Builders FirstSource vs Deckers
This page compares Builders FirstSource and Deckers, examining business models, financial performance, and market context in a neutral, accessible way. It presents how these organisations differ in strategy, scale, and focus, without offering recommendations. Educational content, not financial advice.
This page compares Builders FirstSource and Deckers, examining business models, financial performance, and market context in a neutral, accessible way. It presents how these organisations differ in st...
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.
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 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
A carefully selected group of companies positioned to benefit from America's strong housing market. These stocks span the entire construction value chain, from homebuilders to material suppliers and component manufacturers, all chosen by our expert analysts.
Published: July 2, 2025
Explore BasketThe Umansky Effect: Riding the Luxury Housing Wave
This curated collection focuses on companies set to benefit from the continued strength in luxury real estate. Based on insights from The Agency CEO Mauricio Umansky, these stocks span premium homebuilders, high-end material suppliers, and luxury furnishing brands positioned to thrive in a resilient high-end housing market.
Published: July 1, 2025
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.
Published: June 30, 2025
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
- Builders FirstSource beat Q3 2025 EPS and revenue forecasts, showing resilience with a 18.99% EPS surprise and 2.6% revenue beat despite market softness.
- The company continues strategic investments in technology and recent acquisitions, expanding its footprint, notably into millwork solutions in new markets like Las Vegas.
- Analyst consensus is positive, with 17 analysts rating the stock a 'Buy' and setting a 12-month price target implying a potential 32% upside.
Considerations
- Revenue and adjusted EBITDA declined year-over-year in Q3 2025, with net sales down 6.9% and EBITDA falling by 31%, reflecting weakness in single-family and multifamily markets.
- The stock's recent sentiment shows bearish tendencies and a Fear & Greed index indicating 39 (Fear), reflecting medium price volatility and market uncertainty.
- Builders FirstSource experienced a 30% earnings decline in 2024 and faces cyclical risks linked to the construction sector's softness, impacting near-term profitability.
Deckers
DECK
Pros
- Deckers Outdoor Corp benefits from a strong position in the premium outdoor and footwear market, differentiated by owning brands with loyal customer bases.
- The company has demonstrated resilience through innovation and brand strength, supporting growth despite broader retail and economic challenges.
- Deckers has maintained healthy profitability metrics with stable margins supported by premium pricing and efficient supply chain management.
Considerations
- Deckers faces risks from global supply chain disruptions and inflationary pressures, which can affect costs and inventory management.
- High exposure to discretionary consumer spending creates cyclicality risks amid uncertain macroeconomic conditions and potential softness in retail demand.
- Competitive pressure in the athletic and casual footwear market from large incumbents and emerging brands could constrain market share expansion.
Why invest with Nemo?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
Builders FirstSource vs BJ's Wholesale Club
Builders FirstSource vs BJ's Wholesale Club
Builders FirstSource vs On
Builders FirstSource vs On – stock comparison
Builders FirstSource vs Wynn Resorts
Builders FirstSource vs Wynn Resorts