Builders FirstSource

BLDR

Construction Materials · Basic Materials

Price

$74.26

-3.94 (-5.04%)

Market Cap

$7.99B

Winston Score

Winston is serious

Below-average fundamentals — multiple weak pillars.

Share count falling — buybacks

−45.0% over 4y

The company has reduced its share count over this period, returning value to shareholders through buybacks.

Diluted shares outstanding: 203.5M (2021) → 111.8M (2025)

Builders FirstSource sells building materials and construction services to homebuilders, contractors, and remodelers across the United States. Its core products include lumber, windows, doors, roofing, and prefabricated wall panels and roof trusses that are built in its own manufacturing facilities. It is the largest supplier of structural building products to the US residential construction market.

The company makes money by selling these materials and manufactured components directly to professional builders, earning a margin on each sale. Builders FirstSource operates hundreds of distribution centers and manufacturing plants across more than 40 states, giving it a broad geographic reach that smaller regional competitors struggle to match. However, the business is closely tied to the health of the US housing market, so rising interest rates or a slowdown in new home construction can quickly reduce demand and pressure revenue.

Winston Score History

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Growth Profile

For growth stock investors

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

-10.1% YoY

YoY Growth Rate

Revenue declining

EPS Growth

-150.6% YoY

YoY Growth Rate

Earnings declining

R&D Spend

$0/ year

0.0% of revenue

Below sector average (3%)

Research and development spending

Insider Activity

3.3%ownership

→ Flat

Insiders holding steady — not selling despite ability to

Cash Position

Cash flow positive

$98M cash & investments

Quarterly Free Cash Flow

↓ Burn rate worsening

Company generates more cash than it spends — no dilution risk from fundraising

Revenue declining

Builders FirstSource's revenue is actually shrinking. In a growth stock, that removes the core investment thesis. The low Winston Score here may be warranted — unless there's a turnaround story.

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

Every number that matters to educated investors.

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Quality

Gross Margin

28.3%

Modest — 28.3% gross margin

Operating Margin

0.5%

Thin — 0.5% operating margin

ROCE

0.2%

Weak — 0.2% return on capital

ROIC between 0% and 5%. They earn a few cents back per dollar invested in the business.

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Growth

Sales YoY

-8.3%

Shrinking sales (-8.3% YoY)

EPS YoY

-66.5%

Earnings shrinking (-66.5% YoY)

Earnings per share down more than 10%. Either a bad year, or a real decline.

EPS Consistency

0/8 quarters

Earnings rarely grow — volatile business

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Cash Flow

Cash Conversion

402%

Turns 402% of profit into real cash

FCF Margin

5.8%

Thin free cash flow (5.8%)

FCF margin between 0% and 10%. Some cash from sales, but not a lot.

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Stability

Debt / Equity

1.19

Elevated debt (1.19)

Interest Cover

2.19x

Tight — interest eats into profit (2.2x)

Interest coverage between 1 and 3. Profits cover interest, but with little room to spare.

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Valuation

P/E Ratio (TTM)

28.2x

Growth-priced — P/E 28.2

P/E above the market average. People are paying up for expected growth.

P/E vs Forward

+14.6

GROWING

Earnings expected to grow meaningfully — cheaper on forward P/E (28.2 → 13.6)

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Dividends

Not applicable for this business.

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