Does Builders FirstSource Stock Lead the Pack?
Builders FirstSource (BLDR) stock has notably underperformed most peers over the past year. A closer look reveals solid profitability, evidenced by its LTM operating margin, and moderate valuation support with a PE ratio of 18.28. However, BLDR faces significant revenue growth headwinds, with a negative LTM revenue growth rate of -6.39%, and limited upside in a stagnant building materials market anticipated for 2026, especially when compared to peers scaling with positive revenue growth.
- BLDR’s 7.7% operating margin, while modest, exceeds most peers, yet lags WSM’s 18.6% driven by its proprietary, high-end home furnishings.
- BLDR’s -6.4% revenue decline reflects a soft housing market, lagging peers like CASY and PAG, benefiting from resilient consumer spending.
- BLDR’s 13.1% stock drop and 18.3 PE reflect housing market headwinds, contrasting with stronger performance from consumer-focused peers.
Here’s how Builders FirstSource stacks up across size, valuation, and profitability versus key peers.
| BLDR | WSM | CASY | DKS | PAG | CAR | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 13.8 | 24.2 | 22.0 | 18.4 | 10.9 | 4.5 |
| Revenue ($ Bil) | 15.9 | 7.9 | 17.0 | 14.9 | 30.7 | 11.4 |
| PE Ratio | 18.3 | 21.4 | 36.3 | 18.0 | 11.6 | -2.2 |
| LTM Revenue Growth | -6.4% | 5.1% | 13.3% | 10.9% | 2.2% | -3.2% |
| LTM Operating Margin | 7.7% | 18.6% | 5.3% | 10.2% | 4.2% | -0.0% |
| LTM FCF Margin | 7.5% | 14.0% | 4.0% | 0.6% | 2.5% | -86.5% |
| 12M Market Return | -13.1% | 3.8% | 52.6% | -5.2% | 11.9% | 49.6% |
For more details on Builders FirstSource, read Buy or Sell BLDR Stock. Below we compare BLDR’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
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| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| BLDR | -6.4% | – | -4.1% | -24.8% | 14.2% |
| WSM | 5.1% | -0.5% | -10.6% | 5.2% | |
| CASY | 13.3% | 7.3% | -1.5% | 16.5% | |
| DKS | 10.9% | 3.5% | 5.0% | 0.6% | |
| PAG | 2.2% | – | 3.1% | 6.2% | 8.8% |
| CAR | -3.2% | – | -8.2% | -2.7% | 34.5% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| BLDR | 7.7% | – | 9.7% | 12.7% | 16.6% |
| WSM | 18.6% | 18.5% | 16.1% | 17.3% | |
| CASY | 5.3% | 5.0% | 4.8% | 4.2% | |
| DKS | 10.2% | 11.4% | 10.4% | 12.0% | |
| PAG | 4.2% | – | 4.3% | 4.7% | 5.3% |
| CAR | -0.0% | – | 2.3% | 17.6% | 30.0% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| BLDR | 18.3 | – | 11.3 | 11.9 | 9.8 |
| WSM | 21.4 | 20.0 | 25.2 | 12.2 | |
| CASY | 36.3 | 37.5 | 29.3 | 22.9 | |
| DKS | 18.0 | 13.7 | 18.0 | 10.9 | |
| PAG | 11.6 | – | 11.5 | 9.8 | 8.7 |
| CAR | -2.2 | – | -2.5 | 1.9 | 3.0 |
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