Builders FirstSource vs Home Depot
BLDR and HD side by side, both in consumer discretionary. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How BLDR and HD compare
Home Depot is the larger company, worth 47 times as much as Builders FirstSource ($328B against $7.0B).
On earnings, Home Depot is cheaper: it trades at 23.0× trailing earnings, against 175× for Builders FirstSource.
Home Depot grew revenue faster over the last twelve months (2.5% versus −8.3% for Builders FirstSource).
Home Depot keeps more of each dollar of sales as profit, with a net margin of 8.4% compared with 0.28% at Builders FirstSource.
Home Depot pays a dividend yielding 2.8%; Builders FirstSource does not pay one.
Home Depot scores higher on the StockData Score (17 against 5 for Builders FirstSource), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | BLDR | HD |
|---|---|---|
| Size and price | ||
| Market cap | $7.0B | $328B |
| Share price | $64.91 | $329.20 |
| Change, 1 year | −43.7% | −12.9% |
| Change, 5 years | −3.5% | −10.6% |
| Beta (5Y) | 1.34 | 0.90 |
| Employees | 28K | 472K |
| StockData Score | ||
| Total score | 5 | 17 (better) |
| Valuation score | 2 | 2 |
| Growth score | 0 | 1 (better) |
| Performance score | 1 | 5 (better) |
| Health score | 2 | 5 (better) |
| Dividend score | 0 | 4 (better) |
| Valuation | ||
| P/E | 175× | 23.0× (better) |
| P/S | 0.5× (better) | 1.9× |
| P/B | 1.7× (better) | 19.8× |
| EV/EBITDA | 12.8× (better) | 15.5× |
| P/FCF | 27.8× | 21.8× (better) |
| FCF yield | 3.6% | 4.6% (better) |
| Fair value | $70.78 | $262.12 |
| Margin of safety | 8.3% (better) | −25.6% |
| Growth | ||
| Revenue growth (TTM) | −8.3% | 2.5% (better) |
| Revenue growth, 5Y average | 12.2% (better) | 4.5% |
| Net income growth (TTM) | −93.2% | −2.7% (better) |
| EPS growth (TTM) | −93.0% | −2.9% (better) |
| EPS growth, 5Y average | 7.9% (better) | 3.6% |
| Profitability | ||
| Gross margin | 28.5% | 33.2% (better) |
| Operating margin | 2.1% | 12.4% (better) |
| Net margin | 0.28% | 8.4% (better) |
| FCF margin | 1.7% | 8.9% (better) |
| Return on equity | 0.97% | 104% (better) |
| Return on invested capital | 3.6% | 25.0% (better) |
| Financial health | ||
| Debt / equity | 1.13 (better) | 3.18 |
| Net debt / EBITDA | 5.05 | 2.07 (better) |
| Interest coverage | – | 8.7× |
| Current ratio | 1.85 (better) | 1.08 |
| Altman Z-score | 2.10 | 5.59 (better) |
| Piotroski F-score | 5 (better) | 4 |
| Dividends and buybacks | ||
| Dividend yield | – | 2.8% |
| Payout ratio | – | 64.8% |
| Years of dividend growth | – | 16 |
| Dividend growth, 5Y average | – | 8.9% |
| Buyback yield | 4.3% (better) | −0.10% |
| Shareholder yield | 4.3% (better) | 2.7% |
| Ownership | ||
| Held by institutions | 100% | 75.2% |
| Held by insiders | 16.5% | 0.07% |
| Insider net buying, 12 months | $4.0M (better) | −$6.7M |
| Superinvestors holding | 6 (better) | 4 |
| Short interest, % of float | 10.2% | 1.2% |
Go deeper
- BLDR stock overview
- BLDR income statement
- BLDR valuation and score
- HD stock overview
- HD income statement
- HD valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.