Builders FirstSource (BLDR) Stock Fundamentals, Analysis & Risk Signals

Health score, price, valuation, risk signals, and key metrics at a glance.

Builders FirstSource

NYSE•Industrials•Building Products & Equipment

$57.22-0.46(-0.01%)Market open

Market Cap

$6.20B

P/E

60.5x

P/S

0.4x

P/B

1.5x

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. It offers manufactured products, such as factory-built substitutes for job-site framing, wood floor and roof trusses, wall panels, and engineered wood; Ready-Frame, a whole house framing solution; manufactured and semi-custom modular homes, and built in a temperature-controlled facility under its Pine Grove Homes and Pleasant Valley Homes brand names; manufactured housing plans including ranch, community, and single-section homes; manufacturing, assembly, and distribution of windows; and the assembly and distribution of interior and exterior door units. The company also provides millwork, including interior trim and custom features under the Synboard brand name; specialty building products and services comprising vinyl, composite and wood siding, exterior trim, metal studs, cement, roofing, insulation, wallboard, ceilings, cabinets, and hardware; turn-key framing, shell construction, design assistance, and professional installation of products. In addition, it offers drafting, estimating, quoting, and virtual home design services to retailers, distributors, manufacturers, and homebuilders; dimensional lumber, plywood, and oriented strand board products used in on-site house framing. The company was formerly known as BSL Holdings, Inc. and changed its name to Builders FirstSource, Inc. in October 1999. Builders FirstSource, Inc. was incorporated in 1998 and is based in Irving, Texas.

How this company scores

AverageMetricSide Score: 40/100

Strongest: Cash & Earnings Quality (16/25); weakest: Growth (5/25).

Profitability7/25

Growth5/25

Balance Sheet & Red Flags12/25

Cash & Earnings Quality16/25

Strengths

Cash-backed earningsConsistent free cash flowImproving marginsNo share dilution

Valuation vs. 5-year range

Today's multiple positioned against its own trailing range — a visual premium/discount check.

P/E · 60.5x5y range 3.2x – 60.5x

Currently above its 20-quarter median.

P/S · 0.4x5y range 0.4x – 1.5x

Currently below its 20-quarter median.

P/B · 1.5x5y range 1.5x – 5.1x

Currently below its 20-quarter median.

Watch items

Data-driven signals worth keeping an eye on across the last 8 quarters

High Risk

Margin Pressure

Red Flag

Operating margins dropped 62.3% over recent quarters — a sharp decline suggesting serious cost or pricing challenges.

Earnings Quality

Watch

FCF/Net Income has dropped below 0.7x in 3 quarters — monitor for earnings quality deterioration.

Revenue Decline

Red Flag

Revenue declined in 7 of the last 7 quarters — persistent contraction signals a fundamental problem.

Price & Volume

Market Cap $6.20B

Metrics at a Glance

as of June 2026

Revenue & Profit

Revenue, EBITDA, operating income, net income, EPS, and shares

TTM Revenue: $14.45B
Q. Revenue: $3.86B
TTM EBITDA: $1.33B
TTM Op. Income: $435.57M
Q. Op. Income: $128.51M
TTM Net Income: $102.55M
Q. Net Income: $-3.90M
EPS: $-0.04
Shares Out.: $107.56M

$14.45B in TTM revenue declined 9.4% YoY, reaching $3.86B last quarter. TTM EBITDA of $1.33B and TTM operating income of $435.57M show growth is flowing through to the bottom line. TTM net income of $102.55M means revenue is converting into profit. Across the last 8 quarters, TTM revenue has fallen for 7 consecutive quarters — a weakening trend.

Margins

Gross, EBITDA, operating, and net margin trends

Gross Margin: 28.1%
EBITDA Margin: 7.2%
Op. Margin: 3.3%
Net Margin: -0.1%

Op. margin of 3.3% is down 4.0% YoY — costs are rising relative to revenue. Net margin at -0.1% and gross margin of 28.1% show how much of each revenue dollar survives to profit. Over the past year, operating margin is down 55% — an improving trend.

Price Ratios

P/E, P/S, P/B, EV/EBITDA, FCF yield, and earnings yield

P/E Ratio: 60.5x
P/S Ratio: 0.4x
P/B Ratio: 1.5x

At 60.5x P/E, the stock trades above typical market levels — the market expects above-average growth. P/S of 0.4x and P/B of 1.5x provide additional context. P/E sits above typical market levels while revenue growth is below 5%. Across the last 8 quarters, P/E has risen for 6 consecutive quarters — a weakening trend.

Assets & Liabilities

Total assets, cash, debt, book value, and leverage

Total Assets: $11.32B
Cash: $65.65M
Long-Term Debt: $4.58B
Book Value: $4.01B
D/E Ratio: 1.1
Debt/EBITDA: 16.4

With $11.32B in assets and $4.58B in long-term debt, D/E is 1.1and book value is $4.01B — moderate leverage. Over the past year, debt/equity is up 2% — an improving trend.

Cash Flow

Operating cash flow, free cash flow, FCF margin, and earnings quality

Op. Cash Flow: $68.03M
TTM Free Cash Flow: $639.32M
FCF Margin: 4.4%
FCF / Net Income: 6.2

TTM FCF of $639.32M on $68.03M in operating cash flow. The FCF / Net Income ratio of 6.2x means free cash flow covers net income — earnings are backed by cash. Over the past year, free cash flow is down 46% — a weakening trend.