Housing Affordability Crisis And Sun Belt Risks Will Hurt Margins

Published
12 Jan 25
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
US$17.70
13.6% overvalued intrinsic discount
14 Aug
US$20.11
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1Y
-41.4%
7D
9.4%

Author's Valuation

US$17.7

13.6% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on30 Apr 25
Fair value Decreased 85%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 0.98%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 3.63%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 5.89%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 25%

AnalystConsensusTarget has decreased revenue growth from 12.4% to 6.6%, increased profit margin from 0.7% to 1.1% and decreased future PE multiple from 171.4x to 106.0x.

Shared on11 Mar 25
Fair value Increased 719%

AnalystConsensusTarget has increased revenue growth from 4.1% to 12.4%, increased future PE multiple from 141.2x to 171.4x and decreased shares outstanding growth rate from 0.0% to 0.0%.