PCOR vs TRMB vs BLDR Stock Comparison

Procore Technologies, Trimble and Builders FirstSource Prices as of Oct 27, 2026 Peers: Industry group
TRMB Trimble Inc.
$63.16 +9.2% 1M -22.1% 1Y
Market cap
$14.73B
P/E
–
Revenue (TTM)
$3.78B
Div. yield
–
Construction Software Technology
6 wins

Head to Head

10 decided of 12

Trimble leads on 6 of the 12 questions below (Trimble 6, Procore Technologies 2, Builders FirstSource 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionPCORTRMBBLDRLeader
Larger companyMarket capitalisation $9.37B $14.73B $6.10B TRMB
Cheaper on earningsLower P/E, profitable companies only -240.2x -140.6x 59.5x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 35.9x 16.6x 18.2x TRMB
Faster revenue growthRevenue growth, trailing twelve months +15.4% +5.8% -9.4% PCOR
More profitableNet margin, trailing twelve months -2.7% -2.8% 0.7% BLDR
Better return on capitalReturn on invested capital — 9.4% 3.5% TRMB
Less leveragedLower net debt / EBITDA — 1.5x 4.4x TRMB
Higher dividend yieldTrailing dividend yield — — — –
Better 1-year returnPrice return, last 12 months -17.1% -22.1% -54.0% PCOR
Better 5-year returnAnnualised price return, 5 years -7.9%/yr -6.4%/yr -0.5%/yr BLDR
Less volatileAnnualised volatility, 1 year 52.4% 32.3% 50.1% TRMB
Higher overall scoreMean of the five percentile scores vs peers 57/100 58/100 45/100 TRMB

Percentile Scorecard

PCORTRMBBLDR

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

AxisPCORTRMBBLDR
Valuation 35 #58 of 89 65 #32 of 89 80 #12 of 56
Growth 95 #5 of 81 38 #51 of 81 2 #51 of 52
Profitability 56 #34 of 76 64 #28 of 76 33 #33 of 49
Financial Health 43 #54 of 94 56 #42 of 94 18 #46 of 56
Shareholder Returns 54 #24 of 51 68 #17 of 51 90 #5 of 41
Overall 57 58 45
  • PCOR ranked among 98 companies in Vertical Software
  • TRMB ranked among 98 companies in Vertical Software
  • BLDR ranked among 60 companies in Construction Products

Price Performance

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

Returns

PeriodPCORTRMBBLDRSPY
1 month +25.1%+9.2%-4.2% -0.2%
3 months +26.4%+8.2%-23.0% +3.9%
6 months +11.1%-5.2%-35.6% +8.2%
Year to date -15.2%-19.4%-44.9% +12.9%
1 year -17.1%-22.1%-54.0% +12.3%
3 years +1.2%+37.1%-46.6% +87.4%
3 years, per year +0.4%+11.1%-18.9% +23.3%
5 years -33.7%-28.0%-2.6% +67.9%
5 years, per year -7.9%-6.4%-0.5% +10.9%
10 years —+126.9%+482.9% +261.1%
10 years, per year —+8.5%+19.3% +13.7%

Risk

MeasurePCORTRMBBLDRSPY
Volatility, 1Y 52.4%32.3%50.1% 12.7%
Downside volatility, 1Y 54.2%35.6%44.5% 12.7%
Beta vs S&P 500, 1Y 0.691.081.62 1.00
Return / volatility, 1Y -0.33-0.69-1.08 0.97
Max drawdown, 5Y -60.4%-54.3%-76.1% -25.4%
From 52-week high -22.5%-24.4%-56.0% -1.2%
52-week high $79.60$83.52$128.96 $779.14
52-week low $38.30$48.87$50.53 $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.

MultiplePCORTRMBBLDR
P/E now vs peer median -240.2xmedian 40.1x -140.6xmedian 40.1x 59.5xmedian 20.1x
P/S now vs peer median 6.6xmedian 2.5x 3.9xmedian 2.5x 0.4xmedian 1.5x
EV/EBITDA now vs peer median 184.4xmedian 18.5x 18.9xmedian 18.5x 10.3xmedian 11.8x
P/FCF now vs peer median 27.0xmedian 20.1x 19.1xmedian 20.1x 9.5xmedian 16.2x
P/B now vs peer median 7.3xmedian 1.8x 2.9xmedian 1.8x 1.5xmedian 2.9x
PEG now vs peer median -4.98median 1.73 4.33median 1.73 -1.00median 0.99

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 monthsPCORTRMBBLDR
Revenue $1.42B $3.78B $14.45B
Gross profit $1.14B $2.64B $4.22B
Operating income -$69.18M $642.70M $435.57M
Net income -$38.88M -$104.70M $102.55M
Free cash flow $347.01M $773.10M $639.32M
R&D $364.78M $655.50M –
EPS (diluted) $-0.25 $-0.45 $0.95
Cash & equivalents $494.39M $214.40M $65.65M
Total debt – $1.46B $4.59B
Shares (diluted) 152.79M 233.00M 107.56M
Enterprise value $6.67B $13.79B $5.46B

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
MetricPCORTRMBBLDR
P/E -240.2x -140.6x 59.5x
P/FCF 27.0x 19.1x 9.5x
P/Operating cash flow 25.5x 18.4x 6.8x
P/S 6.6x 3.9x 0.4x
P/B 7.3x 2.9x 1.5x
P/Tangible book 9.5x 3.5x 2.1x
EV/EBITDA 184.4x 18.9x 10.3x
EV/EBIT -126.0x 24.9x 24.4x
EV/Revenue 6.1x 4.2x 0.7x
EV/FCF 25.1x 20.7x 16.6x
EV/Operating cash flow 23.7x 20.0x 11.8x
PEG (3Y EPS CAGR) -4.98 4.33 -1.00

Growth

14 metrics
MetricPCORTRMBBLDR
Revenue growth (1Y) 15.4% 5.8% -9.4%
Revenue CAGR (3Y) 19.6% 1.2% -8.0%
Gross profit growth (1Y) 15.1% 9.3% -16.2%
Gross profit CAGR (3Y) 19.3% 6.5% -13.3%
Operating income growth (1Y) 59.1% 24.7% -64.5%
Operating income CAGR (3Y) 36.9% 12.6% -44.8%
Net income growth (1Y) 72.8% -136.5% -86.4%
Net income CAGR (3Y) 46.8% -32.1% -61.9%
EPS growth (1Y) 73.3% -137.6% -86.0%
EPS CAGR (3Y) 48.2% -32.5% -59.7%
Operating cash flow growth (1Y) 122.8% 156.0% -43.0%
Operating cash flow CAGR (3Y) 98.8% 13.9% -36.6%
Free cash flow growth (1Y) 148.8% 169.3% -46.2%
Free cash flow CAGR (3Y) 113.1% 15.1% -40.7%

Profitability

14 metrics
MetricPCORTRMBBLDR
Gross margin 80.0% 69.8% 29.2%
EBITDA margin 3.3% 22.3% 7.1%
Operating margin -4.9% 17.0% 3.0%
Pretax margin -2.9% -0.1% 1.0%
Net margin -2.7% -2.8% 0.7%
FCF margin 24.4% 20.4% 4.4%
Operating cash flow margin 25.9% 21.1% 6.2%
Return on equity -3.1% -1.9% 2.6%
Return on assets -1.8% -1.2% 0.9%
Return on invested capital – 9.4% 3.5%
Return on capital employed -5.4% 8.7% 4.6%
Asset turnover 0.7x 0.4x 1.3x
Cash conversion (OCF / net income) -9.5x -7.6x 8.8x
Stock comp / revenue 17.5% 4.1% 0.3%

Financial Health

11 metrics
MetricPCORTRMBBLDR
Debt / assets – 17.1% 40.5%
Debt / equity – 0.3x 1.1x
Net debt / EBITDA – 1.5x 4.4x
Debt / FCF – 1.9x 7.2x
Liabilities / assets 43.0% 40.2% 64.6%
Equity / assets 57.0% 59.8% 35.4%
Interest coverage -68.0x 8.1x –
Current ratio 1.2x 1.0x 1.8x
Quick ratio 1.0x 0.6x 0.9x
Cash ratio 0.7x 0.2x 0.0x
Altman Z-score 5.60 3.70 2.05

Shareholder Returns

7 metrics
MetricPCORTRMBBLDR
Dividend yield – – –
Net buyback yield 1.0% 3.6% 5.0%
Shareholder yield 1.0% 3.6% 5.0%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

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.

ConsensusPCORTRMBBLDR
Forward P/E 35.9xFY2026 16.6xFY2026 18.2xFY2026
EPS, next fiscal year $1.72FY2026 $3.80FY2026 $3.11FY2026
EPS growth, next FY +26.5%FY2026 +21.4%FY2026 -54.9%FY2026
EPS growth, the year after +52.9% +6.6% +30.2%
Revenue, next fiscal year $1.43BFY2026 $4.15BFY2026 $13.77BFY2026
Revenue growth, next FY +8.0%FY2026 +15.7%FY2026 -9.4%FY2026
Revenue growth, the year after +25.5% +7.9% -0.1%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersPCORTRMBBLDR
Held by institutions 97.7% 99.6% 99.7%
Institutions holding 400 707 667
Change in shares held, QoQ -0.1% +6.4% +1.3%
Institutions buying 207 316 334
Institutions selling 151 303 259
Buyers to sellers 1.37 1.04 1.29

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.

PCORTRMBBLDR
PCOR 1.00 0.61 0.07
TRMB 0.61 1.00 0.34
BLDR 0.07 0.34 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, PCOR, TRMB and BLDR?

Trimble (TRMB) is the largest by market capitalisation: Procore Technologies (PCOR) $9.37B, Trimble (TRMB) $14.73B, Builders FirstSource (BLDR) $6.10B.

Which company is growing faster?

Procore Technologies (PCOR) grew revenue fastest over the trailing twelve months: Procore Technologies (PCOR) +15.4%, Trimble (TRMB) +5.8%, Builders FirstSource (BLDR) -9.4%.

Which company is more profitable?

Builders FirstSource (BLDR) has the highest net margin (Procore Technologies (PCOR) -2.7%, Trimble (TRMB) -2.8%, Builders FirstSource (BLDR) 0.7%). On return on invested capital, Trimble (TRMB) leads (Trimble (TRMB) 9.4%, Builders FirstSource (BLDR) 3.5%).

Which stock has performed better?

Over the past year Procore Technologies (PCOR) returned the most: Procore Technologies (PCOR) -17.1%, Trimble (TRMB) -22.1%, Builders FirstSource (BLDR) -54.0%. Over five years, Builders FirstSource (BLDR) compounded fastest (Procore Technologies (PCOR) -7.9%/yr, Trimble (TRMB) -6.4%/yr, Builders FirstSource (BLDR) -0.5%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Trimble (TRMB) has been the steadiest (Procore Technologies (PCOR) 52.4%, Trimble (TRMB) 32.3%, Builders FirstSource (BLDR) 50.1%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, PCOR, TRMB and BLDR?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Trimble (TRMB) leads on 6. 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.