Builders FirstSource

BLDR

Construction Materials · Basic Materials

Price

$70.21

-0.11 (-0.16%)

Market Cap

$7.55B

Winston Score

Winston is serious

Below-average fundamentals — multiple weak pillars.

Data as of Aug 23, 2026 · filings through Jun 30, 2026

How the score breaks down

Quality

Mixed

Growth

Weak

Cash Flow

Strong

Stability

Mixed

Valuation

Good

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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)

Winston Score History

The full picture

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.

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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

-8.8% YoY

YoY Growth Rate

Revenue declining

EPS Growth

-102.4% 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

Insider ownership roughly steady over the past year

Cash Position

Cash flow positive

$66M 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

Profit per sale

Gross Margin

28.1%

Modest — 28.1% gross margin

Profit after running costs

Operating Margin

3.3%

Thin — 3.3% operating margin

Return on the money invested

ROCE

5.1%

Weak — 5.1% return on capital

ROIC between 5% and 15%. They earn 5 to 15 cents back per year on every dollar invested.

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Growth

Sales growth

Sales YoY

-9.4%

Shrinking sales (-9.4% YoY)

Profit growth

EPS YoY

-86.1%

Earnings shrinking (-86.1% YoY)

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

How steady the profit is

EPS Consistency

0/8 quarters

Earnings rarely grow — volatile business

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Cash Flow

Profit that turns into cash

Cash Conversion

875%

Turns 875% of profit into real cash

Spare cash per sale

FCF Margin

4.4%

Thin free cash flow (4.4%)

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

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Stability

What it owes vs what it owns

Debt / Equity

1.15

Elevated debt (1.15)

Covers its interest

Interest Cover

1.52x

Dangerous — barely covers interest (1.5x)

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

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Valuation

Price vs profit

P/E Ratio (TTM)

76.3x

Expensive — P/E 76.3

P/E over 35. The market is pricing in heavy, sustained growth.

Cheaper or dearer next year

P/E vs Forward

+61.0

GROWING

Earnings expected to grow meaningfully — cheaper on forward P/E (76.3 → 15.3)

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Dividends

Not applicable for this business.

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