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LGI Homes
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LGI Homes Community
NasdaqGS:LGIH Community
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LGI Homes
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LGI Homes
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Structural Challenges Will Erode Future Housing Profitability
Key Takeaways Shrinking affordability and intensified regulatory pressures are expected to weigh on unit sales, margins, and long-term growth in LGI Homes' core markets. Heavy reliance on first-time buyers and concentrated geographic exposure heighten risks from economic downturns, credit tightening, and regional oversupply.
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US$47
FV
22.3% overvalued
intrinsic discount
3.90%
Revenue growth p.a.
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7 days ago
author updated this narrative
LGI Homes
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
US Housing And Sun Belt Demand Will Rise Despite Pressures
Key Takeaways Demographic trends and housing undersupply create strong tailwinds for LGI, supporting long-term growth in affordable, entry-level homes. Operational efficiency, targeted incentives, and strategic land positioning enhance profitability and enable steady expansion as buyer demand rebounds.
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US$75.67
FV
24.0% undervalued
intrinsic discount
10.49%
Revenue growth p.a.
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7 days ago
author updated this narrative
LGI Homes
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Sunbelt Migration And Affordable Housing Will Fuel Demand Despite Risks
Key Takeaways Aggressive community expansion and data-driven sales strategies position LGI for outsized growth and margin improvement versus peers as supply constraints ease. Focus on affordability and operational efficiencies enables sustained market share gains, pricing power, and resilient earnings in fast-growing demographic regions.
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US$95
FV
39.5% undervalued
intrinsic discount
24.83%
Revenue growth p.a.
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7 days ago
author updated this narrative