BLDR vs CRH
Builders FirstSource vs CRH plc — AI-powered side-by-side comparison
BLDR
Builders FirstSource
46
Watch
VS
| Metric | BLDR | CRH |
|---|
| AI Score |
46
|
60
|
| Price |
$70.17
|
$95.08
|
| P/E Ratio |
76.32×
|
14.83×
|
| ROE |
10.0%
|
15.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
29.2%
|
35.8%
|
| Debt / Equity |
1.31×
|
0.82×
|
| Dividend Yield |
0.0%
|
1.6%
|
| RSI (14) |
45.1
|
42.2
|
| Beta |
1.418
|
1.204
|
| Expected Upside |
+1.9%
|
+5.6%
|
AI Committee View
Current Innellis committee reasoning for BLDR versus CRH.
CRH leads by 14 points.
CRH scores 60/100 (Buy) versus BLDR at 46/100 (Watch).
BLDR Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case. Value Analyst remains cautious — p/e of 77.2 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- P/E of 77.2 is expensive by classic value standards — Value
- ROE of only 2.5% -- cheap may mean cheap for a reason — Value
- Revenue declining -9.4% YoY -- this is not a growth story right now — Growth
CRH Committee View
80% agreement
5 analysts
The primary driver is news sentiment is positive (+0.31 across 13 articles, 14d). The main limiting factor is price structure making lower highs and lower lows. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 16.3% shows genuine earnings power backing the valuation — Value
- Dividend yield of 7.0% pays you to wait — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- Price structure making lower highs and lower lows — Technical
- MACD histogram negative -- bearish momentum — Technical