BLDR vs TSCO
Builders FirstSource, Inc. and Tractor Supply Co., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | BLDR | TSCO |
|---|---|---|
| Revenue | $15.2B | $15.5B |
| Net income | $435.2M | $1.1B |
| Gross margin | 30.4% | 36.4% |
| Net margin | 2.9% | 7.1% |
| Return on equity | 10.1% | 45.2% |
| Diluted EPS | $3.89 | $2.06 |
| Dividend / share | · | $0.92 |
| Payout ratio | · | 44.5% |
| Free cash flow | $853.3M | $740.5M |
| Equity | $4.4B | $2.6B |
| Net debt / equity | 0.98× | 0.61× |
| Current ratio | 1.86× | 1.34× |
| Revenue CAGR 5y | 12.2% | 7.9% |
| Profit CAGR 5y | 6.8% | 7.9% |
BLDR and TSCO book revenue within 15% of each other, and TSCO keeps more of each dollar of revenue as profit (7.1% 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 | TSCO |
|---|---|---|
| FY2025 | $15.2B | $15.5B |
| FY2024 | $16.4B | $14.9B |
| FY2023 | $17.1B | $14.6B |
| FY2022 | $22.7B | $14.2B |
| FY2021 | $19.9B | $12.7B |
| FY2020 | $8.6B | $10.6B |
| FY2019 | $7.3B | $8.4B |
| FY2018 | $7.7B | $7.9B |
| FY2017 | $7.0B | $7.3B |
| FY2016 | $6.4B | $6.8B |
Bottom line
| Fiscal year | BLDR | TSCO |
|---|---|---|
| FY2025 | $435.2M | $1.1B |
| FY2024 | $1.1B | $1.1B |
| FY2023 | $1.5B | $1.1B |
| FY2022 | $2.7B | $1.1B |
| FY2021 | $1.7B | $997.1M |
| FY2020 | $313.5M | $749.0M |
| FY2019 | $221.8M | $562.4M |
| FY2018 | $205.2M | $532.4M |
| FY2017 | $38.8M | $422.6M |
| FY2016 | $144.3M | $437.1M |
17 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −$333,408,000 | TSCO |
| FY2024 | +$1,517,261,000 | BLDR |
| FY2023 | +$2,541,589,000 | BLDR |
| FY2022 | +$8,521,701,000 | BLDR |
| FY2021 | +$7,162,751,000 | BLDR |
| FY2020 | −$2,061,478,000 | TSCO |
| FY2019 | −$1,071,500,000 | TSCO |
| FY2018 | −$186,275,000 | TSCO |
| FY2017 | −$222,173,000 | TSCO |
| FY2016 | −$412,295,000 | TSCO |
| FY2015 | −$2,662,082,000 | TSCO |
| FY2014 | −$4,107,619,000 | TSCO |
| FY2013 | −$3,674,892,000 | TSCO |
| FY2012 | −$3,593,444,000 | TSCO |
| FY2011 | −$3,453,650,000 | TSCO |
| FY2010 | −$2,937,993,000 | TSCO |
| FY2009 | −$2,529,051,000 | TSCO |
The higher-revenue side has changed between BLDR and TSCO over this period. The gap has narrowed since the earliest year compared.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.
17 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −4.2 pp | TSCO |
| FY2024 | −0.8 pp | TSCO |
| FY2023 | +1.4 pp | BLDR |
| FY2022 | +4.4 pp | BLDR |
| FY2021 | +0.8 pp | BLDR |
| FY2020 | −3.4 pp | TSCO |
| FY2019 | −3.7 pp | TSCO |
| FY2018 | −4.1 pp | TSCO |
| FY2017 | −5.3 pp | TSCO |
| FY2016 | −4.2 pp | TSCO |
| FY2015 | −7.2 pp | TSCO |
| FY2014 | −5.4 pp | TSCO |
| FY2013 | −9.2 pp | TSCO |
| FY2012 | −11.2 pp | TSCO |
| FY2011 | −13.6 pp | TSCO |
| FY2010 | −18.3 pp | TSCO |
| FY2009 | −12.9 pp | TSCO |
The higher net margin has changed hands between BLDR and TSCO over this period.
17 of 18 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 TSCO's over the 17 comparable fiscal years — 6.7 percentage points of standard deviation against 1.1.
17 of 18 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 TSCO over these 17 fiscal years — BLDR led in 3 and TSCO in 14.
17 of 18 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 TSCO's over the 17 comparable fiscal years — 65.4 percentage points of standard deviation against 11.4.
17 of 18 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 TSCO over these 17 fiscal years — BLDR led in 5 and TSCO in 12.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.