Explain this page
Arphra AIPlain-English read on Builders FirstSource, Inc.’s valuationAI Issuer Brief
Arphra AILoading cached brief…
Fair value
Football field →Weighted blend
$83.92
+14.77% vs spot
Recommendation
Buy
17 of 18 methods
Method spread
5bull12bear
±5% threshold
Analyst PT consensus: $109.92 (+50.33%)
Price change · trailing returns
Live| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.71% | -1.24% | -5.53% | -21.48% | -31.96% | -28.93% | -35.27% | -40.22% | +73.02% | +494.47% | +373.58% |
Insider · 30d
History →Bought
$60.64M
5 txns
Sold
$9.63M
5 txns
Net flow
+$51.02M
Aftermarket
LiveLast trade
$73.15
1 sh
Bid
$70.75
2 sh
Ask
$75.25
2 sh
Spread
$4.500
Recent quarters
All financials →| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q1 Mar 2026 | $3.29B | -$47.41M | $-0.43 |
| Q4 Dec 2025 | $3.36B | $31.5M | $0.28 |
| Q3 Sep 2025 | $3.94B | $122.38M | $1.10 |
| Q2 Jun 2025 | $4.23B | $185.03M | $1.66 |
| Q1 Mar 2025 | $3.66B | $96.3M | $0.84 |
| Q4 Dec 2024 | $3.82B | $190.2M | $1.65 |
Sector & industry today
LiveSectors
- Technology+2.24%
- Real Estate+0.71%
- Communication Services+0.40%
- Financial Services+0.18%
- Consumer Cyclical+0.00%
- Healthcare-0.50%
- Industrials-0.91%
- Energy-1.52%
- Utilities-1.53%
- Consumer Defensive-1.61%
- Basic Materials-2.64%
Top industries (issuer's industry highlighted)
- Construction-0.74%
- Silver-8.27%
- Copper-7.22%
- Gold-5.40%
- Oil & Gas Energy-4.69%
- Medical - Healthcare Information Services-4.41%
- Oil & Gas Drilling-3.75%
- Financial - Capital Markets+3.44%
- Beverages - Non-Alcoholic-3.42%
- Insurance - Reinsurance+3.32%
- Semiconductors+3.32%
- REIT - Healthcare Facilities-3.27%
Analyst view
DB · price_targets + analyst_gradesConsensus target
$109.92
+50.33% upside
Low
$93.00
Median
$110.50
High
$143.00
Recent actions
0 ↑0 ↓8 hold
- May 01, 2026
- Apr 01, 2026
- Mar 01, 2026
- Feb 01, 2026
- Jan 01, 2026
Peers
- WCCWESCO International, Inc.$354.59$17.28B
- STRLSterling Infrastructure, Inc.$532.67$16.34B
- LECOLincoln Electric Holdings, Inc.$266.25$14.6B
- CSLCarlisle Companies Incorporated$357.04$14.45B
- MASMasco Corporation$71.24$14.37B
- HIIHuntington Ingalls Industries, Inc.$360.60$14.2B
- BLDTopBuild Corp.$438.98$12.3B
- WMSAdvanced Drainage Systems, Inc.$147.31$11.47B
Total assets
$11.24B
Total debt
$5.65B
Cash & equiv
$181.75M
Operating CF
$1.22B
Free cash flow
$853.28M
Buybacks
-$413.96M
Recent insiders
All →| Insider | Action | Shares | Value | Date |
|---|---|---|---|---|
LEVY PAUL S director | Buy | 50,000 | $4.39M | Mar 13, 2026 |
Johnson Timothy D officer: EVP & General Counsel | Sell | 1,250 | $181.06K | Aug 22, 2025 |
Vance Todd officer: President - East Division | Buy | 1,948 | $224.99K | Jun 10, 2025 |
Charles Dirkson R director | Buy | 5,000 | $548.35K | May 27, 2025 |
LEVY PAUL S director | Buy | 283,517 | $31.53M | May 09, 2025 |
LEVY PAUL S director | Buy | 216,483 | $23.95M | May 08, 2025 |
Income statement · annual
5y| Period | Revenue | Op income | Net income | EPS | Net margin |
|---|---|---|---|---|---|
| FY 2025 | $15.19B | $786.28M | $435.2M | $3.89 | +2.86% |
| FY 2024 | $16.4B | $1.6B | $1.08B | $9.06 | +6.57% |
| FY 2023 | $17.1B | $2.18B | $1.54B | $11.94 | +9.01% |
| FY 2022 | $22.73B | $3.77B | $2.75B | $16.82 | +12.10% |
| FY 2021 | $19.89B | $2.39B | $1.73B | $8.48 | +8.67% |