BlueLinx Holdings Inc (BXC)vsFastenal Company (FAST)
BXC
BlueLinx Holdings Inc
$51.84
+5.30%
INDUSTRIALS · Cap: $356.68M
FAST
Fastenal Company
$45.37
+1.07%
INDUSTRIALS · Cap: $52.10B
Smart Verdict
WallStSmart Research — data-driven comparison
Fastenal Company generates 178% more annual revenue ($8.20B vs $2.95B). FAST leads profitability with a 15.3% profit margin vs 0.0%. BXC appears more attractively valued with a PEG of 2.19. FAST earns a higher WallStSmart Score of 58/100 (C).
BXC
Hold45
out of 100
Grade: D+
FAST
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-56035.7%
Fair Value
$0.14
Current Price
$51.84
$51.70 premium
Margin of Safety
-99.0%
Fair Value
$23.63
Current Price
$45.37
$21.74 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Every $100 of equity generates 33 in profit
Large-cap with strong market position
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
0.7% revenue growth
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
Trading at 13.2x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BXC
The strongest argument for BXC centers on Price/Book, Altman Z-Score.
Bull Case : FAST
The strongest argument for FAST centers on Return on Equity, Market Cap, Debt/Equity. Profitability is solid with margins at 15.3% and operating margin at 19.0%. Revenue growth of 11.1% demonstrates continued momentum.
Bear Case : BXC
The primary concerns for BXC are PEG Ratio, Revenue Growth, Market Cap. A P/E of 2267.0x leaves little room for execution misses. Thin 0.0% margins leave little buffer for downturns.
Bear Case : FAST
The primary concerns for FAST are Price/Book, PEG Ratio, P/E Ratio. A P/E of 41.6x leaves little room for execution misses.
Key Dynamics to Monitor
BXC profiles as a value stock while FAST is a mature play — different risk/reward profiles.
BXC carries more volatility with a beta of 1.65 — expect wider price swings.
FAST is growing revenue faster at 11.1% — sustainability is the question.
FAST generates stronger free cash flow (308M), providing more financial flexibility.
Bottom Line
FAST scores higher overall (58/100 vs 45/100), backed by strong 15.3% margins and 11.1% revenue growth. 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.
BlueLinx Holdings Inc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
BlueLinx Holdings Inc. distributes residential and commercial construction products in the United States. The company is headquartered in Marietta, Georgia.
Visit Website →Fastenal Company
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
Fastenal Company is an American company based in Winona, Minnesota. Fastenal's service model centers on approximately 3,200 in-market locations, each providing custom inventory, and a dedicated sales team to support local businesses. Fastenal offers companies supply chain solutions that help business reduce inventory touches, and supply chain waste.
Visit Website →Compare with Other INDUSTRIAL DISTRIBUTION Stocks
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