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Upturn AI SWOT - About
BXC 
BlueLinx Holdings Inc (BXC)
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Upturn Advisory Summary
04/01/2025: BXC (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -16.36% | Avg. Invested days 33 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 618.22M USD | Price to earnings Ratio 12.04 | 1Y Target Price 123 |
Price to earnings Ratio 12.04 | 1Y Target Price 123 | ||
Volume (30-day avg) 99415 | Beta 2.18 | 52 Weeks Range 73.01 - 134.79 | Updated Date 04/1/2025 |
52 Weeks Range 73.01 - 134.79 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 6.19 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 1.8% | Operating Margin (TTM) 1.55% |
Management Effectiveness
Return on Assets (TTM) 3.44% | Return on Equity (TTM) 8.3% |
Valuation
Trailing PE 12.04 | Forward PE 7.03 | Enterprise Value 748794983 | Price to Sales(TTM) 0.21 |
Enterprise Value 748794983 | Price to Sales(TTM) 0.21 | ||
Enterprise Value to Revenue 0.25 | Enterprise Value to EBITDA 5.83 | Shares Outstanding 8294930 | Shares Floating 7499279 |
Shares Outstanding 8294930 | Shares Floating 7499279 | ||
Percent Insiders 4.13 | Percent Institutions 94.98 |
Analyst Ratings
Rating 5 | Target Price 135.5 | Buy - | Strong Buy 5 |
Buy - | Strong Buy 5 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
BlueLinx Holdings Inc
Company Overview
History and Background
BlueLinx Holdings Inc. was founded in 2004 after spinning off from Georgia-Pacific. It has grown to become a leading wholesale distributor of building and industrial products in the United States. Over the years, BlueLinx has expanded its product offerings and geographic reach through acquisitions and organic growth.
Core Business Areas
- Specialty Products: Focuses on higher-margin products such as engineered wood, millwork, and industrial products. These products require specialized handling and offer greater value-add services.
- Structural Products: Includes commodity-based products like lumber, plywood, and panels. This segment is driven by volume and price competitiveness.
Leadership and Structure
Mitch Lewis is the President and CEO of BlueLinx Holdings Inc. The company is structured with executive leadership overseeing sales, operations, finance, and human resources.
Top Products and Market Share
Key Offerings
- Lumber: Dimensional lumber used in residential and commercial construction. Market share data is fragmented across many distributors, making precise estimation difficult. Competitors include Weyerhaeuser (WY), Boise Cascade (BCC), and numerous regional distributors.
- Plywood and Panels: Used in various construction applications. Similar to lumber, market share is dispersed. Competitors include Roseburg, Georgia-Pacific, and regional suppliers.
- Engineered Wood Products (EWP): I-joists, laminated veneer lumber (LVL), and other engineered wood products. Higher margin product. Competitors include Weyerhaeuser (WY) and Boise Cascade (BCC).
Market Dynamics
Industry Overview
The building products distribution industry is highly competitive and cyclical, driven by housing starts, remodeling activity, and economic conditions. Consolidation is ongoing, with larger players gaining share.
Positioning
BlueLinx is positioned as a leading national distributor with a broad product offering and extensive distribution network. Its competitive advantages include its scale, product diversification, and value-added services.
Total Addressable Market (TAM)
The TAM for building products distribution in the US is estimated to be several hundred billion dollars annually. BlueLinx is positioned to capture a portion of this market through its national reach and product offerings.
Upturn SWOT Analysis
Strengths
- Extensive distribution network
- Broad product offering
- Strong supplier relationships
- Value-added services
Weaknesses
- Exposure to cyclical housing market
- Dependence on commodity prices
- High debt levels
- Inventory management challenges
Opportunities
- Increased demand for remodeling and repair
- Expansion into new geographic markets
- Growth in engineered wood products
- Acquisitions of smaller distributors
Threats
- Economic downturn
- Rising interest rates
- Increased competition
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- WY
- BCC
- LPX
Competitive Landscape
BlueLinx competes with a mix of national and regional distributors. Its advantages include its scale and product diversification, while its disadvantages include its exposure to commodity prices and high debt levels.
Major Acquisitions
Cedar Creek
- Year: 2018
- Acquisition Price (USD millions): 75
- Strategic Rationale: Expanded BlueLinx's geographic reach and product offerings in the upper Midwest.
Growth Trajectory and Initiatives
Historical Growth: BlueLinx's growth has been driven by both organic expansion and acquisitions. Historical data needs to be sourced from SEC filings, specifically 10K reports.
Future Projections: Analyst estimates for future growth can be found on financial news and data websites.
Recent Initiatives: Recent initiatives include expanding its specialty products offerings, optimizing its distribution network, and improving its operational efficiency.
Summary
BlueLinx is a leading building products distributor with a national presence and a broad product portfolio. Its strengths lie in its distribution network and value-added services. However, it is exposed to the cyclical housing market and commodity price volatility. The company needs to manage its debt and optimize its inventory to improve profitability.
Similar Companies
BCC
Boise Cascad Llc
BCC
Boise Cascad Llc
WY
Weyerhaeuser Company
WY
Weyerhaeuser Company
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
- Financial news websites (Yahoo Finance, Google Finance)
- Industry reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change rapidly, so users should do their own due diligence before making any investment decisions.
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 BlueLinx Holdings Inc
Exchange NYSE | Headquaters Marietta, GA, United States | ||
IPO Launch date 2004-12-14 | CEO, President & Director Mr. Shyam K. Reddy J.D. | ||
Sector Industrials | Industry Industrial Distribution | Full time employees 1980 | Website https://bluelinxco.com |
Full time employees 1980 | Website https://bluelinxco.com | ||
BlueLinx Holdings Inc., together with its subsidiaries, engages in the distribution of residential and commercial building products in the United States. It distributes specialty products, including engineered wood, siding, millwork, outdoor living, specialty lumber and panels, and industrial products; and structural products, such as lumber, plywood, oriented strand boards, rebars and remesh, as well as other wood products that are used for structural support in construction projects. It provides various value-added services and solutions to customers and suppliers. The company serves national home centers, pro dealers, cooperatives, specialty distributors, regional and local dealers, and industrial manufacturers. BlueLinx Holdings Inc. was incorporated in 2004 and is headquartered in Marietta, Georgia.
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