M/I Homes Dirección
Dirección controles de criterios 3/4
El CEO de M/I Homes es Bob Schottenstein , nombrado en May 1996, tiene una permanencia de 33.33 años. compensación anual total es $9.91M, compuesta por 11.1% salario y 88.9% primas, incluidas acciones y opciones de la empresa. posee directamente un 2.08% de las acciones de la empresa, por valor de $68.63M. La antigüedad media del equipo directivo y de la junta directiva es de 10.3 años y 7.3 años, respectivamente.
Información clave
Bob Schottenstein
Chief Executive Officer (CEO)
US$9.9m
Compensación total
| Porcentaje del salario del CEO | 11.09% |
| Permanencia del CEO | 30yrs |
| Participación del CEO | 2.1% |
| Permanencia media de la dirección | 10.3yrs |
| Promedio de permanencia en la Junta Directiva | 7.3yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • May 19
MHO: Buybacks And Execution Assumptions Will Support Future Upside
Analysts now set a $165 price target for M/I Homes, with the change framed around updated views on discount rates, revenue growth, profit margins, and future P/E assumptions following recent research commentary, including a downgrade at Seaport Research. Analyst Commentary Recent research commentary on M/I Homes focuses on how updated assumptions for discount rates, revenue trends, margins, and future P/E multiples feed into the new US$165 price target.Actualización de narrativa • Apr 29
MHO: Discount Rate Shift And Buybacks Will Support Future Upside
Analysts have adjusted their price target on M/I Homes to $165, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E following the recent downgrade at Seaport Research. Analyst Commentary Bullish analysts are focusing on how the revised $165 price target lines up with their updated assumptions on discount rate, revenue trajectory, profit margins, and the future P/E multiple.Seeking Alpha • Apr 22
M/I Homes Q1 Review: The Inflection Point May Have Moved
Summary M/I Homes, Inc. reported Q1 revenues of $921M, down 5.7% y/y, with gross margins declining 400bps to 22%. New contracts rose 3% and cancellation rates improved, but backlog units and average home prices continued to fall. Profitability remains pressured, with Q1 GAAP EPS at $2.55 versus $3.98 last year; backlog sales value dropped to $1.2B. I remain cautious, as macro uncertainty and elevated mortgage rates could delay a true inflection point for MHO. Read the full article on Seeking AlphaActualización de narrativa • Apr 15
MHO: Share Repurchases And Execution Discipline Will Support Future Upside
Analysts have kept their $165 price target for M/I Homes unchanged, reflecting a slightly higher discount rate and modest adjustments to revenue growth, profit margin, and future P/E assumptions following recent research that includes a downgrade at Seaport Research. Analyst Commentary Recent research signals a mixed but still constructive tone around M/I Homes, with the unchanged $165 target framed against tweaks to modeling inputs such as discount rate, revenue, margins, and future P/E assumptions.
Actualización de narrativa • Apr 01
MHO: Affordable Heartland Focus Will Support Returns Despite Near Term Margin Concerns
Analysts have modestly raised their price target on M/I Homes to $165, citing the company's exposure to relatively more affordable Midwest and Plains markets and the contribution of its Smart Series entry level product to gross margins. Analyst Commentary Bullish Takeaways Bullish analysts see the US$165 price target as supported by the company’s focus on relatively more affordable Midwest and Plains markets, which they view as attractive for sustaining demand in entry level housing.Actualización de narrativa • Mar 17
MHO: Affordable Midwest Markets Will Support Future Upside Potential
Analysts have reaffirmed their $165 price target on M/I Homes, pointing to the company’s exposure to relatively more affordable Midwest and Plains markets, as well as the contribution from its entry level Smart Series as key supports for the valuation. Analyst Commentary Bullish analysts highlight that the reiterated US$165 price target reflects confidence in M/I Homes’ positioning in more affordable Midwest and Plains markets, which they see as a key support for valuation.Actualización de narrativa • Mar 03
MHO: Affordable Heartland Exposure And Buybacks Will Balance Margin Risks
Analysts have kept their fair value estimate for M/I Homes steady at $157, while nudging assumptions such as the discount rate and future P/E slightly as they weigh near term margin caution against potential catalysts tied to the company’s exposure to relatively more affordable Midwest and Plains markets and its Smart Series entry level product line. Analyst Commentary Bullish Takeaways Bullish analysts see the US$165 price target as supported by the company’s positioning in relatively more affordable Midwest and Plains markets, which they view as helpful for sustaining demand at current valuation levels.Actualización de narrativa • Feb 17
MHO: Affordable Heartland Focus And Buybacks Will Temper Margin Uncertainty
Analysts modestly raised their price target on M/I Homes to $165, citing updated assumptions for revenue growth and P/E, along with continued confidence in the company's exposure to more affordable Midwest and Plains markets and its higher margin Smart Series entry level product. Analyst Commentary Bullish Takeaways Bullish analysts point to the new US$165 price target as reflecting confidence that current P/E assumptions are reasonable given the company’s positioning in more affordable Midwest and Plains markets.Actualización de narrativa • Feb 03
MHO: Affordable Midwest Exposure Will Drive Future Upside Potential
Narrative Update: M/I Homes Price Target Reset Analysts have updated their outlook on M/I Homes with a revised price target of US$165, down from US$185, citing more cautious assumptions on discount rate, revenue growth, profit margins and future P/E. They are still highlighting potential catalysts in the company's exposure to comparatively affordable Midwest and Plains markets, as well as its higher margin Smart Series entry level offering.Actualización de narrativa • Jan 20
MHO: Affordable Heartland Exposure And Repurchases Will Support Future Upside
Analysts lifted their price target on M/I Homes from US$153 to US$157, citing the company’s exposure to relatively more affordable Midwest and Plains markets, as well as the contribution from its entry level Smart Series line, as key supports for the updated view. Analyst Commentary Bullish Takeaways Bullish analysts point to the US$165 price target as reflecting confidence that the current valuation leaves room for further execution on the existing business mix.Artículo de análisis • Jan 09
M/I Homes' (NYSE:MHO) Returns Have Hit A Wall
To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...Actualización de narrativa • Jan 06
MHO: Ongoing Share Repurchases Will Support Upside Despite Softer Revenue Outlook
Analysts have kept their fair value estimate for M/I Homes steady at $153.00, citing only minor tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions rather than any major shift in the underlying outlook. What's in the News M/I Homes, Inc.Actualización de narrativa • Dec 19
MHO: Share Repurchases Will Support Upside Despite Softer Revenue Outlook
Analysts have trimmed their price target on M/I Homes by approximately 6 percent from about 162 dollars to 153 dollars, citing expectations for softer revenue growth, compressed profit margins, and a higher valuation multiple. Together, these factors warrant a more conservative fair value outlook.Artículo de análisis • Oct 13
Improved Earnings Required Before M/I Homes, Inc. (NYSE:MHO) Shares Find Their Feet
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...Artículo de análisis • Sep 09
Is Now The Time To Look At Buying M/I Homes, Inc. (NYSE:MHO)?
While M/I Homes, Inc. ( NYSE:MHO ) might not have the largest market cap around , it received a lot of attention from a...Artículo de análisis • Jul 21
Investors Will Want M/I Homes' (NYSE:MHO) Growth In ROCE To Persist
To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...Artículo de análisis • Jul 07
Here's Why We Think M/I Homes (NYSE:MHO) Might Deserve Your Attention Today
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Artículo de análisis • May 13
Why Investors Shouldn't Be Surprised By M/I Homes, Inc.'s (NYSE:MHO) Low P/E
With a price-to-earnings (or "P/E") ratio of 5.7x M/I Homes, Inc. ( NYSE:MHO ) may be sending very bullish signals at...Artículo de análisis • Apr 30
What Does M/I Homes, Inc.'s (NYSE:MHO) Share Price Indicate?
While M/I Homes, Inc. ( NYSE:MHO ) might not have the largest market cap around , it saw significant share price...Artículo de análisis • Apr 30
Earnings Report: M/I Homes, Inc. Missed Revenue Estimates By 13%
The analysts might have been a bit too bullish on M/I Homes, Inc. ( NYSE:MHO ), given that the company fell short of...Seeking Alpha • Apr 23
M/I Homes Q1: There May Be A Lot More Pain Ahead
Summary M/I Homes, Inc. reported a disappointing Q1, with declines in revenue, profitability, and efficiency, driven by consumer uncertainty and economic conditions. Key metrics: Revenues down 7% y/y, home deliveries down 8%, new contracts down 10%, and cancellation rates up to 10%. The macroeconomic outlook remains bleak due to tariff uncertainties and potential recession, impacting demand and profitability for homebuilders like M/I Homes. Despite a 40% MHO share price drop since October highs, I am not confident in M/I Homes as an investment due to ongoing economic volatility. Read the full article on Seeking AlphaArtículo de análisis • Apr 13
M/I Homes (NYSE:MHO) 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...Artículo de análisis • Apr 01
Estimating The Fair Value Of M/I Homes, Inc. (NYSE:MHO)
Key Insights The projected fair value for M/I Homes is US$97.97 based on 2 Stage Free Cash Flow to Equity Current share...Artículo de análisis • Feb 16
Does M/I Homes (NYSE:MHO) Have A Healthy Balance Sheet?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Feb 11
M/I Homes: Homebuilders Face Greatest Crisis Since 2008
Summary M/I Homes face significant risks due to rising mortgage rates, increased reliance on rate buydowns, and deteriorating home affordability. Current economic indicators suggest a negative trend in the housing market, with elevated housing starts and permits, rising inventories, and slowing home prices. MHO's gross margins are expected to normalize, potentially reducing EPS to $6-$9.25 by 2027, far below current expectations of a rebound. Policy uncertainties, including tariffs and migrant labor availability, add further pressure, making it challenging for MHO to maintain its current profit margins and growth trajectory. Read the full article on Seeking AlphaSeeking Alpha • Jan 30
M/I Homes Earnings: Margin Pressure And Demand Challenges Mar The Outlook (Downgrade)
Summary M/I Homes faces business challenges due to high mortgage rates, pressuring demand and margins forcing the use of rate buydowns as a key strategy. Q4 sequential results showed decelerating sales, increased rate buydowns, and gross margin compression, indicating potential challenges for 2025. The potential for rising land and labor costs, coupled with cautious share repurchase plans, add further pressure on MHO's future performance and investor sentiment. Read the full article on Seeking AlphaArtículo de análisis • Jan 16
With EPS Growth And More, M/I Homes (NYSE:MHO) Makes An Interesting Case
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Artículo de análisis • Jan 01
There's No Escaping M/I Homes, Inc.'s (NYSE:MHO) Muted Earnings
With a price-to-earnings (or "P/E") ratio of 6.8x M/I Homes, Inc. ( NYSE:MHO ) may be sending very bullish signals at...Artículo de análisis • Nov 16
Returns On Capital Are Showing Encouraging Signs At M/I Homes (NYSE:MHO)
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Seeking Alpha • Nov 03
M/I Homes: Riding The Housing Rebound With Strong Earnings And Growth Outlook
Summary M/I Homes benefit from robust earnings, strategic market positioning, and favorable seasonality trends. Trading at a significant discount to sector peers, M/I Homes offers an appealing entry point for investors seeking value. Fed policy shifts and rising competition in affordable housing could impact buyer confidence and compress margins. Read the full article on Seeking AlphaArtículo de análisis • Oct 20
Here's Why M/I Homes (NYSE:MHO) Can Manage Its Debt Responsibly
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Artículo de análisis • Sep 23
Is Now The Time To Put M/I Homes (NYSE:MHO) On Your Watchlist?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Nueva narrativa • Sep 02
Millennial And Gen Z Demand Fuels Growth Amid Financial Stability And Market Challenges
Increasing demand from millennials and Gen Z indicates a promising future customer base for revenue growth.Seeking Alpha • Aug 24
M/I Homes: A Great Home For Your Cash
Summary M/I Homes stock has outperformed the S&P 500 significantly since 2022 due to how cheap shares have been. Despite revenue and profit declines in 2023, the company saw improvements in backlog and profitability in 2024. Shares are considered cheap and offer potential upside, and management is actively buying back a lot of stock. Read the full article on Seeking AlphaArtículo de análisis • Aug 14
Estimating The Intrinsic Value Of M/I Homes, Inc. (NYSE:MHO)
Key Insights Using the 2 Stage Free Cash Flow to Equity, M/I Homes fair value estimate is US$136 With US$144 share...Artículo de análisis • Aug 01
Earnings Beat: M/I Homes, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
A week ago, M/I Homes, Inc. ( NYSE:MHO ) came out with a strong set of quarterly numbers that could potentially lead to...Artículo de análisis • Jul 26
M/I Homes, Inc. (NYSE:MHO) Shares Fly 32% But Investors Aren't Buying For Growth
The M/I Homes, Inc. ( NYSE:MHO ) share price has done very well over the last month, posting an excellent gain of 32...Artículo de análisis • Jul 21
M/I Homes (NYSE:MHO) Might Have The Makings Of A Multi-Bagger
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Seeking Alpha • Jun 13
M/I Homes: Economic Data Indicates Homebuilding Cycle Is Past Its Peak
Summary M/I Homes stock has dropped 8% since I last covered it, indicating that more investors see the homebuilding market peak. TTM income valuations on M/I Homes may not be wise as its margins will reverse as existing home inventories and rental vacancies continue to rise. Home affordability and existing home sales remain very low, indicating a potential downturn in new home sales. Although M/I's focus on key market regions and growing demographic segments has aided its profits, the market's shift may most impact first-time buyers. I believe MHO's valuation remains unreasonably high if we assume mortgage rates will eventually create strains on new home prices. Read the full article on Seeking AlphaSeeking Alpha • Apr 28
M/I Homes: Strong Foundations Will Allow It To Continue Growing
Summary M/I Homes is a high-quality, customer-oriented business that targets the rapidly growing sustainable houses market. It offers high margins and a very profitable cash producing business. It is cheaply valued right now. While being a fiscally conservative and with a strong balance sheet and low debt. A strong start to 2024 could mean a year of high growth is ahead. Read the full article on Seeking AlphaArtículo de análisis • Apr 26
Earnings Beat: M/I Homes, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
A week ago, M/I Homes, Inc. ( NYSE:MHO ) came out with a strong set of quarterly numbers that could potentially lead to...Artículo de análisis • Apr 18
Does M/I Homes (NYSE:MHO) Have A Healthy Balance Sheet?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Apr 09
M/I Homes: 3 Reasons To Continue To Fade The Rally
Summary M/I Homes, Inc. stock has rallied over 60% from its October lows despite high mortgage rates. That rally has started to fade recently, however. Despite a cheap P/E ratio, there are several reasons to believe the stock of this home builder will continue to succumb to additional profit taking. These include average mortgage rates north of seven percent, fading momentum and a noticeable recent uptick in insider selling. An analysis around M/I Homes follows in the paragraphs below. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$360m |
| Dec 31 2025 | US$10m | US$1m | US$403m |
| Sep 30 2025 | n/a | n/a | US$472m |
| Jun 30 2025 | n/a | n/a | US$511m |
| Mar 31 2025 | n/a | n/a | US$537m |
| Dec 31 2024 | US$11m | US$1m | US$564m |
| Sep 30 2024 | n/a | n/a | US$536m |
| Jun 30 2024 | n/a | n/a | US$529m |
| Mar 31 2024 | n/a | n/a | US$500m |
| Dec 31 2023 | US$9m | US$1m | US$465m |
| Sep 30 2023 | n/a | n/a | US$490m |
| Jun 30 2023 | n/a | n/a | US$483m |
| Mar 31 2023 | n/a | n/a | US$502m |
| Dec 31 2022 | US$8m | US$1m | US$491m |
| Sep 30 2022 | n/a | n/a | US$474m |
| Jun 30 2022 | n/a | n/a | US$433m |
| Mar 31 2022 | n/a | n/a | US$404m |
| Dec 31 2021 | US$7m | US$1m | US$397m |
| Sep 30 2021 | n/a | n/a | US$364m |
| Jun 30 2021 | n/a | n/a | US$346m |
| Mar 31 2021 | n/a | n/a | US$293m |
| Dec 31 2020 | US$7m | US$1m | US$240m |
| Sep 30 2020 | n/a | n/a | US$202m |
| Jun 30 2020 | n/a | n/a | US$166m |
| Mar 31 2020 | n/a | n/a | US$142m |
| Dec 31 2019 | US$5m | US$900k | US$128m |
Compensación vs. Mercado: La compensación total de Bob($USD9.91M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD7.05M).
Compensación vs. Ingresos: La compensación de Bob ha sido consistente con los resultados de la empresa en el último año.
CEO
Bob Schottenstein (72 yo)
30yrs
Permanencia
US$9,914,773
Compensación
Mr. Robert H. Schottenstein, also known as Bob, J.D., serves as Independent Director of Installed Building Products, Inc. since July 2022. He served as an Independent Director of Installed Building Product...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Chairman | 30yrs | US$9.91m | 2.08% $ 68.6m | |
| Executive VP | 25.7yrs | US$4.55m | 0.025% $ 839.9k | |
| Senior VP | 4.9yrs | US$1.54m | 0% $ 0 | |
| VP, Chief Accounting Officer & Corporate Controller | 23.1yrs | sin datos | 0.0042% $ 137.6k | |
| Region President of Columbus | 10.1yrs | sin datos | sin datos | |
| Reg. President of Austin | 10.3yrs | sin datos | sin datos | |
| President & CEO of M/I Financial | 9.5yrs | sin datos | sin datos | |
| VP & Treasurer | no data | sin datos | sin datos |
10.3yrs
Permanencia media
65.5yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de MHO es experimentado (10.3 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Chairman | 33.3yrs | US$9.91m | 2.08% $ 68.6m | |
| Executive VP | 24.3yrs | US$4.55m | 0.025% $ 839.9k | |
| Independent Director | 13.3yrs | US$309.93k | 0% $ 0 | |
| Independent Director | 10.8yrs | US$274.93k | 0.0071% $ 235.0k | |
| Lead Independent Director | 3.8yrs | US$314.93k | 0.0032% $ 106.3k | |
| Independent Director | 1yr | US$256.18k | 0% $ 0 | |
| Independent Director | 7.3yrs | US$292.43k | 0% $ 0 | |
| Independent Director | 5.8yrs | US$274.93k | 0.0018% $ 58.7k | |
| Independent Director | no data | sin datos | sin datos |
7.3yrs
Permanencia media
67yo
Promedio de edad
Junta con experiencia: La junta directiva de MHO se considera experimentada (7.3 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/22 18:57 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
M/I Homes, Inc. está cubierta por 5 analistas. 3 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Jay McCanless | Citizens JMP Securities, LLC |
| Jay McCanless | Guggenheim Securities, LLC |
| Buck Horne | Raymond James & Associates |