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BLDR

62.18USD+0.85(+1.39%)Market Closed

Builders FirstSource Inc

Market Summary

USD62.18+0.85Market Closed
1.39%

BLDR Alerts

BLDR Stock Price

RSI Chart

Valuation

Market Cap

9.7B

Price/Earnings

3.6

Price/Sales

0.42

Price/Cashflow

3.14

MarketCap/EBT

2.76

Price/Sales

Profitability

EBT Margin

15.39%

Return on Equity

52.22%

Return on Assets

22.19%

Fundamentals

Revenue

Revenue (TTM)

23.0B

Revenue Y/Y

4.59%

Revenue Q/Q

-16.82%

Earnings

Earnings (TTM)

2.8B

Earnings Y/Y

20.36%

Earnings Q/Q

-25.24%

Price Action

52 Week Range

48.9186.48
(Low)(High)

Last 7 days

-1.8%

Last 30 days

9.7%

Last 90 days

6.1%

Trailing 12 Months

-15.3%

Financial Health

Current Ratio

2.09

Debt/Equity

0.69

Debt/Cashflow

0.87

Investor Care

Buy Backs (1Y)

23.15%

Diluted EPS (TTM)

16.33

Peers (Alternatives to Builders FirstSource)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
37.3B
15.5B
3.83% -10.16%
24.98
2.51
12.66% 21.10%
33.8B
20.4B
6.80% -21.81%
12.13
1.65
1.87% 10.82%
MID-CAP
9.9B
3.0B
8.27% -29.24%
25.95
3.29
40.62% 66.48%
9.7B
23.0B
9.70% -15.26%
3.6
0.42
29.31% 97.30%
9.3B
3.1B
5.87% -16.17%
21.42
2.99
8.11% -6.04%
8.9B
3.8B
6.06% -26.24%
18.33
2.52
12.89% 5.97%
8.5B
4.6B
9.23% -21.00%
17.38
1.84
10.76% -1.20%
5.4B
1.2B
2.86% -67.81%
21.01
3.98
8.62% -12.08%
4.4B
9.5B
14.57% -12.77%
6.82
0.47
28.29% 56.36%
3.5B
6.3B
-3.23% -42.86%
10.96
0.56
6.30% 32.91%
2.0B
665.1M
-8.86% -6.02%
26.63
3.02
35.86% 55.89%
SMALL-CAP
737.5M
1.2B
8.28% 3.92%
8.72
0.61
16.41% 45.22%
529.6M
826.8M
17.69% -27.03%
4.24
0.64
40.00% 87.68%
34.4M
172.7M
-23.25% -87.32%
-0.47
0.22
17.57% -55.54%
7.6M
649.9M
-78.97% -94.34%
-0.14
0.01
11.13% 16.01%

Financials for Builders FirstSource

Income Statement (Last 12 Months)
(In Millions)
Description(%) Q/Q2022Q32022Q22022Q12021Q42021Q3
Revenue1.1%23,00422,75121,40119,89417,790
Gross Profit4.1%7,7457,4436,6145,8515,034
  S&GA Expenses3.3%3,8793,7543,6113,4643,055
Earnings Before Taxes4.8%3,6703,5012,8582,2521,855
Net Income4.7%2,8072,6822,1921,7251,423
Balance Sheet
(In Millions)
Description(%) Q/Q2022Q32022Q22022Q12021Q42021Q3
Assets-4.5%11,53812,08612,05110,71410,809
  Current Assets-16.2%4,4205,2775,3803,9684,231
    Cash Equivalents-48.9%8516628243225
  Inventory-14.8%1,7592,0652,1881,6261,617
  Net PPE5.0%1,4921,4211,3861,3851,337
  Goodwill3.5%3,4533,3363,2703,2703,142
Liabilities-9.2%6,3136,9506,9155,9125,286
  Current Liabilities-9.3%2,2942,5292,6832,1292,033
  Long Term Debt-10.8%3,1693,5523,3922,9262,420
Shareholder's Equity1.7%5,2255,1365,1364,8025,523
  Retained Earnings9.0%9708908945401,267
  Additional Paid-In Capital0.1%4,2444,2414,2614,254-
Accumulated Depreciation7.1%672627---
Shares Outstanding-7.0%149160177180196
* denotes actual numbers (not divided by Millions)
Cashflow (Last 12 Months)
(In Millions)
Description(%) Q/Q2022Q32022Q22022Q12021Q42021Q3
Cashflow From Operations12.8%3,4683,0742,1241,7441,008
  Share Based Compensation6.7%3331303130
Cashflow From Investing19.5%-1,191.57-1,480.41-1,524.40-1,344.64-1,010.52
Cashflow From Financing-59.2%-2,416.38-1,518.06-336.80-780.11-113.81
  Buy Backs2.6%3,1533,0732,0901,715596

Risks

What is the probability of a big loss on BLDR?

76.5%


Probability that Builders FirstSource stock will be more than 20% underwater in next one year

55%


Probability that Builders FirstSource stock will be more than 30% underwater in next one year.

45%


Probability that Builders FirstSource stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.

How does BLDR drawdown profile look like?

Y-axis is the maximum loss one would have experienced if Builders FirstSource was unfortunately bought at previous high price.

Returns

Cumulative Returns on BLDR

28.2%


10-Year Cumulative Returns

25.1%


7-Year Cumulative Returns

24.8%


5-Year Cumulative Returns

34.9%


3-Year Cumulative Returns

What are the long-term rolling returns for BLDR?

FIve years rolling returns for Builders FirstSource.

Which funds bought or sold BLDR recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2022-11-23
Toroso Investments, LLC
ADDED
37.88
127,000
374,000
0.02%
2022-11-22
Gibson Wealth Advisors LLC
UNCHANGED
-
2,000
18,000
0.02%
2022-11-22
IHT Wealth Management, LLC
SOLD OFF
-100
-202,000
-
-%
2022-11-22
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY
NEW
-
4,732,000
4,732,000
0.06%
2022-11-21
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
REDUCED
-11.52
-372,000
12,373,000
0.02%
2022-11-17
M&T Bank Corp
ADDED
55.3
330,000
724,000
-%
2022-11-17
CENTRAL TRUST Co
UNCHANGED
-
2,000
29,000
-%
2022-11-16
Neo Ivy Capital Management
SOLD OFF
-100
-64,000
-
-%
2022-11-16
Retirement Systems of Alabama
REDUCED
-5.54
821,000
23,360,000
0.11%
2022-11-16
GLENMEDE TRUST CO NA
ADDED
9.18
1,657,000
10,031,000
0.06%

1–10 of 42

Latest Funds Activity

Are funds buying BLDR calls or puts?
Are funds bullish or bearish(Calls - Puts)?
No. of funds that own BLDR

Builders FirstSource News

Benzinga

Looking Into Builders FirstSource's Return On Invested Capital - Builders FirstSource (NYSE:BLDR).17 hours ago

GuruFocus.com

BLDR Fair Value

Recent SEC filings of Builders FirstSource

View All Filings
Date Filed Form Type Document
Nov 28, 2022
4
Insider Trading
Nov 28, 2022
8-K
Current Report
Nov 28, 2022
4
Insider Trading
Nov 28, 2022
4
Insider Trading
Nov 28, 2022
4
Insider Trading
Nov 28, 2022
4
Insider Trading
Nov 28, 2022
4
Insider Trading
Nov 28, 2022
4
Insider Trading
Nov 28, 2022
4
Insider Trading
Nov 23, 2022
8-K
Current Report

Latest Insider Trading transactions for BLDR

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2022-11-23
Jackson Peter M.
ACQUIRED
-
-
24,805
EVP & CFO
2022-11-23
Beckmann Jami
ACQUIRED
-
-
4,961
Principal Accounting Officer
2022-11-23
Hiller Michael
ACQUIRED
-
-
16,537
President - Central Division
2022-11-23
Johnson Timothy D
ACQUIRED
-
-
16,537
EVP & General Counsel
2022-11-23
Beckmann Jami
ACQUIRED
-
-
4,134
Principal Accounting Officer
2022-11-23
FARMER MICHAEL ALAN
ACQUIRED
-
-
13,229
President - Commercial Ops
2022-11-23
Messersmith Amy B
ACQUIRED
-
-
13,229
Chief People Officer
2022-11-23
Robins Scott L
ACQUIRED
-
-
16,537
President - West Division
2022-11-23
Herron Stephen J
ACQUIRED
-
-
4,961
President - East Division
2022-11-20
Rush David E
ACQUIRED
-
-
7,788
Interim CEO

1–10 of 50

David E. Flitman
28000
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. It offers lumber and lumber sheet goods comprising dimensional lumber, plywood, and oriented strand board products that are used in on-site house framing; manufactured products, such as wood floor and roof trusses, steel roof trusses, wall panels, stairs, and engineered wood products; and windows, and interior and exterior door units, as well as interior and exterior trims and custom products under the Synboard brand name. The company also offers gypsum, roofing, and insulation products, including wallboards, ceilings, joint treatments, and finishes; and siding, metal, and concrete products, such as vinyl, composite, and wood siding products, as well as exterior trims, other exteriors, metal studs, and cement products. In addition, it provides other building products and services, such as cabinets and hardware, as well as turn-key framing, shell construction, design assistance, and professional installation services. The company was formerly known as BSL Holdings, Inc. and changed its name to Builders FirstSource, Inc. in October 1999. Builders FirstSource, Inc. was founded in 1998 and is based in Dallas, Texas.

BLDR Income Statement

2022-09-30
CONDENSED CONSOLIDATED STATEMENT OF OPERATIONS - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended9 Months Ended
Sep. 30, 2022
Sep. 30, 2021
Sep. 30, 2022
Sep. 30, 2021
Income Statement [Abstract]    
Net sales$ 5,761,463$ 5,508,590$ 18,368,853$ 15,259,047
Cost of sales3,746,7313,796,13812,109,60110,893,890
Gross margin2,014,7321,712,4526,259,2524,365,157
Selling, general and administrative expenses1,000,204875,0123,015,0512,599,523
Income from operations1,014,528837,4403,244,2011,765,634
Interest expense, net44,11135,954156,14095,593
Income before income taxes970,417801,4863,088,0611,670,041
Income tax expense232,410188,341723,205387,081
Net income$ 738,007$ 613,145$ 2,364,856$ 1,282,960
Net income per share:    
Basic$ 4.75$ 3.00$ 14.12$ 6.23
Diluted$ 4.72$ 2.98$ 13.98$ 6.18
Weighted average common shares:    
Basic155,309204,268167,522205,976
Diluted156,493205,630169,111207,513

BLDR Balance Sheet

2022-09-30
CONDENSED CONSOLIDATED BALANCE SHEET - USD ($)
$ in Thousands
Sep. 30, 2022
Dec. 31, 2021
Current assets:  
Cash and cash equivalents$ 84,982$ 42,603
Accounts receivable, less allowances of $54,156 and $39,510 at September 30, 2022 and December 31, 2021, respectively1,924,9121,708,796
Other receivables268,694255,075
Inventories, net1,758,8811,626,244
Contract assets240,346207,587
Other current assets142,316127,964
Total current assets4,420,1313,968,269
Property, plant and equipment, net1,491,6221,385,441
Operating lease right-of-use assets, net500,031457,833
Goodwill3,453,3403,270,192
Intangible assets, net1,637,3581,603,409
Other assets, net35,21629,199
Total assets11,537,69810,714,343
Current liabilities:  
Accounts payable1,087,9941,093,370
Accrued liabilities850,758718,904
Contract liabilities250,166216,097
Current portion of operating lease liabilities100,97296,680
Current maturities of long-term debt3,8373,660
Total current liabilities2,293,7272,128,711
Noncurrent portion of operating lease liabilities414,911375,289
Long-term debt, net of current maturities, discounts and issuance costs3,169,4292,926,122
Deferred income taxes304,939362,121
Other long-term liabilities130,089119,619
Total liabilities6,313,0955,911,862
Commitments and contingencies (Note 8)
Stockholders' equity:  
Preferred stock, $0.01 par value, 10,000 shares authorized; zero shares issued and outstanding
Common stock, $0.01 par value, 300,000 shares authorized; 148,994 and 179,820 shares issued and outstanding at September 30, 2022 and December 31, 2021, respectively1,4901,798
Additional paid-in capital4,252,8514,260,670
Retained earnings970,262540,013
Total stockholders' equity5,224,6034,802,481
Total liabilities and stockholders' equity$ 11,537,698$ 10,714,343