BLDR vs ALLE vs WMS Stock Comparison

Builders FirstSource, Allegion and Advanced Drainage Systems Prices as of Nov 4, 2026 Peers: Industry group
1 more company in this comparison (CSL) Create a free account to keep reading and compare up to 10 companies.
ALLE Allegion plc
$192.78 +25.4% 1M +16.4% 1Y
Market cap
$16.26B
P/E
23.7x
Revenue (TTM)
$4.39B
Div. yield
1.12%
Building Products Industrials
10 wins

Head to Head

12 decided of 12

Allegion leads on 10 of the 12 questions below (Allegion 10, Advanced Drainage Systems 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionBLDRALLEWMSLeader
Larger companyMarket capitalisation $7.48B $16.26B $10.28B ALLE
Cheaper on earningsLower P/E, profitable companies only 184.4x 23.7x 24.4x ALLE
Cheaper on forward earningsLower price / next fiscal year consensus EPS 22.4x 20.5x 22.5x ALLE
Faster revenue growthRevenue growth, trailing twelve months -8.3% +10.3% +10.4% WMS
More profitableNet margin, trailing twelve months 0.3% 15.7% 14.0% ALLE
Better return on capitalReturn on invested capital 3.5% 18.4% 14.7% ALLE
Less leveragedLower net debt / EBITDA 5.0x 1.5x 1.6x ALLE
Higher dividend yieldTrailing dividend yield — 1.12% 0.53% ALLE
Better 1-year returnPrice return, last 12 months -36.7% +16.4% +6.2% ALLE
Better 5-year returnAnnualised price return, 5 years +0.7%/yr +8.0%/yr +3.1%/yr ALLE
Less volatileAnnualised volatility, 1 year 52.6% 29.9% 37.0% ALLE
Higher overall scoreMean of the five percentile scores vs peers 39/100 54/100 62/100 WMS

Percentile Scorecard

BLDRALLEWMS

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisBLDRALLEWMS
Valuation 55 #26 of 57 23 #44 of 57 45 #32 of 57
Growth 2 #53 of 54 60 #22 of 54 42 #32 of 54
Profitability 33 #36 of 53 100 #1 of 53 85 #9 of 53
Financial Health 19 #48 of 59 57 #26 of 59 52 #29 of 59
Shareholder Returns 88 #6 of 42 32 #29 of 42 85 #7 of 42
Overall 39 54 62
  • BLDR ranked among 59 companies in Construction Products
  • ALLE ranked among 59 companies in Construction Products
  • WMS ranked among 59 companies in Construction Products

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodBLDRALLEWMSSPY
1 month +25.0%+25.4%+11.3% -1.0%
3 months -8.3%+14.3%-3.7% -0.4%
6 months -13.1%+42.5%-3.1% +4.5%
Year to date -32.4%+21.1%-0.5% +12.4%
1 year -36.7%+16.4%+6.2% +13.6%
3 years -45.2%+89.2%+27.9% +76.4%
3 years, per year -18.2%+23.7%+8.6% +20.8%
5 years +3.4%+46.7%+16.4% +63.7%
5 years, per year +0.7%+8.0%+3.1% +10.4%
10 years +660.7%+202.9%+648.6% +267.7%
10 years, per year +22.5%+11.7%+22.3% +13.9%

Risk

MeasureBLDRALLEWMSSPY
Volatility, 1Y 52.6%29.9%37.0% 12.8%
Downside volatility, 1Y 44.9%27.6%33.4% 12.7%
Beta vs S&P 500, 1Y 1.540.431.37 1.00
Return / volatility, 1Y -0.700.550.17 1.06
Max drawdown, 5Y -76.1%-34.8%-50.3% -25.4%
From 52-week high -46.1%0.0%-17.8% -1.6%
52-week high $128.96$192.78$175.38 $779.14
52-week low $50.53$125.65$125.22 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleBLDRALLEWMS
P/E now vs peer median 184.4xmedian 22.2x 23.7xmedian 22.2x 24.4xmedian 22.2x
P/S now vs peer median 0.5xmedian 1.7x 3.7xmedian 1.7x 3.2xmedian 1.7x
EV/EBITDA now vs peer median 13.3xmedian 13.9x 16.5xmedian 13.9x 13.0xmedian 13.9x
P/FCF now vs peer median 29.8xmedian 18.0x 22.0xmedian 18.0x 18.7xmedian 18.0x
P/B now vs peer median 1.8xmedian 2.8x 7.5xmedian 2.8x 5.7xmedian 2.8x
PEG now vs peer median -2.68median 1.06 2.72median 1.06 -13.04median 1.06

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsBLDRALLEWMS
Revenue $14.36B $4.39B $3.22B
Gross profit $4.09B $1.98B $1.24B
Operating income $305.89M $944.20M $668.00M
Net income $40.58M $691.10M $455.60M
Free cash flow $251.32M $739.90M $550.15M
EPS (diluted) $0.38 $8.11 $5.86
Cash & equivalents $55.01M $388.10M $162.25M
Total debt $4.62B $2.03B $1.61B
Shares (diluted) 107.64M 85.20M 77.02M
Enterprise value $7.08B $14.88B $8.14B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricBLDRALLEWMS
P/E 184.4x 23.7x 24.4x
P/FCF 29.8x 22.0x 18.7x
P/Operating cash flow 15.1x 19.3x 12.8x
P/S 0.5x 3.7x 3.2x
P/B 1.8x 7.5x 5.7x
P/Tangible book 2.4x 11.8x 10.4x
EV/EBITDA 13.3x 16.5x 13.0x
EV/EBIT 39.4x 19.0x 17.6x
EV/Revenue 0.8x 4.1x 3.6x
EV/FCF 47.9x 24.2x 21.3x
EV/Operating cash flow 24.2x 21.2x 14.6x
PEG (3Y EPS CAGR) -2.68 2.72 -13.04

Growth

14 metrics
MetricBLDRALLEWMS
Revenue growth (1Y) -8.3% 10.3% 10.4%
Revenue CAGR (3Y) -6.0% 6.7% 3.2%
Gross profit growth (1Y) -15.6% 10.3% 14.0%
Gross profit CAGR (3Y) -12.2% 8.6% 4.3%
Operating income growth (1Y) -70.3% 13.1% 4.9%
Operating income CAGR (3Y) -48.3% 10.1% -2.2%
Net income growth (1Y) -93.2% 7.9% 4.9%
Net income CAGR (3Y) -70.5% 7.4% -2.8%
EPS growth (1Y) -93.0% 9.6% 5.7%
EPS CAGR (3Y) -68.9% 8.7% -1.9%
Operating cash flow growth (1Y) -64.4% 10.7% 19.5%
Operating cash flow CAGR (3Y) -42.9% 13.8% 4.6%
Free cash flow growth (1Y) -75.4% 8.8% 18.3%
Free cash flow CAGR (3Y) -51.1% 14.7% 1.3%

Profitability

14 metrics
MetricBLDRALLEWMS
Gross margin 28.5% 45.1% 38.6%
EBITDA margin 6.3% 24.7% 27.9%
Operating margin 2.1% 21.5% 20.7%
Pretax margin 0.1% 19.4% 18.6%
Net margin 0.3% 15.7% 14.0%
FCF margin 1.7% 16.9% 17.1%
Operating cash flow margin 3.5% 19.2% 25.0%
Return on equity 1.0% 32.2% 24.6%
Return on assets 0.4% 12.8% 10.1%
Return on invested capital 3.5% 18.4% 14.7%
Return on capital employed 3.2% 20.6% 17.0%
Asset turnover 1.3x 0.8x 0.7x
Cash conversion (OCF / net income) 12.2x 1.2x 1.8x
Stock comp / revenue 0.3% – 1.2%

Financial Health

11 metrics
MetricBLDRALLEWMS
Debt / assets 40.8% 37.2% 35.8%
Debt / equity 1.1x 0.9x 0.9x
Net debt / EBITDA 5.0x 1.5x 1.6x
Debt / FCF 18.4x 2.7x 2.9x
Liabilities / assets 64.0% 60.3% 59.7%
Equity / assets 36.0% 39.7% 40.3%
Interest coverage – 9.6x –
Current ratio 1.8x 1.9x 2.1x
Quick ratio 1.0x 1.1x 1.1x
Cash ratio 0.0x 0.5x 0.3x
Altman Z-score 2.14 5.11 4.29

Shareholder Returns

7 metrics
MetricBLDRALLEWMS
Dividend yield – 1.1% 0.5%
Net buyback yield 4.1% 1.7% 3.1%
Shareholder yield 4.1% 2.8% 3.6%
Payout ratio (earnings) – 26.6% 12.6%
Payout ratio (FCF) – 24.9% 10.4%
Dividend growth (1Y) – 6.5% 12.0%
Dividend CAGR (3Y) – 5.9% 12.3%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusBLDRALLEWMS
Forward P/E 22.4xFY2026 20.5xFY2026 22.5xFY2026
EPS, next fiscal year $3.11FY2026 $9.41FY2026 $6.40FY2026
EPS growth, next FY -54.9%FY2026 +15.6%FY2026 +2.1%FY2026
EPS growth, the year after +30.2% +2.7% +22.7%
Revenue, next fiscal year $13.77BFY2026 $4.67BFY2026 $3.62BFY2026
Revenue growth, next FY -9.4%FY2026 +14.7%FY2026 +18.7%FY2026
Revenue growth, the year after -0.1% +8.4% +5.8%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersBLDRALLEWMS
Held by institutions 99.7% 100.0% 90.9%
Institutions holding 669 732 555
Change in shares held, QoQ +1.3% +3.0% +0.3%
Institutions buying 335 336 260
Institutions selling 260 273 210
Buyers to sellers 1.29 1.23 1.24

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

BLDRALLEWMS
BLDR 1.00 0.56 0.68
ALLE 0.56 1.00 0.50
WMS 0.68 0.50 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, BLDR, ALLE and WMS?

Allegion (ALLE) is the largest by market capitalisation: Builders FirstSource (BLDR) $7.48B, Allegion (ALLE) $16.26B, Advanced Drainage Systems (WMS) $10.28B.

Which stock is cheaper, BLDR, ALLE and WMS?

Allegion (ALLE) trades on the lowest price-to-earnings ratio (Builders FirstSource (BLDR) 184.4x, Allegion (ALLE) 23.7x, Advanced Drainage Systems (WMS) 24.4x). On next year's consensus earnings, Allegion (ALLE) is cheapest (Builders FirstSource (BLDR) 22.4x, Allegion (ALLE) 20.5x, Advanced Drainage Systems (WMS) 22.5x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Advanced Drainage Systems (WMS) grew revenue fastest over the trailing twelve months: Builders FirstSource (BLDR) -8.3%, Allegion (ALLE) +10.3%, Advanced Drainage Systems (WMS) +10.4%.

Which company is more profitable?

Allegion (ALLE) has the highest net margin (Builders FirstSource (BLDR) 0.3%, Allegion (ALLE) 15.7%, Advanced Drainage Systems (WMS) 14.0%). On return on invested capital, Allegion (ALLE) leads (Builders FirstSource (BLDR) 3.5%, Allegion (ALLE) 18.4%, Advanced Drainage Systems (WMS) 14.7%).

Which stock has performed better?

Over the past year Allegion (ALLE) returned the most: Builders FirstSource (BLDR) -36.7%, Allegion (ALLE) +16.4%, Advanced Drainage Systems (WMS) +6.2%. Over five years, Allegion (ALLE) compounded fastest (Builders FirstSource (BLDR) +0.7%/yr, Allegion (ALLE) +8.0%/yr, Advanced Drainage Systems (WMS) +3.1%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Allegion (ALLE) has the highest dividend yield: Allegion (ALLE) 1.12%, Advanced Drainage Systems (WMS) 0.53%. Builders FirstSource (BLDR) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Allegion (ALLE) has been the steadiest (Builders FirstSource (BLDR) 52.6%, Allegion (ALLE) 29.9%, Advanced Drainage Systems (WMS) 37.0%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, BLDR, ALLE and WMS?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Allegion (ALLE) leads on 10. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.