BlueLinx Holdings Inc. (BXC) is a Consumer Discretionary stock trading at $75.89 (as of 2026-09-02), with a market capitalization of $596.51M. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.
BlueLinx Holdings Inc. distributes residential and commercial building products in the United States through a network of distribution centers. Its specialty offerings include engineered wood, industrial products, cedar, molding, siding, metal, and insulation, while structural products include lumber, plywood, oriented strand boards, rebar and remesh, spruce, and other wood products, serving dealers, specialty distributors, national home centers, and manufactured housing customers.
BlueLinx distributes lumber, engineered wood, and structural building materials to dealers and specialty builders across the U.S., earning a spread between supplier costs and customer pricing. Most revenue (roughly two-thirds) comes from specialty products, while structural lumber and panels make up the rest and swing with commodity cycles.
BlueLinx's profit model is a thin distribution spread: it buys lumber and specialty wood products from manufacturers at wholesale and resells them to dealers and builders, keeping roughly 17% gross and about 2.5% operating margin. The specialty product mix provides mild differentiation from pure commodity lumber, but the underlying business remains a low-margin, working-capital-intensive pass-through.
| Specialty Products | $0.5B |
| Structural Products | $0.2B |
Business quality (Weak): Very low operating margin (2.5%), minimal ROE (1.0%), and a P/E of 126x against a 24x industry norm place this firmly in the weak-quality, expensively-valued bucket for a wholesale distributor.
Valuation: At 126× earnings, BXC trades 437% above the Wholesale average (24×).
| Price | $75.89 |
| Market Cap | $596.51M |
| EV / EBITDA | 7.7 |
| Price / Book | 0.96 |
| Price / Sales | 0.20 |
| FCF Yield | 5.5% |
| DCF Value (model) | $45.82 |
| DCF Upside vs Price | -39.6% |
| Revenue (TTM) | $2.95B |
| Net Margin | 0.0% |
| Revenue Growth (YoY) | 0.7% |
| EPS Growth (YoY) | -271.0% |
| FCF Growth (YoY) | 505.5% |
| Altman Z-Score | 3.42 (safe) |
| Piotroski F-Score | 5/9 (moderate) |
| Sector P/E (Consumer Discretionary) | 20.1 |
| Industry P/E (Wholesale) | 23.9 |
| Top Institutional Holder | BlackRock, Inc. ($46.54M) |
| Institutional Holders Tracked | 10 |
| Sector | Consumer Discretionary |
| Industry | Wholesale |
| CEO | Shyam K. Reddy |
| Employees | 1,980 |
| Country | US |
| IPO Date | 2004-12-14 |
Data as of 2026-09-02.
Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.