Builders FirstSource Inc (BLDR)vsTrane Technologies plc (TT)
BLDR
Builders FirstSource Inc
$60.23
-0.23%
INDUSTRIALS · Cap: $6.61B
TT
Trane Technologies plc
$442.52
-3.72%
INDUSTRIALS · Cap: $97.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Trane Technologies plc generates 54% more annual revenue ($22.21B vs $14.45B). TT leads profitability with a 13.3% profit margin vs 0.7%. TT appears more attractively valued with a PEG of 1.55. TT earns a higher WallStSmart Score of 60/100 (C).
BLDR
Hold43
out of 100
Grade: D
TT
Buy60
out of 100
Grade: C
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 TT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Every $100 of equity generates 34 in profit
Large-cap with strong market position
Generating 1.0B in free cash flow
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%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 11.3x book value
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. Revenue growth of 10.6% demonstrates continued momentum.
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 : 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 1.41 — expect wider price swings.
TT is growing revenue faster at 10.6% — sustainability is the question.
TT generates stronger free cash flow (1.0B), providing more financial flexibility.
Monitor BUILDING PRODUCTS & EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TT scores higher overall (60/100 vs 43/100) and 10.6% 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.
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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