Professional
Added to YB: 2025-01-24
Pitch date: 2025-01-23
BLDR [bullish]
Builders FirstSource, Inc.
-37.79%
current return
Author Info
White Brook is a small/mid-cap investment manager that maintains a concentrated portfolio of 8-15 positions in companies valued between $1-18 billion, focusing on undervalued stocks with improving business fundamentals and holding them long-term. The firm follows an ethical investment approach, avoiding sectors like defense and companies with poor environmental or customer relations records. Sign up for the newsletter.
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
$168.23
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.64
P/E
18.21
EV/Sales
0.98
Sector
Building Products
Category
growth
WBC Partners Position Overview - Builders FirstSource, Inc.
BLDR: Up 2.5x since purchase, 15% YTD. Generating $1.2B cash flow in housing trough. Underhoused nation, shift to smaller homes. Natural disasters boost reconstruction demand. Canadian lumber tariffs positive. Ongoing buybacks. Solid core holding with upside potential in 2025+.
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