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BLDR vs MAS
Which Stock Would AI Choose? Builders FirstSource (BLDR) vs. Masco (MAS) Stock Comparison
Key Takeaways
- Builders FirstSource (BLDR) has experienced sharper declines in recent market activity, dropping around 15-20% over the past month amid housing sector weakness.
- Masco (MAS) has demonstrated relative stability with gains of over 10% in the recent month, outperforming the broader market.
- BLDR's trailing P/E ratio (price-to-earnings) stands at 23.5, higher than MAS's 17.3, reflecting differing growth expectations.
- Analysts project significant upside for BLDR at around 45%, compared to more modest targets for MAS.
- Both stocks operate in the home improvement sector but differ in business focus: BLDR as a distributor and MAS as a branded manufacturer.
- Recent revenue contractions are steeper for BLDR (-12%) versus MAS (-2%).
Introduction
Builders FirstSource (BLDR) and Masco (MAS) are key players in the home improvement and building products sector, making them relevant comparables for investors tracking housing market cycles. BLDR focuses on supplying materials to homebuilders, while MAS emphasizes branded manufacturing. Traders navigating cyclical sectors may find this stock comparison useful for assessing relative performance, valuation, and sentiment shifts amid fluctuating demand for residential construction and renovations. This analysis highlights recent trends to inform market positioning decisions.
BLDR Overview and Recent Performance
Builders FirstSource, Inc. (BLDR) is a leading supplier and manufacturer of structural building products, manufactured components, and construction services primarily to professional homebuilders across the U.S. The company operates over 570 locations in 43 states, benefiting from scale in the residential construction supply chain.
In recent market activity, BLDR shares have faced headwinds from a softening housing market, with single-family demand weakening due to elevated mortgage rates and affordability challenges. The stock has declined approximately 28% over the past year and lagged its Retail-Wholesale sector peers by wide margins in recent weeks, trading near its 52-week low around $91. Sentiment reflects concerns over revenue contraction and guidance adjustments, though analysts maintain optimism with a consensus target implying substantial upside. Key metrics include a market cap of about $10 billion, trailing P/E of 23.5, and ROE (return on equity) of 10%.
MAS Overview and Recent Performance
Masco Corporation (MAS) designs, manufactures, and distributes branded home improvement products, operating through segments like Plumbing Products (Delta and Hansgrohe faucets) and Decorative Architectural. With a focus on consumer-facing brands, it serves repair/remodel and new construction markets.
Recent performance for MAS has been more resilient, with shares posting gains of over 10% in the past month amid broader market upticks, contrasting sector pressures. Trading around $67, the stock reflects steady YTD returns of about 5.5%, supported by expectations ahead of quarterly earnings. Influences include diversified exposure beyond new builds and strong cash flow generation. Valuation shows a market cap near $13.6 billion, trailing P/E of 17.3, and high ROE, though debt levels warrant monitoring.
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Head-to-Head Comparison
BLDR and MAS both navigate the cyclical building products industry but diverge in models: BLDR emphasizes distribution and value-added manufacturing for homebuilders, tying it closely to new housing starts, while MAS leverages branded consumer products for broader remodel exposure.
Growth drivers contrast with BLDR showing steeper revenue declines (-12%) from housing slowdowns versus MAS’s milder -2% drop. Recent momentum favors MAS, with positive monthly gains, while BLDR lags amid sector weakness. Risk factors include interest rate sensitivity for both, but BLDR’s higher beta (1.64 vs. 1.29) signals greater volatility. Market sentiment tilts toward BLDR for recovery potential, though MAS offers lower valuation multiples.
Tickeron AI Verdict
Tickeron’s AI would currently favor MAS for its superior recent momentum, lower trailing P/E, and relative stability in a challenging housing environment. While BLDR presents higher analyst-implied upside tied to potential sector recovery, MAS’s diversified drivers and consistent positioning offer a more probable edge in the near term.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BLDR is a Hold and MAS is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BLDR’s FA Score shows that 1 FA rating(s) are green whileMAS’s FA Score has 2 green FA rating(s).
- BLDR’s FA Score: 1 green, 4 red.
- MAS’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BLDR’s TA Score shows that 6 TA indicator(s) are bullish while MAS’s TA Score has 6 bullish TA indicator(s).
- BLDR’s TA Score: 6 bullish, 3 bearish.
- MAS’s TA Score: 6 bullish, 3 bearish.
Price Growth
BLDR (@Building Products) experienced а +2.57% price change this week, while MAS (@Building Products) price change was +0.85% for the same time period.
The average weekly price growth across all stocks in the @Building Products industry was +3.65%. For the same industry, the average monthly price growth was +9.99%, and the average quarterly price growth was +34.51%.
Reported Earning Dates
BLDR is expected to report earnings on Jul 30, 2026.
MAS is expected to report earnings on Jul 23, 2026.
Industries' Descriptions
@Building Products (+3.65% weekly)The industry manufactures products used in the construction of residential and commercial buildings. The process involves using materials and other products, and processing them to create finished items such as doors, windows, light fittings, floor coverings, climate control products and other building components and home improvement products. Masco Corporation, Allegion PLC and Lennox International Inc. are major manufacturers of such products.
| BLDR | MAS | BLDR / MAS | |
| Capitalization | 8.67B | 15B | 58% |
| EBITDA | 1.21B | 1.27B | 95% |
| Gain YTD | -21.674 | 18.273 | -119% |
| P/E Ratio | 30.76 | 18.41 | 167% |
| Revenue | 14.8B | 7.68B | 193% |
| Total Cash | 98.3M | 388M | 25% |
| Total Debt | 5.29B | 3.3B | 160% |
BLDR | MAS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 8 | 38 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 58 Fair valued | 93 Overvalued | |
PROFIT vs RISK RATING 1..100 | 82 | 58 | |
SMR RATING 1..100 | 81 | 2 | |
PRICE GROWTH RATING 1..100 | 53 | 17 | |
P/E GROWTH RATING 1..100 | 8 | 43 | |
SEASONALITY SCORE 1..100 | 90 | 29 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
BLDR's Valuation (58) in the Building Products industry is somewhat better than the same rating for MAS (93). This means that BLDR’s stock grew somewhat faster than MAS’s over the last 12 months.
MAS's Profit vs Risk Rating (58) in the Building Products industry is in the same range as BLDR (82). This means that MAS’s stock grew similarly to BLDR’s over the last 12 months.
MAS's SMR Rating (2) in the Building Products industry is significantly better than the same rating for BLDR (81). This means that MAS’s stock grew significantly faster than BLDR’s over the last 12 months.
MAS's Price Growth Rating (17) in the Building Products industry is somewhat better than the same rating for BLDR (53). This means that MAS’s stock grew somewhat faster than BLDR’s over the last 12 months.
BLDR's P/E Growth Rating (8) in the Building Products industry is somewhat better than the same rating for MAS (43). This means that BLDR’s stock grew somewhat faster than MAS’s over the last 12 months.
| BLDR | MAS | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 62% | N/A |
| Stochastic ODDS (%) | 3 days ago 66% | 3 days ago 63% |
| Momentum ODDS (%) | 3 days ago 68% | 3 days ago 64% |
| MACD ODDS (%) | 3 days ago 71% | 3 days ago 60% |
| TrendWeek ODDS (%) | 3 days ago 79% | 3 days ago 62% |
| TrendMonth ODDS (%) | 3 days ago 79% | 3 days ago 63% |
| Advances ODDS (%) | 5 days ago 78% | 5 days ago 60% |
| Declines ODDS (%) | 13 days ago 76% | 13 days ago 65% |
| BollingerBands ODDS (%) | 3 days ago 70% | 3 days ago 64% |
| Aroon ODDS (%) | 3 days ago 81% | 3 days ago 60% |
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BLDR and
Correlation & Price change
A.I.dvisor indicates that over the last year, BLDR has been closely correlated with FBIN. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if BLDR jumps, then FBIN could also see price increases.
| Ticker / NAME | Correlation To BLDR | 1D Price Change % | ||
|---|---|---|---|---|
| BLDR | 100% | +5.84% | ||
| FBIN - BLDR | 76% Closely correlated | +4.46% | ||
| BXC - BLDR | 76% Closely correlated | +5.81% | ||
| LPX - BLDR | 73% Closely correlated | +3.02% | ||
| MAS - BLDR | 71% Closely correlated | +2.42% | ||
| OC - BLDR | 71% Closely correlated | +3.52% | ||
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