Builders FirstSource, Inc. (BLDR) is a publicly traded company in the Basic Materials — Construction Materials industry listed on NYSE. This overview shows the latest price, key valuation ratios, profitability metrics and financial-health indicators used by fundamental investors.
Builders FirstSource, Inc. engages in the supply and manufacture of building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers. Its products include factory-built roof and floor trusses, wall panels and stairs, vinyl windows, custom millwork and trim, and engineered wood. The company was founded by Kevin P. O'Meara, Donald F. McAleenan and John D.
Is Builders FirstSource, Inc. stock overvalued or undervalued in 2026?
Builders FirstSource, Inc. (BLDR) trades at 175× earnings (P/E), against a median of 18.8× across the 156 materials companies above $2bn in Kaplio's universe. Note: earnings per share over the last twelve months ($0.37) are far from the consensus for 2027 ($3.95); that is why this range uses expected earnings. No valuation verdict: it is a cyclical and today's P/E (175) does not tell whether it is cheap.
Kaplio overview: Builders FirstSource, Inc.
Market cap $7B · 52 weeks $51 – $129 (51 % below the high) · P/E 175× · 2027 expected P/E 16.4× · Dividend none · Next earnings February 16, 2027 · expected EPS $0.43 · Closing price, Oct 30 · accounts published Oct 29.
- Valuation: P/E 175.4× (no verdict).
- Business: ROIC 3 % (weak).
- Balance sheet: Net debt/EBITDA 4.0× (fragile).
- Earnings: 5 of 8 (uneven).
What would it be worth at its usual multiples?
No valuation verdict: it is a cyclical and today's P/E (175) does not tell whether it is cheap.
Note: earnings per share over the last twelve months ($0.37) are far from the consensus for 2027 ($3.95); that is why this range uses expected earnings.
In cyclicals the P/E misleads; on its average earnings over 10 years it trades at 11.1 times.
What matters in materials: 3 of 7 pass
- Net debt / EBITDA (trough) 4.0×, fails.
- Capex / D&A 0.6×, fails.
- Cycle-adjusted EV/EBITDA 13.5×, fails.
- Gross margin 29.0 %, borderline.
- FCF yield 12.7 %, passes.
- Altman Z-Score 2.7, passes.
- P/B across cycles 1.7×, passes.
Against its peers (reference peers) — Builders FirstSource, Inc.: P/E 175×; EV/EBITDA 13.5×; ROIC 3.2 %; $7.0B. Owens Corning (P/E —; EV/EBITDA 19.2×; ROIC 5.6 %; $9.6B), Advanced Drainage Systems, Inc. (P/E 23.4×; EV/EBITDA 12.3×; ROIC 14.4 %; $10.2B), Carlisle Companies Incorporated (P/E 21.3×; EV/EBITDA 14.3×; ROIC 21.9 %; $14.9B).
Expensive or cheap against its last 9 years?
P/E at each close: today 175× · median 12.4× · minimum 4.7× · maximum 175× · cheap below 10.0× · expensive above 16.3×. Earnings over the last 12 months are distorted: today's P/E compared with its history is not representative.
Investor methods verdict
Would Peter Lynch approve Builders FirstSource today?
The Lynch Method would not approve Builders FirstSource today: it fails its quality rules. Business quality: 21 out of 100 (price not included). Lynch classifies it as a cyclical. Kaplio assessment with data from the week of 2026-09-28; not investment advice.
Profitability
| Return on Equity | 0.99% |
| Return on Invested Capital | 3.17% |
| Return on Assets | 0.36% |
| Gross Margin | 28.48% |
| Operating Margin | 2.14% |
| Net Margin | 0.28% |
Financial Health
| Debt / Equity | 1.29 |
| Current Ratio | 1.85 |
| Piotroski F-Score | 5 |
| Altman Z-Score | 2.75 |
Price Performance
| 1 month | +9.96% |
| 3 months | -5.09% |
| Year-to-date | -38.71% |
| 1 year | -45.72% |
| 3 years | -46.32% |
| 5 years | +7.72% |
| 10 years | +568.72% |
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Explore sector: Basic Materials · Construction Materials
More sections of BLDR: Financials · Valuation · Statistics · Estimates · Technical · Ownership · News · Events
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