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Arphra AIPlain-English read on Builders FirstSource, Inc.’s valuationAI Issuer Brief
Arphra AILoading cached brief…
Fair value
Football field →Weighted blend
$84.44
+13.16% vs spot
Recommendation
Buy
17 of 18 methods
Method spread
4bull12bear
±5% threshold
Analyst PT consensus: $109.92 (+47.31%)
Price change · trailing returns
Live| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.77% | +1.06% | -0.35% | -18.10% | -32.08% | -27.48% | -34.75% | -39.69% | +70.13% | +558.61% | +383.29% |
Insider · 30d
History →Bought
$60.64M
5 txns
Sold
$9.63M
5 txns
Net flow
+$51.02M
Aftermarket
LiveLast trade
$74.65
25 sh
Bid
$74.25
20 sh
Ask
$76.28
1 sh
Spread
$2.030
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
- Communication Services+1.27%
- Consumer Defensive+0.71%
- Energy+0.36%
- Financial Services-0.01%
- Real Estate-0.10%
- Healthcare-0.64%
- Technology-0.75%
- Consumer Cyclical-1.09%
- Basic Materials-1.81%
- Utilities-2.31%
- Industrials-3.22%
Top industries (issuer's industry highlighted)
- Construction-4.41%
- Engineering & Construction-5.41%
- Independent Power Producers-4.65%
- Agricultural - Machinery-4.52%
- Auto - Recreational Vehicles-4.03%
- Department Stores-3.97%
- Industrial - Machinery-3.93%
- Construction Materials-3.39%
- Renewable Utilities-3.37%
- Auto - Parts-3.34%
- Rental & Leasing Services-3.23%
- Apparel - Manufacturers-2.96%
Analyst view
DB · price_targets + analyst_gradesConsensus target
$109.92
+47.31% 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
News
DB · news_items- Builders FirstSource Inc (BLDR) Shares Surge 6.0% -- What GF Score of 82 Tells Investorsgurufocus.com·Jun 09, 2026
- Is Trending Stock Builders FirstSource, Inc. (BLDR) a Buy Now?zacks.com·Jun 09, 2026
- Builders FirstSource Inc (BLDR) Stock Down 3.3% -- Now Undervalued? GF Score: 85/100gurufocus.com·May 12, 2026
- Builders FirstSource Inc (BLDR) Shares Fall 4.3% -- What GF Score of 87 Tells Investorsgurufocus.com·May 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% |