M/I Homes (MHO) Panoramica del titolo
M/I Homes, Inc. insieme alle sue controllate, si occupa della costruzione e della vendita di case residenziali unifamiliari in Ohio, Indiana, Illinois, Minnesota, Michigan, Florida, Texas, North Carolina e Tennessee. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 5/6 |
| Crescita futura | 1/6 |
| Prestazioni passate | 2/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 0/6 |
MHO Community Fair Values
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Analyst Price Targets
Concorrenti di M/I Homes, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$156.84 |
| Massimo di 52 settimane | US$163.66 |
| Minimo di 52 settimane | US$110.95 |
| Beta | 1.6 |
| Variazione di 1 mese | 14.21% |
| Variazione a 3 mesi | 27.87% |
| Variazione di 1 anno | 35.86% |
| Variazione a 3 anni | 94.30% |
| Variazione a 5 anni | 174.87% |
| Variazione dall'IPO | 2,082.12% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • Jul 03
MHO: Balance Sheet Strength And Buybacks Will Support Future Risk Reward Balance
The analyst price target for M/I Homes has been raised from $157 to about $163, as analysts incorporate a slightly lower discount rate, updated profit margin assumptions, and a higher future P/E multiple, supported by recent research highlighting the company's balance sheet and ongoing share buybacks. Analyst Commentary Recent research on M/I Homes highlights a mix of optimism around balance sheet strength and capital returns, alongside some caution that has led to at least one downgrade.
Aggiornamento della narrazione • Jun 18
MHO: Buybacks And AI Land Sourcing Will Support Future Stock Resilience
Analysts have kept their $165 price target for M/I Homes steady, citing only modest tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions after the recent downgrade at Seaport Research. What's in the News for M/I Homes M/I Homes reported that from January 1, 2026 to March 31, 2026, the company repurchased 359,000 shares for US$50.07 million, representing 1.39% of its shares under the current authorization.Aggiornamento della narrazione • Jun 04
MHO: AI Land Sourcing And Buybacks Will Support Future Upside
Analysts have maintained their $165 price target on M/I Homes, noting only slight adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions following recent research, including the downgrade at Seaport Research. What's in the News M/I Homes is partnering with Prophetic to roll out an AI native land acquisition platform across multiple markets.Recent updates
Aggiornamento della narrazione • Jul 03
MHO: Balance Sheet Strength And Buybacks Will Support Future Risk Reward Balance
The analyst price target for M/I Homes has been raised from $157 to about $163, as analysts incorporate a slightly lower discount rate, updated profit margin assumptions, and a higher future P/E multiple, supported by recent research highlighting the company's balance sheet and ongoing share buybacks. Analyst Commentary Recent research on M/I Homes highlights a mix of optimism around balance sheet strength and capital returns, alongside some caution that has led to at least one downgrade.Aggiornamento della narrazione • Jun 18
MHO: Buybacks And AI Land Sourcing Will Support Future Stock Resilience
Analysts have kept their $165 price target for M/I Homes steady, citing only modest tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions after the recent downgrade at Seaport Research. What's in the News for M/I Homes M/I Homes reported that from January 1, 2026 to March 31, 2026, the company repurchased 359,000 shares for US$50.07 million, representing 1.39% of its shares under the current authorization.Aggiornamento della narrazione • Jun 04
MHO: AI Land Sourcing And Buybacks Will Support Future Upside
Analysts have maintained their $165 price target on M/I Homes, noting only slight adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions following recent research, including the downgrade at Seaport Research. What's in the News M/I Homes is partnering with Prophetic to roll out an AI native land acquisition platform across multiple markets.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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 AlphaAggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...
Nuova narrazione • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaRendimenti per gli azionisti
| MHO | US Consumer Durables | US Mercato | |
|---|---|---|---|
| 7D | -3.8% | -1.4% | 1.6% |
| 1Y | 35.9% | 9.2% | 18.6% |
Ritorno vs Industria: MHO ha superato il US Consumer Durables che ha restituito 9.2 % nell'ultimo anno.
Rendimento vs Mercato: MHO ha superato il mercato US che ha restituito 18.6 % nell'ultimo anno.
Volatilità dei prezzi
| MHO volatility | |
|---|---|
| MHO Average Weekly Movement | 5.3% |
| Consumer Durables Industry Average Movement | 7.1% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: MHO non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 5% ) di MHO è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1976 | 1,801 | Bob Schottenstein | www.mihomes.com |
M/I Homes, Inc. insieme alle sue controllate, si occupa della costruzione e della vendita di case residenziali unifamiliari in Ohio, Indiana, Illinois, Minnesota, Michigan, Florida, Texas, North Carolina e Tennessee. La società opera attraverso i segmenti Northern Homebuilding, Southern Homebuilding e Financial Services. L'azienda progetta, costruisce, commercializza e vende case monofamiliari e villette a schiera ad uso abitativo per la prima volta, per chi si trasferisce, per chi non ha una famiglia, per chi ha più generazioni e per chi acquista case di lusso con il marchio M/I Homes.
M/I Homes, Inc. Riepilogo dei fondamenti
| MHO statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$4.01b |
| Utili (TTM) | US$359.54m |
| Ricavi(TTM) | US$4.36b |
11.2x
Rapporto P/E0.9x
Rapporto P/SMHO è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| MHO Conto economico (TTM) | |
|---|---|
| Ricavi | US$4.36b |
| Costo del fatturato | US$3.35b |
| Profitto lordo | US$943.15m |
| Altre spese | US$583.61m |
| Utili | US$359.54m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Jul 29, 2026
| Utile per azione (EPS) | 14.05 |
| Margine lordo | 21.62% |
| Margine di profitto netto | 8.24% |
| Rapporto debito/patrimonio netto | 30.0% |
Come si è comportato MHO nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/05 05:48 |
| Prezzo dell'azione a fine giornata | 2026/07/02 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
M/I Homes, Inc. è coperta da 6 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Jay McCanless | Citizens JMP Securities, LLC |
| Zhiger Kurmet | Freedom Broker |
| Jay McCanless | Guggenheim Securities, LLC |