BLDR vs WMS Stock Comparison

Builders FirstSource and Advanced Drainage Systems Prices as of Oct 26, 2026 Peers: Industry group

Head to Head

11 decided of 12

Advanced Drainage Systems leads on 10 of the 12 questions below (Advanced Drainage Systems 10, Builders FirstSource 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionBLDRWMSLeader
Larger companyMarket capitalisation $6.09B $10.02B WMS
Cheaper on earningsLower P/E, profitable companies only 59.4x 22.2x WMS
Cheaper on forward earningsLower price / next fiscal year consensus EPS 18.1x 20.5x BLDR
Faster revenue growthRevenue growth, trailing twelve months -9.4% +10.4% WMS
More profitableNet margin, trailing twelve months 0.7% 14.0% WMS
Better return on capitalReturn on invested capital 3.5% 14.7% WMS
Less leveragedLower net debt / EBITDA 4.4x 1.6x WMS
Higher dividend yieldTrailing dividend yield 0.00% 0.01% –
Better 1-year returnPrice return, last 12 months -54.7% -8.5% WMS
Better 5-year returnAnnualised price return, 5 years -0.3%/yr +3.9%/yr WMS
Less volatileAnnualised volatility, 1 year 50.2% 36.3% WMS
Higher overall scoreMean of the five percentile scores vs peers 44/100 64/100 WMS

Percentile Scorecard

BLDRWMS

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

AxisBLDRWMS
Valuation 80 #12 of 56 49 #29 of 56
Growth 2 #51 of 52 47 #28 of 52
Profitability 32 #35 of 51 86 #8 of 51
Financial Health 18 #48 of 58 51 #29 of 58
Shareholder Returns 90 #5 of 41 88 #6 of 41
Overall 44 64
  • BLDR ranked among 60 companies in Construction Products
  • WMS ranked among 60 companies in Construction Products

Price Performance

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

Returns

PeriodBLDRWMSSPY
1 month -5.1%-1.4% -0.8%
3 months -22.7%-8.4% +3.5%
6 months -37.5%-13.9% +7.0%
Year to date -45.4%-9.4% +12.2%
1 year -54.7%-8.5% +13.0%
3 years -47.1%+24.6% +86.3%
3 years, per year -19.1%+7.6% +23.1%
5 years -1.5%+21.2% +68.6%
5 years, per year -0.3%+3.9% +11.0%
10 years +478.8%+566.2% +258.0%
10 years, per year +19.2%+20.9% +13.6%

Risk

MeasureBLDRWMSSPY
Volatility, 1Y 50.2%36.3% 12.7%
Downside volatility, 1Y 44.5%33.3% 12.7%
Beta vs S&P 500, 1Y 1.611.38 1.00
Return / volatility, 1Y -1.09-0.23 1.02
Max drawdown, 5Y -76.1%-50.3% -25.4%
From 52-week high -56.4%-25.2% -1.8%
52-week high $128.96$175.38 $779.14
52-week low $50.53$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.

MultipleBLDRWMS
P/E now vs peer median 58.9xmedian 19.4x 22.3xmedian 19.4x
P/S now vs peer median 0.4xmedian 1.5x 2.9xmedian 1.5x
EV/EBITDA now vs peer median 10.2xmedian 12.1x 12.0xmedian 12.1x
P/FCF now vs peer median 9.5xmedian 16.1x 17.0xmedian 16.1x
P/B now vs peer median 1.5xmedian 2.9x 5.1xmedian 2.9x
PEG now vs peer median -0.99median 0.93 -11.88median 0.93

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 monthsBLDRWMS
Revenue $14.45B $3.22B
Gross profit $4.22B $1.24B
Operating income $435.57M $668.00M
Net income $102.55M $455.60M
Free cash flow $639.32M $550.15M
EPS (diluted) $0.95 $5.86
Cash & equivalents $65.65M $162.25M
Total debt $4.59B $1.61B
Shares (diluted) 107.56M 77.02M
Enterprise value $5.45B $7.82B

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
MetricBLDRWMS
P/E 58.9x 22.3x
P/FCF 9.5x 17.0x
P/Operating cash flow 6.7x 11.6x
P/S 0.4x 2.9x
P/B 1.5x 5.1x
P/Tangible book 2.0x 9.5x
EV/EBITDA 10.2x 12.0x
EV/EBIT 24.3x 16.2x
EV/Revenue 0.7x 3.4x
EV/FCF 16.5x 19.6x
EV/Operating cash flow 11.8x 13.4x
PEG (3Y EPS CAGR) -0.99 -11.88

Growth

14 metrics
MetricBLDRWMS
Revenue growth (1Y) -9.4% 10.4%
Revenue CAGR (3Y) -8.0% 3.2%
Gross profit growth (1Y) -16.2% 14.0%
Gross profit CAGR (3Y) -13.3% 4.3%
Operating income growth (1Y) -64.5% 4.9%
Operating income CAGR (3Y) -44.8% -2.2%
Net income growth (1Y) -86.4% 4.9%
Net income CAGR (3Y) -61.9% -2.8%
EPS growth (1Y) -86.0% 5.7%
EPS CAGR (3Y) -59.7% -1.9%
Operating cash flow growth (1Y) -43.0% 19.5%
Operating cash flow CAGR (3Y) -36.6% 4.6%
Free cash flow growth (1Y) -46.2% 18.3%
Free cash flow CAGR (3Y) -40.7% 1.3%

Profitability

14 metrics
MetricBLDRWMS
Gross margin 29.2% 38.6%
EBITDA margin 7.1% 27.9%
Operating margin 3.0% 20.7%
Pretax margin 1.0% 18.6%
Net margin 0.7% 14.0%
FCF margin 4.4% 17.1%
Operating cash flow margin 6.2% 25.0%
Return on equity 2.6% 24.6%
Return on assets 0.9% 10.1%
Return on invested capital 3.5% 14.7%
Return on capital employed 4.6% 17.0%
Asset turnover 1.3x 0.7x
Cash conversion (OCF / net income) 8.8x 1.8x
Stock comp / revenue 0.3% 1.2%

Financial Health

11 metrics
MetricBLDRWMS
Debt / assets 40.5% 35.8%
Debt / equity 1.1x 0.9x
Net debt / EBITDA 4.4x 1.6x
Debt / FCF 7.2x 2.9x
Liabilities / assets 64.6% 59.7%
Equity / assets 35.4% 40.3%
Interest coverage – –
Current ratio 1.8x 2.1x
Quick ratio 0.9x 1.1x
Cash ratio 0.0x 0.3x
Altman Z-score 2.05 4.09

Shareholder Returns

7 metrics
MetricBLDRWMS
Dividend yield – 0.6%
Net buyback yield 5.0% 3.4%
Shareholder yield 5.0% 4.0%
Payout ratio (earnings) – 12.6%
Payout ratio (FCF) – 10.4%
Dividend growth (1Y) – 12.0%
Dividend CAGR (3Y) – 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.

ConsensusBLDRWMS
Forward P/E 18.1xFY2026 20.5xFY2026
EPS, next fiscal year $3.11FY2026 $6.40FY2026
EPS growth, next FY -54.9%FY2026 +2.1%FY2026
EPS growth, the year after +30.2% +22.7%
Revenue, next fiscal year $13.77BFY2026 $3.62BFY2026
Revenue growth, next FY -9.4%FY2026 +18.7%FY2026
Revenue growth, the year after -0.1% +5.8%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersBLDRWMS
Held by institutions 99.7% 90.9%
Institutions holding 667 553
Change in shares held, QoQ +1.3% +0.3%
Institutions buying 334 259
Institutions selling 259 209
Buyers to sellers 1.29 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.

BLDRWMS
BLDR 1.00 0.66
WMS 0.66 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, BLDR and WMS?

Advanced Drainage Systems (WMS) is the largest by market capitalisation: Builders FirstSource (BLDR) $6.09B, Advanced Drainage Systems (WMS) $10.02B.

Which stock is cheaper, BLDR and WMS?

Advanced Drainage Systems (WMS) trades on the lowest price-to-earnings ratio (Builders FirstSource (BLDR) 59.4x, Advanced Drainage Systems (WMS) 22.2x). On next year's consensus earnings, Builders FirstSource (BLDR) is cheapest (Builders FirstSource (BLDR) 18.1x, Advanced Drainage Systems (WMS) 20.5x). 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) -9.4%, Advanced Drainage Systems (WMS) +10.4%.

Which company is more profitable?

Advanced Drainage Systems (WMS) has the highest net margin (Builders FirstSource (BLDR) 0.7%, Advanced Drainage Systems (WMS) 14.0%). On return on invested capital, Advanced Drainage Systems (WMS) leads (Builders FirstSource (BLDR) 3.5%, Advanced Drainage Systems (WMS) 14.7%).

Which stock has performed better?

Over the past year Advanced Drainage Systems (WMS) returned the most: Builders FirstSource (BLDR) -54.7%, Advanced Drainage Systems (WMS) -8.5%. Over five years, Advanced Drainage Systems (WMS) compounded fastest (Builders FirstSource (BLDR) -0.3%/yr, Advanced Drainage Systems (WMS) +3.9%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Builders FirstSource (BLDR) 0.00%, Advanced Drainage Systems (WMS) 0.01%. Builders FirstSource (BLDR) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Advanced Drainage Systems (WMS) has been the steadiest (Builders FirstSource (BLDR) 50.2%, Advanced Drainage Systems (WMS) 36.3%). Volatility measures how widely the price swings, not the risk of the business.

Do BLDR and WMS move together?

Their daily returns over the past year have a correlation of 0.66, a moderate positive relationship. Holding both diversifies more than two closely linked stocks would.

Which is the better stock, BLDR 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, Advanced Drainage Systems (WMS) 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.