Builders Firstsource Inc
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+ FollowMarket Cap$6.98B
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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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$103.29
48.5% upside
Current Fair Value
48.5% upsideUndervalued by 48.5% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $6.98 Billion |
|---|---|
| Enterprise Value | $12.33 Billion |
| Earnings per Share | $3.91 |
| Beta | 1.45 |
| Outstanding Shares | 107,598,000 |
Return
| Return on Equity | 1.01% |
|---|---|
| Return on Assets | 0.36% |
| Return on Invested Capital | 3.23% |
Valuation & Multiples
| P/E Ratio | 175.43 |
|---|---|
| PEG | -346.43 |
| Price to Sales | 0.52 |
| Price to Book Ratio | 1.88 |
| Enterprise Value to Revenue | 0.86 |
| Enterprise Value to EBIT | 40.13 |
| Enterprise Value to Net Income | 303 |
| Total Debt to Enterprise | 0.44 |
| Debt to Equity | 1.35 |
Revenue Sources
No data
Last Earnings Call
Report Date
October 29, 2026
EPS Estimate
$1.06
Consensus analyst estimateRevenue Estimate
$3.75 B
Consensus analyst estimateNext Earnings Call
Expected Date
February 16, 2027
EPS Estimate
$0.64
Consensus analyst estimateRevenue Estimate
$3.37 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 60.10% |
|---|---|
| Total Calls | 100▼ 99.99% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 2.44%▼ 97.68% |
|---|---|
| Total Invested | $150.82M▼ 98.45% |
| Investors Holding | 160▼ 550.00% |