BLDR - Builders FirstSource Inc Stock Price, Fair Value and News

163.46USD+0.84 (+0.52%)Market Closed

Market Summary

USD163.46+0.84

Market Closed

0.52%

BLDR Stock Price

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BLDR RSI Chart

BLDR Valuation

Market Cap

20.0B

Price/Earnings (Trailing)

13.61

Price/Sales (Trailing)

1.17

EV/EBITDA

8.71

Price/Free Cashflow

13.25

BLDR Price/Sales (Trailing)

BLDR Profitability

EBT Margin

11.02%

Return on Equity

29.57%

Return on Assets

13.12%

Free Cashflow Yield

7.55%

BLDR Fundamentals

BLDR Revenue

Revenue (TTM)

17.1B

Rev. Growth (Yr)

0.21%

Rev. Growth (Qtr)

-6.25%

BLDR Earnings

Earnings (TTM)

1.5B

Earnings Growth (Yr)

-22.47%

Earnings Growth (Qtr)

-26.21%

Breaking Down BLDR Revenue

Last 7 days

-11.3%

Last 30 days

-18.5%

Last 90 days

-11.8%

Trailing 12 Months

42.6%

How does BLDR drawdown profile look like?

BLDR Financial Health

Current Ratio

2.21

Debt/Equity

0.75

Debt/Cashflow

0.53

BLDR Investor Care

Buy Backs (1Y)

4.77%

Diluted EPS (TTM)

11.66

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs

Net sales

Year	Q1	Q2	Q3	Q4
2024	17.1B	0	0	0
2023	20.9B	18.5B	17.3B	17.1B
2022	21.4B	22.8B	23.0B	22.7B
2021	10.9B	14.6B	17.8B	19.9B
2020	7.4B	7.5B	7.8B	8.6B
2019	7.7B	7.5B	7.3B	7.3B
2018	7.2B	7.4B	7.7B	7.7B
2017	6.5B	6.7B	6.8B	7.0B
2016	4.6B	5.8B	6.3B	6.4B
2015	1.6B	1.7B	2.5B	3.6B
2014	1.5B	1.5B	1.6B	1.6B
2013	1.2B	1.3B	1.4B	1.5B
2012	835.7M	901.2M	975.8M	1.1B
2011	701.8M	696.7M	733.5M	779.1M
2010	0	685.4M	692.9M	700.3M
2009	0	0	0	677.9M

Get all data in R, Python etc through our Historical Stock Data APIs

GRUFITY'S FAIR VALUE MODEL

Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index

Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>

Returns of $10,000 invested in:

Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224

Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.

Russell 2000 Index

Very Expensive Stocks

Very Cheap Stocks

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Tracking the Latest Insider Buys and Sells of Builders FirstSource Inc

Filter Transactions

Datesorted ascending	Name	Buy/Sell	$ Value	Avg. Price	# Shares	Title
Mar 15, 2024	johnson timothy d	sold (taxes)	-1,830,370	195	-9,363	evp & general counsel
Mar 15, 2024	robins scott l	acquired	-	-	17,233	president - west division
Mar 15, 2024	beckmann jami	acquired	-	-	4,720	principal accounting officer
Mar 15, 2024	beckmann jami	sold (taxes)	-451,582	195	-2,310	principal accounting officer
Mar 15, 2024	robins scott l	sold (taxes)	-1,631,560	195	-8,346	president - west division
Mar 15, 2024	messersmith amy b	sold (taxes)	-161,279	195	-825	chief people officer
Mar 15, 2024	hiller michael	sold (taxes)	-1,215,950	195	-6,220	president - central division
Mar 15, 2024	hiller michael	acquired	-	-	14,600	president - central division
Mar 15, 2024	messersmith amy b	acquired	-	-	2,558	chief people officer
Mar 15, 2024	herron stephen j	acquired	-	-	15,240	chief operating officer

Which funds bought or sold BLDR recently?

View All Details

Datesorted ascending	Fund Name	Type	% Chg	$ Change	$ Held	% Portfolio
May 07, 2024	Empowered Funds, LLC	added	64.25	12,911,400	25,186,200	0.23%
May 07, 2024	ASSETMARK, INC	reduced	-20.00	-153,786	258,474,000	0.84%
May 07, 2024	ClariVest Asset Management LLC	reduced	-69.41	-5,152,720	3,186,440	0.33%
May 07, 2024	Legacy Capital Group California, Inc.	new	-	211,887	211,887	0.08%
May 07, 2024	OPPENHEIMER & CO INC	added	131	2,959,140	4,518,860	0.07%
May 07, 2024	SEI INVESTMENTS CO	added	199	13,462,700	18,363,200	0.03%
May 07, 2024	Atomi Financial Group, Inc.	reduced	-7.54	74,914	557,871	0.05%
May 07, 2024	PANAGORA ASSET MANAGEMENT INC	reduced	-31.22	-7,616,950	46,472,400	0.24%
May 07, 2024	Smithfield Trust Co	unchanged	-	13,000	66,000	-%
May 07, 2024	Susquehanna Portfolio Strategies, LLC	unchanged	-	382,812	1,918,660	0.04%

Are Funds Buying or Selling BLDR?

Are funds buying BLDR calls or puts?

Calls

Puts

No. of funds holding Calls - Puts

Net Call Options

No. of funds that own BLDR

No. of Funds

Unveiling Builders FirstSource Inc's Major ShareHolders

Date Filed	Name of Filer	Percent of Class	No. of Shares	Form Type
Feb 13, 2024	vanguard group inc	11.89%	14,668,049	SC 13G/A
Feb 08, 2024	wellington management group llp	6.65%	8,203,024	SC 13G/A
Feb 07, 2024	blackrock inc.	10.3%	12,744,033	SC 13G/A
Jan 24, 2024	blackrock inc.	9.6%	11,840,181	SC 13G/A
Jan 10, 2024	fmr llc	-	0	SC 13G/A
May 05, 2023	blackrock inc.	10.5%	13,565,488	SC 13G/A
Mar 10, 2023	vanguard group inc	10.46%	14,440,688	SC 13G/A
Feb 09, 2023	fmr llc	-	0	SC 13G/A
Feb 09, 2023	vanguard group inc	9.94%	14,626,446	SC 13G/A
Feb 06, 2023	wellington management group llp	8.98%	13,209,468	SC 13G/A

Recent SEC filings of Builders FirstSource Inc

View All Filings

Date Filed	Form Type	Document
May 07, 2024	10-Q	Quarterly Report
May 07, 2024	8-K	Current Report
May 01, 2024	8-K	Current Report
Apr 25, 2024	ARS	ARS
Apr 25, 2024	DEF 14A	DEF 14A
Apr 25, 2024	DEFA14A	DEFA14A
Mar 19, 2024	4	Insider Trading
Mar 19, 2024	4	Insider Trading
Mar 19, 2024	4	Insider Trading
Mar 19, 2024	4	Insider Trading

Peers (Alternatives to Builders FirstSource Inc)

Name	Mkt Capsorted ascending	Revenue	Price %, 1M	Returns, 1Y	P/E	P/S	Rev 1-Yr	Inc 1-Yr
LARGE-CAP
CARR	58.0B	23.0B	11.22%	50.37%	43.19	2.52	9.35%	-48.07%
HUBB	21.3B	5.5B	-4.69%	46.26%	29.31	3.88	8.06%	32.52%
BLDR	20.0B	17.1B	-18.47%	42.57%	13.61	1.17	-18.27%	-40.02%
CSL	19.4B	4.8B	2.01%	93.81%	22.67	3.97	-3.54%	3.11%
LECO	13.0B	-	-7.02%	35.47%	23.86	3.13	6.67%	16.79%
MID-CAP
AYI	8.1B	3.9B	-1.97%	66.90%	21.41	2.1	-6.35%	-0.40%
AAON	6.3B	1.2B	-17.10%	19.47%	35.2	5.44	19.83%	50.95%
ATKR	5.7B	3.4B	-12.97%	22.81%	9.29	1.7	-11.52%	-24.82%
AEIS	3.8B	1.6B	2.62%	19.66%	29.66	2.44	-16.80%	-35.75%
PLUG	1.7B	891.3M	-19.23%	-68.52%	-1.26	1.93	27.07%	-89.06%
SMALL-CAP
APOG	1.5B	1.4B	10.38%	67.18%	14.62	1.03	-1.65%	-4.32%
ACTG	519.5M	130.3M	0.78%	32.99%	7.75	3.99	54.06%	153.62%
ACCO	480.1M	1.8B	-4.56%	-2.33%	-19.68	0.27	-6.26%	-71.83%
FCEL	343.4M	103.0M	-33.91%	-67.52%	-3.76	3.33	-24.12%	24.29%
APT	66.4M	61.2M	-14.09%	45.84%	15.84	1.08	-1.21%	27.64%

Builders FirstSource Inc News

Latest updates

Builders FirstSource Inc Earnings Report: Key Takeaways & Analysis

Income Statement (Last 12 Months)

(In Millions)

(*) denotes actual numbers (not divided by Millions)
Income Statement (Quarterly)																					(In Millions)
Description	(%) Q/Q	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1
Revenue	-6.3%	3,891	4,151	4,534	4,529	3,883	4,358	5,761	6,926	5,681	4,635	5,509	5,577	4,174	2,531	2,295	1,946	1,787	1,764	1,981	1,905	1,631
Gross Profit	-11.3%	1,300	1,465	1,581	1,595	1,371	1,485	2,015	2,412	1,832	1,486	1,712	1,583	1,070	669	571	517	465	477	541	517	442
S&GA Expenses	-4.9%	926	974	939	1,018	904	959	1,000	1,046	969	864	875	903	822	455	431	388	404	401	412	402	370
EBITDA Margin	-3.5%	0.15*	0.16*	0.16*	0.17*	0.18*	0.19*	0.19*	0.18*	0.16*	0.15*	0.13*	0.11*	-	-	-	-	-	-	-	-	-
Interest Expenses	43.0%	52.00	36.00	63.00	37.00	50.00	31.00	52.00	33.00	53.00	30.00	-	-	-	-	-	-	-	-	-	-	-
Income Taxes	-28.5%	66.00	93.00	140	119	91.00	99.00	232	308	183	139	188	155	44.00	45.00	26.00	24.00	0.00	6.00	24.00	20.00	11.00
Earnings Before Taxes	-26.7%	325	444	591	524	425	484	970	1,295	822	582	801	652	216	185	112	102	9.00	48.00	102	86.00	47.00
EBT Margin	-5.1%	0.11*	0.12*	0.12*	0.13*	0.15*	0.16*	0.16*	0.15*	0.13*	0.11*	0.10*	0.08*	-	-	-	-	-	-	-	-	-
Net Income	-26.2%	259	351	451	405	334	385	738	987	640	442	613	497	173	140	86.00	79.00	9.00	41.00	78.00	67.00	36.00
Net Income Margin	-4.9%	0.09*	0.09*	0.09*	0.10*	0.12*	0.12*	0.12*	0.12*	0.10*	0.09*	0.08*	0.06*	-	-	-	-	-	-	-	-	-
Free Cashflow	-56.3%	224	512	504	266	549	836	1,415	878	129	773	1,045	-62.30	-	-	-	-	-	-	-	-	-

Balance Sheet

(In Millions)

(*) denotes actual numbers (not divided by Millions)
Balance Sheet																					(In Millions)
Description	(%) Q/Q	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1
Assets	6.4%	11,168	10,499	10,737	10,733	10,477	10,595	11,538	12,086	12,051	10,714	10,809	10,626	9,380	4,174	4,015	3,765	3,561	3,249	3,298	3,250	3,199
Current Assets	19.5%	3,943	3,301	3,574	3,605	3,347	3,498	4,420	5,277	5,380	3,968	4,231	4,915	3,571	2,224	2,062	1,802	1,605	1,307	1,430	1,434	1,386
Cash Equivalents	954.3%	697	66.00	88.00	89.00	144	80.00	85.00	166	282	43.00	225	90.00	19.00	424	341	385	164	14.00	43.00	11.00	12.00
Inventory	10.5%	1,357	1,228	1,332	1,362	1,336	1,426	1,759	2,065	2,188	1,626	1,617	2,074	1,586	785	751	615	640	561	582	618	635
Net PPE	1.8%	1,836	1,804	1,763	1,676	1,606	1,568	1,492	1,421	1,386	1,385	1,337	1,301	1,298	749	751	744	731	722	696	675	669
Goodwill	0.7%	3,583	3,557	3,521	3,500	3,495	3,457	3,453	3,336	66.00	3,270	3,142	2,535	2,537	785	777	777	777	769	755	14.00	740
Liabilities	7.7%	6,212	5,767	6,156	6,391	5,820	5,633	6,313	6,950	6,915	5,912	5,286	5,144	4,396	3,021	3,007	2,849	2,728	2,425	2,519	2,546	2,567
Current Liabilities	-4.4%	1,781	1,863	2,027	1,956	1,832	1,843	2,294	2,529	2,683	2,129	2,033	2,253	1,861	1,075	1,085	933	859	821	864	848	738
Long Term Debt	16.5%	3,701	3,177	3,395	3,670	3,194	2,978	3,169	3,552	3,392	2,978	2,420	2,044	1,658	1,597	1,574	1,578	1,545	1,277	1,350	1,420	1,562
Shareholder's Equity	4.7%	4,957	4,732	4,581	4,342	4,657	4,963	5,225	5,136	5,136	4,802	5,523	5,482	4,984	1,153	1,008	916	834	825	779	704	632
Retained Earnings	52.0%	699	460	318	92.00	410	704	970	890	894	540	1,267	1,232	735	562	422	337	258	249	207	137	71.00
Additional Paid-In Capital	-0.3%	4,256	4,271	4,261	4,249	4,246	4,258	4,253	4,244	4,241	4,261	4,254	4,248	4,247	589	584	578	575	575	570	566	561
Shares Outstanding	0.2%	122	122	123	125	132	139	155	170	177	202	206	207	-	-	-	-	-	-	-	-	-
Float	-	-	-	-	16,700	-	-	-	8,478	-	-	-	8,745	-	-	-	2,376	-	-	-	1,921	-

Cashflow (Last 12 Months)

(In Thousands)

(*) denotes actual numbers (not divided by Thousands)
Cashflow (Quarterly)																					(In Thousands)
Description	(%) Q/Q	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1
Cashflow From Operations	-48.1%	317,187	611,699	649,466	391,326	654,381	971,365	1,500,796	947,248	179,822	840,332	1,106,993	-3,268	-200,508	104,921	-14,740	220,540	-50,654	143,782	181,479	172,710	6,075
Share Based Compensation	30.3%	16,900	12,973	12,128	12,395	11,026	4,685	8,496	9,315	8,841	6,198	6,421	8,465	10,402	4,924	5,378	3,466	3,254	2,859	3,342	3,379	2,659
Cashflow From Investing	21.4%	-151,036	-192,197	-164,285	-132,951	-178,860	-140,148	-510,243	-258,753	-48,335	-374,238	-799,087	-302,736	131,421	-40,122	-26,852	-25,398	-43,853	-92,786	-65,622	-19,968	-20,804
Cashflow From Financing	205.4%	465,168	-441,442	-486,401	-313,466	-411,559	-835,754	-1,071,756	-804,112	107,712	-648,226	-173,437	377,152	-335,601	18,080	-2,942	26,447	244,283	-80,171	-83,138	-153,914	16,326
Buy Backs	-92.1%	19,600	247,339	224,900	722,695	627,600	671,074	658,234	990,739	285,951	1,149,143	578,242	7,289	10,418	-	-	319	3,834	-	7,942	-	2,450

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BLDR Income Statement

2024-03-31

CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($) shares in Thousands, $ in Thousands	3 Months Ended
	Mar. 31, 2024	Mar. 31, 2023
Income Statement [Abstract]
Net sales	$ 3,891,352	$ 3,883,314
Cost of sales	2,591,498	2,511,914
Gross margin	1,299,854	1,371,400
Selling, general and administrative expenses	926,257	904,217
Income from operations	373,597	467,183
Interest expense, net	48,336	42,108
Income before income taxes	325,261	425,075
Income tax expense	66,480	91,289
Net income	$ 258,781	$ 333,786
Net income per share:
Basic	$ 2.12	$ 2.44
Diluted	$ 2.10	$ 2.41
Weighted average common shares:
Basic	121,972	137,074
Diluted	123,371	138,412

BLDR Balance Sheet

2024-03-31

CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($) $ in Thousands	Mar. 31, 2024	Dec. 31, 2023
Current assets:
Cash and cash equivalents	$ 697,475	$ 66,156
Accounts receivable, less allowances of $48,647 and $42,488, respectively	1,394,667	1,436,917
Other receivables	200,471	290,310
Inventories, net	1,356,907	1,228,265
Contract assets	173,315	165,677
Other current assets	120,453	113,403
Total current assets	3,943,288	3,300,728
Property, plant and equipment, net	1,836,134	1,803,824
Operating lease right-of-use assets, net	509,756	502,184
Goodwill	3,582,857	3,556,556
Intangible assets, net	1,242,381	1,298,173
Other assets, net	54,027	37,987
Total assets	11,168,443	10,499,452
Current liabilities:
Accounts payable	1,024,983	881,384
Accrued liabilities	483,942	717,528
Contract liabilities	172,517	162,659
Current portion of operating lease liabilities	97,254	98,217
Current maturities of long-term debt	2,803	3,649
Total current liabilities	1,781,499	1,863,437
Noncurrent portion of operating lease liabilities	444,599	434,081
Long-term debt, net of current maturities, discounts and issuance costs	3,701,479	3,177,411
Deferred income taxes	158,832	167,199
Other long-term liabilities	125,326	124,973
Total liabilities	6,211,735	5,767,101
Commitments and contingencies (Note 11)
Stockholders' equity:
Preferred stock, $0.01 par value, 10,000 shares authorized; zero shares issued and outstanding
Common stock, $0.01 par value, 300,000 shares authorized; 122,049 and 121,857 shares issued and outstanding at March 31, 2024, and December 31, 2023, respectively	1,220	1,219
Additional paid-in capital	4,256,122	4,270,948
Retained earnings	699,366	460,184
Total stockholders' equity	4,956,708	4,732,351
Total liabilities and stockholders' equity	$ 11,168,443	$ 10,499,452

About Builders FirstSource Inc

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 lumber and lumber sheet goods comprising dimensional lumber, plywood, and oriented strand board products that are used in on-site house framing; manufactured products, such as wood floor and roof trusses, steel roof trusses, wall panels, stairs, and engineered wood products; and windows, and interior and exterior door units, as well as interior trims and custom products comprising 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; products turn-key framing, shell construction, design assistance, and professional installation services. 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. 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.

CEO	Mr. David E. Rush
WEBSITE	bldr.com
INDUSTRY	Communication Equipment
EMPLOYEES	29000

Builders FirstSource Inc Frequently Asked Questions

What is the ticker symbol for Builders FirstSource Inc? What does BLDR stand for in stocks?

BLDR is the stock ticker symbol of Builders FirstSource Inc. Every public company that trades on a stock exchange gets a ticker symbol.

What is the market capital of Builders FirstSource Inc (BLDR)?

As of Wed May 08 2024, market cap of Builders FirstSource Inc is 19.95 Billion. The market capitalization is calculated by multiplying the stock price with the number of shares outstanding.

What is the fair value of BLDR stock?

You can check BLDR's fair value in chart for subscribers.

What is the fair value of BLDR stock?

You can check BLDR's fair value in chart for subscribers. The fair value of Builders FirstSource Inc is provided for various growth and macro-economic scenarios from very pessimiatic to very optimistic assumptions. These fair values are estimates from Grufity's Fair Value model based on company's past performance. However, past performance of Builders FirstSource Inc is no guarantee of future performance. These fairvalue estimates should only be used as one of the inputs in your stock analysis. We provide model's historical fair value estimates for BLDR so that you know how good or bad the model has been in the past so you can discard it if needed. There are others that provide fair values of stocks such as wallmine, finbox, gurufocus and finviz. Most provide point in time estimates. We provide a history of our models fair value estimates so that you can get a sense of it's usefulness. Otherwise this data point is of little use.

Is Builders FirstSource Inc a good stock to buy?

The fair value guage provides a quick view whether BLDR is over valued or under valued. Whether Builders FirstSource Inc is cheap or expensive depends on the assumptions which impact Builders FirstSource Inc's fair value. We provide several scenarios of inflation and growth to encompass these range of assumptions for BLDR.

What is Builders FirstSource Inc's Price to Earnings (PE) and Price to sales (PS) ratio?

As of Wed May 08 2024, BLDR's PE ratio (Price to Earnings) is 13.61 and Price to Sales (PS) ratio is 1.17. The price to earnings and price to sales ratio are two most important valuation metrics for any company. PE ratio tell us the number of years of earnings investors are ready to pay for owning the company. Historically, S&P500 price to earnings ratio has fallen below 12 during periods of gloom and gone past 30 during periods of euphoria. BLDR PE ratio will change depending on the future growth rate expectations of investors.

What is 5 year return on Builders FirstSource Inc's stock?

In the past 10 years, Builders FirstSource Inc has provided 0.363 (multiply by 100 for percentage) rate of return.