BlueLinx Holdings, Inc. (BXC)
NYSEIndustrialsIndustrial - DistributionSnapshot 2026-09-04
NYSEIndustrialsIndustrial - DistributionSnapshot 2026-09-04
QuarterlyIQ Insights · BXC
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 5 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 $82 BXC trades at 0.2× p/s, below its 1.1× p/s peer median. Our $160 fair value sits well above the price. We hold it with low confidence: its earnings are too depressed to value on P/E (we anchor on sales instead) and the peer anchor overstates how cheap it looks. 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 |
|---|---|---|---|---|---|---|
| Peer EV/EBITDA | 12M | $171.69 | 14.2 | 12.20 | TTM | high |
| Peer P/FCF | 12M | $159.68 | 21.6 | 7.38 | TTM | high |
| Peer P/E | 12M | $22.44 | 22.2 | 1.01 | TTM | high |
| Peer P/S | 12M | $414.18 | 1.1 | 391.16 | TTM | high |
| triangulated |
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.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Only weak execution quality — not the full expensive x weak x turbulent stack. 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 more expensive than peers.
Self-history needs ~20 months of data.
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 |
| $23.79 |
| 22.2 |
| 1.07 |
| Triangulated |
| high |
| Peer P/FCF | 3Y | $22.77 | 21.6 | 1.05 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $117.08 | 22.2 | 5.27 | Hist. CAGR(prov.) | medium |
| Peer P/S | 3Y | $383.96 | 1.1 | 362.62 | Hist. CAGR(prov.) | medium |
| Peer P/E | 5Y | $99.13 | 22.2 | 4.46 | Hist. CAGR(prov.) | medium |
| Peer P/S | 5Y | $325.10 | 1.1 | 307.03 | Hist. CAGR(prov.) | medium |