BLDR vs SHW
Builders FirstSource, Inc. and Sherwin Williams Co., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | BLDR | SHW |
|---|---|---|
| Revenue | $15.2B | $23.6B |
| Net income | $435.2M | $2.6B |
| Gross margin | 30.4% | 48.8% |
| Net margin | 2.9% | 10.9% |
| Return on equity | 10.1% | 59.4% |
| Diluted EPS | $3.89 | $10.26 |
| Dividend / share | · | $3.16 |
| Payout ratio | · | 30.7% |
| Free cash flow | $853.3M | $2.7B |
| Equity | $4.4B | $4.6B |
| Net debt / equity | 0.98× | 2.06× |
| Current ratio | 1.86× | 0.87× |
| Revenue CAGR 5y | 12.2% | 5.1% |
| Profit CAGR 5y | 6.8% | 4.8% |
SHW bills 1.6× the revenue of BLDR, and keeps more of each dollar of revenue as profit (10.9% 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 | SHW |
|---|---|---|
| FY2025 | $15.2B | $23.6B |
| FY2024 | $16.4B | $23.1B |
| FY2023 | $17.1B | $23.1B |
| FY2022 | $22.7B | $22.1B |
| FY2021 | $19.9B | $19.9B |
| FY2020 | $8.6B | $18.4B |
| FY2019 | $7.3B | $17.9B |
| FY2018 | $7.7B | $17.5B |
| FY2017 | $7.0B | $15.0B |
| FY2016 | $6.4B | $11.9B |
Bottom line
| Fiscal year | BLDR | SHW |
|---|---|---|
| FY2025 | $435.2M | $2.6B |
| FY2024 | $1.1B | $2.7B |
| FY2023 | $1.5B | $2.4B |
| FY2022 | $2.7B | $2.0B |
| FY2021 | $1.7B | $1.9B |
| FY2020 | $313.5M | $2.0B |
| FY2019 | $221.8M | $1.5B |
| FY2018 | $205.2M | $1.1B |
| FY2017 | $38.8M | $1.7B |
| FY2016 | $144.3M | $1.1B |
17 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −$8,383,662,000 | SHW |
| FY2024 | −$6,698,008,000 | SHW |
| FY2023 | −$5,954,570,000 | SHW |
| FY2022 | +$577,518,000 | BLDR |
| FY2021 | −$50,744,000 | SHW |
| FY2020 | −$9,802,826,000 | SHW |
| FY2019 | −$10,620,369,000 | SHW |
| FY2018 | −$9,809,729,000 | SHW |
| FY2017 | −$7,949,591,000 | SHW |
| FY2016 | −$5,488,318,000 | SHW |
| FY2015 | −$7,774,575,000 | SHW |
| FY2014 | −$9,525,904,000 | SHW |
| FY2013 | −$8,696,108,000 | SHW |
| FY2012 | −$8,463,324,000 | SHW |
| FY2011 | −$7,986,907,000 | SHW |
| FY2010 | −$7,076,081,000 | SHW |
| FY2009 | −$6,416,363,000 | SHW |
The higher-revenue side has changed between BLDR and SHW 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 | −8.0 pp | SHW |
| FY2024 | −5.0 pp | SHW |
| FY2023 | −1.4 pp | SHW |
| FY2022 | +3.0 pp | BLDR |
| FY2021 | −0.7 pp | SHW |
| FY2020 | −7.4 pp | SHW |
| FY2019 | −5.6 pp | SHW |
| FY2018 | −3.7 pp | SHW |
| FY2017 | −11.0 pp | SHW |
| FY2016 | −7.3 pp | SHW |
| FY2015 | −9.9 pp | SHW |
| FY2014 | −6.6 pp | SHW |
| FY2013 | −10.3 pp | SHW |
| FY2012 | −11.9 pp | SHW |
| FY2011 | −13.4 pp | SHW |
| FY2010 | −19.6 pp | SHW |
| FY2009 | −15.3 pp | SHW |
The higher net margin has changed hands between BLDR and SHW 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 SHW's over the 17 comparable fiscal years — 6.7 percentage points of standard deviation against 2.0.
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 SHW over these 17 fiscal years — BLDR led in 1 and SHW in 16.
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 SHW's over the 17 comparable fiscal years — 65.4 percentage points of standard deviation against 22.3.
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 SHW over these 17 fiscal years — BLDR led in 2 and SHW in 15.
17 of 19 comparable fiscal years — a year missing data on either side is not counted.