Builders FirstSource Inc (BLDR)vsTrane Technologies plc (TT)
BLDR
Builders FirstSource Inc
$85.41
+1.75%
INDUSTRIALS · Cap: $9.45B
TT
Trane Technologies plc
$434.00
+0.91%
INDUSTRIALS · Cap: $95.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Trane Technologies plc generates 40% more annual revenue ($21.32B vs $15.19B). TT leads profitability with a 13.7% profit margin vs 2.9%. TT appears more attractively valued with a PEG of 2.01. TT earns a higher WallStSmart Score of 52/100 (C-).
BLDR
Hold45
out of 100
Grade: D
TT
Buy52
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
-428.0%
Fair Value
$89.49
Current Price
$434.00
$344.51 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Every $100 of equity generates 37 in profit
Large-cap with strong market position
Generating 1.1B in free cash flow
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
Premium valuation, high expectations priced in
Trading at 11.2x book value
Earnings declined 0.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : BLDR
The strongest argument for BLDR centers on Price/Book.
Bull Case : TT
The strongest argument for TT centers on Return on Equity, Market Cap, Free Cash Flow.
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 : TT
The primary concerns for TT are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
BLDR carries more volatility with a beta of 1.56 — expect wider price swings.
TT is growing revenue faster at 5.6% — sustainability is the question.
TT generates stronger free cash flow (1.1B), providing more financial flexibility.
Monitor BUILDING PRODUCTS & EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TT scores higher overall (52/100 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 →Trane Technologies plc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Trane Technologies plc is an American Irish domiciled diversified industrial manufacturing company. It is headquartered near Dublin, Ireland.
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