COMP <GO>
BLDR vs BCC // FORWARD P/E MULTIPLE
Builders FirstSource Inc. (NYSE) VS. Boise Cascade L.L.C. (NYSE) • 15-METRIC TALLY: BLDR 7
— BCC 3
▲ FORWARD P/E MULTIPLE LEADER: BLDR
LAST: $63.06 (+12.85%) • MKT CAP: $6.79B
forward-pe
14.5x
LAST: $77.85 (+4.41%) • MKT CAP: $2.72B
forward-pe
19.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BLDR VS. BCC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BLDR | BCC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 30.40% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 8.80% | 7.10% | +1.70 | BLDR | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.7x | 6.9x | +1.80 | BCC | /valuation <GO> |
| Free Cash Flow Yield | 12.58% | 0.47% | +12.11 | BLDR | /fcf-yield <GO> |
| Operating Margin | 5.20% | 2.90% | +2.30 | BLDR | /operating-margins <GO> |
| Net Profit Margin | 2.90% | 2.10% | +0.80 | BLDR | /net-margins <GO> |
| Revenue Growth (YoY) | -7.40% | -4.80% | -2.60 | BCC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.27% | -1.27 | BCC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.34 | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 6/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 62.2 | 58.3 | +3.88 | BLDR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.12 | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 14.5x | 19.0x | -4.50 | BLDR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $6.79B | $2.72B | $4.07B | BLDR | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BLDR REV | BCC REV | BLDR GROSS % | BCC GROSS % | BLDR FCF | BCC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $15.19B | $6.40B | 30.4% | — | $853.3M | $12.7M |
| FY 2024 | $16.40B | $6.72B | 32.8% | — | $1.49B | $208.8M |
| FY 2023 | $17.10B | $6.84B | — | — | $1.54B | $687.5M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BLDR // BETA 1.12
BCC // BETA —