Builders Firstsource Inc

Builders Firstsource Inc

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Market Cap$8.2B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Builders Firstsource IncBuilders Firstsource Inc28.7-7%0.61.4

Earnings Call Q3 2024

November 5, 2024 - AI Summary

**Third Quarter Performance**: Builders FirstSource (BFS) reported net sales of $4.2 billion, a decline of 6.7% year-over-year due to a 7.2% decrease in core organic sales and 2.9% commodity deflation. However, the company maintained strong gross margins of approximately 32.8%, underscoring its resilient business model.
**2024 Guidance**: For 2024, BFS narrowed its net sales guidance to $16.25 billion to $16.55 billion and adjusted EBITDA to $2.25 billion to $2.35 billion, reflecting a forecasted gross margin range of 32% to 33%. This guidance assumes normalized single-family starts of 1 million to 1.1 million, but underlying conditions show potential market challenges.
**Market Challenges**: The company faced significant headwinds, particularly in the multifamily segment, which saw a 31% decline due to affordability issues and lapping strong prior-year comparisons. Building activity remains mixed, with builders undertaking measures to manage costs and improve affordability.

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$103.91

Target Price by Analysts

39.9% upsideBuilders Firstsource Target Price DetailsTarget Price
$101.91

Current Fair Value

37.2% upside

Undervalued by 37.2% based on the discounted cash flow analysis.

Share Statistics

Market cap$8.20 Billion
Enterprise Value$13.58 Billion
Dividend Yield$- (-)
Earnings per Share$3.91
Beta1.49
Outstanding Shares109,870,000

Return

Return on Equity7.28%ROE
Return on Assets2.58%
Return on Invested Capital6.50%

Valuation & Multiples

P/E Ratio28.74P/E Ratio
PEG-19.26PEG
Price to Sales0.55Price to Sales
Price to Book Ratio2.06Price to Book Ratio
Enterprise Value to Revenue0.92
Enterprise Value to EBIT21.91
Enterprise Value to Net Income46
Total Debt to Enterprise0.4
Debt to Equity1.37Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 7, 2026
EPS Estimate
$0.41
Average shareholder expectation
Revenue Estimate
$3.18 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 30, 2026
EPS Estimate
$1.32
Average shareholder expectation
Revenue Estimate
$3.92 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.6693▼ 38.59%
Total Calls1,911,100▲ 51.54%
Total Puts1,279,165▼ 3.88%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %95.21%▲ 0.08%
Total Invested$8.73B▼ 19.34%
Investors Holding755▼ 53.00%

ESG Score

No data

About Builders Firstsource Inc

Relevant Senate Committees

Joint Committee on Taxation

This committee provides critical analysis and revenue estimates for all tax legislation, working directly with the Finance Committee. Its input directly shapes tax policy that can significantly affect Builders Firstsource's corporate tax burden and financial planning.

Finance

This committee controls taxation and trade policy. Changes in corporate tax rates, capital investment credits, or tariffs on imported building materials would directly and significantly impact Builders Firstsource's profitability, investment decisions, and operational costs.

Appropriations

This committee allocates federal spending. Its subcommittees determine the precise funding for infrastructure projects and potentially housing initiatives, directly influencing demand and revenue streams for building material suppliers like Builders Firstsource.

Banking, Housing, and Urban Affairs

This committee directly regulates the financial system and, critically, housing and urban development. Its decisions on mortgage rates, housing finance, and real estate policy directly impact the demand for building materials and thus Builders Firstsource's core business.