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 ?11.4%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.564
Beta (levered) ?2.338
Terminal OM% ?17.7%
Segment conc. ?27% dominant
Terminal growth ?4.1%
Bond rating ?BBB · 1.75%
ROIC option ?Opt 4 · 20.4%
Prob of failure ?0.0%
Pipeline validated · 2026-05-15

BLDR · Builders FirstSource, Inc.

$79.122026-05-15
Sector: Industrials; Industry: Construction; Sub-Industry: Building Products

Intrinsic Value Range Comparison · Mulya.ai

Very High Uncertainty
Bull
$536
+577.9% vs market
Base · active
$241
+204.0% vs market
Bear
$127
+60.3% vs market
Mulya.ai vs Analyst IV Comparison?
Market $79
Median $120
Bear $127
Base $241
Bull $536
Market Price $79
Mulya.ai Base $241
Analysts Median $120
Mulya.ai IV range ($127 · $536)
Analysts Range ($109 · $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
2021.Q4$19.9B12.0%23.4%$1.8B−$1.3B$518MM10.3%23.5%$7.8B$15.56
2022.Q4$22.7B14.2%16.6%23.0%$2.9B−$126MM$2.8B10.5%36.8%$8.0B$24.79
2023.Q4$17.1B-24.8%12.7%22.4%$1.7B$118MM$1.8B10.1%21.2%$7.9B$13.89
2024.Q4$16.4B-4.1%9.7%22.3%$1.2B−$7MM$1.2B10.7%15.6%$8.0B$9.72
2025.Q4$15.2B-7.4%5.2%15.1%$668MM−$841MM−$173MM11.3%7.8%$9.3B$3.9211.2
italics below = DCF projection · 10yr Rev CAGR: 4.2%
2026.Q4$15.0B+-1.1%5.2%15.6%$657MM$0MM$657MM11.1%$591MM7.1%$9.3B$5.9213.4
2027.Q4$16.0B+6.2%7.7%16.0%$1.0B−$17MM$1.0B10.9%$822MM11.1%$9.3B$9.288.5
2028.Q4$17.0B+6.3%10.2%16.5%$1.4B−$36MM$1.4B10.6%$1.0B15.5%$9.3B$13.006.1
2029.Q4$17.8B+4.7%12.7%17.0%$1.9B−$2.1B−$185MM10.4%−$123MM18.1%$11.4B$16.864.7
2030.Q4$18.5B+4.4%17.7%17.5%$2.7B−$1.3B$1.4B10.1%$870MM22.6%$12.6B$24.423.2
Term. Yr+$23.7B4.1%17.7%20.0%$3.4B−$675MM$2.7B8.6%$23.1B20.4%
Active scenario IV: $241 (+204.0% vs market)