Professional
Added to YB: 2025-01-16
Pitch date: 2025-01-09
BLDR [bullish]
Builders FirstSource, Inc.
-25.78%
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
$141.02
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.64
P/E
18.21
EV/Sales
0.98
Sector
Building Products
Category
value
Black Bear Value Partners Portfolio Holding: Builders FirstSource, Inc.
BLDR: 23% Dec drop on housing fears. 40%+ value-add biz, low leverage, 40% buyback in 33mo. US housing shortage, new builds gaining share. $12-$17 FCF/share, 8-12% yield. Added on dip despite near-term volatility. Structural demand, margin gains from scale.
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