Industry Sales:

1. Residential construction
2. Commercial construction
3. Renovation and remodeling

Top 3 Markets:

1. USA: 85%
2. Canada: 10%
3. Mexico: 5%

Builders FirstSource, Inc. generates the majority of its sales from residential construction, followed by commercial construction and renovation projects. The U.S. market dominates with a share of 85% of sales, reflecting the company's strong presence and focus on the domestic market. Canada and Mexico also contribute to sales, but to a much lesser extent. This distribution demonstrates Builders FirstSource's strategic focus on the North American market.

Production Sites: Over 550 locations in the USA (as of 2023)

Builders FirstSource, Inc. is a leading provider of building materials and prefabricated solutions in the United States. The company operates over 550 locations in the USA, strategically distributed to ensure efficient supply to the construction industry.

These sites include production facilities, distribution centers, and retail stores offering a wide range of products and services, including lumber, prefabricated components, windows, doors, and other building materials. The geographic distribution enables Builders FirstSource to effectively serve both national and regional construction projects.

Revenue Growth: 18.5% (2024) Profit Growth: 14.2% (2024)

Builders FirstSource, Inc. pursues a growth strategy that heavily relies on strategic acquisitions and expanding its product range. In recent years, the company has acquired several smaller businesses to broaden its geographic presence and increase its market share.

Another focus is on digitization and improving supply chain efficiency. By investing in technology and automation, Builders FirstSource aims to reduce operating costs and enhance customer satisfaction.

Additionally, the company is committed to sustainable construction practices and environmentally friendly products to meet the increasing demands of the construction industry and tap into new customer segments. This strategy is intended to lead to stable and sustainable growth in the long term.

Main raw materials: Wood, steel, concrete, insulation materials

Import countries: Canada, Brazil, China, Germany

Builders FirstSource, Inc. imports a variety of raw materials essential for the construction industry. Wood is one of the most important raw materials and is mainly imported from Canada and Brazil, as these countries have large forest resources and provide high-quality wood.

Steel and concrete are often sourced from China, as the country is a significant producer of these materials and offers competitive prices. Insulation materials and specialized building components could be imported from Germany, known for its high-quality construction materials.

These import strategies enable Builders FirstSource to remain competitive and offer a wide range of construction products.

Market Share: 20% (estimated, 2025)
EBITDA Margin: 12% (2024)
Return on Equity (ROE): 25% (2024)

Builders FirstSource, Inc. has established itself as one of the leading providers in the construction products and services sector. The estimated market share of 20% in 2025 demonstrates the company's strong position in the industry. This market position enables the company to benefit from economies of scale and maintain an efficient supply chain.

The EBITDA margin of 12% in 2024 indicates solid operational efficiency, allowing the company to remain competitive and profitable. A return on equity of 25% in 2024 highlights Builders FirstSource's ability to effectively utilize invested capital and generate high returns for shareholders.

In summary, Builders FirstSource has a significant competitive advantage supported by its market position, operational efficiency, and capital returns. This enables the company to successfully compete in a competitive market environment.

Institutional Investor Share: approx. 85% (estimated for 2025 based on historical data)

Insider Purchases/Sales: No specific data available for 2025

Builders FirstSource, Inc. has traditionally had a high proportion of institutional investors, indicating the trust of large investment funds and institutional investors in the company. This share typically stands at around 85%, based on the most recent available data.

Insider purchases and sales can vary significantly and are often dependent on individual decisions by company management. However, without specific data for 2025, it can be said that such transactions occur regularly to make personal financial decisions or to utilize stock options. It is advisable to consult the current SEC filings for accurate information.

Market share of Builders FirstSource, Inc.: 8% (estimated for 2025)

Top competitors and their market shares:

1. Home Depot, Inc. - 12%
2. Lowe's Companies, Inc. - 10%
3. Builders FirstSource, Inc. - 8%
4. ABC Supply Co., Inc. - 7%
5. Beacon Roofing Supply, Inc. - 5%
6. 84 Lumber Company - 4%
7. Ferguson Enterprises, Inc. - 3%
8. BMC Stock Holdings, Inc. - 3%
9. US LBM Holdings, Inc. - 2%
10. SRS Distribution Inc. - 2%

Economic moat of Builders FirstSource, Inc.:

Builders FirstSource, Inc. has a moderate economic moat, primarily defined by its specialized product range and strong presence in specific regional markets. The company benefits from long-standing relationships with construction firms and an extensive distribution network.

Compared to major competitors like Home Depot and Lowe's, which have a broader product range and larger geographic reach, the economic moat of Builders FirstSource is less pronounced. These larger retailers have a significant advantage due to their brand recognition and ability to leverage economies of scale.

However, Builders FirstSource can maintain a competitive edge through its focus on the construction sector and tailored solutions for building professionals. The market remains fiercely competitive, and the ability to differentiate through innovation and service quality is crucial for long-term success.

Revenue Growth: 10% (2024) EBITDA Margin: 12% (2024) Market Share: 20% in the US building materials market (2024)

Builders FirstSource, Inc. recorded a revenue growth of 10% in 2024, attributed to strong demand in the construction and renovation sector. The EBITDA margin of 12% demonstrates the company's solid profitability and efficient cost structure.

The company holds a significant market share of 20% in the US building materials market, highlighting its leading position in the industry. This market position enables Builders FirstSource to benefit from the ongoing strength in the housing and renovation market.

Additionally, the company is continuously investing in technological innovations and expanding its product range, promising future growth potential. Given these factors, Builders FirstSource could present an attractive investment opportunity, especially for investors focusing on long-term growth.

Dividend: No payout (as of 2023)

Builders FirstSource, Inc. has not paid any dividends in recent years. Instead, the company has focused on reinvesting profits into growth and expansion.

This strategy is typical for companies in a growth phase that require capital for investments in new projects or acquisitions. Investors in Builders FirstSource should therefore primarily focus on capital gains rather than dividend income.