Builders FirstSource Inc (BLDR)vsMasco Corporation (MAS)
BLDR
Builders FirstSource Inc
$85.41
+1.75%
INDUSTRIALS · Cap: $9.45B
MAS
Masco Corporation
$61.52
+1.90%
INDUSTRIALS · Cap: $12.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Builders FirstSource Inc generates 101% more annual revenue ($15.19B vs $7.56B). MAS leads profitability with a 10.7% profit margin vs 2.9%. MAS appears more attractively valued with a PEG of 1.66. MAS earns a higher WallStSmart Score of 53/100 (C-).
BLDR
Hold45
out of 100
Grade: D
MAS
Buy53
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
-191.3%
Fair Value
$26.25
Current Price
$61.52
$35.27 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Every $100 of equity generates 72 in profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
2.9% margin — thin
Operating margin of 1.8%
Elevated debt levels
Expensive relative to growth rate
Revenue declined 1.9%
Earnings declined 5.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : BLDR
The strongest argument for BLDR centers on Price/Book.
Bull Case : MAS
The strongest argument for MAS centers on Return on Equity, Debt/Equity, P/E Ratio.
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 : MAS
The primary concerns for MAS are PEG Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
BLDR profiles as a value stock while MAS is a declining play — different risk/reward profiles.
BLDR carries more volatility with a beta of 1.56 — expect wider price swings.
MAS is growing revenue faster at -1.9% — sustainability is the question.
MAS generates stronger free cash flow (371M), providing more financial flexibility.
Bottom Line
MAS scores higher overall (53/100 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 →Masco Corporation
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Masco Corporation is a manufacturer of products for the home improvement and new home construction markets.
Visit Website →Compare with Other BUILDING PRODUCTS & EQUIPMENT Stocks
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