Builders FirstSource Inc (BLDR)vsMadison Air Solutions Corporation (MAIR)
BLDR
Builders FirstSource Inc
$83.38
-5.38%
INDUSTRIALS · Cap: $8.96B
MAIR
Madison Air Solutions Corporation
$38.18
+6.06%
INDUSTRIALS · Cap: $18.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Builders FirstSource Inc generates 355% more annual revenue ($15.19B vs $3.34B). MAIR leads profitability with a 2.9% profit margin vs 2.9%. BLDR trades at a lower P/E of 21.4x. BLDR earns a higher WallStSmart Score of 45/100 (D).
BLDR
Hold45
out of 100
Grade: D
MAIR
Avoid35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-17.7%
Fair Value
$107.86
Current Price
$83.38
$24.48 premium
Intrinsic value data unavailable for MAIR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
No standout strengths identified
Areas to Watch
Expensive relative to growth rate
2.9% margin — thin
Operating margin of 1.8%
Elevated debt levels
0.0% revenue growth
0.0% earnings growth
2.9% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BLDR
The strongest argument for BLDR centers on Price/Book.
Bull Case : MAIR
MAIR has a balanced fundamental profile.
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 : MAIR
The primary concerns for MAIR are Revenue Growth, EPS Growth, Profit Margin. A P/E of 102.9x leaves little room for execution misses. Thin 2.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
MAIR is growing revenue faster at 0.0% — sustainability is the question.
MAIR generates stronger free cash flow (440M), providing more financial flexibility.
Monitor BUILDING PRODUCTS & EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BLDR scores higher overall (45/100 vs 35/100). Both earn "Hold" and "Avoid" 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.
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