Builders Firstsource Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Builders Firstsource Inc (BLDR) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Builders Firstsource Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 14,362M vs 14,913M combined for its competitors (49.1% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+7.3% annualized vs trailing 12 months), vs accelerating (+3.8%) for its tracked peer group.
- Growth: Builders Firstsource Inc generated -2.2% revenue growth year over year in Q3 2026, vs 3.0% for its competitors combined.
- Profitability: Its 1.6% net margin compares with 8.2% for the peer group.
- Scale: Builders Firstsource Inc ranks #6 of 13 companies by market capitalization in the Home Improvement industry, holding 1.0% of industry market cap.
- Peer revenue share: Builders Firstsource Inc accounted for 49.9% of combined revenue among its tracked peer group, down from 51.2% a year earlier.
- Peer differentiation: Revenue per employee of $0.51M compares with $0.36M for the peer group (1.4x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
BLDR Sales vs. its Competitors, Q3 2026
Builders Firstsource Inc reported revenue contraction of 2.19 % year on year in Q3 2026, below its competitors' combined revenue growth of 3.00 %.
With a net margin of 1.57 %, Builders Firstsource Inc reported lower profitability than its competitors (8.21 %).
Builders Firstsource Inc generated 49.89 % of the combined sales of its peer group, down from 51.18 % a year earlier.
API endpoints for this dataset
Builders Firstsource Inc vs. its Competitors, Q3 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Builders Firstsource Inc reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Builders Firstsource Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Builders Firstsource Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (1) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (3) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (5) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Builders Firstsource Inc's competitor groups requires a Commercial License.
For context: the Home Improvement industry grew revenue 12.3% year over year, combined, vs -2.2% for Builders Firstsource Inc. Builders Firstsource Inc's share of combined industry revenue moved from 4.42% to 3.85%, a loss of 0.57 percentage points.
Builders Firstsource Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Builders Firstsource Inc | Yes | No | No | No |
| Competitors combined (9) | ||||
| High-Confidence Competitors (3) | ||||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 87.50 % (7 of 8) | 62.50 % (5 of 8) | 37.50 % (3 of 8) | 12.50 % (1 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
BLDR Stock Performance relative to its Competitors
BLDR Stock Performance relative to High-Confidence Competitors
BLDR Stock Performance relative to Similar-Size Competitors
BLDR Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Masco Corporation | 282.9% | Outperformed |
| 2 | Simpson Manufacturing Co inc | 282.9% | Outperformed |
| 3 | Louisiana pacific Corporation | 282.9% | Outperformed |
| 4 | Lowe s Companies inc | 282.9% | Outperformed |
| 5 | Home Depot inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Builders Firstsource Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Builders Firstsource Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Builders Firstsource Inc |
6,731.49 | 14,361.57 |
 Home Depot inc |
342,096.12 | 169,176.00 |
 Lowe s Companies inc |
125,748.00 | 90,431.00 |
 Masco Corporation |
16,115.12 | 7,670.00 |
 Advanced Drainage Systems Inc |
9,574.85 | 3,218.99 |
 Core and Main Inc |
8,888.73 | 7,698.00 |
| SUBTOTAL | 532,291.62 | 308,449.89 |
Sign in to see all competitors of Builders Firstsource Inc .
Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Builders Firstsource Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Builders Firstsource Inc's Competitors Named by the Company
Competitive relationships identified from Builders Firstsource Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Carter Lumber Company | Company report | 85% |
| 84 Lumber Company | Company report | 85% |
| PlyGem Holdings, Inc. | Company report | 85% |
| M I Windows and Doors, Inc. | Company report | 85% |
| Masonite International Corporation | Company report | 85% |
| JELD-WEN Inc. | Company report | 85% |
| Andersen Corporation | Company report | 85% |
| Masco Corporation | Company report | 85% |
| Home Depot inc | Company report | 85% |
| Lowe s Companies inc | Company report | 85% |
| Ufp Industries inc | Company report | 85% |
| Louisiana pacific Corporation | Company report | 85% |
| Core and Main Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Builders Firstsource Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Builders Firstsource Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Home Depot inc | Primary 90.42 % |
| Lowe s Companies inc | Reportable 92.40 % |
| Masco Corporation | Plumbing Products 68.06 % |
| Advanced Drainage Systems Inc | Stormwater 81.42 % |
| Simpson Manufacturing Co inc | North America 78.26 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Sign in to see all peers for Builders Firstsource Inc .
Builders Firstsource Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Builders Firstsource Inc | 6,731 | 512,913 | 1,449 |
| Home Depot inc | 342,096 | 358,120 | 30,116 |
| Lowe s Companies inc | 125,748 | 327,649 | 24,040 |
| Masco Corporation | 16,115 | 426,111 | 52,944 |
| Advanced Drainage Systems Inc | 9,575 | 564,240 | 79,859 |
| Core and Main Inc | 8,889 | 1,374,643 | 85,536 |
| PEERS TOTAL | 525,560 | 364,019 | 29,319 |
Sign in to see all peers for Builders Firstsource Inc .
Builders Firstsource Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Home Depot inc | United States 92.74 % |
| Lowe s Companies inc | United States 99.71 % |
| Masco Corporation | North America 80.47 % |
| Advanced Drainage Systems Inc | UNITED STATES 93.68 % |
| Simpson Manufacturing Co inc | North America 78.57 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Builders Firstsource Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 12 companies in Builders Firstsource Inc's industry classification, broader than the peer set above. Market cap in millions of $.Builders Firstsource Inc ranks #6 of 12 companies by market capitalization in its industry, holding 1.04 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 3,464, indicating a highly concentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Home Depot inc | 342,096 | 53.03 % |
| 2 | Lowe s Companies inc | 125,748 | 19.49 % |
| 3 | The Sherwin williams Company | 84,649 | 13.12 % |
| 4 | Fastenal Co | 60,953 | 9.45 % |
| 5 | Tractor Supply Co | 1,234 | 5.2% |
| 6 | Builders Firstsource Inc | 6,727 | 1.04 % |
| 7 | Floor and Decor Holdings Inc | 1,234 | 5.2% |
| 8 | Zkh Group Limited | 1,234 | 5.2% |
| 9 | Growgeneration Corp | 1,234 | 5.2% |
| 10 | Jewett cameron Trading Company Ltd | 1,234 | 5.2% |
Market cap and industry share for the rest of Builders Firstsource Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-06.
Builders Firstsource Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 1 | Home Depot inc | 342,096 | -9.35 % |
| 2 | Lowe s Companies inc | 125,748 | -5.64 % |
| 3 | The Sherwin williams Company | 84,649 | 1.54 % |
| 4 | Fastenal Co | 60,953 | 25.22 % |
| 5 | Tractor Supply Co | 1,234 | 12.3% |
| 6 | Builders Firstsource Inc | 6,727 | -43.62 % |
| 7 | Floor and Decor Holdings Inc | 1,234 | 12.3% |
| 8 | Zkh Group Limited | 1,234 | 12.3% |
| 9 | Growgeneration Corp | 1,234 | 12.3% |
| 10 | Jewett cameron Trading Company Ltd | 1,234 | 12.3% |
| 11 | Ipower Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Builders Firstsource Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-06. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Builders Firstsource Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Home Improvement industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (16 companies). See the full Home Improvement industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 28.48 % | 29.10 % (avg) | -0.6 pp |
| Operating Margin | 2.13 % | industry median | -4.3 pp |
| EBITDA Margin | 7.33 % | 3.73 % (avg) | +3.6 pp |
| Capital Intensity (Capex / Revenue) | 1.71 % | 3.48 % (avg) | -1.8 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Builders Firstsource Inc's Valuation vs Competitive Position
Valuation multiples vs the Home Improvement industry average (16 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Home Improvement industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 183.2x | 23.1x | +160.1x |
| EV / EBITDA | 14.5x | 14.8x | -0.3x |
| P/B | 1.8x | 6.1x | -4.3x |
| Return on Equity | 0.99 % | industry aggregate | -15.02 % |
| Return on Invested Capital | 1.80 % | 4.63 % (avg) | -2.83 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Builders Firstsource Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 12.82 % | -8.26 % | 17.56 % | 132.44 % | 14.24 % | -24.77 % | -4.07 % | -7.38 % |
| Operating Margin | 4.85 % | 5.39 % | 6.35 % | 12.00 % | 16.59 % | 12.73 % | 9.73 % | 5.18 % |
| Return on Invested Capital | 13.40 % | 12.39 % | 13.88 % | 17.21 % | 25.71 % | 16.14 % | 10.88 % | 5.09 % |
| P/E | 6.5x | 13.4x | 14.3x | 8.7x | 3.9x | 11.2x | 19.6x | 28.9x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Builders Firstsource Inc's Strategic Group Map
Builders Firstsource Inc is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Builders Firstsource Inc's trailing-12-month revenue growth of -8.3% and operating margin of 2.1% compares with an average of 1.3% growth and 4.3% margin across its 8 closest peers by combined growth, margin and ROIC -- Builders Firstsource Inc sits below that peer average on growth and below it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Builders Firstsource Inc's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Builders Firstsource Inc falls in the Dog quadrant: relative market share of 0.02x vs its largest competitor, in an industry growing revenue 2.7% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution. A caveat worth reading alongside this chart: Home Depot inc alone holds 53% of this industry's market cap. In an industry this dominated by one leader, the framework will place nearly every OTHER company in "Dog" or "Question Mark" purely because relative share is measured against that leader, regardless of how strong those other companies actually are on their own fundamentals. Check the Profitability, Valuation and Financial Strength sections above before treating this quadrant label as a verdict.
Builders Firstsource Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Low | Industry HHI of 3,464 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 1.71 % vs industry average 3.48 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Builders Firstsource Inc's dedicated Suppliers and Customers pages, not here.
Builders Firstsource Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Builders Firstsource Inc falls in the Medium attractiveness / Low strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Builders Firstsource Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+7.3% annualized vs trailing 12 months).
Weaknesses
- Return on equity 15.0 points below the industry aggregate.
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.02x).
Opportunities
No rule matched.
Threats
- Industry dominated by Home Depot inc , holding 53.03 % of industry market cap.
Methodology: see Methodology: SWOT Analysis.
Builders Firstsource Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Builders Firstsource Inc | 0.06 | 1.81 | 1.94 |
| Home Depot inc | 0.05 | 1.06 | 3.66 |
| Lowe s Companies inc | 0.07 | 1.08 | - |
| Masco Corporation | 0.34 | 1.81 | - |
| Advanced Drainage Systems Inc | 0.84 | 2.77 | 0.81 |
| Core and Main Inc | 0.18 | 2.41 | 1.07 |
Sign in to see all peers for Builders Firstsource Inc .
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Builders Firstsource Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Builders Firstsource Inc | Q3 2026 | -2.2 % | -50.6 % |
| Home Depot inc | Q2 2026 | +5.7 % | +4.7 % |
| Lowe s Companies inc | Q2 2026 | +8.3 % | -0.3 % |
| Masco Corporation | Q3 2026 | +2.6 % | +15.0 % |
| Advanced Drainage Systems Inc | Q2 2026 | +20.3 % | +18.6 % |
| Core and Main Inc | Q2 2026 | +2.5 % | +6.4 % |
| PEERS TOTAL | +6.0 % | +3.1 % |
Sign in to see all peers for Builders Firstsource Inc .
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Builders Firstsource Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Builders Firstsource Inc | Q3 2026 | +1.5 % | -15.4 % |
| Home Depot inc | Q2 2026 | +5.3 % | -4.0 % |
| Lowe s Companies inc | Q2 2026 | +9.6 % | +9.5 % |
| Masco Corporation | Q3 2026 | -1.2 % | -4.9 % |
| Advanced Drainage Systems Inc | Q2 2026 | +18.2 % | +8.7 % |
| Core and Main Inc | Q2 2026 | +2.5 % | +80.0 % |
Sign in to see all peers for Builders Firstsource Inc .
Builders Firstsource Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Builders Firstsource Inc | 0.36% | 0.31% | 0.99% |
| Home Depot inc | 13.28% | 17.60% | 102.68% |
| Lowe s Companies inc | 12.15% | 19.22% | - |
| Masco Corporation | 18.00% | 24.41% | - |
| Advanced Drainage Systems Inc | 10.86% | 11.89% | 25.70% |
| Core and Main Inc | 7.54% | 8.46% | 22.95% |
Sign in to see all peers for Builders Firstsource Inc .
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Builders Firstsource Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Builders Firstsource Inc | 166.87 | 0.47 |
| Home Depot inc | 24.04 | 2.02 |
| Lowe s Companies inc | 18.98 | 1.39 |
| Masco Corporation | 18.07 | 2.10 |
| Advanced Drainage Systems Inc | 21.36 | 2.97 |
| Core and Main Inc | 19.00 | 1.15 |
| PEERS AVERAGE | 22.43 | 1.73 |
Sign in to see all peers for Builders Firstsource Inc .
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.