BLDR
Builders FirstSource, Inc.
BLDR trails on the overall score without a compensating advantage in the available component scores.
RDW
Redwire Corporation
RDW has the edge over BLDR overall, supported by stronger modeled upside and stronger valuation.
BLDR Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Under pressure | |
| Weak |
BLDR's revenue and profitability are currently stable, but its cash flow and balance sheet are under pressure.
RDW Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Under pressure | |
| Unavailable |
RDW's revenue is currently healthy, but its profitability and cash flow are under pressure. There isn't enough data to rate its balance sheet.
BLDR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 7.4x | $2.82 | -95% |
| Fair | 14x | $5.19 | -91% |
| Expensive | 21x | $7.90 | -87% |
| Forward | 23x | $60.12 | — |
| Current | 158x | $60.12 | — |
Historical ranges are pointers, not guarantees.
BLDR's PE is in its expensive range at 158x. On analysts' estimates for next year's earnings, today's price would be 23x.
RDW PE Valuation
RDW has no meaningful PE right now: it lost money over the past year.
BLDR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong decline | |
| Stable | |
| Weakening | |
| Moderate | |
| Low |
Analysts expect BLDR's earnings and profitability to decline, with its revenue holding steady. However, they disagree widely on these estimates.
RDW Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
RDW has the edge over BLDR on the outlook, with more favorable earnings and revenue expectations.
BLDR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.62 | +590% |
| Q3 2026 | $0.38 | -93% |
| Q2 2026 | $0.92 | -86% |
| Q1 2026 | $2.62 | -66% |
| Q4 2025 | $3.89 | -57% |
| Q3 2025 | $5.25 | -48% |
| Q2 2025 | $6.59 | -42% |
| Q1 2025 | $7.80 | -33% |
| Q4 2024 | $9.06 | -24% |
BLDR has the edge over RDW on earnings quality, reporting a profit while its opponent remains loss making.
RDW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$1.17 | +$2.01 |
| Q2 2026 | -$1.37 | +$1.89 |
| Q1 2026 | -$2.59 | -$0.32 |
| Q4 2025 | -$2.28 | +$0.07 |
| Q3 2025 | -$3.18 | -$1.97 |
| Q2 2025 | -$3.26 | -$2.28 |
| Q1 2025 | -$2.27 | -$1.55 |
| Q4 2024 | -$2.35 | -$1.62 |
RDW is still losing money, but far less than before: $1.17 per share over the past year, against $3.26 at its worst in mid-2025.
BLDR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $3.9B | -2.2% |
| Q2 2026 | $3.9B | -8.8% |
| Q1 2026 | $3.3B | -10% |
| Q4 2025 | $3.4B | -12% |
| Q3 2025 | $3.9B | -6.9% |
| Q2 2025 | $4.2B | -5% |
| Q1 2025 | $3.7B | -6% |
| Q4 2024 | $3.8B | -8% |
BLDR's revenue has slid since its 2022 peak: $3.9B last quarter, down 2.2% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 2.6% | -3.2 points |
| Q2 2026 | 3.3% | -4 points |
| Q1 2026 | 0.5% | -4.5 points |
| Q4 2025 | 1.8% | -6.1 points |
| Q3 2025 | 5.8% | -4.3 points |
| Q2 2025 | 7.3% | -3.6 points |
| Q1 2025 | 5% | -4.6 points |
| Q4 2024 | 8% | -3.9 points |
BLDR has the edge over RDW on profitability, with a higher operating margin.
RDW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $109M | +5.4% |
| Q2 2026 | $117.1M | +90% |
| Q1 2026 | $97M | +58% |
| Q4 2025 | $108.8M | +56% |
| Q3 2025 | $103.4M | +51% |
| Q2 2025 | $61.8M | -21% |
| Q1 2025 | $61.4M | -30% |
| Q4 2024 | $69.6M | +9.6% |
RDW has the edge over BLDR on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -24% | +16 points |
| Q2 2026 | -19% | +130 points |
| Q1 2026 | -72% | -49 points |
| Q4 2025 | -75% | -48 points |
| Q3 2025 | -40% | -22 points |
| Q2 2025 | -149% | -140 points |
| Q1 2025 | -23% | -19 points |
| Q4 2024 | -27% | -17 points |
RDW's operating margin was −24% last quarter, up 16 points from the same quarter a year ago.
BLDR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $73.9M | -84% |
| Q2 2026 | $30M | -88% |
| Q1 2026 | $40.7M | +26% |
| Q4 2025 | $106.7M | -61% |
| Q3 2025 | $461.9M | -27% |
| Q2 2025 | $252.3M | -31% |
| Q1 2025 | $32.4M | -86% |
| Q4 2024 | $273.8M | -47% |
BLDR has the edge over RDW on cash generation, producing positive trailing cash flow while its opponent burns cash.
RDW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$65.3M | -$38.5M |
| Q2 2026 | -$33.5M | +$57.2M |
| Q1 2026 | -$11.4M | +$35.5M |
| Q4 2025 | -$26.5M | -659% |
| Q3 2025 | -$26.9M | -$7.6M |
| Q2 2025 | -$90.6M | -$80.2M |
| Q1 2025 | -$46.9M | -3996% |
| Q4 2024 | $4.7M | -65% |
RDW has burned cash in most quarters: −$137M over the past year, against −$160M the year before.
BLDR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.1% | +71K shares |
| 1 year | -3% | -3.3M shares |
| 3 years | -14% | -18.2M shares |
| 5 years | -48% | -98M shares |
| Available history | -8% | -9.4M shares |
BLDR has the edge over RDW on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | $3.5M |
| Q1 2026 | $300.1M |
| Q4 2025 | — |
| Q3 2025 | $1,000 |
| Q2 2025 | $401.6M |
| Q1 2025 | $12.3M |
| Q4 2024 | $363.8M |
BLDR spent $304M buying back its own shares over the past year, down 61% from the year before.
RDW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +13% | +29.6M shares |
| 1 year | +179% | +160M shares |
| 3 years | +289% | +186M shares |
| 5 years | +319% | +190M shares |
RDW has 250M diluted shares, up 179% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
BLDR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 5.1x | High |
| Q2 2026 | 4.4x | High |
| Q1 2026 | 3.7x | Elevated |
| Q4 2025 | 3.1x | Elevated |
| Q3 2025 | 2.6x | Moderate |
| Q2 2025 | 2.6x | Moderate |
| Q1 2025 | 2.2x | Moderate |
| Q4 2024 | 1.7x | Healthy |
BLDR's net debt is about 5.0 years of its operating earnings (EBITDA), up from 2.6 years a year ago.
RDW Net Leverage
RDW's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
BLDR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.7 | Neutral |
| Stochastic | 48.0 | Neutral |
BLDR's weekly RSI is 41 (neutral) and its Stochastic is 48 (neutral).
RDW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.3 | Neutral |
| Stochastic | 16.1 | Oversold |
RDW's weekly RSI is 42 (neutral) and its Stochastic is 16 (oversold).
BLDR PE vs Industrials Sector
| Metric | BLDR | Sector median | Relative |
|---|---|---|---|
| PE | 158x | 24x | 557% above |
| PE % | 99 | 58 | 41 pts above |
BLDR is trading at 158x earnings, a 557% premium to the Industrials sector's median of 24x.
RDW PE vs Industrials Sector
RDW has no meaningful PE right now: it lost money over the past year.
BLDR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $58.4 | 2.9% above |
| 20 week MA | $65.5 | 8.3% below |
| 50 week MA | $83.3 | 28% below |
| 100 week MA | $106.2 | 43% below |
| 200 week MA | $126.5 | 52% below |
BLDR has the edge over RDW on trend strength, trading above more of its moving averages.
RDW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $9.06 | 11% below |
| 20 week MA | $10.1 | 20% below |
| 50 week MA | $10.6 | 24% below |
| 100 week MA | $11.6 | 31% below |
| 200 week MA | $8.07 | 0.5% below |
RDW is in a downtrend: it's below all five of its weekly moving averages, and 0.5% below its 200-week average.
BLDR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $25.5 | $42.3 | +66% |
| 2021 | $42.3 | $82.2 | +94% |
| 2022 | $82.2 | $65.3 | -21% |
| 2023 | $65.3 | $166.9 | +156% |
| 2024 | $166.9 | $145.1 | -13% |
| 2025 | $145.1 | $104.0 | -28% |
| 2026 YTD | $104.0 | $60.1 | -42% |
BLDR has finished lower in three of the last six years. It's down 42% so far in 2026.
RDW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $10.2 | $7.34 | -28% |
| 2022 | $7.34 | $1.92 | -74% |
| 2023 | $1.92 | $2.85 | +48% |
| 2024 | $2.85 | $17.1 | +501% |
| 2025 | $17.1 | $7.15 | -58% |
| 2026 YTD | $7.15 | $8.03 | +12% |
RDW has the edge over BLDR on returns for 2026, with the stronger performance.