Builders FirstSource (BLDR) vs D.R. Horton (DHI)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
D.R. Horton (DHI) has outperformed Builders FirstSource (BLDR) over the past year, losing 14.4% versus a loss of 58.5%. Over five years, DHI leads with a +56.0% price change compared with -5.7% for BLDR. D.R. Horton is the larger company by market cap ($37.99 billion vs $5.79 billion), about 6.6 times the size.
On valuation, D.R. Horton trades at a lower forward P/E (11.8x vs 13.0x for Builders FirstSource). D.R. Horton pays a dividend yielding 1.29%, while Builders FirstSource does not currently pay one. D.R. Horton converts more of its revenue into profit, with a net margin of 10.5% versus 2.9%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | BLDR | DHI |
|---|---|---|
| Share price | $53.81 | $135.82 |
| Market cap | $5.79B | $37.99B |
| 1-day change | +0.49% | +1.91% |
| YTD return | -47.70% | -5.70% |
| 1-year return | -58.46% | -14.40% |
| 5-year return | -5.71% | +56.03% |
| P/E ratio (TTM) | 58.49 | 12.95 |
| Forward P/E | 12.97 | 11.81 |
| EPS (TTM) | $0.92 | $10.49 |
| Dividend yield | 0.00% | 1.29% |
| Annual dividend | $0.00 | $1.75 |
| Revenue (latest FY) | $15.19B | $34.25B |
| Revenue growth (YoY) | -7.38% | -6.93% |
| Net income (latest FY) | $435.20M | $3.59B |
| Gross margin | 30.39% | 23.70% |
| Operating margin | 5.18% | — |
| Net margin | 2.86% | 10.47% |
| 52-week high | $131.50 | $170.79 |
| 52-week low | $52.08 | $131.75 |
| Distance from 52-week high | -59.08% | -20.48% |
| Analyst consensus | buy | hold |
| Avg. price target upside | +43.93% | +14.39% |
| Average volume | 2.65M | 2.59M |
| Shares outstanding | 107.60M | 279.70M |
| Employees | 28,000 | 14,341 |
| Sector | Consumer Discretionary | Consumer Discretionary |
| Industry | RETAIL: Building Materials | Homebuilding |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- D.R. Horton is about 6.6 times larger than Builders FirstSource by market value ($37.99B vs $5.79B).
- DHI has outperformed BLDR by 44.1 percentage points over the past year.
- Builders FirstSource trades at a higher earnings multiple (58.5x vs 12.9x trailing P/E).
- D.R. Horton offers a meaningfully higher dividend yield (1.29% vs 0.00%).
- D.R. Horton is more profitable, keeping 10.5 cents of every revenue dollar as net income versus 2.9 cents for Builders FirstSource.
About Builders FirstSource
BLDR stock →Builders FirstSource, Inc., together with its subsidiaries, provides building materials for professional builders in new residential construction and repair, and remodeling in the United States. It offers manufactured products, such as factory-built substitutes for job-site framing, wood floor and roof trusses, wall panels, and engineered wood; Ready-Frame, a whole house framing solution; manufactured and semi-custom modular homes, and built in a temperature-controlled facility under its Pine Grove Homes and Pleasant Valley Homes brand names; manufactured housing plans including ranch, community, and single-section homes; manufacturing, assembly, and distribution of windows; and the assembly and distribution of interior and exterior door units.
Consumer Discretionary · RETAIL: Building Materials · 28,000 employees
About D.R. Horton
DHI stock →D.R. Horton, Inc.
Consumer Discretionary · Homebuilding · 14,341 employees
BLDR vs DHI FAQ
Which is bigger, Builders FirstSource or D.R. Horton?
D.R. Horton (DHI) is larger, with a market capitalization of $37.99B compared with $5.79B for Builders FirstSource (BLDR).
Which stock has performed better over the past year, BLDR or DHI?
DHI returned -14.40% over the past 12 months, compared with -58.46% for BLDR (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, BLDR or DHI?
DHI has the lower trailing P/E at 12.9, versus 58.5 for BLDR. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Builders FirstSource or D.R. Horton?
D.R. Horton pays a dividend yielding 1.29%, while Builders FirstSource does not currently pay a regular dividend.
Are Builders FirstSource and D.R. Horton in the same industry?
Both are in the Consumer Discretionary sector, but in different industries: RETAIL: Building Materials for Builders FirstSource and Homebuilding for D.R. Horton.