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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,...

Investment Analysis

Builders FirstSource

BLDR

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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Frequently asked questions

About The Companies

Builders FirstSource (BLDR)

Builders FirstSource, Inc. (BLDR) is one of the largest suppliers of building materials, manufactured components and construction services to professional homebuilders and remodelers across the United States. The company combines a broad distribution network with in‑plant manufacturing to supply lumber, windows, doors, millwork and engineered components. Revenue and profit are closely linked to new‑home starts, repair and remodelling activity and regional housing cycles; margins also depend on commodity and logistics costs. BLDR has grown through scale and acquisitions, aiming to boost efficiency and expand its service offering, but execution and integration risks exist. For investors, key considerations include exposure to mortgage rates and housing demand, commodity-price volatility, and management’s capital allocation choices. This is general educational information, not personal advice — values can rise or fall and past performance is not a reliable guide to the future. Market cap about $13.9bn.

On (ONON)

On Holding AG (ticker: ONON) is a Swiss athletic-footwear and apparel company best known for its CloudTec cushioning and performance running shoes. With a market capitalisation of around $14.01 billion, On has grown quickly by combining product innovation, distinctive design and an expanding direct-to-consumer footprint across Europe, North America and Asia. Investors should note the company’s focus on brand building, retail expansion and premium pricing, which can support revenue growth but also exposes it to consumer sentiment and fashion cycles. Operational risks include competition from established sports brands, supply-chain pressures and currency fluctuations. On may appeal to investors seeking exposure to the premium running and athleisure market, but this is general information rather than personalised advice. As with any equity, values can rise and fall and past performance is not a reliable indicator of future returns; consider your own risk tolerance and consult a financial adviser if unsure.