Builders FirstSource Inc (BLDR) stock score and earnings-call analysis

Builders FirstSource Inc (BLDR) has a MarketKingdoms composite score of 40.5 (C-), an C-range rating. It ranks 1856th of 1,866 covered companies, 233rd of 233 in Industrials (sector average 64.0) and 18th of 18 in Building Products & Equipment. Scores as of 2026-10-26.

Its strongest lenses are Catalyst watch at 65 (Industrials average 73) and Price (valuation) at 64 (Industrials average 50). Its weakest lenses are Expansion (growth) at 9 (sector average 52) and Trend (momentum) at 13 (sector average 50).

Lens scores

BLDR lens scores (0–100) against its sector and industry
LensTypeBLDRIndustrials averageBuilding Products & Equipment averagePercentile in sector
Industry opportunityResearch signal62796212th
Stock selectionResearch signal4878710th
KPI momentumResearch signal1377650th
Catalyst watchResearch signal65737010th
Price (valuation)Fundamental lens64506371st
Expansion (growth)Fundamental lens952413rd
Quality (profitability)Fundamental lens28485720th
Trend (momentum)Fundamental lens1350459th

Latest earnings call

The most recent call analysed was held on 2026-07-30 (fiscal 2026 Q2). MarketKingdoms checks what management promised on each call against what it later delivered.

Valuation and risk

The stock's valuation gap is -17.9%: its price is well below the path its market, sector and industry moves explain (strongly undervalued versus the model path). Factor sensitivity: market beta 0.97, sector beta -0.88, industry beta 2.35; the factor model explains 68% of its moves (R²).

Building Products & Equipment peers

CompanyCompositeGradeValuation gap
Johnson Controls International plc (JCI)68.2B+1.9%
Arlo Technologies Inc (ARLO)65.6B-21.5%
Griffon Corp (GFF)64.4B-11.2%
Quanex Building Products Corp (NX)64.0B+11.2%
Trane Technologies plc (TT)63.0B-+4.1%
Armstrong World Industries Inc (AWI)62.8B--10.3%
Masco Corp (MAS)62.2B--1.1%
SPX Technologies Inc (SPXC)61.5B-+2.4%

Near BLDR in the overall ranking

Builders FirstSource Inc financial statements · Industrials sector ranking · Building Products & Equipment industry ranking · All covered companies

How MarketKingdoms scores companies

The composite score (0–100, graded A+ to D-) blends research signals from each earnings call with fundamental lenses from SEC filings and market prices. Research signals: Industry opportunity, Stock selection, KPI momentum and Catalyst watch, read from what management said and whether it delivered. Fundamental lenses: Price (valuation), Expansion (growth), Quality (profitability) and Trend (momentum). Scores are recalculated every night and after every earnings call. The valuation gap compares the actual price path with the path the stock's market, sector and industry moves explain; it is a model comparison, not a fair-value estimate.

General information, not investment advice.