Builders FirstSource, Inc. (BLDR) Stock

Builders FirstSource, Inc. (BLDR) is a Consumer Discretionary stock trading at $70.20 (as of 2026-08-21), with a market capitalization of $7.55B and a trailing P/E of 319.3. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Builders FirstSource and its subsidiaries supply building materials, manufactured components, and construction services in the United States. Its offerings include lumber and wood-based panels, engineered framing and other manufactured building products, windows and doors, gypsum and roofing/insulation materials, exterior siding and trim, and related services such as framing, shell construction, design assistance, and installation for homebuilders, subcontractors, remodelers, and consumers.

Understand Builders FirstSource, Inc.: how it makes money

Builders FirstSource manufactures and supplies building materials, manufactured components, and construction services, selling items like lumber and lumber sheet goods, engineered wood products, and window and door units to professional homebuilders, subcontractors, remodelers, and consumers in the United States.

Profitability is driven by how efficiently the company converts manufacturing and supply of building materials and components into sales, with results tied to productivity savings while also reflecting the operating environment for those products.

Revenue by segment (latest quarter)
Net Sales$3.3B

Business quality (Weak): The company has a clear operating focus on supplying homebuilding and remodeling inputs, and it tracks productivity savings as an operating improvement lever. The bear case is that operating profitability can remain thin, so execution and cost control matter.

Valuation: At 30× earnings, BLDR trades 55% above the Retail average (19×). Note: one-time items can distort reported P/E.

Bull case

  • Diversified product and service offering: It supplies multiple categories of building materials and manufactured components, including lumber and lumber sheet goods, engineered wood products, and windows and door units, plus construction services.
  • Management focuses on productivity improvements: It reports productivity savings metrics, including Productivity Savings Delivered Year to Date.

Bear case

  • Thin operating margin: Reported operating margin is 0.5% (latest period), which can leave limited room for error if costs or demand conditions worsen.
  • Execution risk around productivity savings: Productivity savings are the tracked operating lever, so shortfalls or slower delivery could weigh on results.
Valuation — source: SEC EDGAR (first-party)
Price$70.20
Market Cap$7.55B
P/E Ratio319.3
EV / EBITDA5.3
Price / Book1.89
Price / Sales0.53
FCF Yield11.9%
DCF Value (model)$86.86
DCF Upside vs Price23.7%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$15.19B
Net Margin2.9%
Revenue Growth (YoY)-7.4%
EPS Growth (YoY)-57.2%
FCF Growth (YoY)-42.8%
Financial Health — source: SEC EDGAR
Altman Z-Score2.42 (grey)
Valuation vs Sector & Industry
Stock P/E319.3
Sector P/E (Consumer Discretionary)20.7
Industry P/E (Retail)19.8
vs Sector1443.0%
vs Industry1513.9%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($1.27B)
Institutional Holders Tracked10
Congressional Trades (recent)6
Company
SectorConsumer Discretionary
IndustryRetail
CEOPeter Jackson
Employees29,000
CountryUS
IPO Date2005-06-28

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BLDR earnings history · BLDR institutional & insider holders · BLDR KPIs & operating metrics · BLDR financials · BLDR investor presentations & press releases · BLDR SEC filings · BLDR peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-21.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.