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Stock Comparison · Structural lead, mixed market

Builders FirstSource vs CNH Industrial N.V.: Which Stock Looks Stronger in 2026?

CNH Industrial holds the cleaner structural position, with growth as the main driver and valuation adding further support. Builders FirstSource still has the edge on valuation, which keeps the comparison from looking entirely one-sided. Both sides have seen trend damage — neither carries a clear market edge right now. With both trends damaged, the structural comparison carries most of the weight here.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.

Updated 2026-07-05

The result is anchored in growth, but stability also reinforces the same direction.

Trajectory Similarity
0.70
Moderately similar
Peer-set rank: #93
within Builders FirstSource, Inc.'s functional peer set

This comparison is anchored in long-term financial trajectory similarity within the selected peer universe.

A moderate similarity means the pair is structurally comparable, but not a near-twin trajectory match.

The match is driven mainly by recent revenue growth and investment intensity.

Similarity drivers
recent revenue growthinvestment intensity
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 qualityMedium
Peer basis: Russell 1000
vs
CNH
CNH Industrial N.V.
33
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

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 CNH Profitability 0 7 Stability 19 31 Valuation 74 58 Growth 0 35 BLDR CNH
Gap Ranking
#1 Growth +35
#2 Valuation +16
#3 Stability +12
#4 Profitability +7
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for BLDR and CNH Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer BLDRCNH Relative valuation Structural strength

CNH Industrial N.V. occupies the cheaper side of the setup map, although Builders FirstSource, Inc. still holds the stronger structural profile.

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

Relative Position vs Comparable Companies
Growth
Neither side looks especially strong on growth, though CNH Industrial N.V. still ranks somewhat higher.
Valuation
Both rank well on valuation, but Builders FirstSource, Inc. still sits higher.
Growth — Dominant Gap
BLDR
0
CNH
35
Gap+35in favour of CNH

The clearest distance comes from a stronger growth profile.

What keeps the gap from being one-sided

Absolute pricing still looks more supportive for Builders FirstSource, with a forward P/E that is 2.6 turns lower there.

What this means for the comparison

The growth lead is clear, but pricing and valuation still pull in the other direction — the result holds, but not without friction.

Explore full peer positioning in AssetNext

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

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Similar growth-driven comparisons

Explore how BLDR and CNH 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.