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Upturn AI SWOT - About
BLDR 
Builders FirstSource Inc (BLDR)
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Upturn Advisory Summary
04/01/2025: BLDR (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type Stock | Historic Profit 165.81% | Avg. Invested days 70 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 14.27B USD | Price to earnings Ratio 13.86 | 1Y Target Price 177.37 |
Price to earnings Ratio 13.86 | 1Y Target Price 177.37 | ||
Volume (30-day avg) 1843581 | Beta 2.2 | 52 Weeks Range 119.65 - 210.00 | Updated Date 04/1/2025 |
52 Weeks Range 119.65 - 210.00 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 9.06 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 6.57% | Operating Margin (TTM) 7.96% |
Management Effectiveness
Return on Assets (TTM) 9.46% | Return on Equity (TTM) 23.88% |
Valuation
Trailing PE 13.86 | Forward PE 12.92 | Enterprise Value 18375055342 | Price to Sales(TTM) 0.87 |
Enterprise Value 18375055342 | Price to Sales(TTM) 0.87 | ||
Enterprise Value to Revenue 1.12 | Enterprise Value to EBITDA 8.52 | Shares Outstanding 113621000 | Shares Floating 111152381 |
Shares Outstanding 113621000 | Shares Floating 111152381 | ||
Percent Insiders 1.98 | Percent Institutions 97.9 |
Analyst Ratings
Rating 4.37 | Target Price 204.17 | Buy 4 | Strong Buy 11 |
Buy 4 | Strong Buy 11 | ||
Hold 4 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Builders FirstSource Inc
Company Overview
History and Background
Builders FirstSource was founded in 1998 and quickly grew through acquisitions, consolidating building material suppliers. It became a public company in 2005. The company has focused on expanding its product offerings and geographic reach.
Core Business Areas
- Lumber and Lumber Sheet Goods: Supplies various lumber products, including framing lumber, boards, and plywood.
- Windows, Doors, and Millwork: Provides a wide range of windows, doors, interior and exterior trim, and related products.
- Engineered Wood Products (EWP): Offers EWP solutions like trusses, I-joists, and laminated veneer lumber.
- Gypsum, Roofing, and Insulation: Supplies drywall, roofing materials, and insulation products.
- Siding, Concrete, and Other: Offers exterior siding, concrete, fencing, and various other building products.
- Manufacturing: Manufactures value-added products such as pre-hung doors, custom millwork and trusses, and provides installation services
Leadership and Structure
Dave Flitman serves as the CEO. The company has a hierarchical structure with regional and local management teams.
Top Products and Market Share
Key Offerings
- Lumber and Lumber Sheet Goods: Lumber is a primary product, driven by new construction and renovation. Competitors include Home Depot (HD), Lowe's (LOW), and other regional lumber suppliers. Market share within professional builders space is substantial. Revenue is highly dependent on lumber prices.
- Windows, Doors, and Millwork: Windows and doors are significant contributors, with various styles and energy-efficient options. Competitors include JELD-WEN, Andersen Corporation and Fortune Brands Innovations (FBIN). Market share is strong.
- Engineered Wood Products (EWP): Trusses and engineered wood solutions are important offerings. Competitors include Boise Cascade, and Huber Engineered Woods. Market share is solid.
Market Dynamics
Industry Overview
The building materials industry is cyclical, driven by housing starts, remodeling activity, and economic conditions. Consolidation has been a key trend.
Positioning
Builders FirstSource is a leading supplier focused on professional builders, differentiating itself through scale, supply chain efficiency, and value-added services.
Total Addressable Market (TAM)
The U.S. building materials market is estimated at hundreds of billions of dollars. Builders FirstSource targets a significant portion of this, focusing on professional builders and remodelers.
Upturn SWOT Analysis
Strengths
- Scale and national presence
- Strong relationships with professional builders
- Extensive product portfolio
- Supply chain expertise
- Strategic acquisitions
Weaknesses
- Sensitivity to housing market cycles
- Exposure to fluctuating lumber prices
- Dependence on acquisitions for growth
- High debt levels
- Integration risks related to acquisitions
Opportunities
- Increased demand for new housing
- Growth in remodeling activity
- Further consolidation in the building materials industry
- Expansion of value-added services
- Penetration of new geographic markets
Threats
- Economic downturns
- Rising interest rates
- Supply chain disruptions
- Increased competition
- Fluctuations in commodity prices
Competitors and Market Share
Key Competitors
- HD
- LOW
- BMC
Competitive Landscape
Builders FirstSource benefits from its scale and relationships, but faces competition from larger retailers and smaller regional players. They compete on price, service, and product selection.
Major Acquisitions
BMC Stock Holdings
- Year: 2021
- Acquisition Price (USD millions): 2500
- Strategic Rationale: The acquisition of BMC Stock Holdings significantly expanded Builders FirstSource's geographic footprint and enhanced its product offerings.
Growth Trajectory and Initiatives
Historical Growth: Builders FirstSource has grown significantly through acquisitions and organic growth. The growth is impacted by housing market conditions.
Future Projections: Future growth projections vary but are generally positive, driven by housing demand and infrastructure spending. Analyst estimates suggest continued revenue growth.
Recent Initiatives: Recent strategic initiatives include acquisitions to expand product offerings and geographic presence, as well as investments in technology and supply chain optimization.
Summary
Builders FirstSource is a major player in the building materials industry, benefiting from its scale and focus on professional builders. The company's performance is closely tied to the housing market, making it susceptible to economic cycles. Strategic acquisitions have been a key driver of growth. They need to watch out for rising rates and housing slow-downs. The company currently does not issue dividend.
Similar Companies
HD
Home Depot Inc
HD
Home Depot Inc
LOW
Lowe\'s Companies Inc
LOW
Lowe\'s Companies Inc
LPX
Louisiana-Pacific Corporation
LPX
Louisiana-Pacific Corporation
UFPI
Ufp Industries Inc
UFPI
Ufp Industries Inc
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Financial News Sources
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is approximate and based on available sources.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Builders FirstSource Inc
Exchange NYSE | Headquaters Irving, TX, United States | ||
IPO Launch date 2005-06-22 | President, CEO & Director Mr. Peter M. Jackson CPA | ||
Sector Industrials | Industry Building Products & Equipment | Full time employees 29000 | Website https://www.bldr.com |
Full time employees 29000 | Website https://www.bldr.com | ||
Builders FirstSource, Inc., together with its subsidiaries, manufactures and supplies building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers in the United States. It offers manufactured products, such as wood floor and roof trusses, floor trusses, wall panels, stairs, and engineered wood products under the Ready-Frame brand name; windows and doors comprising interior and exterior door units; millwork includes interior trim and custom features, such as intricate mouldings, stair parts, and columns under the Synboard brand name. The company also provides specialty building products and services, including vinyl, composite and wood siding, exterior trims, metal studs, cement, roofing, insulation, wallboards, ceilings, cabinets, and hardware products; turn-key framing, shell construction, design assistance, and professional installation services; and lumber and lumber sheet goods comprising dimensional lumber, plywood, and oriented strand board products that are used in on-site house framing. In addition, it offers software products, such as drafting, estimating, quoting, and virtual home design services, which provide software solutions to retailers, distributors, manufacturers, and homebuilders. It serves its products to production builders and small custom homebuilders, as well as multi-family builders, repair and remodeling contractors, and light commercial contractors. The company was formerly known as BSL Holdings, Inc. and changed its name to Builders FirstSource, Inc. in October 1999. Builders FirstSource, Inc. was incorporated in 1998 and is based in Irving, Texas.
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