BlueLinx Holdings Inc. (BXC) intrinsic value & 10-year financials
BlueLinx Holdings Inc. (BXC) has no Graham intrinsic value right now because the formula needs positive earnings. Over the last 10 fiscal years revenue grew 4.5% a year to $3.0B, with an average return on invested capital of 12.7%.
- Graham intrinsic value
- —
- Share price (Oct 17, 2026)
- $73.62
- Market cap
- $591.8M
- Revenue (FY2026)
- $3.0B
- Revenue growth (10-yr CAGR)
- 4.5%
- ROIC (10-yr avg)
- 12.7%
- Free cash flow (FY2026)
- $32.9M
BXC 10-year financial history
| Fiscal year | Revenue | Net income | EPS (diluted) | Free cash flow | Operating margin | ROIC |
|---|---|---|---|---|---|---|
| FY2026 | $3.0B | $219.0K | $0.02 | $32.9M | 1.1% | 6.7% |
| FY2024 | $3.0B | $53.1M | $6.19 | $45.1M | 3.0% | 15.6% |
| FY2023 | $3.1B | $48.5M | $5.39 | $278.8M | 4.4% | 13.0% |
| FY2022 | $4.5B | $296.2M | $31.51 | $364.4M | 9.9% | 43.6% |
| FY2021 | $3.1B | $80.9M | $8.55 | $51.3M | 4.6% | 19.0% |
| FY2019 | $2.6B | -$17.7M | -$1.89 | -$14.4M | 1.3% | 4.6% |
| FY2018 | $2.9B | -$48.1M | -$5.21 | $38.8M | -0.5% | -2.3% |
| FY2017 | $1.8B | $63.0M | $6.81 | -$3.3M | 1.7% | 10.5% |
| FY2016 | $1.9B | $16.1M | $1.77 | $40.8M | 2.2% | 12.5% |
| FY2015 | $2.0B | -$13.9M | -$1.61 | -$15.3M | 0.7% | 3.7% |
Source: annual 10-K filings on SEC EDGAR. Figures in USD.
Executive summary
BlueLinx Holdings Inc. has demonstrated mature, steady growth, with revenue compounding at 4.5% annually over the past decade.
BlueLinx Holdings Inc. returns on capital have been average, hovering around 12.7% ROIC over the decade.
BlueLinx Holdings Inc. has not shown aggressive share repurchases (>10% retirement) or a major balance-sheet leverage increase (>50% net debt growth) over the 10-year window.
Benjamin Graham lens
Under Benjamin Graham's formula using SEC EDGAR fundamentals, BlueLinx Holdings Inc. is modeled at -36.1% normalized earnings growth with a 5.1% bond-yield adjustment. The resulting Graham intrinsic value estimate is $-1.10 per share.