Builders FirstSource, Inc. (BLDR) vs Masco Corporation (MAS)

Builders FirstSource, Inc. and Masco Corporation are both Building Products & Equipment companies. Masco Corporation is the larger, with a market value of $14.3B against $5.8B — 2.5× the size. Masco Corporation trades at the lower P/E: 16.8× against 59.4×. Masco Corporation grew revenue faster over the last twelve months: −0.56% against −9.38%. Masco Corporation has the higher net margin (11.6% vs 0.71%) and the higher return on invested capital (32.4% vs 3.19%). Across the 21 metrics below, Masco Corporation leads on 14 and Builders FirstSource, Inc. on 7.

Valuation

Metric BLDR MAS Building Products & Equipment median
P/E 59.40 16.75 23.15
P/S 0.41 1.90 2.02
P/B 1.47 n/m 2.81
Price to free cash flow 9.06 12.72 16.84
EV/EBITDA 10.07 12.85 12.85
EV/Sales 0.72 2.26 2.04
Earnings yield 1.68% 5.97% 2.76%
Free cash flow yield 11.04% 7.86% 4.23%

Profitability

Metric BLDR MAS Building Products & Equipment median
Gross margin 29.19% 36.96% 29.19%
Operating margin 3.01% 17.56% 6.99%
Net margin 0.71% 11.60% 4.05%
Free cash flow margin 4.49% 14.96% 7.60%
Return on equity 2.51% 5,893.33% 9.28%
Return on assets 0.90% 16.54% 2.88%
Return on invested capital 3.19% 32.43% 5.16%

Growth

Metric BLDR MAS Building Products & Equipment median
Revenue growth (TTM) (9.38%) (0.56%) 3.11%
EPS growth (last fiscal year) (57.06%) 2.66% (34.13%)
Revenue growth, 5-year CAGR 12.16% 1.02% 5.37%
Net income growth, 5-year CAGR 6.78% (7.79%) 0.00%

Health

Metric BLDR MAS Building Products & Equipment median
Debt to equity 1.15 (27.50) 0.43
Current ratio 1.79 1.86 1.82
Net debt to EBITDA 3.09 1.65 0.98

Dividend

Metric BLDR MAS Building Products & Equipment median
Dividend yield — 1.74% 1.43%
Payout ratio — 0.29 0.29

Size

Metric BLDR MAS Building Products & Equipment median
Market cap 5.78b 14.31b 1.17b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack