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Upturn AI SWOT - About
BLDR 
Builders FirstSource Inc (BLDR)
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Upturn Advisory Summary
09/16/2025: BLDR (3-star) is a REGULAR-BUY. BUY since 53 days. Simulated Profits (7.12%). 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 142.3% | Avg. Invested days 77 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 15.78B USD | Price to earnings Ratio 21.6 | 1Y Target Price 140.32 |
Price to earnings Ratio 21.6 | 1Y Target Price 140.32 | ||
Volume (30-day avg) 21 | Beta 1.61 | 52 Weeks Range 102.60 - 203.14 | Updated Date 09/15/2025 |
52 Weeks Range 102.60 - 203.14 | Updated Date 09/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 6.49 |
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 4.74% | Operating Margin (TTM) 7.35% |
Management Effectiveness
Return on Assets (TTM) 6.92% | Return on Equity (TTM) 17.83% |
Valuation
Trailing PE 21.6 | Forward PE 17.27 | Enterprise Value 21005854461 | Price to Sales(TTM) 0.99 |
Enterprise Value 21005854461 | Price to Sales(TTM) 0.99 | ||
Enterprise Value to Revenue 1.32 | Enterprise Value to EBITDA 11.68 | Shares Outstanding 110547000 | Shares Floating 107510207 |
Shares Outstanding 110547000 | Shares Floating 107510207 | ||
Percent Insiders 2.63 | Percent Institutions 100.48 |
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 consumers in the U.S.
Core Business Areas
- Lumber & Lumber Sheet Goods: Supplies various lumber products, including dimensional lumber, plywood, and oriented strand board (OSB).
- Windows, Doors & Millwork: Offers a comprehensive range of windows, doors, interior and exterior millwork, and related products.
- Engineered Wood Products (EWP): Provides engineered wood products such as trusses, floor joists, and wall panels.
- Gypsum, Roofing & Insulation: Distributes gypsum wallboard, roofing materials, and insulation products.
- Other Building Products & Services: Includes hardware, siding, decking, and installation services.
Leadership and Structure
Dave Flitman serves as the Chief Executive Officer. The company operates with a decentralized structure, organized into geographic regions.
Top Products and Market Share
Key Offerings
- Lumber: Dimensional lumber is a key product. Market share is part of the overall lumber supply market, estimated to be substantial. Competitors include Weyerhaeuser (WY), Louisiana-Pacific (LPX), and various regional suppliers.
- Engineered Wood Products: Includes trusses and I-joists, gaining market share due to construction trends. Competitors include Boise Cascade (BCC) and Huber Engineered Woods.
- Windows & Doors: A significant segment of their business, driven by new construction and remodeling. Competitors include Andersen Corporation, Pella Corporation, and JELD-WEN (JELD).
Market Dynamics
Industry Overview
The building materials industry is cyclical, driven by housing starts, remodeling activity, and macroeconomic conditions. It's also influenced by material prices, supply chain dynamics, and labor availability.
Positioning
Builders FirstSource is a leading national supplier with a strong presence in key markets. Their size allows for economies of scale and a diverse product offering, providing a competitive advantage.
Total Addressable Market (TAM)
The TAM for building materials in the US is estimated to be in the hundreds of billions of dollars. Builders FirstSource captures a significant share, with opportunities for growth through market penetration and acquisitions.
Upturn SWOT Analysis
Strengths
- Scale and national presence
- Broad product offering
- Strong relationships with suppliers
- Efficient distribution network
- Active acquisition strategy
Weaknesses
- Sensitivity to housing market cycles
- Exposure to commodity price fluctuations
- Integration risks from acquisitions
- Dependence on professional builders
- High debt levels
Opportunities
- Expanding market share through organic growth and acquisitions
- Increasing demand for remodeling and renovation
- Growth in the Sun Belt and other high-growth regions
- Leveraging technology to improve efficiency
- Expanding value-added services such as installation
Threats
- Economic downturn and housing market slowdown
- Rising interest rates
- Increased competition from national and regional players
- Supply chain disruptions and material shortages
- Labor shortages
Competitors and Market Share
Key Competitors
- HD
- LOW
- BMC
Competitive Landscape
Builders FirstSource competes with both national and regional players. Its scale and broad product offering provide a competitive advantage, but it faces pressure from large retailers like Home Depot and Lowe's.
Major Acquisitions
National Lumber
- Year: 2021
- Acquisition Price (USD millions): 400
- Strategic Rationale: Expansion of product offerings and market presence in the Northeast.
WTS Paradigm
- Year: 2021
- Acquisition Price (USD millions): 450
- Strategic Rationale: Strengthened digital platform for homebuilding.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by acquisitions and organic sales growth, particularly during periods of strong housing market activity.
Future Projections: Analyst estimates suggest continued growth, albeit at a slower pace than in recent years, as the housing market normalizes. Revenue is projected to increase year over year by about 2%.
Recent Initiatives: Recent initiatives include acquisitions to expand market presence and product offerings, as well as investments in technology to improve efficiency and customer service.
Summary
Builders FirstSource is a leading building materials supplier benefiting from its scale and product breadth. While the cyclical housing market presents risks, its acquisition strategy and focus on value-added services offer growth opportunities. Managing debt and commodity price fluctuations will be key to maintaining financial strength. The company is well-positioned but needs to watch for market fluctuations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q), Investor presentations, Analyst reports (e.g., from Yahoo Finance and Bloomberg).
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. Market share data is estimated and subject to change.
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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