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Stock Comparison · Structural lead, mixed market

Builders FirstSource vs C.H. Robinson Worldwide: Which Stock Looks Stronger in 2026?

C.H. Robinson Worldwide holds the cleaner structural position, with the lead spread across profitability and stability. Builders FirstSource still has the edge on valuation, which keeps the comparison from looking entirely one-sided. On the market side, C.H. Robinson Worldwide is in better shape — its trend is intact while Builders FirstSource's trend has broken down. That puts structure and market broadly in agreement — C.H. Robinson Worldwide's lead looks more confirmed than conflicted.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the S&P 500 universe, making them directly comparable.

Updated 2026-05-17

The clearest separation starts in profitability, but stability adds another real layer to the result. C.H. Robinson Worldwide, Inc. leads by 31 points on the overall comparison score.

Trajectory Similarity
0.78
Similar
Peer-set rank: #11
within Builders FirstSource, Inc.'s functional peer set

This pair is matched through long-term financial trajectory similarity within the selected peer universe.

This level of similarity signals a strong structural match, even though some dimensions still separate the two companies.

The clearest structural overlap shows up in revenue growth trajectory and operating margin level.

Similarity drivers
revenue growth trajectoryoperating margin level
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
BLDR
Builders FirstSource, Inc.
26
Peer-Score
Signal qualityHigh
Peer basis: S&P 500
vs
CHRW
C.H. Robinson Worldwide, Inc.
57
Peer-Score
Signal qualitylow
Peer basis: S&P 500

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: BLDR vs CHRW Profitability 0 68 Stability 21 66 Valuation 66 49 Growth 12 44 BLDR CHRW
Gap Ranking
#1 Profitability +68
#2 Stability +45
#3 Growth +32
#4 Valuation +17
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for BLDR and CHRW Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer BLDRCHRW Relative valuation Structural strength

C.H. Robinson Worldwide, Inc. is cheaper, but Builders FirstSource, Inc. is still stronger.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Profitability
On profitability, C.H. Robinson Worldwide, Inc. ranks near the top of the group; Builders FirstSource, Inc. sits in the weaker half.
Stability
The same broad pattern appears on stability: C.H. Robinson Worldwide, Inc. ranks near the top of the group, while Builders FirstSource, Inc. stays in the weaker half.
Profitability — Dominant Gap
BLDR
0
CHRW
68
Gap+68in favour of CHRW

Capital efficiency adds support, with a 13.1-point ROIC advantage.

What keeps the gap from being one-sided

Absolute pricing still looks more supportive for Builders FirstSource, with a forward P/E that is 10.2 turns lower there.

What this means for the comparison

The lead is built on both profitability and stability — though valuation still provides a counterweight.

Explore full peer positioning in AssetNext

Break down the BLDR vs CHRW comparison across all dimensions with the full interactive tool.

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Similar profitability-and-stability comparisons

Explore how BLDR and CHRW each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.