Bluelinx Holdings (BXC) AI Stock Analysis

• Market Cap: $573.07M
• Dividend Yield: N/A
• Average Volume (3M): 81.79K
• Price to Earnings (P/E): 21.5
• Beta (1Y): 1.41
• Revenue Growth: -2.32%
• EPS Growth: -21.44%
• Country: US
• Employees: 1,980
• Sector: Industrials
• Sector Strength: 72
• Industry: Construction
• EPS (TTM): 0.70
• Shares Outstanding: 7,892,416
• 10 Day Avg. Volume: 55,881
• 30 Day Avg. Volume: 81,789
• PEG Ratio: 1.10
• Price to Book (P/B): 1.37
• Price to Sales (P/S): 0.30
• P/FCF Ratio: 19.63
• Enterprise Value/Market Cap: 1.52
• Enterprise Value/Revenue: 0.30
• Enterprise Value/Gross Profit: 1.85
• Enterprise Value/Ebitda: 9.35
• 1Y Price Target: $79.00
• Price Target Upside: 9.45% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 3

• Rating: 63 Neutral
• Price Target: $83.00 ▲(14.99% Upside)

Bluelinx Holdings' overall stock score is driven by a stable financial position and positive strategic developments highlighted in the earnings call. However, challenges in cash flow generation, valuation concerns, and mixed technical signals weigh on the score. The company's strong liquidity and strategic initiatives provide a solid foundation, but external market pressures and valuation concerns limit the upside potential.

Positive Factors

Multifamily Segment Expansion

The significant growth in the multifamily segment indicates successful strategic investments and demand creation, positioning Bluelinx to capitalize on long-term trends in housing and urban development.

Digital Transformation Progress

Advancements in digital transformation, including AI demand forecasting and e-commerce, enhance operational efficiency and customer engagement, providing a competitive edge in the distribution market.

Strong Liquidity Position

A robust liquidity position ensures financial flexibility, enabling Bluelinx to invest in growth opportunities, manage debt, and return capital to shareholders, which is crucial for long-term stability.

Negative Factors

Price Deflation Impact

Ongoing price deflation in specialty products erodes profit margins, challenging Bluelinx's ability to maintain profitability and necessitating strategic pricing adjustments.

Challenging Housing Market Conditions

Soft housing market conditions, exacerbated by high mortgage rates, pose a risk to demand for building materials, potentially affecting Bluelinx's revenue growth in the near to medium term.

Increased SG&A Expenses

Rising SG&A expenses, driven by higher sales and logistics costs, may pressure operating margins, highlighting the need for cost control measures to sustain profitability.

Bluelinx Holdings Business Overview & Revenue Model

Company Description

BlueLinx Holdings Inc., together with its subsidiaries, distributes residential and commercial building products in the United States. The company distributes specialty products comprising engineered wood, industrial products, cedar, moulding, siding, metal, and insulation products; and structural products include lumber, plywood, oriented strand boards, rebars and remesh, spruce, and other wood products primarily that are used for structural support in construction projects. It also provides various value-added services and solutions to customers and suppliers. The company serves dealers, specialty distributors, national home centers, and manufactured housing customers through a network of distribution centers. BlueLinx Holdings Inc. was incorporated in 2004 and is headquartered in Marietta, Georgia.

How the Company Makes Money

Bluelinx generates revenue primarily through the wholesale distribution of building materials and products. The company's revenue model is based on the sale of a diverse range of construction-related products, including engineered wood, lumber, and insulation. Key revenue streams include direct sales to contractors and builders, as well as sales to retail partners. Additionally, Bluelinx may benefit from strategic partnerships with manufacturers and suppliers, allowing it to offer a comprehensive selection of products while optimizing supply chain efficiencies. The company’s earnings are further supported by market demand in the construction industry, which can be influenced by factors such as housing starts, renovation trends, and overall economic conditions.

Bluelinx Holdings Financial Statement Overview

Summary

Bluelinx Holdings exhibits a stable financial profile with strengths in its balance sheet and moderate performance in its income statement. However, cash flow generation poses a challenge, suggesting a need for strategic improvements in cash management and revenue growth. Despite these challenges, the company maintains a solid equity base and manages its leverage effectively, indicating resilience in the construction industry.

Income Statement

Bluelinx Holdings shows a mixed performance in its income statement. The TTM gross profit margin stands at 15.94%, reflecting efficient cost management, though it has decreased from previous periods. The net profit margin is 0.96%, indicating a decrease from the prior year, primarily due to reduced revenue. Revenue growth is negative when comparing the TTM period to the previous year, highlighting a challenge in maintaining top-line growth. However, the company maintains reasonable EBIT and EBITDA margins at 2.10% and 3.16%, respectively, which are healthy for the industry.

Balance Sheet

The balance sheet reflects a stable financial position with a debt-to-equity ratio of 1.07, showing a well-managed leverage situation. The equity ratio is 39.21%, indicating a solid equity base relative to total assets. Return on equity (ROE) for the TTM is 4.57%, which is modest and has decreased from prior periods. Overall, Bluelinx Holdings maintains a strong asset base and a moderate level of financial risk.

Cash Flow

Cash flow analysis shows some concerns with a decline in free cash flow growth, which is negative compared to the previous period. The operating cash flow to net income ratio is 0.70, reflecting challenges in converting net income into operating cash flow. The free cash flow to net income ratio is 0.21, indicating limited free cash flow generation relative to net income. Bluelinx Holdings may need to focus on improving cash flow efficiency.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2019	Dec 2018
Income Statement
Total Revenue	2.95B	2.95B	3.14B	4.45B	2.64B	2.86B
Gross Profit	469.83M	489.14M	527.02M	832.98M	356.92M	331.85M
EBITDA	93.18M	128.54M	137.68M	464.07M	62.84M	12.92M
Net Income	28.40M	53.12M	48.54M	296.18M	-17.66M	-48.05M
Balance Sheet
Total Assets	1.58B	1.58B	1.54B	1.49B	971.42M	959.89M
Cash, Cash Equivalents and Short-Term Investments	386.76M	505.62M	521.74M	298.94M	11.64M	8.94M
Total Debt	665.51M	636.20M	617.97M	612.94M	668.02M	668.13M
Total Liabilities	962.72M	931.28M	903.32M	900.01M	997.51M	974.55M
Stockholders Equity	621.31M	646.44M	634.29M	590.03M	-26.08M	-14.66M
Cash Flow
Free Cash Flow	5.98M	45.07M	278.76M	364.41M	-14.36M	38.83M
Operating Cash Flow	19.84M	85.18M	306.29M	400.30M	-9.56M	41.56M
Investing Cash Flow	-40.52M	-39.21M	-26.86M	-98.69M	21.15M	-242.73M
Financing Cash Flow	-83.95M	-62.09M	-56.62M	-87.87M	-8.88M	205.42M

Bluelinx Holdings Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 72.18
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BXC, the sentiment is Neutral. The current price of 72.18 is above the 20-day moving average (MA) of 72.17, below the 50-day MA of 76.63, and below the 200-day MA of 79.12, indicating a neutral trend. The MACD of -1.07 indicates Negative momentum. The RSI at 46.43 is Neutral, neither overbought nor oversold. The STOCH value of 46.55 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for BXC.

Bluelinx Holdings Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
ROCK	―	$2.01B	16.32	12.97%	―	-7.49%	10.79%
Sector *	―	$10.79B	15.43	7.44%	2.01%	2.89%	-14.66%
BXC	―	$573.07M	21.48	4.46%	―	-2.32%	-21.44%
BLDR	―	$13.71B	18.70	17.83%	―	-6.39%	-42.36%
JBI	―	$1.41B	32.94	7.93%	―	-14.06%	-65.38%
NX	―	$711.55M	―	-43.35%	2.06%	70.18%	-374.22%
JELD	―	$414.21M	-1.13	-56.74%	―	-15.16%	-1232.39%

Bluelinx Holdings Corporate Events

BlueLinx Holdings Appoints Christina Corley to Board

On September 22, 2025, BlueLinx Holdings Inc. appointed Christina M. Corley to its Board of Directors, effective immediately, with her term expiring at the 2026 annual stockholders’ meeting. Corley, recognized as an independent director, will serve on the Human Capital and Compensation Committee and the Nominating and Governance Committee. Her extensive experience in the data and technology sector, particularly her strategic and commercial expertise, is expected to enhance BlueLinx’s growth strategies and add depth to the board’s capabilities.

The most recent analyst rating on (BXC) stock is a Hold with a $83.00 price target. To see the full list of analyst forecasts on Bluelinx Holdings stock, see the BXC Stock Forecast page.

BlueLinx Secures New $350M Credit Facility

On August 27, 2025, BlueLinx Holdings Inc. entered into a new five-year, $350 million syndicated secured asset-based revolving credit facility, with an option to increase commitments by up to $300 million. This facility, which matures on August 27, 2030, replaces the company’s previous $350 million credit facility. The new arrangement, led by Bank of America, Citizens Bank, and Truist Securities, enhances BlueLinx’s liquidity to approximately $730 million, providing significant flexibility for strategic growth initiatives.

The most recent analyst rating on (BXC) stock is a Hold with a $84.00 price target. To see the full list of analyst forecasts on Bluelinx Holdings stock, see the BXC Stock Forecast page.

BlueLinx Reports Q2 2025 Financial Results

BlueLinx Holdings Inc., a prominent U.S. wholesale distributor of building products, operates in the residential and commercial building sectors, offering a wide range of products including lumber, panels, and engineered wood across the United States.

BlueLinx Earnings Call: Growth Amid Challenges

The recent earnings call for BlueLinx revealed a strategic focus on growth, with an emphasis on share repurchases, expansion in the multifamily market, and digital transformation initiatives. Despite these positive strides, the company faces challenges such as price deflation, a sluggish housing market, and declining panel prices, which have tempered the overall sentiment.

BlueLinx Holdings Announces $50 Million Stock Buyback

On July 29, 2025, BlueLinx Holdings Inc. announced a new $50 million stock repurchase program, highlighting its commitment to returning capital to shareholders. The company reported second quarter 2025 financial results with net sales of $780 million and a net income of $4.3 million, despite challenging market conditions. BlueLinx’s strategic focus on specialty and structural products contributed to sales growth, although gross profit saw a slight decline. The company remains well-positioned for future growth with strong liquidity and a low leverage ratio.

The most recent analyst rating on (BXC) stock is a Hold with a $80.00 price target. To see the full list of analyst forecasts on Bluelinx Holdings stock, see the BXC Stock Forecast page.