Builders FirstSource vs On
This page compares Builders FirstSource and On, examining business models, financial performance, and market context. It presents neutral, accessible insights into how each company operates, competes, and positions itself within the broader industry landscape, focusing on structure, revenue drivers, and strategic growth approaches. Educational content, not financial advice.
This page compares Builders FirstSource and On, examining business models, financial performance, and market context. It presents neutral, accessible insights into how each company operates, competes,...
Which Baskets Do They Appear In?
Building Materials M&A Wave: 18 Stocks to Watch 2025
Lowe's is acquiring Foundation Building Materials for $8.8 billion, a strategic move to dominate the professional contractor market. This acquisition highlights a broader industry consolidation, creating investment opportunities among other specialized building material suppliers and distributors.
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Explore BasketBuilding Products M&A Wave
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Published: August 7, 2025
Explore BasketPositioning For A Softer Labor Market
The recent U.S. jobs report showed significantly slower growth than anticipated, signaling a potential cooling of the economy. This could prompt the Federal Reserve to lower interest rates, creating a favorable environment for interest-rate-sensitive industries and companies offering efficiency solutions.
Published: August 2, 2025
Explore BasketWhich Baskets Do They Appear In?
Building Materials M&A Wave: 18 Stocks to Watch 2025
Lowe's is acquiring Foundation Building Materials for $8.8 billion, a strategic move to dominate the professional contractor market. This acquisition highlights a broader industry consolidation, creating investment opportunities among other specialized building material suppliers and distributors.
Published: August 21, 2025
Explore BasketBuilding Products M&A Wave
Leading U.S. cabinetry manufacturers MasterBrand and American Woodmark are merging to create an industry giant valued at $3.6 billion. This move signals a broader consolidation trend, creating potential investment opportunities among other building product companies that may benefit from increased M&A activity.
Published: August 7, 2025
Explore BasketPositioning For A Softer Labor Market
The recent U.S. jobs report showed significantly slower growth than anticipated, signaling a potential cooling of the economy. This could prompt the Federal Reserve to lower interest rates, creating a favorable environment for interest-rate-sensitive industries and companies offering efficiency solutions.
Published: August 2, 2025
Explore BasketU.S. Homebuilding Expansion
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Published: July 2, 2025
Explore BasketThe Umansky Effect: Riding the Luxury Housing Wave
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Explore BasketPro Contractor Supply Consolidation
This curated selection of stocks represents companies positioned to benefit from the consolidation wave in the professional contractor supply industry. Our analysts have carefully selected these distributors and manufacturers following Home Depot's strategic $4.3 billion acquisition of GMS.
Published: July 1, 2025
Explore BasketHome Depot's Pro Market Expansion
A collection of building material suppliers, distributors, and construction tech companies positioned to benefit from Home Depot's acquisition of GMS. These carefully selected stocks represent companies that could see increased activity or become potential consolidation targets in this evolving sector.
Published: July 1, 2025
Explore BasketU.S. Homebuilding Rebound
Recent data shows new home sales jumping 7.4% monthly, signaling a strong housing market revival. This collection features carefully selected homebuilders and suppliers positioned to benefit from increasing construction activity and rising home prices.
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Explore BasketAftermath: Philadelphia Reconstruction
Following a catastrophic explosion in Philadelphia that destroyed multiple homes, these carefully selected stocks represent companies positioned to benefit from urgent rebuilding efforts. Our team of analysts has identified businesses across construction, materials, and infrastructure that may see increased demand during this recovery period.
Published: June 30, 2025
Explore BasketU.S. Housing Rebound
Tap into the growing strength of America's housing market. Our financial experts have carefully selected companies poised to benefit from the uptick in new home construction and sales, from leading homebuilders to essential material suppliers.
Published: June 30, 2025
Explore BasketDream Home Economy
Want to own a piece of the American Dream? This collection features companies that build homes, supply materials, and provide essential services across the entire homeownership lifecycle. These carefully selected stocks represent the backbone of where Americans live.
Published: June 17, 2025
Explore BasketFuture of Housing Portfolio
Meet the innovators transforming how we build homes. These carefully selected companies are tackling the housing crisis with groundbreaking technologies—from 3D printing to modular construction—making housing more affordable, sustainable, and accessible for everyone.
Published: June 17, 2025
Explore BasketInvestment Analysis
Pros
- Q3 2025 earnings surpassed expectations with adjusted EPS of $1.88 and revenue of $3.94 billion, driving a 3.65% stock price increase pre-market.
- The company is investing strategically in technology and expansion, including acquisitions to strengthen its millwork solutions and geographic footprint.
- Builders FirstSource serves a broad customer base spanning large residential contractors to DIY home renovators, diversifying revenue channels.
Considerations
- Net sales declined by 6.9% year-over-year and adjusted EBITDA dropped 31% in Q3 2025, reflecting softness in single-family and multifamily construction markets.
- Earnings per share fell 39% year-over-year despite beating forecasts, indicating margin pressures and ongoing industry headwinds.
- The stock has a bearish technical sentiment with a price below its 50-day and 200-day SMAs, and some analysts express concern over weak sales growth and declining returns on capital.
On
ONON
Pros
- On Holding AG benefits from strong brand recognition in the growing premium and performance running shoe market, supporting continued revenue growth.
- The company has expanded its retail footprint and digital sales, driving direct-to-consumer growth and improving gross margins.
- Recent product innovation and athlete endorsements contribute to brand strength and competitive positioning internationally.
Considerations
- On Holding AG faces intense competition from larger global athletic footwear companies which may pressure market share and pricing power.
- The company’s valuation remains relatively high, reflecting growth expectations that may be vulnerable if consumer demand slows.
- Currency fluctuations and macroeconomic uncertainties pose risks to international revenue and profitability given On's global market exposure.
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