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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...

Investment Analysis

Builders FirstSource

BLDR

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.

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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.

Deckers (DECK)

Deckers Outdoor Corporation (DECK) is a US-based designer and marketer of premium footwear and apparel, best known for UGG, Hoka, Teva and Sanuk. The business mixes strong brand equity with an expanding direct-to-consumer (DTC) retail and e-commerce presence alongside wholesale partners. Investors often focus on Hoka’s rapid growth and international expansion as potential revenue engines, plus the margin benefits of a higher DTC mix. That said, Deckers’ results are tied to consumer tastes, seasonal trends, inventory management and supply-chain dynamics — and currency moves can affect reported results. The company has historically delivered healthy margins, but concentration in a few brands and fashion cycles can create volatility. This is an educational summary, not personalised investment advice; potential investors should weigh risks, do further research and consider consulting a financial adviser.