Builders FirstSource Inc

Builders FirstSource Inc(BLDR)の株式分析

$54.650

+0.989 (+1.81%)終値時点

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高値
55.830
始値
53.450
出来高加重平均価格
54.64
出来高
2.60M
時価総額
16.83B
安値
53.450
売買代金
142.24M
EV/EBITDA(TTM)
10.09

Builders FirstSource, Inc. is a provider of building materials for professional builders in new residential construction and repair and remodeling. The Company delivers integrated home-building solutions by manufacturing, supplying, and installing a range of structural and related building products. Its manufacturing facilities produce factory-built roof and floor trusses, wall panels, vinyl windows, custom millwork and trim, manufactured and semi-custom modular homes. It also assembles interior and exterior doors into pre-hung units for easy installation. Additionally, it distributes a range of building products, including lumber, sheet goods, windows, doors, millwork, and specialty items. It serves markets such as professional installation, turnkey framing, and shell construction. It also serves and supplies regional production and local custom homebuilders as well as repair and remodeling contractors and multifamily builders.

www.bldr.com

AI分析 of Builders FirstSource Inc (BLDR)

中立

Builders FirstSource Inc is currently not a strong buy due to a recent decline in revenue and profit margins. The current price is $54.65, with a forward P/E ratio of 13.947, indicating potential undervaluation, but the company faces significant risks. The gross margin has decreased to 28.14%, down from 32.31% a year ago, reflecting ongoing challenges in the building products sector. Additionally, recent analyst downgrades suggest caution, with targets ranging from $52 to $85, highlighting a lack of consensus on the stock's near-term recovery.

アナリスト評価(10)

上値余地 +127.41%
買い
8 買い
2 中立
0 売り
現在: 54.65
安値
109.41
平均
124.28
高値
150.00

Goldman Sachs

2026-10-12

目標株価

$77

買い

Truist

2026-10-08

目標株価

$70

買い

RBC Capital

2026-10-07

目標株価

$62

Sector Perform

Melius Research

2026-10-06

目標株価

$52

売り

StoneX

2026-10-01

目標株価

$85

買い

バリュエーション指標

Builders FirstSource Inc(BLDR)の現在の予想PERは13.95で、5年平均は12.69です。

予想PER

適正
5年平均 P/E
12.69
現在のP/E
13.95
割高
17.78
割安
7.60

予想EV/EBITDA

適正
5年平均 EV/EBITDA
9.46
現在のEV/EBITDA
10.09
割高
13.19
割安
5.74

予想PSR

割安
5年平均 P/S
0.82
現在のP/S
0.39
割高
1.09
割安
0.56

Alphio AI による BLDR の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%BLDR

$105.21

シナリオ価格

基

基本

基本 · 50%BLDR

$99.91

シナリオ価格

弱

弱気

弱気 · 25%BLDR

$86.24

シナリオ価格

BLDR を保有するクジラ

S

Sands Capital Management, LLC

+ を保有BLDR

+3.36%

3か月リターン

G

Giverny Capital Inc.

+ を保有BLDR

+1.23%

3か月リターン

L

L1 Capital Pty. Limited

+ を保有BLDR

-0.50%

3か月リターン

A

Anchor Capital Advisors LLC

+ を保有BLDR

-2.29%

3か月リターン

A

Atlas FRM LLC

+ を保有BLDR

-4.68%

3か月リターン

T

Turtle Creek Asset Management Inc.

+ を保有BLDR

-4.74%

3か月リターン

イベントタイムライン

2026-08-25 (ET)

07:00:00

Builders FirstSource Partners with Digs for AI-Powered Workflows

07:00:00

Builders FirstSource Partners with Digs, Secures $25.3M Financing

2026-08-24 (ET)

10:00:00

Steel Dynamics Stock Rises to $239.70

2026-08-03 (ET)

10:00:00

Axon Enterprise Gains 40.74% to $568.50

ニュース

BLDR のよくある質問 — Alphio AI が回答

Builders FirstSource, Inc. is a provider of building materials for professional builders in new residential construction and repair and remodeling. The Company delivers integrated home-building solutions by manufacturing, supplying, and installing a range of structural and related building products. Its manufacturing facilities produce factory-built roof and floor trusses, wall panels, vinyl windows, custom millwork and trim, manufactured and semi-custom modular homes. It also assembles interior and exterior doors into pre-hung units for easy installation. Additionally, it distributes a range of building products, including lumber, sheet goods, windows, doors, millwork, and specialty items. It serves markets such as professional installation, turnkey framing, and shell construction. It also serves and supplies regional production and local custom homebuilders as well as repair and remodeling contractors and multifamily builders. It operates in the Consumer Cyclicals sector (RETAIL-LUMBER & OTHER BUILDING MATERIALS DEALERS industry).

Builders FirstSource Inc is currently not a strong buy due to a recent decline in revenue and profit margins. The current price is $54.65, with a forward P/E ratio of 13.947, indicating potential undervaluation, but the company faces significant risks. The gross margin has decreased to 28.14%, down from 32.31% a year ago, reflecting ongoing challenges in the building products sector. Additionally, recent analyst downgrades suggest caution, with targets ranging from $52 to $85, highlighting a lack of consensus on the stock's near-term recovery.

10 analysts cover BLDR: 8 rate it Buy, 2 Hold and 0 Sell. The average price target is 124.28.

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