Builders FirstSource (BLDR) vs Home Depot (HD)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Home Depot (HD) has outperformed Builders FirstSource (BLDR) over the past year, losing 26.1% versus a loss of 57.8%. Over five years, BLDR leads with a -6.2% price change compared with -18.4% for HD. Home Depot is the larger company by market cap ($285.11 billion vs $5.76 billion), about 49.5 times the size.
On valuation, Builders FirstSource trades at a lower forward P/E (12.5x vs 17.8x for Home Depot). Home Depot pays a dividend yielding 1.62%, while Builders FirstSource does not currently pay one. Home Depot converts more of its revenue into profit, with a net margin of 8.6% 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 | HD |
|---|---|---|
| Share price | $53.55 | $285.77 |
| Market cap | $5.76B | $285.11B |
| 1-day change | -4.75% | -0.32% |
| YTD return | -47.95% | -16.95% |
| 1-year return | -57.79% | -26.12% |
| 5-year return | -6.17% | -18.45% |
| P/E ratio (TTM) | 60.85 | 20.00 |
| Forward P/E | 12.45 | 17.83 |
| EPS (TTM) | $0.88 | $14.29 |
| Dividend yield | 0.00% | 1.62% |
| Annual dividend | $0.00 | $4.63 |
| Revenue (latest FY) | $15.19B | $164.68B |
| Revenue growth (YoY) | -7.38% | +3.24% |
| Net income (latest FY) | $435.20M | $14.16B |
| Gross margin | 30.39% | 33.32% |
| Operating margin | 5.18% | 12.68% |
| Net margin | 2.86% | 8.60% |
| 52-week high | $131.50 | $397.63 |
| 52-week low | $52.99 | $277.15 |
| Distance from 52-week high | -59.28% | -28.13% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +44.63% | +32.39% |
| Average volume | 2.64M | 4.20M |
| Shares outstanding | 107.60M | 997.69M |
| Employees | 28,000 | 470,000 |
| Sector | Consumer Discretionary | Consumer Discretionary |
| Industry | RETAIL: Building Materials | RETAIL: Building Materials |
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
- Home Depot is about 49.5 times larger than Builders FirstSource by market value ($285.11B vs $5.76B).
- HD has outperformed BLDR by 31.7 percentage points over the past year.
- Builders FirstSource trades at a higher earnings multiple (60.9x vs 20.0x trailing P/E).
- Home Depot offers a meaningfully higher dividend yield (1.62% vs 0.00%).
- Home Depot is more profitable, keeping 8.6 cents of every revenue dollar as net income versus 2.9 cents for Builders FirstSource.
- Home Depot grew revenue faster in its latest fiscal year (+3.24% vs -7.38%).
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 Home Depot
HD stock →The Home Depot, Inc. operates as a home improvement retailer in the United States and internationally.
Consumer Discretionary · RETAIL: Building Materials · 470,000 employees
BLDR vs HD FAQ
Which is bigger, Builders FirstSource or Home Depot?
Home Depot (HD) is larger, with a market capitalization of $285.11B compared with $5.76B for Builders FirstSource (BLDR).
Which stock has performed better over the past year, BLDR or HD?
HD returned -26.12% over the past 12 months, compared with -57.79% for BLDR (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, BLDR or HD?
HD has the lower trailing P/E at 20.0, versus 60.9 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 Home Depot?
Home Depot pays a dividend yielding 1.62%, while Builders FirstSource does not currently pay a regular dividend.
Are Builders FirstSource and Home Depot in the same industry?
Yes. Both are classified in the RETAIL: Building Materials industry within the Consumer Discretionary sector.