Manufactured Housing And Policy Shifts Will Generate Future Value

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

18 Sep 24

Updated

11 Dec 25

Views

87

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-17.9%

7D

2.5%

Loading

1Y

-17.9%

7D

2.5%

You can edit this narrative until Dec 12 5:05 PM. Then, changes will post as Updates.

Author's Valuation

US$25.6720.4% undervalued

AnalystConsensusTarget Fair Value

Shared on 11 Dec 25

LEGH: Founder Return And Debt-Free Balance Sheet Will Support Future Upside Potential

Analysts have trimmed their price target on Legacy Housing to approximately $21.00 from about $26.00, citing Q3 earnings disappointments, recent executive turnover, and limited near term upside despite a solid balance sheet and founder involvement. Analyst Commentary Analyst reactions to Legacy Housing's latest results highlight a mixed setup, with support from the company’s financial position offset by execution and market risks that cap near term upside.

Shared on 27 Nov 25

Fair value Decreased 7.23%

LEGH: Founder’s Return and Debt-Free Position Will Support Stock Resilience

Analysts have reduced their fair value price target for Legacy Housing from $27.67 to $25.67. This adjustment is attributed to weaker revenue growth, a lower profit margin outlook, and recent operational uncertainties following third-quarter results.

Shared on 12 Nov 25

Fair value Decreased 9.78%

LEGH: Gross Margins Will Sustain Momentum Despite Near-Term Market Volatility

Legacy Housing's analyst price target has been revised downward from $30.67 to $27.67 per share, as analysts adjusted expectations based on a recent revenue miss and a more cautious outlook following a downgrade to Market Perform. Analyst Commentary Bullish Takeaways Bullish analysts highlight Legacy Housing’s core business strength, noting its sustained demand within the affordable housing sector.

Shared on 01 May 25

Fair value Decreased 2.18%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 3.35%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 7.18%

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 6.95%

AnalystConsensusTarget has decreased revenue growth from 11.3% to 6.1%.

Shared on 11 Mar 25

Fair value Increased 16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$25.67

20.4% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

2.16%

Consumer Durables revenue growth rate

0.18%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.37%

Calculation

US$57.59m

Earnings '28

x

13.05x

PE Ratio '28

=

US$751.42m

Market Cap '28

US$751.42m

Market Cap '28

/

23.10m

No. shares '28

=

US$32.52

Share Price '28

US$32.52 Share Price '28

Discounted to 2025 @ 8.37% p.a.

=

US$25.55

Fair Value '25