BLDR

Builders Firstsource Inc

Industrial/Transportation


Presented:06/01/2018
Price:$19.06
Cap:$2.22B
Current Price:$195.72
Cap:$22.79B

Presented

Date06/01/2018
Price$19.06
Market Cap$2.22B
Ent Value$4.25B
P/E Ratio38.9x
Book Value$3.50
Div Yield0%
Shares O/S116.70M
Ave Daily Vol1,047,513
Short Int4.76%

Current

Price$195.72
Market Cap$22.79B
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. It operates through the following segments: Northeast, Southeast, South, and West. Its products includes factory-built roof and floor trusses, wall panels and stairs, vinyl windows, custom millwork and trim, as well as engineered wood. The company was founded by Kevin P. O'Meara, Donald F. McAleenan, and John D. Roach in 1998 and is headquartered in Dallas, TX.

Publicly traded companies mentioned herein: Builders FirstSource Inc (BLDR)

Highlights

The presenter is long shares of Builders FirstSource (BLDR), on the basis of favorable industry dynamics and tailwinds from housing starts. The presenter sees housing starts accelerating while BLDR improves margins, for a combined effect of 80% EBITDA growth between now and 2021. A 9x EBIT multiple would lead to 80% upside on BLDR shares to ~$36.

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Idea Discussion

Commentor 1 - 2 weeks ago

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