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Beazer Homes USA Community
NYSE:BZH Community
3
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Beazer Homes USA
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Undervalued
Overvalued
Beazer Homes USA
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Persistent US Underbuilding And Demographic Tailwinds Will Expand Home Markets
Key Takeaways Expanding its community count and tapping underserved market segments positions the company for sustained growth and higher market share versus competitors. Unique energy-efficient homes and operational efficiencies are expected to deliver lasting margin advantages and stronger earnings power.
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US$41.00
FV
36.1% undervalued
intrinsic discount
8.58%
Revenue growth p.a.
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3 days ago
author updated this narrative
Beazer Homes USA
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Increasing Mortgage Rates And Aging Demographics Will Depress Home Sales
Key Takeaways Demographic shifts, higher mortgage rates, and affordability issues are likely to constrain long-term demand and pressure Beazer's sales growth and pricing power. Intensifying competition, regional concentration, and rising regulatory costs heighten risks to earnings stability, profitability, and shareholder value.
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US$23.00
FV
13.9% overvalued
intrinsic discount
2.00%
Revenue growth p.a.
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8 days ago
author updated this narrative
Beazer Homes USA
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Millennial Demand And Energy Efficient Homes Will Expand Communities
Key Takeaways Expanding energy-efficient, affordable offerings and operational improvements position the company to capture demand from younger buyers and drive growth in margins and market share. Strategic footprint growth and disciplined capital allocation are expected to enhance shareholder value and align with favorable demographic and housing market trends.
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US$30.75
FV
14.8% undervalued
intrinsic discount
4.95%
Revenue growth p.a.
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3 days ago
author updated this narrative
Your Valuation for
BZH
BZH
Beazer Homes USA
Your Fair Value
US$
Current Price
US$26.19
8.3% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-72m
3b
2015
2018
2021
2024
2025
2027
2030
Revenue US$3.2b
Earnings US$90.0m
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