Bluelinx Holdings Inc. Common Stock (BXC)

FairStock Score: 24/100 — RISKY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

As a value investor, I look first for a durable business at a sensible price. BlueLinx is a building-products distributor—engineered wood, siding, millwork, lumber, panels—with 2,138 employees. Distribution is a scale-and-logistics business, not a wide-moat franchise; pricing power is limited and results swing with housing and repair/remodel demand. The filed record shows how cyclical it is: in fiscal 2023, the year ended 2023-12-30, revenue was $3.1B and net income $48.5M; in fiscal 2024, ended 2024-12-28, revenue was $3.0B and net income $53.1M; but in fiscal 2025, ended 2026-01-03, revenue was $3.0B and net income collapsed to $219,000, or $0.02 diluted EPS. The latest fiscal Q2 2026, quarter ended 2026-07-04, was better: revenue $814.1M, net income $6.4M, diluted EPS $0.81. Still, the margin was only 0.79%. FairStock’s calculations at the 2026-10-13 close of $72.29 show a $568.2M market cap, P/B 0.91, negative trailing P/E of -314.30 on EPS of -$0.23, ROCE 1.38%, ROE -0.31%, and debt-to-equity 1.08. The Lynch-style category is an asset play because it trades at 0.91× book. Free cash flow is $58.0M TTM, a 10.2% FCF yield, and Piotroski is 7/9, but Altman Z is 1.95, suggesting some financial risk. EV/EBITDA is 12.29. I see a cheap asset-backed cyclical with weak current profitability. Without better margins or housing demand, book value may not shrink, but it may not compound either. Price looks modestly cheap versus assets, not versus earnings quality.

In plain English: BlueLinx distributes building products like lumber, siding, and engineered wood to builders and contractors. The business has thin profits and uneven results: full-year 2025 net income was only $219,000, though the latest quarter improved to $6.4 million. At $72.29, the stock trades below the accounting value of its net assets but cash flow is decent; overall it looks like a low-margin, cyclical company with a cheap-looking but not clearly safe price.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-07-04) · fiscal Q1 2026 10-Q (period ended 2026-04-04) · fiscal Q3 2025 10-Q (period ended 2025-09-27) · fiscal Q2 2025 10-Q (period ended 2025-06-28) · FY2025 10-K (period ended 2026-01-03) · FY2024 10-K (period ended 2024-12-28) · FY2023 10-K (period ended 2023-12-30)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer