A Business at a Glance
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CAUTIONARY STATEMENT Statements in this report and the schedules hereto that are not purely historical facts or that necessarily depend upon future events, including statements about expected market share gains, forecasted financial performance, industry and business outlook or other statements about anticipations, beliefs, expectations, hopes, intentions or strategies for the future, may be forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended (the “Exchange Act”). Readers are cautioned not to place undue reliance on forward-looking statements. In addition, oral statements made by the Company’s directors, officers and employees to the investor and analyst communities, media representatives and others, depending upon their nature, may also constitute forward-looking statements.
| Segment | 2021 | 2022 | 2023 | 2024 | 2025 | % of Total |
|---|---|---|---|---|---|---|
Specialty Building Products and Services | $3.78B | $4.31B | $4.08B | $4.05B | $4.07B | 27% |
Lumber and Lumber Sheet Goods | $8.46B | $8.09B | $4.28B | $4.27B | $3.88B | 26% |
Windows, Doors and Millwork | $3.40B | $4.79B | $4.33B | $4.24B | $3.84B | 25% |
Manufactured Products | $4.40B | $5.69B | $4.70B | $3.99B | $3.41B | 22% |
Specialty Building Products & Services | $3.63B | $4.16B | — | — | — | — |
| Metric | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Revenue | 15.2B | 15.2B | 16.4B | 17.1B | 22.7B | 19.9B |
| Net Income | 435M | 435M | 1.1B | 1.5B | 2.7B | 1.7B |
| EPS | $3.89 | $3.89 | $9.06 | $11.94 | $16.82 | $8.48 |
| Free Cash Flow | 853M | 853M | 1.5B | 1.8B | 3.3B | 1.5B |
| ROIC | 7.2% | 8.0% | 14.6% | 20.3% | 35.0% | 22.5% |
| Gross Margin | 30.4% | 30.4% | 32.8% | 35.2% | 34.1% | 29.4% |
| Debt/Equity | 1.18 | 1.18 | 1.05 | 0.79 | 0.70 | 0.71 |
| Dividends/Share | $0.00 | - | - | - | - | - |
| Operating Income | 786M | 786M | 1.6B | 2.2B | 3.8B | 2.4B |
| Operating Margin | 5.2% | 5.2% | 9.7% | 12.7% | 16.6% | 12.0% |
| ROE | 10.0% | 10.1% | 25.1% | 32.6% | 55.4% | 35.9% |
| Shares Outstanding | 112M | 112M | 119M | 129M | 163M | 203M |
Builders FirstSource, Inc. passes 7 of 9 quality checks, indicating strong fundamentals.
Builders FirstSource, Inc. trades at 22.5x trailing earnings, compared to its 15-year median P/E of 13.8x, suggesting it is currently Fair relative to its historical range. On a free-cash-flow basis, the stock trades at 11.3x vs a median of 11.5x. The company's 5-year average ROIC is 20.1% with a gross margin of 32.4%. Total shareholder yield (buybacks) is 4.2%. At current prices, the estimated annualized return to fair value is +45.3%.
Builders FirstSource, Inc. (BLDR) has a current P/E ratio of 22.5, compared to its historical median P/E of 13.8. The stock is currently considered Fair based on its historical valuation range.
Builders FirstSource, Inc. (BLDR) has a 5-year average return on invested capital (ROIC) of 20.1%. This indicates strong capital allocation and a potential competitive advantage.
Builders FirstSource, Inc. (BLDR) has a market capitalization of $9.8B. It is classified as a mid-cap stock.
Builders FirstSource, Inc. (BLDR) does not currently pay a regular dividend. However, the company returns capital to shareholders through share buybacks, with a buyback yield of 4.23%.
Based on historical P/E analysis, Builders FirstSource, Inc. (BLDR) appears fair. The current P/E of 22.5 is 64% above its historical median of 13.8. The estimated fair value CAGR (P/E method) is 35.3%.
Builders FirstSource, Inc. (BLDR) operates in the Retail-Lumber & Other Building Materials Dealers industry, within the Consumer Cyclical sector.
Builders FirstSource, Inc. (BLDR) reported annual revenue of $15.2 billion in its most recent fiscal year, based on SEC EDGAR filings.
Builders FirstSource, Inc. (BLDR) has a net profit margin of 2.9%. This is a modest margin.
Builders FirstSource, Inc. (BLDR) generated $853 million in free cash flow in its most recent fiscal year. Positive free cash flow supports dividends, buybacks, and debt reduction.
Builders FirstSource, Inc. (BLDR) has a debt-to-equity ratio of 1.18. This indicates moderate leverage.
Builders FirstSource, Inc. (BLDR) reported earnings per share (EPS) of $3.89 in its most recent fiscal year.
Builders FirstSource, Inc. (BLDR) has a return on equity (ROE) of 10.1%. This indicates moderate shareholder returns.
Builders FirstSource, Inc. (BLDR) has a 5-year average gross margin of 32.4%. This indicates decent pricing power.
The Ledger Terminal provides 17 years of financial data for Builders FirstSource, Inc. (BLDR), sourced directly from SEC EDGAR filings. This includes income statements, balance sheets, cash flow statements, and key financial ratios.
Builders FirstSource, Inc. (BLDR) has a book value per share of $38.90, based on its most recent annual SEC filing.