Builders FirstSource, Inc. (BLDR) on Decifer

Why it ranks here

• Its returns on invested money are modest, around 7% and it turns most of its profit into real cash.
• Revenue is expected to grow about 6% a year, profits are expected to grow 48%, and growth is speeding up, not slowing down.
• It keeps a healthy share of every sale as profit, and that has stayed steady over the years, a sign of real pricing power.
• but its balance sheet leaves little room to fund growth.
• It is not watering down its owners with new shares and it returns cash to shareholders.
• Our durability check found pressure on this name, which costs it a few points.

The current read

The evidence on BLDR lines up on the supportive side: the intelligence feed flags this name as connected to what is moving markets now. The independent signals we track are telling the same story.

Themes

• Real Estate & Housing: Builders FirstSource is the largest US supplier of structural building products to homebuilders. Revenue tied directly to housing starts and builder order volumes.

Read the full BLDR research brief · See all quality rankings

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