Added to YB: 2024-02-14
Pitch date: 2024-02-12
BLDR [bullish]
Builders FirstSource, Inc.
-41.21%
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
$175.52
Price Target
226.41 (+109%)
Dividend
N/A
EV/EBITDA
8.64
P/E
18.21
EV/Sales
0.98
Sector
Building Products
Category
growth
Builders FirstSource: Capitalizing On The Structural Home Shortage In The U.S.
$BLDR: Home construction play w/ 4M home shortage tailwind & dovish Fed. 22% upside via DCF. 5Y CAGRs: 26% rev, 62% EBITDA, 134% NI, 95% FCF. 5/6 profitability metrics beat 5Y avgs. Undervalued vs peers on FCF growth & 2x NI margin. Risks: rates & recession, but unlikely near-term. Strong buy.
Read full article (5 min)