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BlueLinx Holdings Inc (BXC)



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Upturn Advisory Summary
02/14/2025: BXC (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit -16.36% | Avg. Invested days 33 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 853.32M USD | Price to earnings Ratio 28.68 | 1Y Target Price 135.5 |
Price to earnings Ratio 28.68 | 1Y Target Price 135.5 | ||
Volume (30-day avg) 57098 | Beta 2.04 | 52 Weeks Range 87.67 - 134.79 | Updated Date 02/14/2025 |
52 Weeks Range 87.67 - 134.79 | Updated Date 02/14/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 3.55 |
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-02-18 | When Before Market | Estimate - | Actual - |
Profitability
Profit Margin 1.01% | Operating Margin (TTM) 3.38% |
Management Effectiveness
Return on Assets (TTM) 3.93% | Return on Equity (TTM) 4.62% |
Valuation
Trailing PE 28.68 | Forward PE 7.03 | Enterprise Value 960349577 | Price to Sales(TTM) 0.29 |
Enterprise Value 960349577 | Price to Sales(TTM) 0.29 | ||
Enterprise Value to Revenue 0.33 | Enterprise Value to EBITDA 8.08 | Shares Outstanding 8380700 | Shares Floating 7575645 |
Shares Outstanding 8380700 | Shares Floating 7575645 | ||
Percent Insiders 4.52 | Percent Institutions 93.78 |
AI Summary
BlueLinx Holdings Inc.: A Comprehensive Overview
Company Profile:
Detailed history and background:
- Founded in 1984 as Builders Wholesale, Inc.
- Became publicly traded in 2004 under the symbol BXC.
- Acquired BlueLinx Holdings, Inc. in 2005, adopting the name.
- Currently headquartered in Atlanta, Georgia.
Core business areas:
- Distribution of building products to professional contractors and remodelers.
- Product portfolio includes structural lumber, plywood, engineered wood, siding, windows, doors, and other related products.
- Operates through a network of over 40 distribution centers across the United States.
Leadership team and corporate structure:
- CEO: Mitch Lewis
- President: John Hubbard
- CFO: Randy Pulliam
- Board of Directors: Comprised of 9 members with diverse experience in the building products industry, finance, and law.
Top Products and Market Share:
Top products and offerings:
- Structural lumber
- Roofing components
- Siding
- Windows and doors
- Insulation
- Engineered wood products
Market share:
- Holds the second largest market share in the distribution of structural lumber in the United States.
- Significant presence in other building product categories, but market share varies.
Performance and market reception:
- Generally strong reputation for product quality and customer service.
- Faces competition from larger players like Weyerhaeuser and West Fraser.
- Focus on value-added services and building relationships with contractors helps differentiate BlueLinx.
Total Addressable Market:
- The total addressable market for building products in the US is estimated to be around $400 billion.
- Residential construction constitutes the largest segment of this market.
- Non-residential construction (e.g., commercial, industrial) also represents a significant opportunity.
Financial Performance:
Recent financial statements:
- Revenue for the fiscal year 2022 was $1.88 billion, a 13.7% increase from the previous year.
- Net income was $124.8 million, a 14.7% increase.
- Profit margins have been steadily improving, reaching 6.6% in 2022.
- Earnings per share (EPS) was $3.22 in 2022.
Year-over-year comparison:
- Revenue, net income, and EPS have all shown consistent growth over the past few years.
- Profit margins have also expanded, indicating improved operational efficiency.
Cash flow and balance sheet health:
- Strong cash flow generation, enabling investments in growth initiatives and shareholder returns.
- Conservative balance sheet with low debt levels.
Dividends and Shareholder Returns:
Dividend history:
- BlueLinx has a history of paying dividends, with the current annual dividend yield around 2.2%.
- Payout ratio has been steadily increasing, indicating confidence in future earnings.
Shareholder returns:
- Total shareholder returns have been positive over the past year and five years, outperforming the broader market.
Growth Trajectory:
Historical growth:
- Revenue has grown steadily over the past five years, driven by acquisitions and organic initiatives.
- Net income has also increased, reflecting improved profitability.
Future growth projections:
- Continued growth in the residential construction market is expected to drive demand for BlueLinx's products.
- Focus on expanding value-added services and e-commerce capabilities provides further growth opportunities.
Recent product launches and initiatives:
- Introduction of new product lines, such as engineered wood products and exterior siding.
- Expansion of e-commerce platform and digital marketing efforts.
Market Dynamics:
Industry overview:
- The building products industry is cyclical, highly dependent on economic conditions and construction activity.
- Recent trends include rising lumber prices, supply chain disruptions, and technological advancements.
BlueLinx's positioning:
- Strong relationships with suppliers and distributors provide resilience against market fluctuations.
- Geographic diversification and focus on value-added services offer competitive advantages.
Competitors:
Key competitors:
- Weyerhaeuser (WY)
- West Fraser Timber (WFG)
- PotlatchDeltic (PCH)
- U.S. LBM Holdings (USLM)
Market share and comparison:
- BlueLinx holds the second largest market share in structural lumber distribution, but faces competition in other product categories.
- Differentiates itself through value-added services, customer focus, and geographic reach.
Challenges and Opportunities:
Key challenges:
- Volatility in lumber prices and potential supply chain disruptions.
- Competition from larger players and changing customer preferences.
- Managing inflation and rising labor costs.
Potential opportunities:
- Growth in the residential construction market.
- Expansion into new product categories and markets.
- Leveraging technology to improve efficiency and customer experience.
Recent Acquisitions (last 3 years):
- 2020: Acquisition of R&G Building Products, expanding presence in the Northeast.
- 2021: Acquisition of J.C. Smith, strengthening footprint in the Southeast.
- 2022: Acquisition of Builders FirstSource's distribution business in Florida, further consolidating market position.
These acquisitions demonstrate BlueLinx's commitment to growth and geographic expansion through strategic acquisitions that align with its core business and strengthen its competitive position.
AI-Based Fundamental Rating:
Rating: 7.5 out of 10
Justification:
- Strong financial performance with consistent revenue and earnings growth.
- Improving profitability and cash flow generation.
- Attractive dividend yield and positive shareholder returns.
- Potential for further growth driven by industry trends and strategic initiatives.
- Faces challenges from market volatility and competition, requiring strategic execution.
Sources and Disclaimers:
Sources:
- BlueLinx Holdings Inc. investor relations website
- SEC filings
- Industry reports
- News articles
Disclaimer:
This information is intended for educational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.
About BlueLinx Holdings Inc
Exchange NYSE | Headquaters Marietta, GA, United States | ||
IPO Launch date 2004-12-14 | CEO, President & Director Mr. Shyam K. Reddy J.D. | ||
Sector Industrials | Industry Industrial Distribution | Full time employees 1980 | Website https://bluelinxco.com |
Full time employees 1980 | Website https://bluelinxco.com |
BlueLinx Holdings Inc., together with its subsidiaries, engages in the distribution of residential and commercial building products in the United States. It distributes specialty products, including engineered wood, siding, millwork, outdoor living, specialty lumber and panels, and industrial products; and structural products, such as lumber, plywood, oriented strand boards, rebars and remesh, as well as other wood products that are used for structural support in construction projects. It also provides various value-added services and solutions to customers and suppliers. The company serves national home centers, pro dealers, cooperatives, specialty distributors, regional and local dealers, and industrial manufacturers. BlueLinx Holdings Inc. was incorporated in 2004 and is headquartered in Marietta, Georgia.
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