Builders FirstSource Inc (BLDR)vsCarlisle Companies Incorporated (CSL)
BLDR
Builders FirstSource Inc
$85.41
+1.75%
INDUSTRIALS · Cap: $9.45B
CSL
Carlisle Companies Incorporated
$339.93
+0.02%
INDUSTRIALS · Cap: $13.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Builders FirstSource Inc generates 203% more annual revenue ($15.19B vs $5.02B). CSL leads profitability with a 14.8% profit margin vs 2.9%. CSL appears more attractively valued with a PEG of 1.03. CSL earns a higher WallStSmart Score of 56/100 (C).
BLDR
Hold45
out of 100
Grade: D
CSL
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-379.9%
Fair Value
$26.45
Current Price
$85.41
$58.96 premium
Margin of Safety
-258.9%
Fair Value
$116.69
Current Price
$339.93
$223.24 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Every $100 of equity generates 35 in profit
Areas to Watch
Expensive relative to growth rate
2.9% margin — thin
Operating margin of 1.8%
Elevated debt levels
0.4% revenue growth
Weak financial health signals
Earnings declined 14.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : BLDR
The strongest argument for BLDR centers on Price/Book.
Bull Case : CSL
The strongest argument for CSL centers on Return on Equity. PEG of 1.03 suggests the stock is reasonably priced for its growth.
Bear Case : BLDR
The primary concerns for BLDR are PEG Ratio, Profit Margin, Operating Margin. Thin 2.9% margins leave little buffer for downturns.
Bear Case : CSL
The primary concerns for CSL are Revenue Growth, Piotroski F-Score, EPS Growth.
Key Dynamics to Monitor
BLDR carries more volatility with a beta of 1.56 — expect wider price swings.
CSL is growing revenue faster at 0.4% — sustainability is the question.
CSL generates stronger free cash flow (344M), providing more financial flexibility.
Monitor BUILDING PRODUCTS & EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CSL scores higher overall (56/100 vs 45/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Builders FirstSource Inc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Builders FirstSource, Inc., manufactures and supplies building materials, manufactured components, and construction services to professional home builders, subcontractors, remodelers, and consumers in the United States. The company is headquartered in Dallas, Texas.
Visit Website →Carlisle Companies Incorporated
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Carlisle Companies Incorporated is a diversified manufacturer of engineered products in the United States, Europe, Asia, Canada, Mexico, the Middle East, Africa, and internationally. The company is headquartered in Scottsdale, Arizona.
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