2023-03-12 01:22:13 ET
Summary
- Builders FirstSource's revenue growth was driven mainly by acquisitions. But this revenue growth has not translated to competitive operating advantages.
- I carried out a Greenwald Asset Value vs Earnings Power Value comparison to determine its growth status. I considered 2 scenarios – based on 2021/22 average and a normalized one.
- The Greenwald analysis based on the normalized scenario showed that BLDR is not a high-growth stock. There is no margin of safety based on Greenwald return formula.
For further details see:
Builders FirstSource: Not A Growth Stock Viewed Through The Greenwald Lens