stocksbrew

BLDR vs CARR

as of yesterday's close

Builders FirstSource and Carrier Global, side by side.

Prices and company dataas of yesterday's close

  • BLDRSell somein five trading days−10%

    Builders FirstSource fell 10% over the past five trading days while other industrial stocks rose 1.6%, and its sales fell 8.2% over the past year.

  • CARRKeep7.4%

    Carrier Global's report on Oct 29 beat profit forecasts by 7.4%, but it sits 28% below its high of the past year.

Percent return

  • BLDR−41.69%
  • CARR−2.68%

Nov 11, 2025 to Nov 11, 2026

Where they differ

CARR leads on 5 of 6
BLDRCARR
  • Company size: BLDR $7.50B, CARR $49.8B.
  • Sales growth, 1 yr: BLDR −8.3%, CARR +3.3%. CARR is ahead.
  • Price for $1 of next year's profit: BLDR $25, CARR $17. CARR is ahead.
  • Profit per $1 of sales: BLDR 2¢, CARR 9¢. CARR is ahead.
  • Cash minus debt: BLDR −$5.22B, CARR −$10.5B. BLDR is ahead.
  • Price change, 1 yr: BLDR −42%, CARR −2.7%. CARR is ahead. S&P 500 +12%.
  • How much the price swings: BLDR 57%, CARR 31%. CARR is ahead.
MeasureBLDRBuilders FirstSourceCARRCarrier Global
Price and returns
Price$62.32$54.56
Today−0.97%Best in this row: +2.92%
1 monthBest in this row: +17.96%−1.34%
3 months−17.02%Best in this row: −13.87%
This year−39.41%Best in this row: +4.93%
1 year−41.69%Best in this row: −2.68%
5 years−7.59%Best in this row: +7.71%
From 52-week high−51.7%−27.6%
How much it swings (90 days)57%Best in this row: 31%
Valuation
Market value$7.50B$49.8B
Price vs last year's earningsBest in this row: 26.6×40.0×
Price vs next year's expected earnings25.3×Best in this row: 17.3×
Price vs earnings, adjusted for growth7.11×Best in this row: 1.96×
Price to salesBest in this row: 0.5×1.9×
Price vs cash it brings in26.8×Best in this row: 18.0×
Company value vs operating profitBest in this row: 13.4×16.4×
Growth
Revenue growth, 1 year−8.3%Best in this row: +3.3%
Revenue growth a year, last 3 years−12.6%Best in this row: +8.0%
Earnings per share growth, last year−66.5%Best in this row: −65.2%
Earnings per share growth expected next year−29.7%Best in this row: +10.8%
Profitability
Kept from sales after making the productBest in this row: 28.5%24.4%
Kept as operating profit2.1%Best in this row: 8.6%
Kept as final profitBest in this row: 0.3%−7.9%
Kept as spare cash1.8%Best in this row: 10.4%
Profit on shareholders' moneyBest in this row: 1.0%−13.4%
Profit on all money put in3.3%Best in this row: 8.7%
Balance sheet
Net cash (cash minus debt)Best in this row: −$5.22B−$10.5B
Debt for each $1 of shareholders' money1.29×Best in this row: 1.14×
Short-term assets per $1 of bills dueBest in this row: 1.85×1.00×
Dividend yield–1.83%
Our readPro
Our callSell someKeep
WhyBuilders FirstSource fell 10% over the past five trading days while other industrial stocks rose 1.6%, and its sales fell 8.2% over the past year.Carrier Global's report on Oct 29 beat profit forecasts by 7.4%, but it sits 28% below its high of the past year.
Where the price sitsin the full reportin the full report
Our overall score (out of 100)43Best in this row: 48
Our value scoreBest in this row: 6046
Our growth score23Best in this row: 30
Our quality score46Best in this row: 58
Our price trend score54Best in this row: 67
Earnings and analysts
Analyst consensusHoldBuy
To average analyst target+10.9%Best in this row: +22.6%
Average analyst target$69.14$66.91
Analysts rating it a buy33%Best in this row: 50%
Buy ratings added, 3 months−3Best in this row: −1
Analysts covering1712

CARR: faster growth at a lower P/E

Our pick of these: Carrier Global

Keep100/100

Sales growth +3.3% vs −8.3%

BLDR −8.3%, CARR +3.3%.

Forward P/E per point of sales growth 5.18 vs no growth

BLDR no growth, CARR 5.18.

Keeps 8.6% of sales as operating profit, vs 2.1%

BLDR 2.1%, CARR 8.6%.
  • 2ndBLDRSell some0/100Would need our call to move up from Sell some

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Backtest as a basket

Prices as of yesterday, 3:59 PM ET. A view, not advice.

Against their other rivals

After hours

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