BlueLinx Holdings Inc (BXC)vsFastenal Company (FAST)
BXC
BlueLinx Holdings Inc
$63.19
-2.61%
INDUSTRIALS · Cap: $508.04M
FAST
Fastenal Company
$47.10
+0.38%
INDUSTRIALS · Cap: $54.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Fastenal Company generates 184% more annual revenue ($8.44B vs $2.98B). FAST leads profitability with a 15.4% profit margin vs -0.1%. BXC appears more attractively valued with a PEG of 2.19. FAST earns a higher WallStSmart Score of 62/100 (C+).
BXC
Hold43
out of 100
Grade: D
FAST
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BXC.
Margin of Safety
+54.4%
Fair Value
$103.39
Current Price
$47.10
$56.29 discount
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
Safe zone — low bankruptcy risk
Large-cap with strong market position
Conservative balance sheet, low leverage
Strong operational efficiency at 20.3%
Areas to Watch
Expensive relative to growth rate
3.1% revenue growth
Smaller company, higher risk/reward
Operating margin of 1.1%
Trading at 13.5x 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, Altman Z-Score, Market Cap. Profitability is solid with margins at 15.4% and operating margin at 20.3%. Revenue growth of 12.4% demonstrates continued momentum.
Bear Case : BXC
The primary concerns for BXC are PEG Ratio, Revenue Growth, Market Cap.
Bear Case : FAST
The primary concerns for FAST are Price/Book, PEG Ratio, P/E Ratio. A P/E of 41.7x leaves little room for execution misses.
Key Dynamics to Monitor
BXC profiles as a turnaround stock while FAST is a mature play — different risk/reward profiles.
BXC carries more volatility with a beta of 1.45 — expect wider price swings.
FAST is growing revenue faster at 12.4% — sustainability is the question.
FAST generates stronger free cash flow (320M), providing more financial flexibility.
Bottom Line
FAST scores higher overall (62/100 vs 43/100), backed by strong 15.4% margins and 12.4% 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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