BLDR
Builders FirstSource, Inc.Basic Materials · $6.6B market cap
Verdict
Share price
$56.25
close of Oct 3, 2026
Fair value
$48.26
Sticker Price
Payback Price
$19.30
buy price
BLDR is Overpriced: at $56.25 it trades 17% above its fair value of $48.26. Its buy price (Payback Price) is $19.30, 66% below today's price. Business quality is strong: all 5 key numbers clear the 10% bar.
How we valued it
Free Cash Flow. Sales grew -13% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
5 of 5 clear the 10% bar. What are the Big Five?
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6 of the investors we track hold BLDR. In Q2 2026, 2 opened a position and 1 added. Who we track
Glenn Greenberg
Brave Warrior Advisors · as of Q2 2026
$209.4M
2,340,571 shares
Christopher Bloomstran
Semper Augustus · as of Q2 2026
$49.5M
553,722 shares
Francois Rochon
Giverny Capital · as of Q2 2026
$8.2M
91,464 shares
Tweedy Browne
Tweedy Browne · as of Q2 2026
$1.8M
19,598 shares
Bill Miller
Miller Value Partners · as of Q2 2026
$1.7M
19,115 shares
Show all 6 holdersShow fewer
First Eagle Investment Management
First Eagle Investment Management · as of Q2 2026
$15K
167 shares
Moves in Q2 2026
New position: Tweedy Browne, First Eagle Investment Management
Added: Christopher Bloomstran
Insider activity
Since Jun 13, 2026: no open-market purchases and 4 other filings (stock awards, tax withholding and similar). Why purchases matter
Other filings
About Builders FirstSource, Inc.
Builders FirstSource, Inc. engages in the supply and manufacture of building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers. Its products include factory-built roof and floor trusses, wall panels and stairs, vinyl windows, custom millwork and trim, and engineered wood. The company was founded by Kevin P. O'Meara, Donald F…
Construction Materials
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works