PulteGroup, Inc.

NYSE:PHM Rapport sur les actions

Capitalisation boursière : US$22.4b

PulteGroup Croissance future

Future contrôle des critères 0/6

PulteGroup devrait augmenter ses bénéfices et son chiffre d'affaires de 3% et de 2.8% par an respectivement. Le BPA devrait croître de de 6.7% par an. Le rendement des capitaux propres devrait être 15.2% dans 3 ans.

Informations clés

3.0%

Taux de croissance des bénéfices

6.74%

Taux de croissance du BPA

Consumer Durables croissance des bénéfices7.6%
Taux de croissance des recettes2.8%
Rendement futur des capitaux propres15.21%
Couverture par les analystes

Good

Dernière mise à jour01 May 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour de l'analyse • May 02

PHM: Antitrust Probe And Housing Cycle Pressures Will Weigh On Margins

Analysts have adjusted the PulteGroup fair value estimate from $115.00 to about $104.11, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that are also reflected in recent mixed price target changes across firms such as UBS, Evercore ISI, Wells Fargo, BofA, Truist and Raymond James. Analyst Commentary Recent Street research on PulteGroup shows a split view, with some firms lifting price targets while others cut targets or shifted to a more cautious stance.
Mise à jour de l'analyse • Apr 17

PHM: Constrained Supply And Buybacks Will Support Future Margin Repricing

The analyst price target for PulteGroup has been revised from $170 to $159 as analysts incorporate a slightly higher discount rate, modest adjustments to long-term growth and margin assumptions, and a lower future P/E multiple, while still citing supportive industry research and recent rating actions. Analyst Commentary Recent Street research on PulteGroup reflects a mix of cautious valuation resets and ongoing confidence in the company’s earnings power and execution.
Seeking Alpha • Apr 12

PulteGroup: Macro Challenges Limit Upside (Rating Downgrade)

Summary PulteGroup is downgraded to 'hold' as macro headwinds dampen near-term housing market prospects. PHM faces margin pressure from higher construction costs, limited pricing power, and a shrinking backlog. Management guides for 2026 closings of 28,500–29,000 homes, with average selling prices and margins at the low end of prior expectations. PHM's strong balance sheet and ongoing buybacks support valuation, but shares appear fairly valued at 12x earnings given cyclical risks. Read the full article on Seeking Alpha
Mise à jour de l'analyse • Apr 01

PHM: Incentives And Affordability Pressures Will Shape Margins And Earnings Visibility

PulteGroup's updated analyst price target of $115.00, up from $112.40, reflects analysts' view that revenue growth, profit margins, and a lower assumed future P/E multiple now better capture the company's earnings potential highlighted in recent initiations and target hikes across the Street. Analyst Commentary Recent research on PulteGroup shows a mix of optimism on earnings power and caution around housing affordability, margin risk, and broader construction end markets.
Mise à jour de l'analyse • Mar 18

PHM: Constrained Supply And Buybacks Will Support Multi Year Profitability Repricing

The analyst price target for PulteGroup is maintained at $170, with small adjustments to the discount rate, revenue growth, profit margin, and future P/E inputs. These changes reflect analysts' view that the market is still underappreciating the company's multi year profitability potential, even though they expect weaker industry margins and demand in 2026.
Mise à jour de l'analyse • Mar 04

PHM: Constrained Supply And Buybacks Will Support Future Profitability Repricing

The analyst price target for PulteGroup has been raised from $160 to $170, with analysts pointing to updated views on the company’s earnings potential, supported by recent initiations and target hikes that highlight perceived mispricing of its profitability over the next few years. Analyst Commentary Recent research on PulteGroup has leaned constructive, with several bullish analysts highlighting what they view as a gap between the current share price and the company’s earnings potential over the next few years.
Nouvelle analyse • Feb 21

Structural Housing Shortage and Low Leverage Drive PulteGroup’s 11% Long-Term Growth

Analyst Commentary PulteGroup has transformed from a cyclical builder to a highly efficienct capital machine. They focus on leveraging asset light strategies to build strategic advantages within the housing market supported by structural undersupply.
Mise à jour de l'analyse • Feb 18

PHM: Margins Cash Returns And Antitrust Risks Will Shape Balanced Prospects

Analysts have inched their price targets on PulteGroup higher, reflected in a modest uptick in our fair value estimate to $141.38 as they factor in updated views on homebuilding demand, margin resilience, and the company’s future P/E profile. Analyst Commentary Recent research on PulteGroup points to a split view, with many price targets moving higher while a few firms take a more cautious stance.
Mise à jour de l'analyse • Feb 04

PHM: Margins Cash Returns And New Markets Will Guide Balanced Prospects

Analysts have nudged their implied fair value estimate for PulteGroup slightly higher to about $141, after a series of recent price target increases that lean on expectations for healthier revenue trends, firmer profit margins and a lower future P/E assumption, partly offset by a modestly higher discount rate. Analyst Commentary Recent Street research on PulteGroup shows a generally constructive tone, with several firms adjusting price targets and one new initiation, while a couple of voices are more guarded on housing and broader building products exposure.
Mise à jour de l'analyse • Jan 21

PHM: Elevated Incentives And Margin Pressure Will Weigh On Future Returns

Analysts have lifted their PulteGroup fair value estimate by about US$10 to roughly US$112, reflecting updated price targets that factor in slower projected revenue growth, some pressure on profit margins, and a higher assumed future P/E multiple supported by recent research highlighting the resilience of its move up and active adult mix in a tougher affordability backdrop. Analyst Commentary Street research on PulteGroup has been active, with several firms revisiting their price targets and assumptions as housing affordability and demand visibility remain key swing factors.
Mise à jour de l'analyse • Jan 06

PHM: Constrained Housing Supply And Buybacks Will Support Future Earnings Resilience

Analysts have inched their average PulteGroup price target slightly lower to about $159, a trim of roughly $1, as they factor in a modestly higher discount rate and small tweaks to long term margin and P/E assumptions, while still pointing to constrained housing supply and potential macro improvement as key supports for the homebuilder. Analyst Commentary Bullish analysts trimming their PulteGroup price targets slightly while maintaining positive ratings see the recent move as more of a fine tuning of models than a change in conviction.
Article d'analyse • Jan 01

An Intrinsic Calculation For PulteGroup, Inc. (NYSE:PHM) Suggests It's 24% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, PulteGroup fair value estimate is US$154 PulteGroup is...
Mise à jour de l'analyse • Dec 23

PHM: Sector Multiple Expansion And Buybacks Will Support Earnings Resilience

Analysts have nudged their fair value estimate for PulteGroup slightly lower to $160 from $163, reflecting modestly softer long term revenue growth and margin assumptions, even as sector multiple expansion supports a higher $143 Street price target. Analyst Commentary Bullish analysts highlight that the recent lift in the PulteGroup price target to $143 reflects growing confidence that the company can sustain attractive returns even as volume growth moderates.
Mise à jour de l'analyse • Dec 08

PHM: Resilient Margins And Sector Multiple Expansion Will Drive Upside

Analysts have nudged their fair value estimate for PulteGroup higher to about $139 from roughly $137, citing sector multiple expansion, resilient margins, and only modest expected volume pressure, despite a slightly higher discount rate and softer revenue growth outlook. Analyst Commentary Recent research updates on PulteGroup reflect a broadly constructive stance, with valuation moving higher as analysts reassess sector dynamics and company specific execution.
Article d'analyse • Dec 05

PulteGroup (NYSE:PHM) Is Increasing Its Dividend To $0.26

PulteGroup, Inc. ( NYSE:PHM ) has announced that it will be increasing its dividend from last year's comparable payment...
Article d'analyse • Sep 27

PulteGroup, Inc. (NYSE:PHM) Shares Could Be 48% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for PulteGroup is US$252 based on 2 Stage Free Cash Flow to Equity Current share...
Mise à jour de l'analyse • Sep 19

Active Adult Communities And Sunbelt Migration Will Drive Opportunity

Analysts have raised PulteGroup's price target to $137.38, reflecting strong Q2 results, solid execution of strategy, and sector optimism, despite some near-term demand concerns. Analyst Commentary Bullish analysts have raised price targets in response to PulteGroup's strong Q2 results, which beat both internal forecasts and consensus estimates, reflecting solid operational performance.
Article d'analyse • Sep 08

Why The 23% Return On Capital At PulteGroup (NYSE:PHM) Should Have Your Attention

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Article d'analyse • Jul 07

Why Investors Shouldn't Be Surprised By PulteGroup, Inc.'s (NYSE:PHM) Low P/E

PulteGroup, Inc.'s ( NYSE:PHM ) price-to-earnings (or "P/E") ratio of 7.4x might make it look like a strong buy right...
Article d'analyse • May 15

Does PulteGroup (NYSE:PHM) 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 24

PulteGroup: Recent Volatility Has Led To A Compelling Price-To-Value Proposition

Summary PulteGroup, a leading U.S. homebuilder, is recognized for its diverse offerings and strong financial position, including a "net cash" status and significant share repurchases. Despite recent market challenges, Pulte's long-term positioning and compelling price-to-value proposition make it an attractive investment, particularly given its above-average margins and scale. Pulte, Lennar, and D.R. Horton have evolved to more defensive business models, securing land through options and generating significant free cash flow without land reinvestment. Fund Management believes these companies can maintain profitability, sustain share repurchases, and improve their cost of capital over time, emulating successful "land light" and "net cash" models. Read the full article on Seeking Alpha
Seeking Alpha • Jan 30

PulteGroup: Cheap With High Demand In 2025

Summary PulteGroup, Inc. reported a strong Q4 with a 17.2% revenue increase, driven by higher home closings and average selling prices. Despite margin pressures, PulteGroup's administrative expenses improved significantly, contributing to strong income growth. New orders dipped slightly, but the value of these orders rose 4%, and the backlog remains robust at 10,153 homes valued at $6.5 billion. With a healthy balance sheet, ongoing share buybacks, and stable margins, PulteGroup is poised for continued growth, making PHM stock a strong buy opportunity on any weakness. Read the full article on Seeking Alpha
Seeking Alpha • Nov 30

PulteGroup: A Top Homebuilder For 2025

Summary In this article, I revisit the homebuilders to assess which is my top choice to lead the industry in 2025. PulteGroup remains my favorite pick due to its solid fundamentals, diversified portfolio, and attractive total shareholder returns. Its balanced operating model, combining speculative and build-to-order homebuilding, allows the company to adapt to shifting consumer preferences. Despite margin pressures and elevated interest rates, its low debt and strong cash position support long-term growth and shareholder returns. D.R. Horton and Green Brick Partners also stand out in my analysis. The former offers industry-leading scale and a higher dividend while the latter has a favorable valuation and operations in high-growth markets. Read the full article on Seeking Alpha
Seeking Alpha • Oct 23

PulteGroup: Margins Are A Concern In A Mixed Q3 (Downgrade)

Summary PulteGroup shares fell 7% after Q3 earnings amid fears of rising mortgage rates despite Fed cuts could reduce housing demand. Q3 EPS beat estimates, but new orders fell 0.5% while increased incentives and higher SG&A expenses pressured margins. Pulte's backlog supports current production, but higher land spending and Florida's weak performance pose risks. Despite challenges, strong cash flow and low debt make Pulte a hold, with a revised price target of $140. Read the full article on Seeking Alpha
Seeking Alpha • Sep 20

PulteGroup: Overvalued As Housing Shortage Slows And Home Prices Falter

Summary PulteGroup's high valuation and profit margins are unsustainable due to low home affordability and a fading housing shortage, making it a potential short opportunity. Despite strong recent performance, PulteGroup's backlog and new orders are declining, signaling reduced demand and increased risk exposure. The Federal Reserve's interest rate cuts should not significantly lower mortgage rates, meaning home affordability is unlikely to improve without lower prices. PulteGroup's aggressive investment in new projects amidst economic uncertainty could exacerbate losses if the economy enters a broader recession, though a 2008-repeat is unlikely for numerous reasons. Read the full article on Seeking Alpha
Seeking Alpha • Sep 03

PulteGroup: Solid Margins In Undersupplied Industry

Summary PulteGroup, Inc. has achieved growth in line with industry peers as home builders have benefited from a widening housing undersupply, but with much greater margins than its large peers. The short-term industry outlook has been more cloudy with fluctuating interest rates and a weaker labor market, but long-term industry trends should remain healthy. PulteGroup's stock is valued at a reasonable margin of safety compared to my estimated intrinsic value and peers' EV/EBITDA ratios. Read the full article on Seeking Alpha
Seeking Alpha • Aug 06

PulteGroup: A Top Homebuilder For Dividend Growth And Total Return

Summary Homebuilders have absolutely crushed the broader market over the past decade, nearly doubling the total return of the S&P 500. After screening the Homebuilding industry for high-growth, dividend-paying companies, I identify PulteGroup as a particularly strong performer. I also find PHM’s current valuation to be somewhat more favorable than those of its peers at this time. Read the full article on Seeking Alpha

Prévisions de croissance des bénéfices et des revenus

NYSE:PHM - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202818,4502,419N/AN/A4
12/31/202717,1542,0381,7231,43312
12/31/202616,4571,9062,0431,11212
3/31/202616,8282,0431,7781,897N/A
12/31/202517,3122,2191,7491,871N/A
9/30/202517,6232,6301,5521,668N/A
6/30/202517,6952,7421,3181,445N/A
3/31/202517,8902,9431,4511,575N/A
12/31/202417,9473,0831,5621,681N/A
9/30/202417,3192,8791,2831,402N/A
6/30/202416,8462,8171,3011,403N/A
3/31/202416,4352,7261,6331,725N/A
12/31/202316,0622,5932,1052,197N/A
9/30/202316,8472,7612,7892,881N/A
6/30/202316,7382,7491,9222,017N/A
3/31/202316,4292,6801,0661,172N/A
12/31/202216,0032,601556668N/A
9/30/202215,2832,38243152N/A
6/30/202214,8672,229571674N/A
3/31/202214,3472,0809461,035N/A
12/31/202113,7371,9309311,004N/A
9/30/202112,7611,7071,0021,066N/A
6/30/202112,2371,6481,3551,409N/A
3/31/202111,4711,4941,7041,756N/A
12/31/202011,0361,3941,7261,784N/A
9/30/202010,8611,2931,6981,760N/A
6/30/202010,6161,1501,5131,578N/A
3/31/202010,5111,0431,0601,122N/A
12/31/201910,2131,006N/A1,076N/A
9/30/201910,195909N/A1,018N/A
6/30/201910,134925N/A1,208N/A
3/31/201910,2151,005N/A1,440N/A
12/31/201810,1881,011N/A1,448N/A
9/30/20189,984852N/A1,426N/A
6/30/20189,466742N/A1,034N/A
3/31/20188,918523N/A792N/A
12/31/20178,578443N/A663N/A
9/30/20178,276637N/A627N/A
6/30/20178,088589N/A565N/A
3/31/20177,866606N/A171N/A
12/31/20167,677598N/A68N/A
9/30/20167,237553N/A-399N/A
6/30/20166,801533N/A-467N/A
3/31/20166,281519N/A-375N/A
12/31/20155,982491N/A-338N/A
9/30/20155,743480N/A-137N/A
6/30/20155,831512N/A44N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de PHM ( 3% par an) est inférieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de PHM ( 3% par an) devraient croître plus lentement que le marché US ( 16.7% par an).

Croissance élevée des bénéfices: Les bénéfices de PHM devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de PHM ( 2.8% par an) devrait croître plus lentement que le marché de US ( 11.6% par an).

Croissance élevée des revenus: Le chiffre d'affaires de PHM ( 2.8% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de PHM devrait être faible dans 3 ans ( 15.2 %).

Découvrir les entreprises en croissance

7D

1Y

7D

1Y

7D

1Y

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/11 20:38
Cours de l'action en fin de journée2026/05/11 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

PulteGroup, Inc. est couverte par 34 analystes. 13 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Stephen KimBarclays
Matthew BouleyBarclays
Rafe JadrosichBofA Global Research