- Acquisition Price (USD millions): 400
- Strategic Rationale: Expanded presence in the Northeast market and enhanced product offerings.
Growth Trajectory and Initiatives
Historical Growth: Builders FirstSource has grown significantly through acquisitions and organic expansion, particularly in recent years.
Future Projections: Analyst estimates predict continued growth in revenue and earnings, driven by housing market recovery and strategic initiatives.
Recent Initiatives: Recent initiatives include acquisitions of complementary businesses, expansion of prefabricated component offerings, and investments in technology to improve efficiency.
Summary
Builders FirstSource is a major player in the building materials industry, fueled by acquisitions and strategic expansion. While sensitive to economic cycles and lumber prices, its size and integrated offerings provide a competitive edge. Future growth depends on navigating economic conditions and capitalizing on prefabricated construction trends, and managing debt levels will be key. It needs to look out for supply chain issues.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC filings
- Industry reports
- Analyst estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company performance can change rapidly.
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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