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BXC 
BlueLinx Holdings Inc (BXC)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
12/02/2025: BXC (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
4 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $76.5
1 Year Target Price $76.5
| 4 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -1.35% | Avg. Invested days 36 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/02/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 485.86M USD | Price to earnings Ratio 35.79 | 1Y Target Price 76.5 |
Price to earnings Ratio 35.79 | 1Y Target Price 76.5 | ||
Volume (30-day avg) 4 | Beta 1.58 | 52 Weeks Range 52.71 - 130.06 | Updated Date 12/2/2025 |
52 Weeks Range 52.71 - 130.06 | Updated Date 12/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.72 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-11-04 | When - | Estimate 0.51 | Actual 0.45 |
Profitability
Profit Margin 0.48% | Operating Margin (TTM) 1.2% |
Management Effectiveness
Return on Assets (TTM) 1.72% | Return on Equity (TTM) 2.2% |
Valuation
Trailing PE 35.79 | Forward PE 7.03 | Enterprise Value 727789800 | Price to Sales(TTM) 0.16 |
Enterprise Value 727789800 | Price to Sales(TTM) 0.16 | ||
Enterprise Value to Revenue 0.25 | Enterprise Value to EBITDA 9.31 | Shares Outstanding 7865058 | Shares Floating 6548211 |
Shares Outstanding 7865058 | Shares Floating 6548211 | ||
Percent Insiders 2.99 | Percent Institutions 100.17 |
Upturn AI SWOT
BlueLinx Holdings Inc
Company Overview
History and Background
BlueLinx Holdings Inc. was founded in 2004 after being spun off from Georgia-Pacific Corp. It is a leading distributor of building and industrial products in the United States. Since its inception, BlueLinx has expanded its product offerings and geographic reach through strategic acquisitions and organic growth.
Core Business Areas
- Specialty Products: Includes engineered wood, millwork, siding, and related products, catering to specific construction needs. These products generally offer higher margins.
- Structural Products: Encompasses lumber, plywood, and other commodity-based building materials, supporting essential construction frameworks.
Leadership and Structure
Mitchell B. Lewis is the President and CEO. The company has a standard corporate structure with various departments including sales, marketing, operations, and finance, overseen by a board of directors.
Top Products and Market Share
Key Offerings
- Lumber: A core offering crucial for framing and construction. Market share data is hard to pin point to lumber alone as it depends on region. Competitors include Weyerhaeuser (WY), West Fraser Timber (WFG), and Canfor (CFPZF).
- Plywood: Essential sheathing and subflooring material. Similar market dynamic with lumber. Competitors include Boise Cascade (BCC), Roseburg Forest Products, and Georgia-Pacific.
- Engineered Wood Products (EWP): High-value products like I-joists and laminated veneer lumber. Competitors include Weyerhaeuser (WY) and Boise Cascade (BCC). Market share is dependent on region.
- Siding: Exterior cladding solutions, which are more of a specialty product. Competitors include James Hardie (JHX) and Louisiana-Pacific (LPX).
Market Dynamics
Industry Overview
The building materials distribution industry is highly fragmented and cyclical, influenced by housing starts, renovation activity, and overall economic conditions. Demand is influenced by interest rates and demographics.
Positioning
BlueLinx is positioned as a leading distributor with a broad geographic reach and a diverse product portfolio. Its size allows for economies of scale, but it also faces competition from smaller, more nimble distributors.
Total Addressable Market (TAM)
The TAM for building materials distribution in the US is estimated to be in the hundreds of billions of dollars. BlueLinx is positioned to capture a single-digit percentage of this large market.
Upturn SWOT Analysis
Strengths
- Extensive distribution network
- Broad product portfolio
- Strong supplier relationships
- Experienced management team
- Economies of scale
Weaknesses
- Sensitivity to economic cycles
- Exposure to commodity price fluctuations
- High debt levels (historically)
- Dependence on housing market
- Intense competition
Opportunities
- Expansion into new geographic markets
- Increased focus on value-added services
- Growth in the repair and remodeling market
- Acquisitions of smaller distributors
- Further penetration of existing markets
Threats
- Economic downturn
- Rising interest rates
- Increased competition
- Supply chain disruptions
- Changes in building codes
Competitors and Market Share
Key Competitors
- WY
- LPX
- BCC
Competitive Landscape
BlueLinx has the advantage of scale and a broad network. Its weaknesses are related to its debt and sensitivity to cycles. Competitors like WY and LPX have varying degrees of integration into manufacturing, which provides some advantages.
Major Acquisitions
Cedar Creek
- Year: 2018
- Acquisition Price (USD millions): 450
- Strategic Rationale: Expanded geographic reach and product offerings, strengthening its position in specialty products.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been influenced by acquisitions and cyclical demand. Recent focus on margin improvement.
Future Projections: Analyst estimates vary, but project moderate growth driven by housing market trends and strategic initiatives.
Recent Initiatives: Focusing on margin improvement, optimizing the supply chain, and investing in technology.
Summary
BlueLinx is a leading building materials distributor that is closely tied to the housing market. It's strengths include its large distribution network and wide array of product options. The company needs to be careful of economic downturns, rising interest rates and fierce competition. Strategic initiatives focused on margin improvement and efficiency are positive signs for future performance.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Analyst Reports
- Industry Publications
- Company Website
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance are 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 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 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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