Company context

Builders FirstSource, Inc.

NYSE:BLDR

Home Improvement Chains · benchmarked against PAVE constituent company universe inside the PAVE constituent company universe.

Active tabPeers

Current readWeak

Last close70.47

1M return-14.41%

Open symbol page Watchlist context

OverviewVerdict, thesis map, and valuation setup.FundamentalsDrivers, trajectory, and business quality.Financial reportsStatement tables, sorting, filtering, and acceleration.Ex-ante forecastTarget price, dividend yield, and total return by horizon.FactorsCompany factor exposure, rank, and universe context.Market viewMomentum, catalysts, charts, and symbol packet.AttributionLarge-move causes, residuals, and research backlog.OwnershipSEC 13F holder flow, crowding, and manager changes.PeersPeer heatmap and closest comparables.

Tab scope

Relative comparables

Peers

Source and lookbackPeer fundamentals and stored return summaries5100 stored daily bars; peer return rows use each peer's stored price summary where available.

Sample and caveat12 closest comparables from industry, sector, and market peer pools.Use this tab for its stated job; heavier model packets stay on their own tabs.

Peer return matrix

Cumulative returns across peer horizons

Stored daily closes, when available

NYSE:BLDR 1W -9.88%, 1M -14.41%, 3M +6.15%, 6M -27.69%, 1Y -49.19%, 3Y -45.45%; NYSE:J 1W -2.01%, 1M +0.52%, 3M +14.85%, 6M -6.65%, 1Y -11.34%, 3Y +16.55%; NYSE:SRE 1W -2.72%, 1M -2.51%, 3M +0.43%, 6M -4.97%, 1Y +9.76%, 3Y +26.63%; NYSE:CRH 1W -5.12%, 1M -6.88%, 3M -3.10%, 6M -11.77%, 1Y -11.31%, 3Y +74.83%; NASDAQ:STLD 1W -0.18%, 1M +3.30%, 3M +2.62%, 6M +18.79%, 1Y +79.16%, 3Y +130.50%; NYSE:HUBB 1W +0.28%, 1M -2.46%, 3M +4.75%, 6M -1.04%, 1Y +12.16%, 3Y +49.45%; NYSE:EME 1W +0.95%, 1M -3.82%, 3M -13.68%, 6M +2.84%, 1Y +22.13%, 3Y +243.97%; NYSE:VMC 1W -4.97%, 1M -8.52%, 3M +4.71%, 6M -7.04%, 1Y -4.22%, 3Y +29.81%; NYSE:PNR 1W -6.55%, 1M -18.72%, 3M -14.72%, 6M -37.08%, 1Y -42.91%, 3Y -8.44%; NYSE:URI 1W -5.53%, 1M -7.93%, 3M +7.19%, 6M +21.48%, 1Y +5.87%, 3Y +125.44%; NYSE:NUE 1W -1.07%, 1M +4.12%, 3M +2.94%, 6M +31.42%, 1Y +56.75%, 3Y +40.96%

Company1W1M3M

6M

1Y

3Y

NYSE:BLDR-9.88%-14.41%+6.15%-27.69%-49.19%-45.45%

NYSE:J-2.01%+0.52%+14.85%-6.65%-11.34%+16.55%

NYSE:SRE-2.72%-2.51%+0.43%-4.97%+9.76%+26.63%

NYSE:CRH-5.12%-6.88%-3.10%-11.77%-11.31%+74.83%

NASDAQ:STLD-0.18%+3.30%+2.62%+18.79%+79.16%+130.50%

NYSE:HUBB+0.28%-2.46%+4.75%-1.04%+12.16%+49.45%

NYSE:EME+0.95%-3.82%-13.68%+2.84%+22.13%+243.97%

NYSE:VMC-4.97%-8.52%+4.71%-7.04%-4.22%+29.81%

NYSE:PNR-6.55%-18.72%-14.72%-37.08%-42.91%-8.44%

NYSE:URI-5.53%-7.93%+7.19%+21.48%+5.87%+125.44%

NYSE:NUE-1.07%+4.12%+2.94%+31.42%+56.75%+40.96%

Peer scorecard analytics

Different ways to compare this peer set

11 companies including target

Return leadership

NASDAQ:STLD+79.16% 1Y · +130.50% 3Y

NYSE:NUE+56.75% 1Y · +40.96% 3Y

NYSE:EME+22.13% 1Y · +243.97% 3Y

NYSE:HUBB+12.16% 1Y · +49.45% 3Y

Risk and quality spread

NYSE:URIGM +35.56% · ROE +28.24%

NYSE:HUBBGM +35.68% · ROE +25.73%

NYSE:PNRGM +40.94% · ROE +17.61%

NYSE:EMEGM +19.29% · ROE +39.25%

Valuation screen

NYSE:PNRP/E 15.25 · FCF yield +7.13%

NYSE:CRHP/E 18.52 · FCF yield +4.69%

NYSE:NUEP/E 22.86 · FCF yield +1.01%

NASDAQ:STLDP/E 24.69 · FCF yield +2.00%

Valuation versus growth

P/E against 1Y return

NYSE:BLDR P/E 27.75 1Y -49.19%, NYSE:J P/E 39.89 1Y -11.34%, NYSE:SRE P/E 30.82 1Y +9.76%, NYSE:CRH P/E 18.52 1Y -11.31%, NASDAQ:STLD P/E 24.69 1Y +79.16%, NYSE:HUBB P/E 28.66 1Y +12.16%, NYSE:EME P/E 24.90 1Y +22.13%, NYSE:VMC P/E 33.39 1Y -4.22%, NYSE:PNR P/E 15.25 1Y -42.91%, NYSE:URI P/E 25.85 1Y +5.87%, NYSE:NUE P/E 22.86 1Y +56.75%

Peer heatmap

Where this company wins and lags

12 stored peers

CompanyP/E TTMPrice / SalesFCF yieldGross marginReturn on equityDebt / Equity

NYSE:BLDRBuilders FirstSource, Inc.

27.7568th pctile0.55100th pctile+11.02%100th pctile+29.89%32nd pctile+6.96%7th pctile1.3221st pctile

NYSE:JJacobs Solutions Inc.

39.890th pctile1.1786th pctile+3.17%43rd pctile+23.36%29th pctile+11.45%29th pctile1.380th pctile

NYSE:SREDBA Sempra

30.8229th pctile4.4814th pctile-9.86%0th pctile+30.10%71st pctile+6.12%0th pctile1.1329th pctile

NYSE:CRHCRH PLC

18.52100th pctile1.8157th pctile+4.69%86th pctile+36.09%100th pctile+16.51%71st pctile0.8943rd pctile

NASDAQ:STLDSteel Dynamics, Inc.

24.6986th pctile1.8071st pctile+2.00%14th pctile+13.89%0th pctile+15.25%57th pctile0.4686th pctile

NYSE:HUBBHubbell Inc

28.6643rd pctile4.3429th pctile+3.55%71st pctile+35.68%86th pctile+25.73%86th pctile0.7357th pctile

NYSE:EMEEMCOR Group, Inc.

24.9071st pctile1.8743rd pctile+3.26%57th pctile+19.29%14th pctile+39.25%100th pctile0.13100th pctile

NYSE:VMCVulcan Materials Company (Holding Company)

33.3914th pctile4.690th pctile+3.07%29th pctile+27.68%43rd pctile+13.48%43rd pctile0.6171st pctile

Color ranks each metric in the favorable direction, so lower leverage and cheaper multiples can still score green.