# Builders FirstSource, Inc. (BLDR) — Stock CV

Builders FirstSource, Inc. is a $5.74B consumer company. Revenue shrank 9.4% over the last year, it keeps 1¢ of every dollar of sales as profit, and its net debt equals ~6.7 years of free cash flow. It trades at 55.5× earnings — near the highest of its own history.

> Builders FirstSource Inc is a manufacturer and supplier of building materials. The company offers structural and related building products such as factory-built roof and floor trusses, wall panels and stairs, vinyl windows, custom millwork and trim, and engineered wood.

## Identity

- **Ticker**: BLDR
- **Sector**: Consumer Cyclical
- **Industry**: Retail-Lumber & Other Building Materials Dealers
- **Headquarters**: IRVING, TX
- **Employees**: 28 000
- **Website**: https://www.bldr.com
- **Market cap**: $5.74B
- **Last price**: $53.30
- **Financial profile**: Strained

## Vitals (TTM)

- **Revenue**: $14.4B
- **Net income**: $103M
- **Free cash flow**: $639M
- **Net debt**: $4.26B
- **P/E**: 55.5
- **Revenue growth (YoY)**: -9.4%

## Skills (profile scores, 0–100)

| Pillar | Score |
|---|---|
| Valuation | 70 |
| Growth | 37 |
| Profitability | 21 |
| Health | 33 |
| Quality | 60 |
| Moat | 68 |

## Qualifications (beginner checklist) — 5 of 10 passed

- [ ] Revenue growing — -9.4% YoY
- [x] Profitable — $103M TTM
- [ ] Profit growing — -38.7% YoY
- [x] Generates cash — $639M TTM
- [ ] Debt under control — ~6.7y of cash flow to repay
- [x] Established company — $5.74B market cap
- [x] Not printing shares — -5.2% shares over ~5y
- [x] Proven track record — 10/10 profitable years
- [ ] Financially stable — health score 28/100
- [ ] Valuation not extreme — P/E 55.5

## Experience (career milestones)

- **FY2022** — Best year on record: $2.75B net income
- **FY2021** — Revenue crossed $10B: $19.9B for the year
- **FY2016** — Profitable every year on record: 10 consecutive profitable years in our data
- **FY2016** — Revenue already above $1B: $6.37B in first reported year
- **FY2016** — Positive free cash flow every year since: 10-year streak

## Strengths

- None stand out in the data.

## Watch-outs

- Revenue shrinking 9.4% year over year
- Net debt equals ~6.7 years of free cash flow

## Track record

| Year | Revenue | Net income | Free cash flow |
|---|---|---|---|
| FY2021 | $19.9B | $1.73B | $1.52B |
| FY2022 | $22.7B | $2.75B | $3.26B |
| FY2023 | $17.1B | $1.54B | $1.83B |
| FY2024 | $16.4B | $1.08B | $1.49B |
| FY2025 | $15.2B | $435M | $853M |

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Source: https://stockcv.com/BLDR — derived from company filings; may be delayed or incomplete. Information, not investment advice.