Professional
Added to YB: 2026-01-16
Pitch date: 2026-01-06
BLDR [neutral]
Builders FirstSource, Inc.
-24.3%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$9.4B
Pitch Price
$112.46
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.13
P/E
22.50
EV/Sales
0.94
Sector
Building Products
Category
turnaround
Tapasya Fund Portfolio Holding: Builders FirstSource, Inc.
BLDR (holding update): Building materials manufacturer/supplier w/ 20%+ ROIC, strong FCF generation. Strategic M&A in fragmented market + repurchased ~33% of shares. Despite housing recession, positioned for recovery given 3-5M US housing deficit. Expects strong rebound when affordability crisis resolves.
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