Added to YB: 2025-09-01
Pitch date: 2025-07-11
BLDR [bullish]
Builders FirstSource, Inc.
-21.07%
current return
Author Info
No bio for this author
Company Info
Builders FirstSource, Inc., together with its subsidiaries, manufactures and supplies building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers in the United States.
Market Cap
$10.6B
Pitch Price
$132.60
Price Target
185.00 (+71%)
Dividend
N/A
EV/EBITDA
8.64
P/E
18.21
EV/Sales
0.98
Sector
Building Products
Category
value
Builders FirstSource, Inc. - $BLDR
BLDR: Largest US building materials supplier trading at 9.5x EBITDA despite scale advantages & pricing power in consolidated markets. Fair value $155-185 vs $133 today using 1M SF starts, 11.5% EBITDA margins. Underbuilt housing adds $10-20/share upside. Risks: cyclical, rates, valuation assumes improved business quality. Catalysts: lower rates, M&A.
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