Does BlueLinx Holdings Inc. have an economic moat?

Based on its FY2025 SEC filings, the Moat Index scores BlueLinx Holdings Inc. (BXC) 43.5 out of 100 — a Shallow moat. The four filters behind that score (each 0–100): pricing power 15, returns on capital 66, balance-sheet safety 55, capital discipline 40.

Is BXC stock trading below its intrinsic value?

Against a deliberately conservative owner-earnings model (9% discount rate, 0% assumed growth, capped at 4%), estimated intrinsic value is $75.02 per share versus a recent price of $60.46 — 19% below value. This is an educational estimate computed from primary SEC filings, not investment advice.

How has BXC's Moat Score changed over time?

The record logs 2 readings since Jul 17, 2026; the latest reads 43.5 out of 100 (shallow moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.

The Moat Index

BlueLinx Holdings Inc.

BXC · Industrials · $475.6M mkt cap · FY2025 filings · Shallow moat ·

Doesn't clear the bar

Shallow moat

The four filters

Pricing power15

Median gross margin 15.4% over 10y, stable.

Returns on capital66

Median ROIC 14.7%, above the 9% hurdle in 70% of years.

Balance-sheet safety55

Net cash position — no leverage risk.

Capital discipline40

Owner earnings -6.8%/yr, share count shrinking (buybacks).

Margin of safety

Above valueOn sale

19% below value

Owner earnings (normalized): $53.1M
Est. intrinsic value / share: $75.02
Recent price: $60.46
Discount to value: 19% below value

Conservative model: 9% discount rate, 0% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).

Fundamentals

There's no normalized fundamentals series for BXC yet — it appears once ingest has processed its filings.

Moat Score history

Moat Score over timeLast scored reading of each day, on the 0–100 scale43.5 / 100

Score history begins Jul 17, 2026 — the record builds from here and can’t be backfilled.

Tier changesSame-methodology crossings of the Wide / Narrow / Shallow bars

None yet — BXC has read Shallow moat for every logged capture since Jul 17, 2026.

Scores are logged append-only and never overwritten — this record can’t be backfilled, which is exactly why it’s worth keeping.

Industrials context

#141 of 309 scored Industrials companies, ranked by Moat Score.

Nearest peers by Moat Score

#139LYTS LSI INDUSTRIES INC44.0 out of 100, Shallow moatShallow moat
#140TAIT TAITRON COMPONENTS INCORPORATED44.0 out of 100, Shallow moatShallow moat
#142IR Ingersoll Rand Inc.43.4 out of 100, Shallow moatShallow moat
#143LFUS LITTELFUSE INC /DE42.1 out of 100, Shallow moatShallow moat

Compare BXC with its nearest peers →All Industrials companies on the Index →

Common questions about BXC

Does BlueLinx Holdings Inc. have an economic moat?: Based on its FY2025 SEC filings, the Moat Index scores BlueLinx Holdings Inc. (BXC) 43.5 out of 100 — a Shallow moat. The four filters behind that score (each 0–100): pricing power 15, returns on capital 66, balance-sheet safety 55, capital discipline 40.
Is BXC stock trading below its intrinsic value?: Against a deliberately conservative owner-earnings model (9% discount rate, 0% assumed growth, capped at 4%), estimated intrinsic value is $75.02 per share versus a recent price of $60.46 — 19% below value. This is an educational estimate computed from primary SEC filings, not investment advice.
How has BXC's Moat Score changed over time?: The record logs 2 readings since Jul 17, 2026; the latest reads 43.5 out of 100 (shallow moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.

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Scored from primary SEC filings via the public methodology. Educational only — not a recommendation to buy or sell BXC. See the disclaimer.