Professional
Added to YB: 2026-08-19
Pitch date: 2026-07-09
BLDR [neutral]
Builders FirstSource, Inc.
-28.49%
current return
Author Info
No bio for this author
Company Info
Builders FirstSource, Inc., together with its subsidiaries, provides building materials for professional builders in new residential construction and repair, and remodeling in the United States.
Market Cap
$6.3B
Pitch Price
$75.07
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.35
P/E
62.57
EV/Sales
0.79
Sector
Building Products
Category
value
Black Bear Value Partners Portfolio Holding: Builders FirstSource, Inc.
BLDR (holding update): +9% Q2 but -13% YTD on housing weakness. Building materials supplier transformed post-GFC; value-add now 40%+ of rev, improving margins/ROIC/resilience. 2026 FCF ~$500-800M (5-9% yield); normalized FCF $9-12/share (~10-13% yield). US structural housing shortage + new-build share gains support thesis.
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