Beazer Homes USA Zukünftiges Wachstum
Future Kriterienprüfungen 4/6
Für Beazer Homes USA wird ein Gewinn- und Umsatzwachstum von 164.8% bzw. 12% pro Jahr prognostiziert, während der Gewinn je Aktie voraussichtlich um 167.4% pro Jahr steigen soll.
Wichtige Informationen
164.8%
Wachstumsrate der Gewinne
167.36%
EPS-Wachstumsrate
| Consumer Durables Gewinnwachstum | 8.3% |
| Wachstumsrate der Einnahmen | 12.0% |
| Zukünftige Eigenkapitalrendite | n/a |
| Analystenabdeckung | Low |
| Zuletzt aktualisiert | 12 May 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
Narrativ-Update • May 15
BZH: Margin Execution And Buybacks Will Support Returns After Rebuffed Cash Bid
Analysts trimmed their price target on Beazer Homes USA by $1 to reflect updated views on growth, profitability, and valuation inputs, while still viewing the stock’s risk and return profile as supported by underlying margin assumptions and P/E expectations. Analyst Commentary Bullish analysts acknowledge the slightly lower price target, but still see the risk and return setup as anchored by the same core assumptions that supported the previous view.Seeking Alpha • May 12
Beazer Homes USA: The Hostile Buyout Situation Is Complicated
Summary Beazer Homes USA, Inc. received a $25.75 all-cash buyout offer from Dream Finders Homes, but rejected the offer. The takeover situation has quickly become hostile. The offer highlights BZH's weak comparative performance as a standalone company, but also the stock's massive discount to book value. BZH's earnings have plummeted, reflecting a weak macroeconomic backdrop but also the company's weak ability to generate results on its assets. I estimate BZH stock to have a fair value of $23.10. Read the full article on Seeking Alpha
Narrativ-Update • May 01
BZH: NOL Protections Will Support Value Through Potential Antitrust Probe
Analysts now hold Beazer Homes USA's fair value estimate steady at $26.00. This reflects unchanged views on the discount rate, revenue growth, profit margin, and future P/E assumptions for the stock.Narrativ-Update • Apr 17
BZH: NOL Safeguards And Buybacks Will Support Value Through Antitrust Probe
Analysts have kept their fair value estimate for Beazer Homes USA steady at $26.00, reflecting unchanged assumptions on discount rate, revenue growth, profit margin, and future P/E that together support a consistent longer term price target view. What's in the News The Trump administration and Justice Department are reported to be considering an antitrust probe into homebuilders, which could include publicly traded companies such as Beazer Homes USA (Bloomberg).Narrativ-Update • Apr 03
BZH: Buybacks And Tax Asset Protection Will Support Returns Through Antitrust Probe
Analysts have maintained their price target for Beazer Homes USA at $30.00, based on updated assumptions that indicate slightly higher revenue growth and profit margins, along with a modestly lower future P/E multiple supporting this unchanged view. What's in the News The White House is reported to be exploring a potential antitrust probe into homebuilders, which could include publicly traded companies in the sector (Bloomberg).Narrativ-Update • Mar 19
BZH: Buybacks And Tax Asset Preservation Will Support Returns Through Antitrust Probe
Analysts have slightly adjusted their view on Beazer Homes USA, keeping the fair value target at $30.00 while refining assumptions for revenue growth, profit margin, and future P/E. Together, these updated assumptions support a steady price target rather than a major reset.Narrativ-Update • Mar 05
BZH: NOL Protections And Buybacks Will Offset Potential Antitrust Headwinds
Analysts have adjusted their price views on Beazer Homes USA, reflecting updated assumptions that include a fair value of $26.00, a discount rate of 12.33%, revenue growth of 14.36%, a profit margin of 4.21%, and a forward P/E of 6.46x. What's in the News The U.S. Justice Department is reported to be considering an antitrust probe into homebuilders, which could affect publicly traded firms in the sector including Beazer Homes USA (Bloomberg).Narrativ-Update • Feb 18
BZH: Buybacks And Tax Asset Protection Will Offset Antitrust Investigation Risks
Analysts have kept their $30.00 price target on Beazer Homes USA steady, citing slightly higher modeled revenue growth of about 14.8% and a modestly higher future P/E assumption of roughly 4.6x. These are partly offset by a small reduction in projected profit margins and a slightly lower discount rate.Analyseartikel • Feb 05
Beazer Homes USA's (NYSE:BZH) Soft Earnings Don't Show The Whole Picture
Beazer Homes USA, Inc.'s ( NYSE:BZH ) earnings announcement last week didn't impress shareholders. However, our...Narrativ-Update • Feb 04
BZH: Share Buybacks And Tax Asset Protection Will Support Future Earnings Power
Analysts now see Beazer Homes USA as closer to fairly valued. They are keeping the fair value estimate at $30.0 while updating their assumptions to reflect higher expected revenue growth, wider profit margins, and a lower future P/E multiple.Analyseartikel • Feb 01
US$26.00: That's What Analysts Think Beazer Homes USA, Inc. (NYSE:BZH) Is Worth After Its Latest Results
The analysts might have been a bit too bullish on Beazer Homes USA, Inc. ( NYSE:BZH ), given that the company fell...Narrativ-Update • Jan 21
BZH: NOL Protection Measures And Completed Buyback Will Support Future Upside
Analysts have kept their price target for Beazer Homes USA steady at about US$26.00. This reflects unchanged views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.Analyseartikel • Jan 13
Beazer Homes USA's (NYSE:BZH) Returns On Capital Not Reflecting Well On The Business
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Narrativ-Update • Jan 07
BZH: Future NOL Protection And Completed Buyback May Support Upside Potential
Analysts now place their price target for Beazer Homes USA at US$26.00, down from US$30.75. They cite updated assumptions around a higher discount rate, a revenue growth outlook of about 8.99%, a profit margin estimate near 3.47%, and a future P/E closer to 8.69x.Narrativ-Update • Dec 19
BZH: Rising Housing Policy Tailwinds Will Support Future Earnings Power
Analysts have reduced their price target on Beazer Homes USA from 41 dollars to 30 dollars. This reflects expectations for slightly higher revenue growth but lower profit margins and valuation multiples.Analyseartikel • Oct 14
There Is A Reason Beazer Homes USA, Inc.'s (NYSE:BZH) Price Is Undemanding
With a price-to-earnings (or "P/E") ratio of 9.4x Beazer Homes USA, Inc. ( NYSE:BZH ) may be sending bullish signals at...Analyseartikel • Sep 23
Beazer Homes USA (NYSE:BZH) Has No Shortage Of Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analyseartikel • Jul 23
Returns At Beazer Homes USA (NYSE:BZH) Are On The Way Up
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Analyseartikel • Jul 03
Investors Don't See Light At End Of Beazer Homes USA, Inc.'s (NYSE:BZH) Tunnel
With a price-to-earnings (or "P/E") ratio of 7.4x Beazer Homes USA, Inc. ( NYSE:BZH ) may be sending very bullish...Analyseartikel • May 03
An Intrinsic Calculation For Beazer Homes USA, Inc. (NYSE:BZH) Suggests It's 36% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, Beazer Homes USA fair value estimate is US$33.20 Beazer Homes...Analyseartikel • Mar 31
Little Excitement Around Beazer Homes USA, Inc.'s (NYSE:BZH) Earnings
With a price-to-earnings (or "P/E") ratio of 5.1x Beazer Homes USA, Inc. ( NYSE:BZH ) may be sending very bullish...Analyseartikel • Mar 05
Does Beazer Homes USA (NYSE:BZH) Have A Healthy Balance Sheet?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Seeking Alpha • Feb 09
Beazer Homes: Cheap, But Facing Considerable Headwinds
Summary Beazer Homes USA faces significant headwinds, including high mortgage rates and low levels of housing affordability, which can impact sales and profit margins. That said, the stock sells at five times trailing earnings, has an improving balance sheet and significant planned community growth. Which way will the stock head in 2025? An analysis follows in the paragraphs below. Read the full article on Seeking AlphaAnalyseartikel • Feb 06
There's Been No Shortage Of Growth Recently For Beazer Homes USA's (NYSE:BZH) Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...Analyseartikel • Dec 06
Lacklustre Performance Is Driving Beazer Homes USA, Inc.'s (NYSE:BZH) Low P/E
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 20x, you may...Seeking Alpha • Nov 26
Beazer Homes: Growth Ambitions May Be Derailed By Macro Forces
Summary Beazer Homes faces challenges with high interest rates, lower buyer affordability, and increased construction costs, leading to skepticism about its growth plans. Despite a revenue increase in fiscal 2024, rising costs caused a drop in gross profit and operating income, straining cash flow. The company plans to expand its inventory and community developments, but lower backlog and higher cancellation rates pose risks. BZH's low P/E ratio is attractive, but free cash flow burn combined with a desire to deleverage has me concerned about dilution. Read the full article on Seeking AlphaAnalyseartikel • Nov 08
Here's Why Beazer Homes USA (NYSE:BZH) Is Weighed Down By Its Debt Load
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analyseartikel • Oct 07
Beazer Homes USA (NYSE:BZH) Is Doing The Right Things To Multiply Its Share Price
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Neues Narrativ • Sep 24
Expanding Communities And Embracing Zero Energy Ready Homes To Fuel Exceptional Growth And Investor Attraction
Expanding community count and focusing on Zero Energy Ready homes are key strategies for driving revenue growth and improving sales margins through sustainability.Seeking Alpha • Aug 29
Beazer Homes: A Cautiously Optimistic Year Ahead
Summary Beazer Homes USA, Inc.'s Q3 results met expectations, finally showing improving revenues year-on-year, but still showing a weakening gross margin. The implied Q4 outlook was significantly lowered, but I believe that the lowering was already anticipated. The short-term macroeconomic outlook stands cloudy, but falling interest rates should aid Beazer Homes' demand in the midterm, as the company sees a good FY2025 ahead. Beazer Homes stock remains undervalued on a discounted cash flow model basis, as well as compared to its relative P/B. Read the full article on Seeking AlphaAnalyseartikel • Aug 09
Earnings Troubles May Signal Larger Issues for Beazer Homes USA (NYSE:BZH) Shareholders
Investors were disappointed by Beazer Homes USA, Inc.'s ( NYSE:BZH ) latest earnings release. We did some analysis, and...Analyseartikel • Jul 15
Investors Don't See Light At End Of Beazer Homes USA, Inc.'s (NYSE:BZH) Tunnel
With a price-to-earnings (or "P/E") ratio of 5.8x Beazer Homes USA, Inc. ( NYSE:BZH ) may be sending very bullish...Seeking Alpha • Jun 24
Beazer Homes USA: Time For An Upgrade
Summary Beazer Homes USA stock has surged 89.5% since July 2022, outperforming the S&P 500. Despite mixed financial performance, the company is showing improvements in closings, backlog, and net new orders. With the stock trading at a low valuation and potential catalysts on the horizon, an upgrade to a 'strong buy' is warranted. Read the full article on Seeking AlphaAnalyseartikel • Jun 04
Beazer Homes USA (NYSE:BZH) Might Have The Makings Of A Multi-Bagger
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Analyseartikel • Apr 09
Improved Earnings Required Before Beazer Homes USA, Inc. (NYSE:BZH) Shares Find Their Feet
Beazer Homes USA, Inc.'s ( NYSE:BZH ) price-to-earnings (or "P/E") ratio of 6x might make it look like a strong buy...Seeking Alpha • Apr 01
Beazer Homes: Valuation Is Half Of Peers
Summary Beazer’s struggles for a decade and a half caused investors to leave it for dead. The company has since turned around with 3 strong years under its belt and big growth plans. Yet Beazer trades at close to a 50% discount to peers, a relic of the past but not the current or future. Read the full article on Seeking AlphaAnalyseartikel • Feb 19
Here's Why Beazer Homes USA (NYSE:BZH) Is Weighed Down By Its Debt Load
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Feb 06
Beazer Homes: Value Play Or Value Trap?
Summary Beazer Homes performed well in 2023 despite a challenging year for existing home sales and high mortgage rates. Headwinds seem to be building for the home building sector, but BZH sells for less than seven times earnings and has a solid balance sheet. An analysis around Beazer Homes stock follows in the paragraphs below. Read the full article on Seeking AlphaAnalyseartikel • Dec 27
There's No Escaping Beazer Homes USA, Inc.'s (NYSE:BZH) Muted Earnings Despite A 32% Share Price Rise
The Beazer Homes USA, Inc. ( NYSE:BZH ) share price has done very well over the last month, posting an excellent gain...Analyseartikel • Dec 15
Beazer Homes USA (NYSE:BZH) Is Looking To Continue Growing Its Returns On Capital
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...Seeking Alpha • Nov 23
Beazer Homes: Balance Sheet Improvements, Q4 2023 Results, And Undervalued
Summary Beazer Homes reported impressive Q4 2023 results, including high earnings per share, free cash flow, and balance sheet improvements. Despite high mortgage rates, Beazer Homes expects another strong year in 2024. The stock is undervalued and trading below book value, making it a strong buy. Read the full article on Seeking AlphaSeeking Alpha • Oct 19
Beazer Homes USA: Cost Reduction Initiatives, Beneficial Expectations, And Undervalued
Summary Beazer Homes USA reported impressive expectations for Q4 2023, including sales pace growth, backlog conversion, and beneficial figures for 2023. The company operates in 13 states and offers a range of homes for different price options and categories. Market analysts expect double-digit net sales growth, operating margin growth, and positive free cash flow in the coming years, indicating potential for the stock price to increase. Read the full article on Seeking AlphaGewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 9/30/2027 | 2,487 | 45 | 42 | 66 | 3 |
| 9/30/2026 | 2,117 | -18 | -76 | -52 | 3 |
| 3/31/2026 | 2,111 | -4 | -70 | -41 | N/A |
| 12/31/2025 | 2,266 | 10 | -3 | 26 | N/A |
| 9/30/2025 | 2,372 | 46 | 3 | 32 | N/A |
| 6/30/2025 | 2,386 | 68 | -59 | -33 | N/A |
| 3/31/2025 | 2,436 | 95 | -78 | -54 | N/A |
| 12/31/2024 | 2,412 | 122 | -93 | -71 | N/A |
| 9/30/2024 | 2,330 | 140 | -160 | -138 | N/A |
| 6/30/2024 | 2,169 | 144 | -264 | -241 | N/A |
| 3/31/2024 | 2,146 | 160 | -126 | -102 | N/A |
| 12/31/2023 | 2,149 | 156 | 17 | 39 | N/A |
| 9/30/2023 | 2,207 | 159 | 158 | 178 | N/A |
| 6/30/2023 | 2,389 | 190 | 323 | 341 | N/A |
| 3/31/2023 | 2,343 | 200 | 163 | 179 | N/A |
| 12/31/2022 | 2,308 | 210 | 57 | 72 | N/A |
| 9/30/2022 | 2,317 | 221 | 66 | 81 | N/A |
| 6/30/2022 | 2,080 | 182 | -227 | -211 | N/A |
| 3/31/2022 | 2,125 | 165 | -91 | -77 | N/A |
| 12/31/2021 | 2,166 | 145 | 14 | 28 | N/A |
| 9/30/2021 | 2,140 | 122 | 17 | 32 | N/A |
| 6/30/2021 | 2,236 | 98 | 295 | 309 | N/A |
| 3/31/2021 | 2,198 | 77 | 373 | 385 | N/A |
| 12/31/2020 | 2,138 | 63 | 288 | 299 | N/A |
| 9/30/2020 | 2,127 | 53 | 278 | 289 | N/A |
| 6/30/2020 | 2,222 | 31 | 254 | 267 | N/A |
| 3/31/2020 | 2,172 | 28 | 135 | 151 | N/A |
| 12/31/2019 | 2,104 | -84 | N/A | 84 | N/A |
| 9/30/2019 | 2,088 | -79 | N/A | 114 | N/A |
| 6/30/2019 | 2,074 | -21 | N/A | 94 | N/A |
| 3/31/2019 | 2,103 | -20 | N/A | 88 | N/A |
| 12/31/2018 | 2,137 | 93 | N/A | 102 | N/A |
| 9/30/2018 | 2,107 | -45 | N/A | 55 | N/A |
| 6/30/2018 | 2,012 | -72 | N/A | 2 | N/A |
| 3/31/2018 | 1,979 | -78 | N/A | 52 | N/A |
| 12/31/2017 | 1,950 | -97 | N/A | 57 | N/A |
| 9/30/2017 | 1,916 | 32 | N/A | 105 | N/A |
| 6/30/2017 | 1,875 | -3 | N/A | 154 | N/A |
| 3/31/2017 | 1,857 | -4 | N/A | 151 | N/A |
| 12/31/2016 | 1,817 | 3 | N/A | 178 | N/A |
| 9/30/2016 | 1,822 | 5 | N/A | 163 | N/A |
| 6/30/2016 | 1,823 | 361 | N/A | 126 | N/A |
| 3/31/2016 | 1,792 | 367 | N/A | 62 | N/A |
| 12/31/2015 | 1,706 | 366 | N/A | 14 | N/A |
| 9/30/2015 | 1,627 | 347 | N/A | -81 | N/A |
| 6/30/2015 | 1,540 | 52 | N/A | -109 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: BZH wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als schnelleres Wachstum als die Sparquote angesehen wird (3.5%).
Ertrag vs. Markt: BZH wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als überdurchschnittliches Marktwachstum angesehen wird.
Hohe Wachstumserträge: BZH wird voraussichtlich in den nächsten 3 Jahren rentabel werden.
Einnahmen vs. Markt: BZHDie Einnahmen des Unternehmens (12% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (11.7% pro Jahr).
Hohe Wachstumseinnahmen: BZHDie Einnahmen des Unternehmens (12% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: Unzureichende Daten, um festzustellen, ob die Eigenkapitalrendite von BZH in 3 Jahren voraussichtlich hoch sein wird
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/21 15:42 |
| Aktienkurs zum Tagesende | 2026/05/21 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/09/30 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Beazer Homes USA, Inc. wird von 13 Analysten beobachtet. 3 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Jonathan Ellis | BofA Global Research |
| Tyler Batory | Brean Capital Historical (Janney Montgomery) |
| Rohit Seth | B. Riley Securities, Inc. |