Builders FirstSource (BLDR)
NYSEIndustrialsConstruction MaterialsSnapshot 2026-09-04
$65.79+2.51%
Close 2026-09-04 · 1-day change
NYSEIndustrialsConstruction MaterialsSnapshot 2026-09-04
QuarterlyIQ Insights · BLDR
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
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.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $66 BLDR trades at 15× p/e, below its 19× p/e peer median. Our $71 fair value sits above the price. It's a high-confidence read. Analysts target $66–$110. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $80.50 | — | — | Analyst | high |
| dcf fcfe | 12M | $18.65 | — | — | Hist. CAGR | high |
| graham number | 12M | $60.99 | — | — | TTM | high |
| Peer EV/EBITDA | 12M | $149.71 | 11.6 | 16.65 | TTM | high |
| Peer P/FCF |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
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.
$66.00 – $110.00 (median $80.50) · 10 analysts · as of 2026-08-06
No fragility gates fired. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Looks cheaper than most peers in the same business.
Around its own typical valuation.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| 12M |
| $111.16 |
| 18.7 |
| 5.94 |
| TTM |
| high |
| Peer P/E | 12M | $67.15 | 16.6 | 4.04 | ntm analyst | high |
| Peer P/S | 12M | $245.42 | 1.8 | 134.33 | TTM | high |
| PEG | 12M | $8.85 | 2.0 | 4.44 | TTM | high |
| residual income | 12M | $38.86 | — | — | TTM | high |
| Own P/E history | 12M | $66.44 | 15.0 | 4.44 | TTM | high |
| triangulated | 12M | $85.79 | 19.1 | 4.50 | Triangulated | high |
| Peer P/FCF | 3Y | $23.18 | 18.7 | 1.24 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $81.68 | 16.6 | 4.92 | Analyst | medium |
| Peer P/S | 3Y | $252.06 | 1.8 | 137.96 | guidance | medium |
| PEG | 3Y | $9.80 | 2.0 | 4.92 | Analyst | medium |
| Own P/E history | 3Y | $73.60 | 15.0 | 4.92 | Analyst | medium |
| Peer P/FCF | 5Y | $8.15 | 18.7 | 0.44 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $81.13 | 16.6 | 4.89 | Analyst | high |
| Peer P/S | 5Y | $250.36 | 1.8 | 137.03 | guidance | high |
| PEG | 5Y | $9.73 | 2.0 | 4.89 | Analyst | high |
| Own P/E history | 5Y | $73.10 | 15.0 | 4.89 | Analyst | high |