Mulya.ai
Ticker
BLDR
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?hist_ind
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?11.1%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.450
Beta (levered) ?2.075
Terminal OM% ?17.7%
Segment conc. ?27% dominant
Terminal growth ?4.1%
Bond rating ?BB+ · 2.25%
ROIC option ?Opt 4 · 20.3%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

BLDR · Builders FirstSource, Inc.

$89.142026-07-21
Sector: Industrials; Industry: Construction Materials; Sub-Industry: Building Products

Intrinsic Value Range Comparison · Mulya.ai

Bull
$470
+427.1% vs market
Base · active
$238
+166.8% vs market
Bear
$141
+58.2% vs market
Mulya.ai vs Analyst IV Comparison?
Market $89
Median $100
Bear $141
Base $238
Bull $470
Market Price $89
Mulya.ai Base $238
Analysts Median $100
Mulya.ai IV range ($141 · $470)
Analysts Range ($81 · $143)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2024.Q1$17.1B12.7%22.2%$1.7B−$129MM$1.6B9.9%21.0%$8.1B$14.02
2024.Q4$17.1B0.0%12.7%22.3%$1.7B−$7MM$1.7B10.7%21.1%$8.0B$14.02
2025.Q1$16.4B-4.1%9.7%22.5%$1.2B−$790MM$445MM10.8%14.7%$8.8B$9.81
2025.Q4$16.4B0.0%9.7%15.1%$1.4B−$841MM$514MM11.3%15.0%$9.3B$9.81
2026.Q1$14.8B-9.6%4.2%13.0%$539MM$53MM$593MM11.2%6.0%$8.7B$2.6515.8
italics below = DCF projection · 10yr Rev CAGR: 4.3%
2027.Q1$15.0B+1.2%4.2%13.7%$541MM−$427MM$114MM10.8%$103MM6.1%$9.1B$4.9318.1
2028.Q1$15.8B+5.6%6.9%14.4%$934MM−$998MM−$63MM10.6%−$52MM9.8%$10.1B$8.5010.5
2029.Q1$16.7B+5.7%9.6%15.1%$1.4B−$708MM$656MM10.4%$485MM13.1%$10.8B$12.427.2
2030.Q1$17.6B+4.8%12.3%15.8%$1.8B−$996MM$823MM10.2%$552MM16.1%$11.8B$16.555.4
2031.Q1$18.3B+4.5%17.7%16.5%$2.7B−$853MM$1.9B9.9%$1.1B22.2%$12.6B$24.703.6
Term. Yr+$23.5B4.1%17.7%20.0%$3.3B−$672MM$2.7B8.6%$23.2B20.3%
Active scenario IV: $238 (+166.8% vs market)