Stock Analysis on Net

Builders FirstSource Inc. (NYSE:BLDR)

This company has been moved to the archive! The financial data has not been updated since November 1, 2023.

Common Stock Valuation Ratios (Price Multiples)
Quarterly Data

Microsoft Excel

Historical Valuation Ratios (Summary)

Builders FirstSource Inc., historical price multiples (quarterly data)

Microsoft Excel
Sep 30, 2023 Jun 30, 2023 Mar 31, 2023 Dec 31, 2022 Sep 30, 2022 Jun 30, 2022 Mar 31, 2022 Dec 31, 2021 Sep 30, 2021 Jun 30, 2021 Mar 31, 2021 Dec 31, 2020 Sep 30, 2020 Jun 30, 2020 Mar 31, 2020 Dec 31, 2019 Sep 30, 2019 Jun 30, 2019 Mar 31, 2019 Dec 31, 2018 Sep 30, 2018 Jun 30, 2018 Mar 31, 2018
Price to earnings (P/E) 9.20 9.99 5.64 4.26 3.19 4.27 5.13 7.48 8.80 10.95 22.56 28.49 16.46 13.34 10.32 13.97 12.10 9.58 8.92 7.89
Price to operating profit (P/OP) 6.55 7.19 4.08 3.10 2.32 3.10 3.75 5.41 6.33 7.65 14.74 16.42 8.74 7.00 5.27 7.90 6.90 5.45 4.99 4.39
Price to sales (P/S) 0.84 1.00 0.66 0.51 0.39 0.50 0.53 0.65 0.70 0.67 0.98 1.04 0.45 0.37 0.27 0.43 0.38 0.29 0.25 0.21
Price to book value (P/BV) 3.16 4.28 2.96 2.36 1.72 2.23 2.19 2.69 2.27 1.79 2.16 7.75 3.51 3.02 2.41 3.76 3.61 3.10 3.07 2.71 3.11 4.35 5.46

Based on: 10-Q (reporting date: 2023-09-30), 10-Q (reporting date: 2023-06-30), 10-Q (reporting date: 2023-03-31), 10-K (reporting date: 2022-12-31), 10-Q (reporting date: 2022-09-30), 10-Q (reporting date: 2022-06-30), 10-Q (reporting date: 2022-03-31), 10-K (reporting date: 2021-12-31), 10-Q (reporting date: 2021-09-30), 10-Q (reporting date: 2021-06-30), 10-Q (reporting date: 2021-03-31), 10-K (reporting date: 2020-12-31), 10-Q (reporting date: 2020-09-30), 10-Q (reporting date: 2020-06-30), 10-Q (reporting date: 2020-03-31), 10-K (reporting date: 2019-12-31), 10-Q (reporting date: 2019-09-30), 10-Q (reporting date: 2019-06-30), 10-Q (reporting date: 2019-03-31), 10-K (reporting date: 2018-12-31), 10-Q (reporting date: 2018-09-30), 10-Q (reporting date: 2018-06-30), 10-Q (reporting date: 2018-03-31).

Valuation ratio Description The company
P/E ratio The P/E ratio tells analyst how much an investor in common stock pays per dollar of current earnings. Builders FirstSource Inc. P/E ratio increased from Q1 2023 to Q2 2023 but then slightly decreased from Q2 2023 to Q3 2023.
P/OP ratio Because P/E ratio is calculated using net income, the ratio can be sensitive to nonrecurring earnings and capital structure, analysts may use price to operating profit. Builders FirstSource Inc. P/OP ratio increased from Q1 2023 to Q2 2023 but then slightly decreased from Q2 2023 to Q3 2023.
P/S ratio An rationale for the P/S ratio is that sales, as the top line in an income statement, are generally less subject to distortion or manipulation than other fundamentals such as EPS or book value. Sales are also more stable than earnings and never negative. Builders FirstSource Inc. P/S ratio increased from Q1 2023 to Q2 2023 but then slightly decreased from Q2 2023 to Q3 2023.
P/BV ratio The P/BV ratio is interpreted as an indicator of market judgment about the relationship between a company required rate of return and its actual rate of return. Builders FirstSource Inc. P/BV ratio increased from Q1 2023 to Q2 2023 but then slightly decreased from Q2 2023 to Q3 2023 not reaching Q1 2023 level.

Price to Earnings (P/E)

Builders FirstSource Inc., historical P/E calculation (quarterly data)

Microsoft Excel
Sep 30, 2023 Jun 30, 2023 Mar 31, 2023 Dec 31, 2022 Sep 30, 2022 Jun 30, 2022 Mar 31, 2022 Dec 31, 2021 Sep 30, 2021 Jun 30, 2021 Mar 31, 2021 Dec 31, 2020 Sep 30, 2020 Jun 30, 2020 Mar 31, 2020 Dec 31, 2019 Sep 30, 2019 Jun 30, 2019 Mar 31, 2019 Dec 31, 2018 Sep 30, 2018 Jun 30, 2018 Mar 31, 2018
No. shares of common stock outstanding1 123,346,775 125,036,644 128,168,904 138,012,302 147,175,704 156,075,221 172,763,699 176,772,541 191,501,088 207,208,436 207,133,523 206,431,681 116,809,399 116,701,510 116,610,833 116,130,284 115,786,770 115,528,606 115,607,363 115,359,616 114,724,995 114,724,975 114,622,930
Selected Financial Data (US$)
Net income (in thousands) 451,457 404,619 333,786 384,513 738,007 987,209 639,640 442,456 613,145 497,235 172,580 139,914 85,932 78,924 8,767 41,367 78,130 66,604 35,708 52,021 73,328 56,622 23,220
Earnings per share (EPS)2 12.76 14.88 19.06 19.92 19.07 17.19 12.69 9.76 7.43 4.32 2.30 1.52 1.84 1.78 1.67 1.91 2.01 1.97 1.88 1.78 0.00 0.00 0.00
Share price1, 3 117.47 148.64 107.46 84.78 60.91 73.34 65.13 73.05 65.40 47.33 52.00 43.27 30.30 23.69 17.24 26.69 24.30 18.87 16.79 14.03 14.58 17.51 19.11
Valuation Ratio
P/E ratio4 9.20 9.99 5.64 4.26 3.19 4.27 5.13 7.48 8.80 10.95 22.56 28.49 16.46 13.34 10.32 13.97 12.10 9.58 8.92 7.89
Benchmarks
P/E Ratio, Competitors5
Boeing Co.
Caterpillar Inc. 12.95 17.55 15.65 19.15 15.15 14.29 18.28 16.82 21.38 25.50 37.92 36.80
Eaton Corp. plc 27.72 32.23 26.89 27.93 26.32 25.21 26.37 27.77 33.08 34.43 40.32 37.46
GE Aerospace 12.72 13.82 12.78 19.67
Honeywell International Inc. 21.44 23.92 25.30 26.97 24.58 25.26 25.10 23.14 27.35 31.83 33.71 29.63
Lockheed Martin Corp. 15.71 16.11 22.32 20.48 19.28 22.00 19.45 16.70 15.11 14.27 15.48 13.44
RTX Corp. 35.32 22.79 26.67 27.59 29.12 29.83 35.16 36.79 40.28 60.91

Based on: 10-Q (reporting date: 2023-09-30), 10-Q (reporting date: 2023-06-30), 10-Q (reporting date: 2023-03-31), 10-K (reporting date: 2022-12-31), 10-Q (reporting date: 2022-09-30), 10-Q (reporting date: 2022-06-30), 10-Q (reporting date: 2022-03-31), 10-K (reporting date: 2021-12-31), 10-Q (reporting date: 2021-09-30), 10-Q (reporting date: 2021-06-30), 10-Q (reporting date: 2021-03-31), 10-K (reporting date: 2020-12-31), 10-Q (reporting date: 2020-09-30), 10-Q (reporting date: 2020-06-30), 10-Q (reporting date: 2020-03-31), 10-K (reporting date: 2019-12-31), 10-Q (reporting date: 2019-09-30), 10-Q (reporting date: 2019-06-30), 10-Q (reporting date: 2019-03-31), 10-K (reporting date: 2018-12-31), 10-Q (reporting date: 2018-09-30), 10-Q (reporting date: 2018-06-30), 10-Q (reporting date: 2018-03-31).

1 Data adjusted for splits and stock dividends.

2 Q3 2023 Calculation
EPS = (Net incomeQ3 2023 + Net incomeQ2 2023 + Net incomeQ1 2023 + Net incomeQ4 2022) ÷ No. shares of common stock outstanding
= (451,457,000 + 404,619,000 + 333,786,000 + 384,513,000) ÷ 123,346,775 = 12.76

3 Closing price as at the filing date of Builders FirstSource Inc. Quarterly or Annual Report.

4 Q3 2023 Calculation
P/E ratio = Share price ÷ EPS
= 117.47 ÷ 12.76 = 9.20

5 Click competitor name to see calculations.

Valuation ratio Description The company
P/E ratio The P/E ratio tells analyst how much an investor in common stock pays per dollar of current earnings. Builders FirstSource Inc. P/E ratio increased from Q1 2023 to Q2 2023 but then slightly decreased from Q2 2023 to Q3 2023.

Price to Operating Profit (P/OP)

Builders FirstSource Inc., historical P/OP calculation (quarterly data)

Microsoft Excel
Sep 30, 2023 Jun 30, 2023 Mar 31, 2023 Dec 31, 2022 Sep 30, 2022 Jun 30, 2022 Mar 31, 2022 Dec 31, 2021 Sep 30, 2021 Jun 30, 2021 Mar 31, 2021 Dec 31, 2020 Sep 30, 2020 Jun 30, 2020 Mar 31, 2020 Dec 31, 2019 Sep 30, 2019 Jun 30, 2019 Mar 31, 2019 Dec 31, 2018 Sep 30, 2018 Jun 30, 2018 Mar 31, 2018
No. shares of common stock outstanding1 123,346,775 125,036,644 128,168,904 138,012,302 147,175,704 156,075,221 172,763,699 176,772,541 191,501,088 207,208,436 207,133,523 206,431,681 116,809,399 116,701,510 116,610,833 116,130,284 115,786,770 115,528,606 115,607,363 115,359,616 114,724,995 114,724,975 114,622,930
Selected Financial Data (US$)
Income from operations (in thousands) 641,628 577,072 467,183 526,005 1,014,528 1,365,868 863,805 621,790 837,440 680,238 247,956 213,894 139,758 129,255 60,947 75,138 129,632 115,645 71,891 90,477 121,788 104,559 52,144
Operating profit per share2 17.93 20.67 26.32 27.32 26.27 23.64 17.38 13.51 10.34 6.19 3.53 2.63 3.47 3.38 3.27 3.38 3.52 3.46 3.36 3.20 0.00 0.00 0.00
Share price1, 3 117.47 148.64 107.46 84.78 60.91 73.34 65.13 73.05 65.40 47.33 52.00 43.27 30.30 23.69 17.24 26.69 24.30 18.87 16.79 14.03 14.58 17.51 19.11
Valuation Ratio
P/OP ratio4 6.55 7.19 4.08 3.10 2.32 3.10 3.75 5.41 6.33 7.65 14.74 16.42 8.74 7.00 5.27 7.90 6.90 5.45 4.99 4.39
Benchmarks
P/OP Ratio, Competitors5
Boeing Co.
Caterpillar Inc. 10.25 13.99 12.67 16.25 14.25 13.65 17.16 15.87 16.57 18.76 26.25 24.23
Eaton Corp. plc 22.55 25.61 21.74 22.78 21.52 18.06 18.52 19.33 22.62 27.06 30.03 25.83
GE Aerospace 22.82 26.69 20.39 19.88 15.70 13.51 17.08 17.46 20.90 23.40 35.58 25.64
Honeywell International Inc. 15.87 18.29 19.31 20.84 21.54 21.51 22.09 20.68 23.54 25.98 28.28 24.86
Lockheed Martin Corp. 12.87 13.18 15.02 14.06 13.30 11.97 13.61 11.56 10.22 11.57 12.37 10.63
RTX Corp. 35.06 20.81 24.68 26.48 24.82 26.15 29.36 28.68 35.30 46.33

Based on: 10-Q (reporting date: 2023-09-30), 10-Q (reporting date: 2023-06-30), 10-Q (reporting date: 2023-03-31), 10-K (reporting date: 2022-12-31), 10-Q (reporting date: 2022-09-30), 10-Q (reporting date: 2022-06-30), 10-Q (reporting date: 2022-03-31), 10-K (reporting date: 2021-12-31), 10-Q (reporting date: 2021-09-30), 10-Q (reporting date: 2021-06-30), 10-Q (reporting date: 2021-03-31), 10-K (reporting date: 2020-12-31), 10-Q (reporting date: 2020-09-30), 10-Q (reporting date: 2020-06-30), 10-Q (reporting date: 2020-03-31), 10-K (reporting date: 2019-12-31), 10-Q (reporting date: 2019-09-30), 10-Q (reporting date: 2019-06-30), 10-Q (reporting date: 2019-03-31), 10-K (reporting date: 2018-12-31), 10-Q (reporting date: 2018-09-30), 10-Q (reporting date: 2018-06-30), 10-Q (reporting date: 2018-03-31).

1 Data adjusted for splits and stock dividends.

2 Q3 2023 Calculation
Operating profit per share = (Income from operationsQ3 2023 + Income from operationsQ2 2023 + Income from operationsQ1 2023 + Income from operationsQ4 2022) ÷ No. shares of common stock outstanding
= (641,628,000 + 577,072,000 + 467,183,000 + 526,005,000) ÷ 123,346,775 = 17.93

3 Closing price as at the filing date of Builders FirstSource Inc. Quarterly or Annual Report.

4 Q3 2023 Calculation
P/OP ratio = Share price ÷ Operating profit per share
= 117.47 ÷ 17.93 = 6.55

5 Click competitor name to see calculations.

Valuation ratio Description The company
P/OP ratio Because P/E ratio is calculated using net income, the ratio can be sensitive to nonrecurring earnings and capital structure, analysts may use price to operating profit. Builders FirstSource Inc. P/OP ratio increased from Q1 2023 to Q2 2023 but then slightly decreased from Q2 2023 to Q3 2023.

Price to Sales (P/S)

Builders FirstSource Inc., historical P/S calculation (quarterly data)

Microsoft Excel
Sep 30, 2023 Jun 30, 2023 Mar 31, 2023 Dec 31, 2022 Sep 30, 2022 Jun 30, 2022 Mar 31, 2022 Dec 31, 2021 Sep 30, 2021 Jun 30, 2021 Mar 31, 2021 Dec 31, 2020 Sep 30, 2020 Jun 30, 2020 Mar 31, 2020 Dec 31, 2019 Sep 30, 2019 Jun 30, 2019 Mar 31, 2019 Dec 31, 2018 Sep 30, 2018 Jun 30, 2018 Mar 31, 2018
No. shares of common stock outstanding1 123,346,775 125,036,644 128,168,904 138,012,302 147,175,704 156,075,221 172,763,699 176,772,541 191,501,088 207,208,436 207,133,523 206,431,681 116,809,399 116,701,510 116,610,833 116,130,284 115,786,770 115,528,606 115,607,363 115,359,616 114,724,995 114,724,975 114,622,930
Selected Financial Data (US$)
Net sales (in thousands) 4,534,264 4,528,890 3,883,314 4,357,565 5,761,463 6,926,259 5,681,131 4,634,809 5,508,590 5,576,682 4,173,775 2,530,760 2,295,450 1,945,643 1,787,021 1,763,573 1,981,035 1,904,523 1,631,300 1,815,980 2,118,467 2,089,888 1,700,436
Sales per share2 140.29 148.21 163.29 164.67 156.30 145.77 123.88 112.54 92.90 70.35 52.84 41.46 66.70 64.07 63.77 62.69 63.33 64.66 66.22 66.96 0.00 0.00 0.00
Share price1, 3 117.47 148.64 107.46 84.78 60.91 73.34 65.13 73.05 65.40 47.33 52.00 43.27 30.30 23.69 17.24 26.69 24.30 18.87 16.79 14.03 14.58 17.51 19.11
Valuation Ratio
P/S ratio4 0.84 1.00 0.66 0.51 0.39 0.50 0.53 0.65 0.70 0.67 0.98 1.04 0.45 0.37 0.27 0.43 0.38 0.29 0.25 0.21
Benchmarks
P/S Ratio, Competitors5
Boeing Co. 1.42 1.91 1.73 1.90 1.30 1.53 1.50 1.87 1.93 2.20 2.44 1.96
Caterpillar Inc. 1.86 2.37 1.89 2.27 2.08 1.88 2.38 2.26 2.41 2.59 3.23 2.83
Eaton Corp. plc 3.67 3.96 3.23 3.31 2.99 2.95 2.96 3.03 3.51 3.39 3.25 2.96
GE Aerospace 1.84 1.85 1.51 1.20 1.11 1.10 1.25 1.50 1.64 1.60 1.68 1.41
Honeywell International Inc. 3.19 3.61 3.68 3.78 3.78 3.72 3.84 3.73 4.32 4.66 4.78 4.34
Lockheed Martin Corp. 1.62 1.69 1.92 1.78 1.75 1.61 1.84 1.57 1.38 1.53 1.63 1.40
RTX Corp. 1.68 1.80 2.15 2.14 1.97 2.04 2.27 2.21 2.09 2.14 2.07 1.95

Based on: 10-Q (reporting date: 2023-09-30), 10-Q (reporting date: 2023-06-30), 10-Q (reporting date: 2023-03-31), 10-K (reporting date: 2022-12-31), 10-Q (reporting date: 2022-09-30), 10-Q (reporting date: 2022-06-30), 10-Q (reporting date: 2022-03-31), 10-K (reporting date: 2021-12-31), 10-Q (reporting date: 2021-09-30), 10-Q (reporting date: 2021-06-30), 10-Q (reporting date: 2021-03-31), 10-K (reporting date: 2020-12-31), 10-Q (reporting date: 2020-09-30), 10-Q (reporting date: 2020-06-30), 10-Q (reporting date: 2020-03-31), 10-K (reporting date: 2019-12-31), 10-Q (reporting date: 2019-09-30), 10-Q (reporting date: 2019-06-30), 10-Q (reporting date: 2019-03-31), 10-K (reporting date: 2018-12-31), 10-Q (reporting date: 2018-09-30), 10-Q (reporting date: 2018-06-30), 10-Q (reporting date: 2018-03-31).

1 Data adjusted for splits and stock dividends.

2 Q3 2023 Calculation
Sales per share = (Net salesQ3 2023 + Net salesQ2 2023 + Net salesQ1 2023 + Net salesQ4 2022) ÷ No. shares of common stock outstanding
= (4,534,264,000 + 4,528,890,000 + 3,883,314,000 + 4,357,565,000) ÷ 123,346,775 = 140.29

3 Closing price as at the filing date of Builders FirstSource Inc. Quarterly or Annual Report.

4 Q3 2023 Calculation
P/S ratio = Share price ÷ Sales per share
= 117.47 ÷ 140.29 = 0.84

5 Click competitor name to see calculations.

Valuation ratio Description The company
P/S ratio An rationale for the P/S ratio is that sales, as the top line in an income statement, are generally less subject to distortion or manipulation than other fundamentals such as EPS or book value. Sales are also more stable than earnings and never negative. Builders FirstSource Inc. P/S ratio increased from Q1 2023 to Q2 2023 but then slightly decreased from Q2 2023 to Q3 2023.

Price to Book Value (P/BV)

Builders FirstSource Inc., historical P/BV calculation (quarterly data)

Microsoft Excel
Sep 30, 2023 Jun 30, 2023 Mar 31, 2023 Dec 31, 2022 Sep 30, 2022 Jun 30, 2022 Mar 31, 2022 Dec 31, 2021 Sep 30, 2021 Jun 30, 2021 Mar 31, 2021 Dec 31, 2020 Sep 30, 2020 Jun 30, 2020 Mar 31, 2020 Dec 31, 2019 Sep 30, 2019 Jun 30, 2019 Mar 31, 2019 Dec 31, 2018 Sep 30, 2018 Jun 30, 2018 Mar 31, 2018
No. shares of common stock outstanding1 123,346,775 125,036,644 128,168,904 138,012,302 147,175,704 156,075,221 172,763,699 176,772,541 191,501,088 207,208,436 207,133,523 206,431,681 116,809,399 116,701,510 116,610,833 116,130,284 115,786,770 115,528,606 115,607,363 115,359,616 114,724,995 114,724,975 114,622,930
Selected Financial Data (US$)
Stockholders’ equity (in thousands) 4,580,685 4,342,060 4,657,232 4,962,566 5,224,603 5,136,353 5,136,047 4,802,481 5,523,426 5,482,455 4,983,945 1,152,783 1,007,865 915,934 833,538 824,953 779,001 704,131 632,471 596,338 538,315 461,471 400,973
Book value per share (BVPS)2 37.14 34.73 36.34 35.96 35.50 32.91 29.73 27.17 28.84 26.46 24.06 5.58 8.63 7.85 7.15 7.10 6.73 6.09 5.47 5.17 4.69 4.02 3.50
Share price1, 3 117.47 148.64 107.46 84.78 60.91 73.34 65.13 73.05 65.40 47.33 52.00 43.27 30.30 23.69 17.24 26.69 24.30 18.87 16.79 14.03 14.58 17.51 19.11
Valuation Ratio
P/BV ratio4 3.16 4.28 2.96 2.36 1.72 2.23 2.19 2.69 2.27 1.79 2.16 7.75 3.51 3.02 2.41 3.76 3.61 3.10 3.07 2.71 3.11 4.35 5.46
Benchmarks
P/BV Ratio, Competitors5
Boeing Co.
Caterpillar Inc. 5.76 8.05 6.13 8.09 7.16 6.14 6.96 6.62 6.61 6.65 7.86 7.20 5.64 5.32 4.11
Eaton Corp. plc 4.52 4.87 3.96 4.04 3.75 3.56 3.52 3.63 4.28 4.21 3.84 3.54 3.06 2.73 2.34
GE Aerospace 4.31 4.09 3.39 2.43 2.53 2.26 2.27 2.64 3.15 3.43 3.53 2.89 1.95 1.71 1.63
Honeywell International Inc. 6.74 7.54 7.81 8.02 7.46 7.31 7.17 6.91 8.39 8.83 8.67 8.07 6.40 5.78 5.46
Lockheed Martin Corp. 11.80 12.31 13.16 12.67 9.46 9.05 12.08 9.62 9.50 15.63 17.05 15.27 20.84 27.96 30.96
RTX Corp. 1.62 1.75 2.03 1.97 1.85 1.89 2.04 1.95 1.87 1.87 1.75 1.53 1.26 1.35 1.25

Based on: 10-Q (reporting date: 2023-09-30), 10-Q (reporting date: 2023-06-30), 10-Q (reporting date: 2023-03-31), 10-K (reporting date: 2022-12-31), 10-Q (reporting date: 2022-09-30), 10-Q (reporting date: 2022-06-30), 10-Q (reporting date: 2022-03-31), 10-K (reporting date: 2021-12-31), 10-Q (reporting date: 2021-09-30), 10-Q (reporting date: 2021-06-30), 10-Q (reporting date: 2021-03-31), 10-K (reporting date: 2020-12-31), 10-Q (reporting date: 2020-09-30), 10-Q (reporting date: 2020-06-30), 10-Q (reporting date: 2020-03-31), 10-K (reporting date: 2019-12-31), 10-Q (reporting date: 2019-09-30), 10-Q (reporting date: 2019-06-30), 10-Q (reporting date: 2019-03-31), 10-K (reporting date: 2018-12-31), 10-Q (reporting date: 2018-09-30), 10-Q (reporting date: 2018-06-30), 10-Q (reporting date: 2018-03-31).

1 Data adjusted for splits and stock dividends.

2 Q3 2023 Calculation
BVPS = Stockholders’ equity ÷ No. shares of common stock outstanding
= 4,580,685,000 ÷ 123,346,775 = 37.14

3 Closing price as at the filing date of Builders FirstSource Inc. Quarterly or Annual Report.

4 Q3 2023 Calculation
P/BV ratio = Share price ÷ BVPS
= 117.47 ÷ 37.14 = 3.16

5 Click competitor name to see calculations.

Valuation ratio Description The company
P/BV ratio The P/BV ratio is interpreted as an indicator of market judgment about the relationship between a company required rate of return and its actual rate of return. Builders FirstSource Inc. P/BV ratio increased from Q1 2023 to Q2 2023 but then slightly decreased from Q2 2023 to Q3 2023 not reaching Q1 2023 level.