Builders FirstSource vs Acuity

This page compares Builders FirstSource, Inc. and Acuity Brands, Inc., outlining their business models, financial performance, and market context in neutral terms. It highlights how each company operates, generates revenue, and their positions within the industry landscape. The content is designed to inform decision-making with clear, accessible analysis. Educational content, not financial advice.

This page compares Builders FirstSource, Inc. and Acuity Brands, Inc., outlining their business models, financial performance, and market context in neutral terms. It highlights how each company opera...

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.

Acuity (AYI)

Acuity Brands, Inc. (AYI) is a US-based provider of lighting fixtures, controls and building management solutions that help commercial, institutional and industrial customers improve energy efficiency and occupant comfort. With a market cap around $11.2 billion, the company combines traditional lighting hardware with growing software and controls offerings, positioning it to benefit from trends in LED adoption, smart buildings and energy-efficiency regulation. Investors should note Acuity’s sensitivity to construction cycles and commercial real-estate activity, plus supply‑chain and component-cost pressures that can affect margins. Management’s focus on recurring revenue from controls and services, plus selective acquisitions, supports long-term growth potential but does not guarantee returns. For long-term investors, key considerations include product innovation, order backlog, gross-margin trends and exposure to macroeconomic and regulatory shifts. This summary is for general educational purposes only and not personalised financial advice; values can fall as well as rise, and past performance is not a reliable guide to the future.

Comparison Snapshot

Key Financial Metrics

BLDR

Metric

AYI

$12.15B

Market Cap

$11.47B

22.71%

Potential Profit

6.92%

Buy

Analyst Rating

Buy

Which Baskets Do They Appear In?

Home 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

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Which Baskets Do They Appear In?

Home 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 Basket

Investment Analysis