Obermatt

Builders FirstSource

NYQ:BLDR · US12008R1077
Building ProductsX-Large

360

4
EV / EBIT21
Price / Owner Earnings72
Owner Earnings Yield61
Dividend Yield1
Price/Sales83
EV / Gross Profit84
Price/Book67
Return on Capital6
Cash Return on Capital29
Return on Equity14
EBIT Margin6
Gross Profitability74
Cash Conversion94
Accruals76
Owner Earnings Margin29
Sales growth10
Profit Growth71
Long-Term EPS Growth20
Owner Earnings Growth17
Reinvestment8
Price momentum8
Debt load28
Refinancing57
Debt Payback11
Liquidity17
Analyst ratings40
Opinion Changes66
Price Target Upside72
Market mood58
Value Creation6/20not creating value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Builders FirstSource doesn't consistently earn more than its cost of capital, so it isn't yet creating shareholder value.

Profile

CountryUSA
IndustryBuilding Products
SizeX-Large
TypePublic Company
ExchangeNYSE
Founded1998
Employees4,544
Websitebldr.com
ISINUS12008R1077
Last UpdateApr 2, 2026
Themes
Home ImprovementBuilding MaterialManufacturingReal Estate

Description

Builders FirstSource, Inc. operates as a supplier and manufacturer of building materials, manufactured components and construction services to professional homebuilders, sub-contractors, remodelers and consumers. The company operates approximately 59…

Analysis

Middle-of-the-road

Builders FirstSource, Inc. sits in the middle of our grid: average quality, average price, no obvious signal in either direction.

On valuation, the picture is attractive. The owner-earnings multiple stands at 14.7×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 2% a year, against analyst forecasts of 2%. The price, in other words, assumes less than the experts do.

Growth is weak; the safety picture is fragile. The company scores 6/20 on our value-creation score: not creating value.

No flags apply to this company at this time: accounts, balance sheet, and cash quality all pass. A clean bill of health is meaningful, not just the absence of a warning. This analysis describes numbers; it is not investment advice.

360° rank · history

1007550250
10
2023202420252026

All-time high

35

Jan 2023

All-time low

8

Mar 2026

Average rank

22

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
83
49
46
61
Price/Earnings
59
69
56
80
Price/Book
67
19
20
44
Dividend Yield
1
1
1
1
Value (overall)
48
17
11
39

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →