BLDR
Status-Quo-PlayerBuilders FirstSource
$87.53
+2.66%
as of 13 Apr
Power Core
Moat in one sentence: BLDR's power core is the integration of national-scale distribution with localized value-added manufacturing and digital design tools, creating a switching cost architecture embedded in the homebuilder's project workflow.
Direction of Movement
Lateral Trajectory With Structural Upward Optionality
ROC 200
-29.2%
BLDR
Builders FirstSource
$87.53
+2.66%
as of 13 Apr
DCF Fair Value: $98.14
mOS zones are proprietary L17X overlays and do not constitute trading signals or investment advice.
Company Profile
Builders FirstSource Inc. is the nation's largest supplier of structural building products, value-added components, and services to the professional market for new residential construction, repair, and remodeling. The company manufactures and supplies essential materials such as factory-built roof and floor trusses, wall panels, stairs, vinyl windows, custom millwork, trim, and engineered wood, alongside construction-related services including professional installation, turn-key framing, and shell construction. It serves a diverse customer base encompassing large production homebuilders, subcontractors, small custom builders, remodelers, and multifamily developers, with operations spanning approximately 585 distribution and manufacturing locations across 43 states and 94 of the top 100 core-based statistical areas. Builders FirstSource Inc. also provides software solutions through its Paradigm subsidiary for the building products industry, emphasizing innovation in prefabricated components and value-added manufacturing to streamline homebuilding processes. Founded in 1998 and headquartered in Irving, Texas, the company plays a pivotal role in the U.S. residential construction supply chain by delivering localized expertise, broad product portfolios, and efficient supply solutions to professional builders nationwide.