NYSE · BLDR
Builders FirstSource, Inc.
Basic Materials · Construction Materials
$55.62▼ 2.44% ($1.39)today
As of 10:10 AM ET
Market cap
$5.98B
P/E
58.95
EPS (TTM)
$0.94
Next earnings
Oct 29, 2026
Valuation
Revenue & margin DCF
Verdict: fairly priced. Price above Base.
The price needs 9.4% revenue growth a year for 10 years. Our scenarios assume 0.6–4.4%.
Its past 4 years averaged −6.5% a year.
Value per share
Base case
$13.74
Price used $55.62 is 4.0× this
USD · TTM ending Jun 30, 2026 · Price Oct 1, 2:10 PM UTC
Revenue each value needs
Revenue today $14.4B. The price needs $35.4B by 2036. Base case: $15.6B. At its recent pace: $7.4B. Bear to Bull: $15.3B to $22.2B.
Revenue today $14.4B. The price needs $35.4B by 2036. Base case: $15.6B. At its recent pace: $7.4B. Bear to Bull: $15.3B to $22.2B.
Revenue in 2036
today $14.4B
+$19.8Bmore than the Base case · 2.3×
Value per share · Base case
$13.74
Price $55.62
4.0× this
- 10-yr revenue CAGR
- 0.8%
- Ending operating margin
- 3.0%
- Discount rate
- 9.7%
USD · TTM ending Jun 30, 2026 · Price Oct 1, 2:10 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
What changed
The stock fell 56.02% over the last year. Revenue declined 9.38% over the trailing twelve months. Operating margin moved from 7.7% to 3.02%. Free cash flow declined 46.22% over the trailing twelve months.
What the market seems to be pricing
The market is reacting to weaker business momentum more than just compressing the valuation multiple. Even if the shares already screen cheap on P/FCF, investors are still discounting lower future earnings power.
What would invalidate this read
Operating margin stands at 3.02%. Revenue declined 9.38% — this read reverses if that trend stabilizes. Free cash flow fell 46.22% — a return toward positive territory would undermine the deterioration thesis. If margins and cash flow stabilize while the stock stays depressed, the gap shifts from fundamental damage toward pure multiple compression.
Return analysis
Company profile
Builders FirstSource, Inc. engages in the supply and manufacture of building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers.
Market multiples
Stock splits
Every 1000 shares became 1091
Profitability & growth
Analyst consensus
22
Buy
20
Hold
1
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Oct 29, 2026
Q3 FY26 · EPS est $1.09 · Revenue est $3.77B
View
Institutional Sentiment
Builders FirstSource, Inc. · BLDR
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.