Builders FirstSource Inc (BLDR)vsCarlisle Companies Incorporated (CSL)
BLDR
Builders FirstSource Inc
$60.23
-0.23%
INDUSTRIALS · Cap: $6.61B
CSL
Carlisle Companies Incorporated
$335.24
+1.67%
INDUSTRIALS · Cap: $13.56B
Smart Verdict
WallStSmart Research — data-driven comparison
Builders FirstSource Inc generates 183% more annual revenue ($14.45B vs $5.10B). CSL leads profitability with a 14.2% profit margin vs 0.7%. CSL appears more attractively valued with a PEG of 0.98. CSL earns a higher WallStSmart Score of 66/100 (B-).
BLDR
Hold43
out of 100
Grade: D
CSL
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-14.5%
Fair Value
$53.63
Current Price
$60.23
$6.60 premium
Intrinsic value data unavailable for CSL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Every $100 of equity generates 45 in profit
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Strong operational efficiency at 22.9%
Areas to Watch
Expensive relative to growth rate
ROE of 7.3% — below average capital efficiency
0.7% margin — thin
Operating margin of 3.3%
Trading at 8.2x book value
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BLDR
The strongest argument for BLDR centers on Price/Book.
Bull Case : CSL
The strongest argument for CSL centers on Return on Equity, Altman Z-Score, PEG Ratio. PEG of 0.98 suggests the stock is reasonably priced for its growth.
Bear Case : BLDR
The primary concerns for BLDR are PEG Ratio, Return on Equity, Profit Margin. A P/E of 66.7x leaves little room for execution misses. Thin 0.7% margins leave little buffer for downturns.
Bear Case : CSL
The primary concerns for CSL are Price/Book, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.78 is elevated, increasing financial risk.
Key Dynamics to Monitor
BLDR carries more volatility with a beta of 1.41 — expect wider price swings.
CSL is growing revenue faster at 8.3% — sustainability is the question.
CSL generates stronger free cash flow (200M), providing more financial flexibility.
Monitor BUILDING PRODUCTS & EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CSL scores higher overall (66/100 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 →Carlisle Companies Incorporated
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Carlisle Companies Incorporated is a diversified manufacturer of engineered products in the United States, Europe, Asia, Canada, Mexico, the Middle East, Africa, and internationally. The company is headquartered in Scottsdale, Arizona.
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