Is Builders FirstSource Stock Underperforming the S&P 500?

Core Insights - Builders FirstSource, Inc. (BLDR) is a major U.S. supplier of building products and services, with a market cap of $11.6 billion, serving various segments in the residential construction industry [1][2] Financial Performance - BLDR stock has decreased by 37.5% from its 52-week high of $175.24 on December 11, 2024, and has dropped 21.9% over the past three months, underperforming the S&P 500 Index's 5.4% increase during the same period [3] - Year-to-date, BLDR stock has fallen 23.3% and 35.8% over the past 52 weeks, while the S&P 500 has surged by 17.1% in 2025 and 14.1% over the past year [4] - Following the release of Q3 results on October 30, despite better-than-expected financials, BLDR stock prices fell by 3.1%. The company's topline for the quarter was $6.9 billion, down 6.9% year-over-year but exceeding expectations by 3.8% [5] Market Position - Builders FirstSource has underperformed compared to its peer, Masco Corporation, which saw a 12.6% decline year-to-date and a 20.1% drop over the past year [6] - Among 24 analysts covering BLDR stock, the consensus rating is a "Moderate Buy," with a mean price target of $134.59, indicating a potential upside of 22.8% from current levels [6]