Builders FirstSource Inc

Builders FirstSource Inc (BLDR) Stock Analysis

$54.650

+0.989 (+1.81%)At close

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High
55.830
Open
53.450
VWAP
54.64
Volume
2.60M
Mkt Cap
16.83B
Low
53.450
Amount
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 analysis of Builders FirstSource Inc (BLDR)

Hold

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.

Analyst Ratings (10)

+127.41% upside
Buy
8 Buy
2 Hold
0 Sell
Current: 54.65
Low
109.41
Average
124.28
High
150.00

Goldman Sachs

2026-10-12

Price Target

$77

Buy

Truist

2026-10-08

Price Target

$70

Buy

RBC Capital

2026-10-07

Price Target

$62

Sector Perform

Melius Research

2026-10-06

Price Target

$52

Sell

StoneX

2026-10-01

Price Target

$85

Buy

Valuation Metrics

The current forward P/E ratio for Builders FirstSource Inc (BLDR) is 13.95, compared to its 5-year average forward P/E of 12.69.

Forward P/E

Fair
5Y Average P/E
12.69
Current P/E
13.95
Overvalued
17.78
Undervalued
7.60

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
9.46
Current EV/EBITDA
10.09
Overvalued
13.19
Undervalued
5.74

Forward P/S

Undervalued
5Y Average P/S
0.82
Current P/S
0.39
Overvalued
1.09
Undervalued
0.56

Alphio AI Price Scenarios for BLDR

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%BLDR

$105.21

Scenario price

B

Base

Base · 50%BLDR

$99.91

Scenario price

B

Bear

Bear · 25%BLDR

$86.24

Scenario price

Whales holding BLDR

S

Sands Capital Management, LLC

+ HoldingBLDR

+3.36%

3M Return

G

Giverny Capital Inc.

+ HoldingBLDR

+1.23%

3M Return

L

L1 Capital Pty. Limited

+ HoldingBLDR

-0.50%

3M Return

A

Anchor Capital Advisors LLC

+ HoldingBLDR

-2.29%

3M Return

A

Atlas FRM LLC

+ HoldingBLDR

-4.68%

3M Return

T

Turtle Creek Asset Management Inc.

+ HoldingBLDR

-4.74%

3M Return

Events Timeline

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

News

BLDR FAQ — answered by Alphio AI

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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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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