Builders FirstSource, Inc.
Builders FirstSource, Inc. (BLDR) is listed on NYSE and classified in Building Products & Equipment, part of the Industrials sector. It is headquartered in Irving, United States and has 28,000 employees. The company is worth $6.19B and trades at 58.1x its earnings of the last twelve months; the median for its sector is 24.3x. Revenue was $15.19B in fiscal 2025, down 7.4% from the year before. Net income was $435.2M. The share price is 56.2% below its 52-week high of $131.50. 6 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Daniel Sundheim (D1 Capital Partners), at $146.68M. In that quarter, 3 of them opened or added to the position and 2 reduced it. No open-market insider trades in it were filed over the last 30 days.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Year by year, from the annual reports; dividends from the payments themselves.
Bars are year-end balances; lines are what happened during the year.
Major managers that reported this stock in their latest 13F.
▼ -21.3% over 5Y.
today you would have $937.88▼ -6.2%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
The last 17 closed years, each at that year’s closing price and reported numbers.
| Indicator | Median | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year-end price | $102.89 | $142.93 | $166.94 | $64.88 | $85.71 | $40.81 | $25.41 | $10.91 | $21.79 | $10.97 | $11.08 | $6.87 | $7.13 | $5.58 | $2.04 | $1.97 | $3.84 | |
| P/E |
Seven formulas applied to the reported numbers, each with its assumption next to the result. None of them predicts a price.
Square root of 22.5 × earnings × book value. Blind to intangibles, so it undervalues software and brands.
Earnings growing 7.9% a year plus a 0.0% dividend yield. Growth capped at 25%.
Median P/E of 24.3 among peers in the sector.
Median P/E of 14.0 across this company’s own years on record.
Cash flow growing 7.9% a year for 10 years, discounted at 10%, then 2.5% forever.
Sector median of 13.2x operating profit, less net debt. Banks have no EBITDA.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Companies of similar size in Industrials, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| CWSTCasella Waste Systems Inc | $96.89 | 1076.6x | 3.9x | 0.00% | 0.36% | $6.17B |
| HXLHexcel Corp | $81.27 | 41.0x | 4.7x | 0.89% | 10.76% | $6.15B |
| ENSEnerSys | $168.67 | 18.1x | 3.1x | 0.68% | 18.36% | $6.08B |
| LOARLoar Holdings Inc. | $64.82 |
| 14.0x |
| 26.4x |
| 15.8x |
| 14.0x |
| 3.9x |
| 10.1x |
| 15.3x |
| 13.4x |
| 6.2x |
| 64.1x |
| 8.6x |
| — |
| 38.2x |
| — |
| — |
| — |
| — |
| — |
| P/S | 0.4x | 0.7x | 1.0x | 1.2x | 0.4x | 0.8x | 1.0x | 0.4x | 0.2x | 0.4x | 0.2x | 0.3x | 0.4x | 0.5x | 0.5x | 0.3x | 0.3x | — |
| P/B | 3.9x | 2.6x | 3.8x | 4.3x | 1.8x | 3.2x | 7.3x | 3.6x | 2.1x | 6.6x | 4.0x | 8.2x | 16.8x | 45.4x | 11.2x | 1.9x | 1.2x | — |
| EPS | $3.89 | $9.06 | $11.94 | $16.82 | $8.48 | $2.66 | $1.90 | $1.76 | $0.34 | $1.27 | -$0.22 | $0.18 | -$0.44 | -$0.60 | -$0.68 | -$1.04 | — |
| Profit margin | 2.27% | 2.86% | 6.57% | 9.01% | 12.10% | 8.67% | 3.66% | 3.05% | 2.66% | 0.55% | 2.27% | -0.64% | 1.13% | -2.87% | -5.31% | -8.34% | -13.64% | -9.12% |
| ROE | 25.09% | 10.00% | 25.09% | 32.55% | 55.40% | 35.93% | 27.20% | 26.89% | 34.41% | 10.31% | 46.62% | -15.30% | 45.15% | -277.79% | -118.21% | -64.21% | -59.88% | -131.75% |
Median of the years shown; P/E years above 200x are left out.
The average of the method families that answered, not of the seven numbers: four of the seven start from the same earnings per share.
6 methods answered, across 3 families.
Room for errors in the reported numbers.
+51.3% from the average.
Models, not forecasts, and not investment advice. How each formula works →
| 88.8x |
| 5.1x |
| 0.00% |
| 5.84% |
| $6.07B |
| LGNLegence Corp. | $36.86 | — | 4.7x | 0.00% | -12.43% | $6.06B |
| AVAVAeroVironment Inc | $117.70 | — | 1.4x | 0.00% | -4.60% | $5.98B |