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Upturn AI SWOT - About
BlueLinx Holdings Inc (BXC)

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Upturn Advisory Summary
10/28/2025: BXC (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $82
1 Year Target Price $82
| 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 | Stock Returns Performance |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 573.07M USD | Price to earnings Ratio 21.23 | 1Y Target Price 82 |
Price to earnings Ratio 21.23 | 1Y Target Price 82 | ||
Volume (30-day avg) 4 | Beta 1.58 | 52 Weeks Range 63.14 - 134.79 | Updated Date 10/28/2025 |
52 Weeks Range 63.14 - 134.79 | Updated Date 10/28/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 3.4 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-11-04 | When - | Estimate 0.5125 | Actual - |
Profitability
Profit Margin 0.96% | Operating Margin (TTM) 1.8% |
Management Effectiveness
Return on Assets (TTM) 2.37% | Return on Equity (TTM) 4.46% |
Valuation
Trailing PE 21.23 | Forward PE 7.03 | Enterprise Value 858834576 | Price to Sales(TTM) 0.19 |
Enterprise Value 858834576 | Price to Sales(TTM) 0.19 | ||
Enterprise Value to Revenue 0.29 | Enterprise Value to EBITDA 8.82 | Shares Outstanding 7892416 | Shares Floating 7064817 |
Shares Outstanding 7892416 | Shares Floating 7064817 | ||
Percent Insiders 2.98 | Percent Institutions 96.14 |
Upturn AI SWOT
BlueLinx Holdings Inc

Company Overview
History and Background
BlueLinx Holdings Inc. was founded in 2004 as a spin-off from Georgia-Pacific. It has grown through acquisitions and organic growth, becoming a leading distributor of building products in North America.
Core Business Areas
- Specialty Products: Focuses on higher-margin products like engineered wood, millwork, and siding. These products are often customized and require specialized handling.
- Structural Products: Deals with commodity-based products such as lumber, plywood, and oriented strand board (OSB). This segment is more sensitive to market price fluctuations.
Leadership and Structure
Mitchell B. Lewis is the President and CEO. The company has a traditional corporate structure with functional departments reporting to the CEO.
Top Products and Market Share
Key Offerings
- Lumber: A commodity product, Lumber is used for framing, sheathing, and other construction purposes. Competitors include Weyerhaeuser and Canfor. Market share data specific to BlueLinx for lumber is not publicly available, but it is a significant portion of their structural products segment.
- Engineered Wood Products (EWP): EWP are designed for structural applications and offer superior strength and consistency compared to lumber. Competitors include Boise Cascade and LP Building Solutions. BlueLinx has a significant presence in the EWP distribution market, but specific market share data is not readily available.
- Siding and Millwork: Exterior siding and interior millwork products. These are considered specialty products, often with higher margins. Competitors include ABC Supply and Beacon Roofing Supply. Market share data is fragmented and not easily quantifiable for BlueLinx.
Market Dynamics
Industry Overview
The building products distribution industry is cyclical, heavily influenced by housing starts, remodeling activity, and economic conditions. The industry is consolidating, with larger players gaining market share.
Positioning
BlueLinx is positioned as a leading two-step distributor, connecting manufacturers with dealers and retailers. Its competitive advantages include a broad product offering, national footprint, and value-added services like inventory management and logistics.
Total Addressable Market (TAM)
The TAM for building products distribution in the US is estimated to be in the hundreds of billions of dollars. BlueLinx is well-positioned to capture a share of this market through its scale, product range, and national reach.
Upturn SWOT Analysis
Strengths
- National Footprint
- Broad Product Offering
- Strong Supplier Relationships
- Value-Added Services
Weaknesses
- Exposure to Cyclicality
- Dependence on Housing Market
- Commodity Price Volatility
- High Debt Levels
Opportunities
- Market Consolidation
- E-Commerce Growth
- Expansion into New Geographies
- Increased Demand for Sustainable Building Products
Threats
- Economic Downturn
- Rising Interest Rates
- Increased Competition
- Supply Chain Disruptions
Competitors and Market Share
Key Competitors
- BMC Stock Holdings (defunct - merged with Builders FirstSource)
- Builders FirstSource (BLDR)
- Beacon Roofing Supply (BECN)
- ABC Supply
- Weyerhaeuser (WY)
- Louisiana-Pacific (LPX)
Competitive Landscape
BlueLinx competes on product breadth, geographic coverage, and value-added services. Builders FirstSource has greater market share. Beacon focuses primarily on roofing. ABC Supply is privately held so market share data is limited.
Major Acquisitions
Cedar Creek
- Year: 2018
- Acquisition Price (USD millions): 436
- Strategic Rationale: Expanded BlueLinx's specialty product offerings and geographic footprint.
Growth Trajectory and Initiatives
Historical Growth: BlueLinx has experienced growth through acquisitions and organic sales increases, benefiting from a strong housing market.
Future Projections: Future growth is dependent on the housing market and the company's ability to execute its strategic initiatives. Analyst estimates would vary. I cannot provide them.
Recent Initiatives: Recent initiatives include focusing on specialty products, expanding its e-commerce platform, and improving its supply chain efficiency.
Summary
BlueLinx is a major building products distributor with a national presence. Its strengths lie in its broad product range and value-added services. However, it faces challenges from cyclicality, competition, and debt levels. Focusing on specialty products and improving efficiency are key to its future growth.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q), press releases, industry reports, analyst reports.
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market share data is approximate and may vary depending on the source. Financial data is based on publicly available information and is 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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