Builders FirstSource Inc

Builders FirstSource Inc(BLDR)股票分析

$56.850

-0.682 (-1.20%)收盘时

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最高
57.340
开盘
56.680
成交量加权均价
56.80
成交量
2.12M
市值
16.83B
最低
56.220
成交额
120.57M
企业价值/息税折旧摊销前利润(TTM)
10.53

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.

AI 分析 of Builders FirstSource Inc (BLDR)

持有

Builders FirstSource Inc is currently not a strong buy due to mixed signals. The current price is $56.85, and while the forward P/E ratio is relatively low at 13.95, indicating potential value, the company is facing significant challenges with a year-to-date change of -45.67% and a recent revenue decline of 8.8% year-over-year. The RSI is at 64.064, suggesting that the stock is nearing overbought territory, which could limit upside potential in the short term. Additionally, the gross margin has dropped to 28.14%, down from 32.31% a year ago, indicating profit compression. The main risk is the declining net income, which reported a loss of $3.9 million in Q2 2026, raising concerns about future profitability. Therefore, it may be wise to hold off on buying until clearer signs of recovery emerge.

分析师评级(10)

上行空间 +118.61%
买入
8 买入
2 持有
0 卖出
当前: 56.85
最低
109.41
平均
124.28
最高
150.00

Goldman Sachs

2026-10-12

目标价

$77

买入

Truist

2026-10-08

目标价

$70

买入

RBC Capital

2026-10-07

目标价

$62

Sector Perform

Melius Research

2026-10-06

目标价

$52

卖出

StoneX

2026-10-01

目标价

$85

买入

估值指标

Builders FirstSource Inc(BLDR)当前预期市盈率为 13.95,5 年平均预期市盈率为 12.72。

预期市盈率

合理
5 年均值 P/E
12.72
当前P/E
13.95
高估
17.79
低估
7.65

预期 EV/EBITDA

合理
5 年均值 EV/EBITDA
9.48
当前EV/EBITDA
10.53
高估
13.20
低估
5.77

预期市销率

低估
5 年均值 P/S
0.82
当前P/S
0.43
高估
1.09
低估
0.56

Alphio AI 对 BLDR 的价格情景

情景价格取自当年最后一个月度预测区间。概率为固定的模型权重(25 / 50 / 25),不构成保证。

乐

乐观

乐观 · 25%BLDR

$105.21

情景价格

基

基准

基准 · 50%BLDR

$99.91

情景价格

悲

悲观

悲观 · 25%BLDR

$86.24

情景价格

持有 BLDR 的大户

C

Cinctive Capital Management LP

+ 持有BLDR

+3.52%

3个月收益率

D

D1 Capital Partners L.P.

+ 持有BLDR

+2.26%

3个月收益率

D

Diamond Hill Capital Management, LLC

+ 持有BLDR

+0.71%

3个月收益率

G

Giverny Capital Inc.

+ 持有BLDR

+0.46%

3个月收益率

L

L1 Capital Pty. Limited

+ 持有BLDR

-1.87%

3个月收益率

S

Seizert Capital Partners, LLC

+ 持有BLDR

-2.24%

3个月收益率

BLDR 常见问题 —— 由 Alphio AI 解答

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 mixed signals. The current price is $56.85, and while the forward P/E ratio is relatively low at 13.95, indicating potential value, the company is facing significant challenges with a year-to-date change of -45.67% and a recent revenue decline of 8.8% year-over-year. The RSI is at 64.064, suggesting that the stock is nearing overbought territory, which could limit upside potential in the short term. Additionally, the gross margin has dropped to 28.14%, down from 32.31% a year ago, indicating profit compression. The main risk is the declining net income, which reported a loss of $3.9 million in Q2 2026, raising concerns about future profitability. Therefore, it may be wise to hold off on buying until clearer signs of recovery emerge.

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

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本页仅供研究参考,不构成投资建议。模型可能出错。过往表现不代表未来结果。

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