BLDR Builders FirstSource
too hard · 68
Owner-earnings value$61.53
Price$74.20
Margin of safety
-17.1%
Quality gate · 68/100
⚠ over-levered (net debt/EBITDA 4.1x > 4x)
Median ROIC20.2%
Gross margin29.9%
Net debt / EBITDA4.0x
FCF conversion128%
Share count / yr-7.3%
Profitable years4/4
Moat & management
Owner-earnings inputs
| Owner earnings (TTM) | 576.87M |
| Owner-earnings yield | 7.2% |
| Free-cash-flow yield | 10.8% |
| Growth used (normalized) | 0.0% |
| Market-implied growth (reverse DCF) | 4.6% |
| Terminal growth | 3.0% |
| Discount rate (hurdle) | 10.9% |
Projected owner earnings
| Yr | Owner earnings | Growth | PV |
|---|---|---|---|
| 1 | 576.87M | 0.0% | 519.94M |
| 2 | 578.79M | 0.3% | 470.18M |
| 3 | 582.65M | 0.7% | 426.61M |
| 4 | 588.48M | 1.0% | 388.35M |
| 5 | 596.32M | 1.3% | 354.69M |
| 6 | 606.26M | 1.7% | 325.01M |
| 7 | 618.39M | 2.0% | 298.79M |
| 8 | 632.82M | 2.3% | 275.59M |
| 9 | 649.69M | 2.7% | 255.01M |
| 10 | 669.18M | 3.0% | 236.74M |
Recent news
score · 8 articles
- Builders FirstSource, Fortune Brands, and Gibraltar Shares Are Falling, What You Need To Know
- Acuity Brands, JBT Marel, and Builders FirstSource Stocks Trade Down, What You Need To Know
- Builders FirstSource (BLDR) Stock Sinks As Market Gains: What You Should Know
- Why Did Lowe's Stock Stop Talking About Its Global Supply Chain?
- Investors Heavily Search Builders FirstSource, Inc. (BLDR): Here is What You Need to Know
- Does Builders FirstSource’s (BLDR) Russell 2500 Move Offset Concerns About Its Core Earnings Power?
- Builders FirstSource (BLDR) Joins Russell 2500 Indexes And Puts Its Stock In Focus
- Is Builders FirstSource (BLDR) Fully Priced After The Housing Bill Boost?
⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~5%/yr owner-earnings growth over 10y (reverse DCF); model credits 0%.