BLDR vs HD
Builders FirstSource, Inc. and Home Depot, Inc., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | BLDR | HD |
|---|---|---|
| Revenue | $15.2B | $164.7B |
| Net income | $435.2M | $14.2B |
| Gross margin | 30.4% | 33.3% |
| Net margin | 2.9% | 8.6% |
| Return on equity | 10.1% | 145.5% |
| Diluted EPS | $3.89 | $14.23 |
| Dividend / share | · | $9.20 |
| Payout ratio | · | 64.7% |
| Free cash flow | $853.3M | $12.6B |
| Equity | $4.4B | $12.8B |
| Net debt / equity | 0.98× | 3.75× |
| Current ratio | 1.86× | 1.06× |
| Revenue CAGR 5y | 12.2% | 4.5% |
| Profit CAGR 5y | 6.8% | 1.9% |
HD bills 10.8× the revenue of BLDR, and keeps more of each dollar of revenue as profit (8.6% 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 | HD |
|---|---|---|
| FY2025 | $15.2B | $164.7B |
| FY2024 | $16.4B | $159.5B |
| FY2023 | $17.1B | $152.7B |
| FY2022 | $22.7B | $157.4B |
| FY2021 | $19.9B | $151.2B |
| FY2020 | $8.6B | $132.1B |
| FY2019 | $7.3B | $110.2B |
| FY2018 | $7.7B | $108.2B |
| FY2017 | $7.0B | $100.9B |
| FY2016 | $6.4B | $94.6B |
Bottom line
| Fiscal year | BLDR | HD |
|---|---|---|
| FY2025 | $435.2M | $14.2B |
| FY2024 | $1.1B | $14.8B |
| FY2023 | $1.5B | $15.1B |
| FY2022 | $2.7B | $17.1B |
| FY2021 | $1.7B | $16.4B |
| FY2020 | $313.5M | $12.9B |
| FY2019 | $221.8M | $11.2B |
| FY2018 | $205.2M | $11.1B |
| FY2017 | $38.8M | $8.6B |
| FY2016 | $144.3M | $8.0B |
17 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −$149,492,362,000 | HD |
| FY2024 | −$143,113,508,000 | HD |
| FY2023 | −$135,571,670,000 | HD |
| FY2022 | −$134,676,582,000 | HD |
| FY2021 | −$131,263,144,000 | HD |
| FY2020 | −$123,551,126,000 | HD |
| FY2019 | −$102,944,569,000 | HD |
| FY2018 | −$100,478,229,000 | HD |
| FY2017 | −$93,869,791,000 | HD |
| FY2016 | −$88,227,716,000 | HD |
| FY2015 | −$84,954,575,000 | HD |
| FY2014 | −$81,571,904,000 | HD |
| FY2013 | −$77,322,108,000 | HD |
| FY2012 | −$73,683,324,000 | HD |
| FY2011 | −$69,615,907,000 | HD |
| FY2010 | −$67,296,657,000 | HD |
| FY2009 | −$65,498,114,000 | HD |
HD has reported the higher revenue in every one of these 17 fiscal years. 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 | −5.7 pp | HD |
| FY2024 | −2.7 pp | HD |
| FY2023 | −0.9 pp | HD |
| FY2022 | +1.2 pp | BLDR |
| FY2021 | −2.2 pp | HD |
| FY2020 | −6.1 pp | HD |
| FY2019 | −7.2 pp | HD |
| FY2018 | −7.6 pp | HD |
| FY2017 | −8.0 pp | HD |
| FY2016 | −6.1 pp | HD |
| FY2015 | −8.6 pp | HD |
| FY2014 | −6.5 pp | HD |
| FY2013 | −9.7 pp | HD |
| FY2012 | −11.4 pp | HD |
| FY2011 | −13.9 pp | HD |
| FY2010 | −18.5 pp | HD |
| FY2009 | −13.1 pp | HD |
The higher net margin has changed hands between BLDR and HD over this period.
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 HD's over the 17 comparable fiscal years — 6.7 percentage points of standard deviation against 2.1.
17 of 19 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in net margin changed hands between BLDR and HD over these 17 fiscal years — BLDR led in 1 and HD in 16.
17 of 19 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
HD's return on equity has been more volatile than BLDR's over the 12 comparable fiscal years — 311.6 percentage points of standard deviation against 67.8.
12 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 HD over these 12 fiscal years — BLDR led in 1 and HD in 11.
12 of 19 comparable fiscal years — a year missing data on either side is not counted.