Builders FirstSource Inc (BLDR) Fair Value & Analysis
Industrials · US · Market cap $8.1B · ISIN US12008R1077
What is Builders FirstSource Inc really worth?
Builders FirstSource Inc
BLDR · US
A solid business, trading 13% below our fair value of $73.45.
Strengths
Risks
Fair value as of: Aug 31, 2026
From 26 valuation models · updated 5 days ago
Share price −14.8% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- A fairly wide model range ($49.57 to $104.52) leaves room in how you read the outcome.
- The price sits in the lower half of our model range, the side with the larger margin of safety.
- The data supports the verdict: every model runs on fully documented inputs.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 31, 2026.
How to read this chart
60‑month range $40.47 – $211.12 · fair‑value band $49.57 – $104.52 · the $64.18 price screens below the $73.45 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 31, 2026.
Analysis
Builders FirstSource Inc (BLDR) currently trades at $64.18, while our model-based Fair Value estimate is $73.45, implying the stock looks roughly 12.6% undervalued today. The Quality Score stands at 60/100 (solid quality), in the Industrials sector. Bull case: the DCF Models group reads highest at a median of $105.04 per share, and 17 of the 26 models we run sit above the $64.18 price. Bear case: the Asset-Based group reads lowest at $27.11, and 9 of the 26 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, Builders FirstSource Inc generated revenue of $14.8B at a net margin of 2.0%. Revenue declined 10.1% year over year. It earns a return on equity of 7.0%. Net debt stands at $5.5B. Fundamentals as of Aug 31, 2026
Our scenario range runs from $49.57 (bear case) to $104.52 (bull case); at $64.18, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 58% below its 52-week high, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at −29% fair-value upside, at 14%, BLDR screens cheaper than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly $1.81 per share, which is 2.5 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 26 models by family
Widest divergence: DCF Models ($105.04) versus Asset-Based ($27.11). Highest evidence: Residual Income (74).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 31, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 57 · Market factors (momentum, volatility) 12
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Builders FirstSource, Inc., together with its subsidiaries, provides building materials for professional builders in new residential construction and repair, and remodeling in the United States.
Full company description
Builders FirstSource, Inc., together with its subsidiaries, provides building materials for professional builders in new residential construction and repair, and remodeling in the United States. It offers manufactured products, such as factory-built substitutes for job-site framing, wood floor and roof trusses, wall panels, and engineered wood; Ready-Frame, a whole house framing solution; manufactured and semi-custom modular homes, and built in a temperature-controlled facility under its Pine Grove Homes and Pleasant Valley Homes brand names; manufactured housing plans including ranch, community, and single-section homes; manufacturing, assembly, and distribution of windows; and the assembly and distribution of interior and exterior door units. The company also provides millwork, including interior trim and custom features under the Synboard brand name; specialty building products and services comprising vinyl, composite and wood siding, exterior trim, metal studs, cement, roofing, insulation, wallboard, ceilings, cabinets, and hardware; turn-key framing, shell construction, design assistance, and professional installation of products. In addition, it offers drafting, estimating, quoting, and virtual home design services to retailers, distributors, manufacturers, and homebuilders; dimensional lumber, plywood, and oriented strand board products used in on-site house framing. 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.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Builders FirstSource Inc reported revenue of $15.2B in FY2025 versus $19.9B in FY2021, a compound −6.5%/yr. Reported net income was $435M in FY2025, compounding −29.1%/yr from FY2021.
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Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Builders FirstSource and Digs Announce Strategic Partnership to Deliver the Next Generation of AI-Powered Homebuilding
- Are Wall Street Analysts Predicting Builders FirstSource Stock Will Climb or Sink?
Peer Group
Building Products & Equipment · 242 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Building Products & Equipment median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 66/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Building Products & Equipment stocks, each showing price versus our Fair Value estimate (as of Aug 31, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Trane Technologies plc TT | $454.31 | $208.50 | −54% |
| Johnson Controls International plc JCI | $142.23 | $44.75 | −69% |
| Carrier Global Corporation CARR | $57.25 | $16.85 | −71% |
| Compagnie de Saint-Gobain S.A SGO | €81.20 | €97.97 | +21% |
| Geberit AG GEBN | CHF 577.80 | CHF 307.66 | −47% |
| Lennox International Inc LII | $377.25 | $363.09 | −4% |
| Kingspan Group KRX | €87.30 | €66.79 | −23% |
| Masco Corporation MAS | $74.64 | $53.22 | −29% |
| Carlisle Companies Incorporated CSL | $356.53 | $340.70 | −4% |
| BELIMO Holding BEAN | CHF 878.50 | CHF 227.18 | −74% |
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