BLDR vs FAST
Builders FirstSource, Inc. and Fastenal Co., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | BLDR | FAST |
|---|---|---|
| Revenue | $15.2B | $8.2B |
| Net income | $435.2M | $1.3B |
| Gross margin | 30.4% | 45.0% |
| Net margin | 2.9% | 15.3% |
| Return on equity | 10.1% | 33.3% |
| Diluted EPS | $3.89 | $1.09 |
| Dividend / share | · | $0.88 |
| Payout ratio | · | 79.8% |
| Free cash flow | $853.3M | $1.1B |
| Equity | $4.4B | $3.9B |
| Net debt / equity | 0.98× | −0.04× |
| Current ratio | 1.86× | 4.85× |
| Revenue CAGR 5y | 12.2% | 7.7% |
| Profit CAGR 5y | 6.8% | 7.9% |
BLDR bills 1.9× the revenue of FAST, and FAST keeps more of each dollar of revenue as profit (15.3% against 2.9%).
The stronger figure of the pair is set in bold. That is arithmetic, not a recommendation — this page does not pick a winner. "·" marks a figure not available in our data.
10 years side by side
| Fiscal year | BLDR | FAST |
|---|---|---|
| FY2025 | $15.2B | $8.2B |
| FY2024 | $16.4B | $7.5B |
| FY2023 | $17.1B | $7.3B |
| FY2022 | $22.7B | $7.0B |
| FY2021 | $19.9B | $6.0B |
| FY2020 | $8.6B | $5.6B |
| FY2019 | $7.3B | $5.3B |
| FY2018 | $7.7B | $5.0B |
| FY2017 | $7.0B | $4.4B |
| FY2016 | $6.4B | $4.0B |
Bottom line
| Fiscal year | BLDR | FAST |
|---|---|---|
| FY2025 | $435.2M | $1.3B |
| FY2024 | $1.1B | $1.2B |
| FY2023 | $1.5B | $1.2B |
| FY2022 | $2.7B | $1.1B |
| FY2021 | $1.7B | $925.0M |
| FY2020 | $313.5M | $859.1M |
| FY2019 | $221.8M | $790.9M |
| FY2018 | $205.2M | $751.9M |
| FY2017 | $38.8M | $578.6M |
| FY2016 | $144.3M | $499.4M |
17 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | +$6,990,138,000 | BLDR |
| FY2024 | +$8,854,492,000 | BLDR |
| FY2023 | +$9,750,630,000 | BLDR |
| FY2022 | +$15,745,818,000 | BLDR |
| FY2021 | +$13,882,956,000 | BLDR |
| FY2020 | +$2,911,574,000 | BLDR |
| FY2019 | +$1,946,731,000 | BLDR |
| FY2018 | +$2,759,671,000 | BLDR |
| FY2017 | +$2,643,709,000 | BLDR |
| FY2016 | +$2,405,284,000 | BLDR |
| FY2015 | −$304,775,000 | FAST |
| FY2014 | −$2,129,411,000 | FAST |
| FY2013 | −$1,836,214,000 | FAST |
| FY2012 | −$2,062,901,000 | FAST |
| FY2011 | −$1,987,766,000 | FAST |
| FY2010 | −$1,569,128,000 | FAST |
| FY2009 | −$1,252,444,000 | FAST |
The higher-revenue side has changed between BLDR and FAST over this period. The gap has widened since the earliest year compared.
17 of 19 comparable fiscal years — a year missing data on either side is not counted.
17 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −12.5 pp | FAST |
| FY2024 | −8.7 pp | FAST |
| FY2023 | −6.7 pp | FAST |
| FY2022 | −3.5 pp | FAST |
| FY2021 | −6.7 pp | FAST |
| FY2020 | −11.5 pp | FAST |
| FY2019 | −11.8 pp | FAST |
| FY2018 | −12.5 pp | FAST |
| FY2017 | −12.6 pp | FAST |
| FY2016 | −10.3 pp | FAST |
| FY2015 | −14.0 pp | FAST |
| FY2014 | −12.1 pp | FAST |
| FY2013 | −16.4 pp | FAST |
| FY2012 | −18.7 pp | FAST |
| FY2011 | −21.3 pp | FAST |
| FY2010 | −25.3 pp | FAST |
| FY2009 | −18.7 pp | FAST |
FAST has kept the higher net margin in every one of these 17 fiscal years.
17 of 19 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
BLDR's net margin has been more volatile than FAST's over the 17 comparable fiscal years — 6.7 percentage points of standard deviation against 1.6.
17 of 19 comparable fiscal years — a year missing data on either side is not counted.
Year by year
FAST led in net margin in every one of the 17 comparable fiscal years — a structural lead, not a recent swing.
17 of 19 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
BLDR's return on equity has been more volatile than FAST's over the 17 comparable fiscal years — 65.4 percentage points of standard deviation against 5.0.
17 of 19 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in return on equity changed hands between BLDR and FAST over these 17 fiscal years — BLDR led in 5 and FAST in 12.
17 of 19 comparable fiscal years — a year missing data on either side is not counted.