Builders FirstSource, Inc. (BLDR) vs Leonardo DRS, Inc. (DRS)

BLDR leads on 9 of 16 compared metrics.

A side-by-side comparison of Builders FirstSource, Inc. and Leonardo DRS, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 24, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — BLDR vs DRS

growth of $100 · last 21y
BLDR +447.5%DRS +439.7%BLDR compounded faster
05001kStart $10020092013201720212025$547$540
BLDR DRS

BLDR vs DRS: by the numbers

  • DRS is the larger company ($11.92B vs $9.05B market cap).
  • BLDR trades at the lower earnings multiple (29.40 vs 41.38 P/E).
  • DRS converts more revenue to profit (7.85% vs 1.97% net margin).
  • BLDR grew revenue faster over the past five years (6.25% vs 5.14% CAGR).
  • DRS pays a dividend (0.81% yield) while BLDR does not currently pay one.

Which is better, BLDR or DRS?

Metric tally: BLDR 9 · DRS 7

It depends on what you're optimizing for:

ValueBLDR(lower P/E)
GrowthBLDR(faster 5Y revenue CAGR)
QualityDRS(higher ROIC)

Metrics side by side

Valuation

MetricBLDRDRS
P/E ratio29.4041.38
Forward P/E17.9531.18
P/S ratio0.573.25
P/B ratio2.114.34
PEG ratio3.781.10
EV / EBITDA11.2326.22
FCF yield10.22%2.51%

Profitability

MetricBLDRDRS
Gross margin29.89%24.06%
Operating margin4.18%9.91%
Net margin1.97%7.85%
ROE7.28%10.47%
ROIC6.82%8.37%

Dividends

MetricBLDRDRS
Dividend yield0.81%
Payout ratio34.29%

Growth (annualized)

MetricBLDRDRS
Revenue CAGR (5Y)6.25%5.14%
EPS CAGR (5Y)7.77%13.00%
FCF CAGR (5Y)39.91%21.01%
Total return CAGR (5Y)13.52%29.91%

Frequently asked

Which is better, BLDR or DRS?
It depends on your goal. value: BLDR (lower P/E); growth: BLDR (faster 5Y revenue CAGR); quality: DRS (higher ROIC). Across all compared metrics, BLDR leads 9 to 7.
Is BLDR or DRS cheaper?
On trailing earnings, BLDR is cheaper: BLDR trades at a 29.40 P/E and DRS at 41.38.
Which has grown faster, BLDR or DRS?
Over the past five years, BLDR grew revenue faster — BLDR at a 6.25% CAGR versus DRS at 5.14%.
Does BLDR or DRS pay a bigger dividend?
DRS pays a dividend (0.81% yield) while BLDR does not currently pay one.
Is BLDR or DRS more profitable?
DRS runs the higher net margin — BLDR at 1.97% versus DRS at 7.85%.
Which has been the better investment, BLDR or DRS?
Over the past 10-year, DRS delivered the higher annualized total return — BLDR at 22.70% versus DRS at 44.53%. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified June 24, 2026.