Builders FirstSource Inc (BLDR)vsMasco Corporation (MAS)
BLDR
Builders FirstSource Inc
$74.97
+0.05%
INDUSTRIALS · Cap: $8.36B
MAS
Masco Corporation
$69.41
-0.72%
INDUSTRIALS · Cap: $14.93B
Smart Verdict
WallStSmart Research — data-driven comparison
Builders FirstSource Inc generates 93% more annual revenue ($14.82B vs $7.68B). MAS leads profitability with a 10.9% profit margin vs 2.0%. MAS appears more attractively valued with a PEG of 1.87. MAS earns a higher WallStSmart Score of 67/100 (B-).
BLDR
Hold43
out of 100
Grade: D
MAS
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-42.0%
Fair Value
$54.78
Current Price
$74.97
$20.19 premium
Intrinsic value data unavailable for MAS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Every $100 of equity generates 85 in profit
Conservative balance sheet, low leverage
Earnings expanding 20.0% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
ROE of 7.3% — below average capital efficiency
2.0% margin — thin
Expensive relative to growth rate
Negative free cash flow — burning cash
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, EPS Growth.
Bear Case : BLDR
The primary concerns for BLDR are PEG Ratio, P/E Ratio, Return on Equity. Thin 2.0% margins leave little buffer for downturns.
Bear Case : MAS
The primary concerns for MAS are PEG Ratio, Free Cash Flow.
Key Dynamics to Monitor
BLDR carries more volatility with a beta of 1.45 — expect wider price swings.
MAS is growing revenue faster at 6.5% — sustainability is the question.
BLDR generates stronger free cash flow (41M), providing more financial flexibility.
Monitor BUILDING PRODUCTS & EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MAS scores higher overall (67/100 vs 43/100). Both earn "Strong 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
Want to dig deeper into these stocks?