Builders FirstSource, Inc. (BLDR) - Company Profile - 2026-04-14

Company Overview

Builders FirstSource, Inc. is a United States-based supplier of building materials and services for professional builders involved in new residential construction, repair, and remodeling. The company provides manufactured and semi-manufactured products for framing, wall systems, trusses, windows, doors, millwork, siding, roofing, insulation, and other building components. It also offers framing and shell construction services, design assistance, drafting, estimating, quoting, and virtual home design services to retailers, distributors, manufacturers, and homebuilders. Builders FirstSource was formerly known as BSL Holdings, Inc. and changed its name to Builders FirstSource, Inc. in October 1999; it was incorporated in 1998 and is headquartered in Irving, Texas. The company operates through multiple product lines and brands, including Pine Grove Homes and Pleasant Valley Homes, and provides both on-site and factory-built solutions for residential construction.

Business and Operations

• The company serves professional builders across the United States, providing building materials for new residential construction and for repair/remodel projects.
• Product offerings encompass factory-built framing substitutes, wood floor and roof trusses, wall panels, Ready-Frame, and manufactured/semi-custom modular homes produced in climate-controlled facilities under Pine Grove Homes and Pleasant Valley Homes brands.
• It markets manufactured housing plans (including ranch, community, and single-section homes) and engages in the manufacturing, assembly, and distribution of windows; as well as the assembly and distribution of interior and exterior door units.
• Millwork and specialty building products are offered under the Synboard brand, along with a broad range of building materials and services such as vinyl, composite and wood siding, exterior trim, metal studs, cement, roofing, insulation, wallboard, ceilings, cabinets, and hardware.
• The company provides turn-key framing, shell construction, design assistance, and professional installation of products, and offers drafting, estimating, quoting, and virtual home design services to retailers, distributors, manufacturers, and homebuilders.
• Additional offerings include dimensional lumber, plywood, and oriented strand board products used in on-site house framing.
• Builders FirstSource operates in Irving, Texas, and has grown through a combination of manufacturing, distribution, and turnkey services to support professional builders in the U.S.

Fundamental Metrics

• Market cap: $9.68B
• Enterprise value: $14.60B
• P/E (trailing): 22.50
• P/E (forward): 11.54
• P/B: 2.22
• P/S: 0.64
• PEG: n/a
• Profit margin: 2.86%
• Operating margin: 1.84%
• ROE: 10.06%
• ROA: 4.50%
• Debt/Equity: 117.19
• Current ratio: 1.86
• Revenue (TTM): $15.19B
• Revenue growth ( YoY): -12.10%
• Earnings growth ( YoY): -82.90%
• Free cash flow: $623.83M
• Dividend yield: n/a
• Payout ratio: 0.00%
• Beta: 1.64

Share Structure and Ownership

• Shares outstanding: 107,515,372.00
• Float: 107,414,113.00
• Insider held: 2.58%
• Institutional held: 96.81%
• Short ratio (days to cover): 2.78
• Short % of float: 7.87%

Top institutional holders:

• Vanguard Group Inc: 11.19% of shares
• Blackrock Inc.: 8.03% of shares
• State Street Corporation: 4.62% of shares
• FMR, LLC: 3.14% of shares
• Wellington Management Group, LLP: 3.00% of shares

Trading Activity

• Last close: $87.53 on 2026-04-13
• 1-month change: +1.07%
• 3-month change: -16.68%
• Year-to-date change: -16.34%
• 1-year change: -26.75%
• 52-week high: $151.03
• 52-week low: $76.50
• [Drawdown](https://aksoycapital.com/glossary/drawdown.html) from 52W high: -42.04%
• 30-day average volume: 2,409,900
• 90-day average volume: 2,153,380

Recent Price Action

• The stock last closed at $87.53 on 2026-04-13, with a 1-month gain of 1.07% and a 3-month decline of 16.68%.
• Year-to-date performance shows a decline of 16.34%, and the 1-year change is a drop of 26.75%.
• The 52-week trading range spans from $76.50 to $151.03, indicating a drawdown of 42.04% from the prior 52-week high.
• Average trading volume over the last 30 and 90 days ranges around 2.4 million and 2.15 million shares, respectively.

Strengths

• Diversified product and service offering across framing, millwork, windows, doors, siding, and other building materials.
• Large-scale operations with a substantial revenue base and a broad customer base of professional builders.
• Substantial free cash flow generation (Free cash flow: $623.83M) to support liquidity and operations.
• Positive current liquidity with a current ratio of 1.86.
• High institutional ownership (about 96.81% of shares) and holdings by leading asset managers (e.g., Vanguard Group, BlackRock, State Street), indicating deep ownership and liquidity.
• Forward-looking valuation metrics with P/E forward of 11.54 and P/S of 0.64, alongside a trailing P/E of 22.50 and P/B of 2.22.

Considerations

• Revenue growth (YoY) declined by 12.10% and earnings growth (YoY) declined by 82.90%, indicating recent profitability and growth headwinds.
• Leverage appears elevated with Debt/Equity at 117.19, which may influence financial flexibility and interest costs.
• Price performance over the past year has been negative (-26.75%), with a substantial drawdown from the 52-week high.
• Beta of 1.64 suggests above-market volatility relative to the broader market.
• Payout ratio is 0.00%, and dividend yield is listed as n/a, indicating no reported dividend at this time.
• The variance between enterprise value and market cap (EV/market cap) implies a higher overall valuation that includes debt and other liabilities, which may affect risk considerations in a downturn.

Summary

Builders FirstSource, Inc. operates as a large U.S. building materials provider with a diversified portfolio spanning framing, millwork, windows, doors, siding, and related services for professional builders. As of 2026-04-13, the stock traded around $87.53, with a market cap of about $9.68B and an enterprise value of roughly $14.60B, while reporting negative year-over-year revenue and earnings growth. The company exhibits strong institutional ownership, substantial free cash flow, and a liquidity cushion, alongside elevated leverage and above-market volatility, with a 52-week price range from $76.50 to $151.03.