Builders FirstSource, Inc.BLDR

Industrials
Neutral

ASignal's systematic analysis rates BLDR as Neutral. Builders FirstSource, Inc. has a market cap of $7.15B, a P/E of 72.22, a 0.7% net margin, and -8.8% year-over-year revenue growth.

Reflects the latest available analysis · analyzed Aug 1, 2026

The case on BLDR

Bull vs bear, surfaced by ASignal's framework agents from public market data. The precise verdict: ASignal Rank, confidence, and price targets - is in the app.

Bull case
  • Free cash flow of $464.58M indicates positive cash generation
  • Price near Bollinger Lower Band (65.23) suggests potential support
  • Forward P/E of 14.04x is below current P/E of 72.22x, implying improved earnings expectations
  • EV/Revenue of 0.85x suggests enterprise value is below revenue scale
VS
Bear case
  • MACD below signal line and negative histogram shows weakening momentum
  • Price below SMA20, SMA50, and EMA20 confirms downtrend
  • Revenue growth YoY at -8.80% reflects contraction
  • Debt-to-equity ratio of 1.31x indicates high leverage
  • ROE of 2.51% reflects weak capital efficiency
  • No Reddit mentions, suggesting lack of retail interest or sentiment catalyst

Key facts

Sector
Industrials
Market cap
$7.15B
P/E ratio
72.22
Gross margin
29.2%
Net margin
0.7%
Rev growth YoY
-8.8%
Price (Aug 1, 2026)
$66.44

Peers

Clustered with BLDR by analysis-profile similarity.

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See the full verdict on BLDR

ASignal Rank (1-4), confidence score, Buffett / Ackman / Dalio grades, price targets, and the full reasoning behind the call.

How ASignal analyzes BLDR

Most investors never get a second opinion, let alone several. ASignal runs BLDR past a panel of specialized investor-framework agents, each calibrated on a distinct school of investing: Warren Buffett's value discipline, Bill Ackman's activist lens, and Ray Dalio's macro view. They don't just score in isolation, they argue: a dedicated Challenger agent pushes back on every conclusion until the panel settles on a reasoned consensus, weighing fundamentals, macro conditions, market sentiment, and price action together. The kind of cross-examined read that takes a research desk hours, ASignal delivers in under two minutes, refreshed every cycle.

The signal direction and the bull and bear case above are free. The precise read, ASignal Rank, framework grades, price targets, and full reasoning, stays with subscribers.

Builders FirstSource, Inc. (BLDR) Stock Analysis - ASignal rates it Neutral