- Builders FirstSource reported Q2 2021 results and showed exactly the margin improvement that I have been expecting from their accretive acquisitions and value-added products.
- Management continues to add strategically through M&A focusing on high-growth geographic areas and gaining traction in the digital realm of homebuilding.
- The demand for housing continues to outpace supply with a shortage of several million homes and BLDR is a powerhouse and prime beneficiary of this secular trend.
- The stock has outperformed the market for years and yet has a forward P/E below 8.0 due to recent growth which will allow this outperformance to continue.
For further details see:
Builders FirstSource Is A Strong Buy After Tremendous Quarter