Builders FirstSource (BLDR)
NYSEIndustrialsConstruction MaterialsSnapshot 2026-09-04
NYSEIndustrialsConstruction MaterialsSnapshot 2026-09-04
Research Workspace
Put BLDR beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Building Products is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Achieve 2026 revenue target of $14.6-$15.6 billion: FY26 revenue guidance mid $14.4B vs $14.6B target.
View ThesisRevenue is contracting — down about 9% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 58% in its worst 12-month stretch.
View RiskBLDR's growth depends on achieving its 2026 revenue target of $14.6-$15.6 billion. Recent guidance of $14.4 billion falls short of this target, indicating a potential issue. Revenue has declined, with a year-over-year drop of 8.8% in Q2 FY2026. BLDR trades at 14.8× P/E, below the peer median of 19.1×. This suggests the market reflects modest growth expectations compared to our view. A key risk is the 36% probability of missing earnings expectations again. Peer multiples imply a price about 7% above where it trades. This read is provisional.
Trailing returns as of 2026-09-04. BLDR is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 23 analysts currently covering BLDR (as of Sep 2026).
Based on 9 Wall Street analysts offering 12-month price targets for BLDR in the last 4 months.
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Compare BLDR with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BLDR Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Building Products — fair value, gap to price, and forward P/E.
Compare the value case
Put BLDR next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Board resignation raises governance concerns impacting execution.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $65.79
The last 12 months of price, then the range of analyst 12-month targets from today’s $65.79.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
ESOP moves could enhance margins amid challenges.
Leadership shift aims to improve execution risk.
Stock plummet indicates market concerns affecting valuation.
New HR chief supports execution and operational focus.
Poor earnings indicate potential challenges to revenue targets.