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← CockpitCompetitor Analysis › BXC BlueLinx Holdings Inc.Open in the cockpit ↗

BlueLinx Holdings Inc.BXCCompetitor analysis, valuation and peers

United States · USD·Industrials›Wholesale Distributors
Momentum weak 29
Mkt cap
$477M
US dollars, full cap
Free float
96%
of shares outstanding
$/day
$14.0M
20-day average traded
Fwd P/E
47.7×
forward earnings
ROIC−WACC
-5.5 pp
WACC 8.3%
Hurdle
+14 pp
Req g minus delivered
Next earnings
109 days
23 Feb 2027
Close · USD$60.62
1D-8.8%
1W-23.3%
1M-15.0%
3M-33.7%
6M+15.7%
YTD-1.3%
1Y-6.7%
ATR %8.5%
Beta1.94
52w lowhigh35.4% off high

What BlueLinx does

Employees: 2,160

BlueLinx at a glance

Size BlueLinx (BXC) is a United States Industrials company (Wholesale Distributors) with a market value of $477M, the 2735th largest of 3,117 United States companies the cockpit tracks. Shares closed at $60.62 on 6 Nov 2026.

Performance Over six months the shares gained 15.7%, against -3.8% for the median peer and -1.1% for the United States market (cap-weighted) — 6th highest of 20 in its peer set.

Growth Revenue grew 4.2% over the last twelve months (peer median +3.7%); the operating margin is 1.1% (peer median 3.4%).

Valuation It trades at 47.7× forward earnings against a peer median of 11.8× (2nd most expensive of 10).

Price implies For today's price to make sense, revenue must grow about 13% a year for seven years (Req g). Recent delivered growth is -1%, so the hurdle is +14 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 5.5 points below its cost of capital (8.3% WACC).

Short interest Short interest is 6.4% of the free float (15 Oct 2026).

Next results Next results expected around 23 Feb 2027 (exchange calendar; dates can move).

Relative performance

10015011 May 202611 Aug 20266 Nov 2026BXC 120Peer median 96
Six months, rebased to 100: BlueLinx against the median of its 20 peers (local-currency closes).

BlueLinx financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$3.07B$2.95B$2.95B$3.14B$4.45B
Revenue growth—0%-6%-30%—
Gross profit$454M$412M$451M$495M$805M
EBITDA$78.6M$68.5M$122M$167M$463M
Net income-$4.23M$219,000$53.1M$48.5M$296M
Free cash flow$44.2M$29.8M$45.1M$279M$364M
Capital expenditure$15.5M$26.9M$40.1M$27.5M$35.9M
Total debt$664M$674M$636M$618M$613M

Quarterly statements and history in the cockpit →

BlueLinx competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-20%0%+20%+40%-10%0%98786033507613HAYPP8075ALBOU1223JCQWJX9937605169301279AOJ-BSAMSTITN3009500000689902BXC6-month return →1-month return →
Up and to the right = strong over both horizons. BlueLinx is the large dot.

Fundamentals: revenue growth against valuation

-5%0%+5%+10%+15%20×40×60×98786033507613HAYPPJCQWJXAOJ-BSAMS000151BXCRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. BlueLinx is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%98787613HAYPP8075ALBOUJCQWJX605169AOJ-BSAMSSALIXTITN300950000068BXCGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. BlueLinx is the large dot.

BlueLinx competitors and peer comparison

How BlueLinx compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

BlueLinx against its 20 peers (data as of 6 Nov 2026)
MeasureBXCPeer medianRank in peer set
1-month return-15.0%-5.3%2nd lowest of 21
6-month return+15.7%-3.8%6th highest of 20
Distance from 52-week high-35.4%-17.7%3rd lowest of 21
Revenue growth (TTM)+4.2%+3.7%10th highest of 21
Operating margin1.1%3.4%5th lowest of 21
Forward P/E47.7×11.8×2nd most expensive of 10
Growth the price implies (Req g, 7 yrs)13.3%0.9%3rd most demanding of 17
Growth delivered (Del g)-0.9%+8.5%2nd lowest of 17
Hurdle (Req g minus delivered)+14.2 pp-6.6 pp3rd most demanding of 17
ROIC minus cost of capital-5.5 pp-1.7 pp2nd lowest of 21
Net debt / EBITDA4.0×2.4×6th most indebted of 16

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
BlueLinx BXCUnited States$477M+16%+4%1%47.7×13.3%-0.9%
Huitongda Network 9878.HKHong Kong$480M-6%+3%1%9.2×-5.1%+0.3%
Ananda Drive Techniques (Shanghai) 603350.SSChina$481M-21%+6%4%22.4×n/an/a
Siix 7613.TJapan$471M+23%0%3%8.8×-8.8%+9.8%
Haypp HAYPP.STSweden$485M+5%+16%1%73.5×35.0%+17.4%
Shinsho 8075.TJapan$485M+24%+4%2%n/a-3.3%-5.0%
Bourrelier ALBOU.PAFrance$468M+36%+3%3%n/a11.5%+1.1%
Symphony 1223.HKHong Kong$467M-12%+9%1%n/an/an/a
Jacquet Metals JCQ.PAFrance$493M-4%-2%3%12.9×1.4%+6.2%
Wajax WJX.TOCanada$503M+11%-4%6%9.8×-6.8%+8.6%
National Petroleum 9937.TWTaiwan$508M-4%-3%4%n/a-0.2%+4.2%
Xinjiang Hongtong Natural Gas 605169.SSChina$514M-4%-5%6%n/a6.6%+31.5%
Zhejiang Jindao Technology 301279.SZChina$516M-9%+12%10%n/an/an/a
Brdr A & O Johansen A/S AOJ-B.CODenmark$439M+17%+12%5%11.8×0.7%+8.4%
Groupe Samse SAMS.PAFrance$439M-5%-2%2%8.5×5.9%+5.0%
Salix SALIX.STSweden$521Mn/a+15%8%n/a1.1%+14.7%
Titan Machinery TITNUnited States$521M+3%-11%0%n/a-11.7%+11.5%
Doright 300950.SZChina$522M-24%+9%7%n/a37.0%+17.4%
China National Complete Plant Import & Export 000151.SZChina$524M-16%+16%1%45.2×n/an/a
Shenzhen Huakong Seg 000068.SZChina$432M-13%-52%-3%n/a11.9%+30.6%
Nichiden 9902.TJapan$532M+22%+9%5%n/a-3.8%+6.5%

Questions

Which companies are BlueLinx's closest peers?
The cockpit's peer set: Huitongda Network (9878.HK), Ananda Drive Techniques (Shanghai) (603350.SS), Siix (7613.T), Haypp (HAYPP.ST), Shinsho (8075.T), Bourrelier (ALBOU.PA), Symphony (1223.HK), Jacquet Metals (JCQ.PA).
Is BlueLinx expensive compared with its peers?
On forward p/e it trades at 47.7× against a peer median of 11.8×, 2nd most expensive of 10 in its peer set. For today's price to make sense, revenue must grow about 13% a year for seven years (Req g). Recent delivered growth is -1%, so the hurdle is +14 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has BlueLinx stock performed?
Over six months to 6 Nov 2026 the shares returned +15.7% against -3.8% for the median peer; over one year -6.7%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.