BLDR Industrials

Builders FirstSource, Inc.

$63.61-6.21%

Price as of close on Nov 3, 2026 · Financials updated Oct 6, 2026

Basics

Sector: Industrials
Industry: Building Products & Equipment
Country: United States
Market cap: 6.8B USD
Enterprise value: 10.4B USD
Full-time employees: 28,000

Overall health

Drawback: less profitable than most peersless profitable than peers
Drawback: growing more slowly than most peersgrowing more slowly than peers
Drawback: higher risk than most peers: its share price swings more than most peers’ (beta 1.45 vs a peer median of 0.64) and more debt relative to equity (1.15× vs a peer median of 0.40×)higher risk: bigger price swings (beta 1.45 vs peers 0.64) and more debt vs equity (1.15× vs peers 0.40×)
About average: valuation

Ranks #2,043 of 2,308 industrials companies (bottom 12%)

See how it ranks against its peers

Worth knowing

Operating margin at a 6-year low. 5.2% in 2025, the weakest of the last 6 years.
Builders FirstSource's operating margin fell to 5.2% in 2025, its lowest in the 6 years of filings we have.
Borrowing rising faster than profit. Since 2022 (an unusually strong year for operating profit): debt +50%, operating profit −79%.Since 2022: debt +50%, operating profit −79%.
Builders FirstSource's debt grew 50% since 2022 while operating profit changed −79%.
Annual revenue fell three years running. Fiscal-year revenue down each year from 2022 to 2025.
Builders FirstSource's fiscal-year revenue declined in each of the three years to 2025.
Valuation signals disagree. Cheaper than 80% of peers on free cash flow, but only 29% on earnings.
Relative to its free cash flow, Builders FirstSource looks cheaper than 80% of peers; relative to its earnings, cheaper than only 29%. The valuation score blends the two, so look at which measure fits this business best.

StockQuotient Score

26/ 100▼ 1 since Oct 27 close

Oct 5 27 → Nov 4 26 (-1)

Valuation

Is the price right?

58/100

Moderate▼ 3 since Oct 27 close

3/3 inputs reported · High confidence

Since last quarter: No major changeValuation also moves with the share price every day.

Why it changed since the Oct 27, 2026 close: Score 61 → 58

Share price +12.2%-5
Company's reported figures updated+1
Peer companies moved+1

Each step re-scores the company against its peers as they were on Oct 28, 2026; the parts add up to the change. Price effects on EBITDA yield are approximate.

Why

Mixed versus peers:

▲ FCF yield
▲ EBITDA yield
▼ Earnings yield

Compare with peers

Behind the score

Sector-normalized EBITDA, earnings, and free cash flow yields.

Earnings yield1.5%

SEC filings · 12 months to Jun 2026Reported value30% base weight · Z-score -0.77Sector median: 0.0377 · MAD: 0.0294

EBITDA yield9.1%

SEC filings · 12 months to Jun 2026Reported value50% base weight · Z-score 0.51Sector median: 0.0695 · MAD: 0.0425

Free cash flow yield9.3%

SEC filings · 12 months to Jun 2026 · operating cash flow − capital spendingReported value20% base weight · Z-score 1.53Sector median: 0.0370 · MAD: 0.0370

Other data (not scored)

Book yield58.5%

SEC filings · latest balance sheetReported valueInformational · 0% composite weightSector median: 0.5027 · MAD: 0.2823

Growth

Is it growing?

7/100

Weak

3/3 inputs reported · High confidence

Since last quarter: ▼ Weaker

12-month revenue fell 2.5%

Why

Weaker than most peers on:

▼ EPS growth
▼ 3-yr revenue
▼ Revenue growth

Compare with peers

Behind the score

Revenue and earnings-per-share growth over one year, and revenue growth over three years.

Earnings per share growth-86.1%

SEC filings · 12 months to Jun 2026Outlier capped at sector 5th/95th percentile33% base weight · Z-score -3.05Sector median: 0.0709 · MAD: 0.2481

3-year revenue growth-8.0%

SEC filings · 3 years to Jun 2026Reported value33% base weight · Z-score -1.95Sector median: 0.0421 · MAD: 0.0625

Revenue growth-9.4%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score -1.80Sector median: 0.0439 · MAD: 0.0766

Profitability

Does it earn well?

25/100

Weak

3/3 inputs reported · High confidence

Since last quarter: No major change

Why

Weaker than most peers on:

▼ Operating margin
▼ ROA
▼ ROIC

Compare with peers

Behind the score

Return on invested capital, operating margin, and return on assets.

Operating margin3.0%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score -0.93Sector median: 0.0773 · MAD: 0.0507

Return on assets0.9%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score -0.91Sector median: 0.0311 · MAD: 0.0241

Return on invested capital4.0%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score -0.56Sector median: 0.0715 · MAD: 0.0558

Other data (not scored)

Gross margin29.2%

SEC filings · 12 months to Jun 2026Reported valueInformational · 0% composite weightSector median: 0.2573 · MAD: 0.1038

Return on equity2.6%

SEC filings · 12 months to Jun 2026Reported valueInformational · 0% composite weightSector median: 0.0802 · MAD: 0.0639

Risk

Debt, liquidity, price swings

Higher

Higher relative risk

3/3 inputs reported · High confidence

Since last quarter: No major change

Why

Weaker than most peers on:

▼ Beta
▼ Debt / equity

Compare with peers

Behind the score

Relative to sector peers: 0 = lower relative risk · 1 = moderate · 2 = higher. Based on leverage, beta and liquidity.

Beta1.45

Yahoo Finance · 5-year monthly beta vs the marketReported value33% base weight · Z-score -2.93Sector median: 0.6440 · MAD: 0.2745

Current ratio1.79×

SEC filings · latest balance sheetReported value33% base weight · Z-score 0.32Sector median: 1.6180 · MAD: 0.5360

Debt / equity1.15×

SEC filings · latest balance sheetReported value33% base weight · Z-score -2.20Sector median: 0.4019 · MAD: 0.3378

Valuation, growth and profitability scores: higher is better. Risk: 0 is lower, 2 is higher. Risk is a relative proxy, not a bankruptcy probability. Scores depend on available sector peers.

Questions investors ask about Builders FirstSource

Is Builders FirstSource getting weaker?: Its latest SEC filing (Jul 30, 2026) got weaker in some ways: 12-month revenue fell 2.5%. Its overall score is 26/100, down 1 since Oct 28, 2026.
How is Builders FirstSource valued vs its peers?: Priced about in line with its peers. Valuation scores 58/100 against 2,459 industrials peers. Free cash flow yield 9.3% vs a peer median of 3.7% (stronger than 80% of peers).Free cash flow yield 9.3% vs peers 3.7% (stronger than 80% of peers). Earnings yield 1.5% vs a peer median of 3.8% (weaker than 71% of peers).Earnings yield 1.5% vs peers 3.8% (weaker than 71% of peers).
Is Builders FirstSource growing?: More slowly than most of its peers. Growth scores 7/100 against 2,459 industrials peers. Earnings per share growth -86.1% vs a peer median of 7.1% (weaker than 100% of peers).Earnings per share growth -86.1% vs peers 7.1% (weaker than 100% of peers).
How profitable is Builders FirstSource?: Less profitable than most of its peers. Profitability scores 25/100 against 2,459 industrials peers. Operating margin 3.0% vs a peer median of 7.7% (weaker than 76% of peers).Operating margin 3.0% vs peers 7.7% (weaker than 76% of peers).
How risky is Builders FirstSource?: Higher risk relative to 2,459 industrials peers, judged on debt, liquidity and share-price swings. Beta 1.45 vs a peer median of 0.64 (weaker than 93% of peers).Beta 1.45 vs peers 0.64 (weaker than 93% of peers). A relative measure, not a bankruptcy probability.

Latest filing: what changed

Quarter ended Jun 30, 2026 · filed Jul 30, 2026 · compared with the quarter ended Mar 31, 2026

Got weaker

12-month revenue fell 2.5%

	Previous quarter	Latest quarter	Change
Revenue (12 months)	14.8B USD	14.4B USD	−2.5%
Net income (12 months)	291.5M USD	102.5M USD	−64.8%
Operating margin	4.2%	3.0%	−1.2 pts
Free cash flow (12 months)	861.6M USD	639.3M USD	−25.8%
Debt	4.6B USD	4.6B USD	−1.0%
Cash	98.3M USD	65.7M USD	−33.2%
Shares outstanding	107.6M	107.6M	+0.0%

From the company’s own SEC filings, as filed. Twelve-month figures roll forward one quarter at a time.

Industry valuation context

Industry: Building Products & Equipment · 19 companies

Valuations in Building Products & Equipment are above their usual range since Nov 2016.

79% of months since Nov 2016 were valued lower than now.
25% of companies are in the most expensive fifth of their own price-to-sales history.
Over 24 months, company values −19% and earnings −9% (medians): prices and earnings moved broadly together.
Median price-to-sales is −9% vs the whole market, against a usual −30%.

Nov 2016Shaded: most expensive fifth of its range2026

Financials

Fiscal years from SEC annual filings · change vs the prior year

Key ratios	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	Change
Gross margin	29.4%	34.1%	35.2%	32.8%	30.4%	▼ 2.4 pts
Operating margin	12.0%	16.6%	12.7%	9.7%	5.2%	▼ 4.6 pts
Net margin	8.7%	12.1%	9.0%	6.6%	2.9%	▼ 3.7 pts
Return on assets (ROA)	16.1%	25.9%	14.7%	10.2%	3.9%	▼ 6.3 pts
Return on equity (ROE)	35.9%	55.4%	32.6%	25.1%	10.0%	▼ 15 pts
Free cash flow margin	7.6%	14.3%	10.7%	9.1%	5.6%	▼ 3.5 pts
Current ratio	1.86×	1.90×	1.77×	1.77×	1.86×	▲ 5.2%
Quick ratio	1.10×	1.12×	1.11×	1.09×	1.16×	▲ 7.2%
Debt to equity	0.62×	0.60×	0.67×	0.87×	1.03×	▲ 18%

BLDR price history

Price history is added with the daily price update and will appear after the next one.

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Bringing the fundamentals into focus…

Overall health

Drawback: less profitable than most peersless profitable than peers

Drawback: growing more slowly than most peersgrowing more slowly than peers

Drawback: higher risk than most peers: its share price swings more than most peers’ (beta 1.45 vs a peer median of 0.64) and more debt relative to equity (1.15× vs a peer median of 0.40×)higher risk: bigger price swings (beta 1.45 vs peers 0.64) and more debt vs equity (1.15× vs peers 0.40×)

About average: valuation

Ranks #2,043 of 2,308 industrials companies (bottom 12%)

See how it ranks against its peers

Worth knowing

Operating margin at a 6-year low. 5.2% in 2025, the weakest of the last 6 years.

Builders FirstSource's operating margin fell to 5.2% in 2025, its lowest in the 6 years of filings we have.

Borrowing rising faster than profit. Since 2022 (an unusually strong year for operating profit): debt +50%, operating profit −79%.Since 2022: debt +50%, operating profit −79%.

Builders FirstSource's debt grew 50% since 2022 while operating profit changed −79%.

Annual revenue fell three years running. Fiscal-year revenue down each year from 2022 to 2025.

Builders FirstSource's fiscal-year revenue declined in each of the three years to 2025.

Valuation signals disagree. Cheaper than 80% of peers on free cash flow, but only 29% on earnings.

Relative to its free cash flow, Builders FirstSource looks cheaper than 80% of peers; relative to its earnings, cheaper than only 29%. The valuation score blends the two, so look at which measure fits this business best.

Questions investors ask about Builders FirstSource

Is Builders FirstSource getting weaker?

Its latest SEC filing (Jul 30, 2026) got weaker in some ways: 12-month revenue fell 2.5%. Its overall score is 26/100, down 1 since Oct 28, 2026.

How is Builders FirstSource valued vs its peers?

Priced about in line with its peers. Valuation scores 58/100 against 2,459 industrials peers. Free cash flow yield 9.3% vs a peer median of 3.7% (stronger than 80% of peers).Free cash flow yield 9.3% vs peers 3.7% (stronger than 80% of peers). Earnings yield 1.5% vs a peer median of 3.8% (weaker than 71% of peers).Earnings yield 1.5% vs peers 3.8% (weaker than 71% of peers).

Is Builders FirstSource growing?

More slowly than most of its peers. Growth scores 7/100 against 2,459 industrials peers. Earnings per share growth -86.1% vs a peer median of 7.1% (weaker than 100% of peers).Earnings per share growth -86.1% vs peers 7.1% (weaker than 100% of peers).

How profitable is Builders FirstSource?

Less profitable than most of its peers. Profitability scores 25/100 against 2,459 industrials peers. Operating margin 3.0% vs a peer median of 7.7% (weaker than 76% of peers).Operating margin 3.0% vs peers 7.7% (weaker than 76% of peers).

How risky is Builders FirstSource?

Higher risk relative to 2,459 industrials peers, judged on debt, liquidity and share-price swings. Beta 1.45 vs a peer median of 0.64 (weaker than 93% of peers).Beta 1.45 vs peers 0.64 (weaker than 93% of peers). A relative measure, not a bankruptcy probability.

Previous quarter

Latest quarter

Change

Revenue (12 months)

14.8B USD

14.4B USD

−2.5%

Net income (12 months)

291.5M USD

102.5M USD

−64.8%

Operating margin

4.2%

3.0%

−1.2 pts

Free cash flow (12 months)

861.6M USD

639.3M USD

−25.8%

Debt

4.6B USD

4.6B USD

−1.0%

Cash

98.3M USD

65.7M USD

−33.2%

Shares outstanding

107.6M

107.6M

+0.0%

Key ratios

FY 2021

FY 2022

FY 2023

FY 2024

FY 2025

Change

Gross margin

29.4%

34.1%

35.2%

32.8%

30.4%

▼ 2.4 pts

Operating margin

12.0%

16.6%

12.7%

9.7%

5.2%

▼ 4.6 pts

Net margin

8.7%

12.1%

9.0%

6.6%

2.9%

▼ 3.7 pts

Return on assets (ROA)

16.1%

25.9%

14.7%

10.2%

3.9%

▼ 6.3 pts

Return on equity (ROE)

35.9%

55.4%

32.6%

25.1%

10.0%

▼ 15 pts

Free cash flow margin

7.6%

14.3%

10.7%

9.1%

5.6%

▼ 3.5 pts

Current ratio

1.86×

1.90×

1.77×

1.86×

▲ 5.2%

Quick ratio

1.10×

1.12×

1.11×

1.09×

1.16×

▲ 7.2%

Debt to equity

0.62×

0.60×

0.67×

0.87×

1.03×

▲ 18%