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BLDR vs WMS
Which Stock Would AI Choose? Builders FirstSource (BLDR) vs. Advanced Drainage Systems (WMS) Stock Comparison
Key Takeaways
- Builders FirstSource (BLDR) has delivered stronger year-to-date returns than Advanced Drainage Systems (WMS), though both stocks have faced recent pressure amid softer housing and infrastructure demand.
- BLDR reported first-quarter 2026 results that missed expectations, with net sales declining 10.1% year-over-year and a shift to a net loss, prompting analysts to adjust full-year outlooks.
- WMS shows more moderate year-to-date performance but maintains a steadier earnings profile, with its next quarterly update scheduled for May 21, 2026.
- Sector exposure differs markedly: BLDR is tied closely to residential construction cycles, while WMS benefits from broader infrastructure and water-management projects.
- Market sentiment for BLDR reflects heightened volatility following earnings, whereas WMS exhibits relatively contained price swings in recent weeks.
- Both companies operate in building-products end markets, yet WMS demonstrates greater resilience to near-term housing slowdowns compared with BLDR’s direct exposure to single-family starts.
Introduction
Builders FirstSource (BLDR) and Advanced Drainage Systems (WMS) represent two distinct plays within the broader building-products sector. Investors and traders seeking exposure to U.S. construction and infrastructure trends often evaluate these names side by side because of their complementary yet differentiated business models. This comparison highlights recent relative performance, sector drivers, and risk profiles to assist those constructing diversified portfolios or assessing tactical allocation decisions in the current market environment.
BLDR Overview and Recent Performance
Builders FirstSource (BLDR) is the largest supplier of structural building products and value-added components to professional homebuilders in the United States. In recent weeks, the stock has traded lower following first-quarter 2026 results that showed net sales of $3.3 billion, a 10.1% decline year-over-year, and a net loss of $47.4 million. Adjusted EBITDA fell 42.1% to $213.8 million, reflecting softer housing starts and commodity-price deflation. Despite these near-term headwinds, year-to-date returns remain positive at approximately 31.8%, outpacing the broader market. Analyst consensus continues to rate the shares favorably, with price targets reflecting expectations of eventual recovery in residential construction activity.
WMS Overview and Recent Performance
Advanced Drainage Systems (WMS) manufactures high-performance thermoplastic corrugated pipe and related water-management products used in infrastructure, agriculture, and construction applications. Over recent weeks, the stock has experienced moderate declines, with year-to-date returns of approximately 6.5%. The company’s most recent quarterly results demonstrated resilience, and the next earnings release is scheduled for May 21, 2026. Market participants have noted steady demand for water-infrastructure solutions, which has helped limit downside volatility relative to pure-play housing suppliers. Analyst ratings remain constructive, supported by the firm’s diversified end-market exposure.
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Head-to-Head Comparison
Builders FirstSource (BLDR) operates a distribution and manufacturing model heavily weighted toward residential framing and sheathing products, creating direct sensitivity to single-family housing starts. Advanced Drainage Systems (WMS) focuses on engineered drainage solutions with broader applications across civil infrastructure and stormwater management, offering partial insulation from housing cycles. Recent momentum favors BLDR on a year-to-date basis, yet WMS has posted lower price volatility and more consistent earnings delivery. Risk factors for BLDR include margin compression from commodity deflation and acquisition integration costs, while WMS faces exposure to raw-material price fluctuations and municipal spending delays. Sector sentiment currently tilts cautious toward housing-related names, giving WMS a relative edge in perceived stability during periods of elevated interest rates.
Tickeron AI Verdict
Based on observable trend consistency, earnings stability, and relative positioning within their respective end markets, Tickeron’s AI models currently assign a modest edge to Advanced Drainage Systems (WMS) over Builders FirstSource (BLDR). The assessment reflects WMS’s more diversified revenue base and contained drawdowns in recent market activity, which may support steadier bot-driven signals. Probability-weighted scenarios suggest WMS could maintain relative outperformance should infrastructure spending remain resilient, though outcomes remain contingent on broader economic data and sector rotation patterns.
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.
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 WMS 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 whileWMS’s FA Score has 1 green FA rating(s).
- BLDR’s FA Score: 1 green, 4 red.
- WMS’s FA Score: 1 green, 4 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 WMS’s TA Score has 4 bullish TA indicator(s).
- BLDR’s TA Score: 6 bullish, 3 bearish.
- WMS’s TA Score: 4 bullish, 4 bearish.
Price Growth
BLDR (@Building Products) experienced а +2.57% price change this week, while WMS (@Building Products) price change was +8.93% 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.
WMS is expected to report earnings on Aug 06, 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 | WMS | BLDR / WMS | |
| Capitalization | 8.67B | 11.3B | 77% |
| EBITDA | 1.21B | 870M | 139% |
| Gain YTD | -21.674 | 1.834 | -1,182% |
| P/E Ratio | 30.76 | 26.99 | 114% |
| Revenue | 14.8B | 3.05B | 485% |
| Total Cash | 98.3M | 223M | 44% |
| Total Debt | 5.29B | 1.79B | 295% |
BLDR | WMS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 8 | 7 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 58 Fair valued | 59 Fair valued | |
PROFIT vs RISK RATING 1..100 | 82 | 71 | |
SMR RATING 1..100 | 81 | 40 | |
PRICE GROWTH RATING 1..100 | 53 | 46 | |
P/E GROWTH RATING 1..100 | 8 | 25 | |
SEASONALITY SCORE 1..100 | 90 | 50 |
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 in the same range as WMS (59) in the Miscellaneous Manufacturing industry. This means that BLDR’s stock grew similarly to WMS’s over the last 12 months.
WMS's Profit vs Risk Rating (71) in the Miscellaneous Manufacturing industry is in the same range as BLDR (82) in the Building Products industry. This means that WMS’s stock grew similarly to BLDR’s over the last 12 months.
WMS's SMR Rating (40) in the Miscellaneous Manufacturing industry is somewhat better than the same rating for BLDR (81) in the Building Products industry. This means that WMS’s stock grew somewhat faster than BLDR’s over the last 12 months.
WMS's Price Growth Rating (46) in the Miscellaneous Manufacturing industry is in the same range as BLDR (53) in the Building Products industry. This means that WMS’s stock grew similarly to BLDR’s over the last 12 months.
BLDR's P/E Growth Rating (8) in the Building Products industry is in the same range as WMS (25) in the Miscellaneous Manufacturing industry. This means that BLDR’s stock grew similarly to WMS’s over the last 12 months.
| BLDR | WMS | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 62% | N/A |
| Stochastic ODDS (%) | 3 days ago 66% | 3 days ago 74% |
| Momentum ODDS (%) | 3 days ago 68% | 3 days ago 66% |
| MACD ODDS (%) | 3 days ago 71% | 3 days ago 78% |
| TrendWeek ODDS (%) | 3 days ago 79% | 3 days ago 69% |
| TrendMonth ODDS (%) | 3 days ago 79% | 3 days ago 68% |
| Advances ODDS (%) | 5 days ago 78% | 5 days ago 70% |
| Declines ODDS (%) | 13 days ago 76% | 16 days ago 68% |
| BollingerBands ODDS (%) | 3 days ago 70% | 3 days ago 74% |
| Aroon ODDS (%) | 3 days ago 81% | 3 days ago 84% |
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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% | ||
More | ||||
WMS and
Correlation & Price change
A.I.dvisor indicates that over the last year, WMS has been loosely correlated with BLDR. These tickers have moved in lockstep 61% of the time. This A.I.-generated data suggests there is some statistical probability that if WMS jumps, then BLDR could also see price increases.