Professional
Added to YB: 2026-06-10
Pitch date: 2026-03-31
BLDR [neutral]
Builders FirstSource, Inc.
-5.78%
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
$7.9B
Pitch Price
$82.30
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.30
P/E
27.75
EV/Sales
0.88
Sector
Building Products
Category
value
Robotti Value Investors Portfolio Holding: Builders FirstSource, Inc.
BLDR (holding update): Building products distributor, dominant post-2008 consolidator (merged w/ BMC 2021), bought back 40% of shares. Fell from $200+ to below $80 on housing slump/high mortgage rates. Thesis on demographics & aging housing stock intact. Market overweighting near-term earnings compression; PV of future cash flows far exceeds price. Pared during highs, well-positioned now.
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