NVR, Inc.

Report azionario NYSE:NVR

Capitalizzazione di mercato: US$17.5b

NVR Crescita futura

Criteri Future verificati 1/6

Si prevede che il fatturato e gli utili di NVR diminuiscano rispettivamente di 0.3% e 1% all'anno. Si prevede che l'EPS cresca di 3.3% all'anno. Il rendimento del capitale proprio è previsto a 36.1% tra 3 anni.

Informazioni chiave

-1.0%

Tasso di crescita degli utili

3.29%

Tasso di crescita dell'EPS

Consumer Durables crescita degli utili8.3%
Tasso di crescita dei ricavi-0.3%
Rendimento futuro del capitale proprio36.15%
Copertura analitica

Good

Ultimo aggiornamento13 Jul 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Seeking Alpha • Jun 26

NVR Is A Diamond In The Rough

Summary NVR earns a Buy rating due to its conservative capitalization and capital-light land strategy amid industry headwinds. NVR’s Q1 saw a 22% revenue drop and 34% net income decline, but new orders rose 7% and backlog remained stable. Recent housing legislation, including restrictions on institutional buyers and incentives for supply, presents both near-term demand risks and long-term tailwinds for NVR. Despite margin compression and affordability pressures, NVR’s net cash position and aggressive share repurchases position it well for long-term value creation. Read the full article on Seeking Alpha
Articolo di analisi • Jun 19

NVR (NVR) Stock Could Be 37% Overvalued After Fed Driven Homebuilder Rally

NVR (NVR) drew attention after its shares gained 3.4% on above-average trading volume, as the Federal Reserve kept interest rates unchanged and easing mortgage rates supported sentiment across homebuilder stocks. See our latest analysis for NVR. That 3.4% 1 day share price return sits within a mixed picture for NVR, with a 12.4% 30 day share price return, but a share price return that is down 10.8% year to date and a 1 year total shareholder return that is down 7%, while the 5 year total...
Nuova narrativa • May 03

NVR 05-2026

NVR converts the most capital-intensive, most cyclical, most balance-sheet-fragile activity in U.S. industrial business — residential land development — into a software-like compounder with 30% ROIC and net-cash balance sheets. The mechanism is the Lot Purchase Agreement (LPA) model: NVR pays non-refundable deposits of ~10% of finished lot value to third-party developers for the right to take down lots on a quarter-by-quarter basis.
Articolo di analisi • Jan 01

NVR, Inc.'s (NYSE:NVR) Earnings Are Not Doing Enough For Some Investors

NVR, Inc.'s ( NYSE:NVR ) price-to-earnings (or "P/E") ratio of 14.4x might make it look like a buy right now compared...
Seeking Alpha • Apr 24

NVR: Valuation Trading At A Premium Despite Macro Headwinds

Summary NVR faces significant macro headwinds, with declining community count, order book, and rising cancellations indicating weak forward sales momentum and pressure on profitability. 1Q25 results show cracks with a modest revenue increase but notable declines in net income, EPS, and gross profit margin due to higher lot costs and pricing pressure. The macro environment, including elevated mortgage rates and inflation, is creating a tough setup, leading to increased cancellations and the need for heavier incentives. Read the full article on Seeking Alpha
Seeking Alpha • Feb 11

NVR, Inc.: A Rare Opportunity To Buy A Wonderful Company

Summary NVR, Inc. has a unique, low-debt business model that reduces risk during economic downturns, differentiating it from other homebuilders. The company only buys land when there's a confirmed buyer, minimizing financial exposure and capital expenditure. NVR's cost-plus contract model allows it to operate with less capital, enhancing its financial stability and operational efficiency. With consistent net income growth and excellent capital allocation, NVR, Inc. has the potential to outperform the S&P 500 over the next decade. Read the full article on Seeking Alpha
Seeking Alpha • Dec 04

NVR, Inc.: Potentially Topping Out

Summary Today, we take a look at home builder NVR, Inc., whose shares have surged 600% over the past decade and are up some 25% since early July. However, mortgage rates have moved back up to the seven percent area and the stock seems overbought using some historical valuation metrics. There also has been some notable insider selling in the stock since the company posted Q3 results in late October. Is the stock in danger of “topping out,” or can the rally continue?  An analysis of NVR, Inc. follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha • Sep 24

High But Declining Rates Set NVR Up For Success

Summary NVR is well-positioned to benefit from high but declining mortgage rates and low housing supply, making it a strong "Buy" despite its higher valuation. Declining but high mortgage rates are expected to boost buyer demand, benefiting NVR as homeowners remain locked into lower rates. With favorable macroeconomic conditions, NVR is likely to continue its strong performance in the medium term. Read the full article on Seeking Alpha
Seeking Alpha • Sep 04

NVR: An Awesome Compounder That's Run Up Too Far Too Fast

Summary NVR shares have surged 29% year to date, as investor sentiment on the company and homebuilding sector more broadly has shifted. Despite strong performance in the latest quarter, the current valuation appears less attractive due to a slowing housing market and high mortgage rates. NVR's Q2'24 revenue grew 11.6% YoY, with strong new orders and a solid balance sheet, but margins slightly decreased. Trading at 12.4x EV/EBITDA, NVR's premium has widened compared to peers, so I'd suggest waiting for a better entry point for new buyers of the stock. Read the full article on Seeking Alpha
Seeking Alpha • Jun 21

NVR Continues To Capitalize On Housing Shortage And High Mortgage Rates

Summary Although NVR stock slightly underperformed the broader market since my initial coverage, business drivers remain strong. Factors such as high mortgage rates, housing shortage, and potential interest rate cuts contribute to a favorable environment for NVR's medium-term performance. I believe the stock is undervalued compared to the company's potential, leading to the reiteration of my "Buy" rating. Read the full article on Seeking Alpha
Seeking Alpha • Jan 11

Revisiting NVR: Still An Attractive Investment

Summary NVR, one of the biggest homebuilders in the U.S., has outperformed the market since my initial coverage and I believe it should be priced higher. The U.S. economy remains strong, with low unemployment and lower-than-expected inflation, supporting the housing market. Trends such as housing shortage and high mortgage rates discouraging homeowners from selling continue to drive demand for the company. Read the full article on Seeking Alpha
Seeking Alpha • Nov 23

NVR: A Deep Dive Into This Phenomenal Homebuilder

Summary NVR is the largest homebuilder on the US East Coast and has consistently generated profit every year since 1993. The company has outperformed its peers with a compounded annual growth rate of over 30% and is built to thrive in downturns. Studying NVR will provide insights into market leaders in adjacent markets and help understand the opportunities and challenges in the homebuilding industry. NVR scores 12/20 in my Sleep Well Investment scorecard and is fairly valued, but in the case of a housing downturn, I won't hesitate to start a position. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:NVR - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20279,8261,1351,0281,0764
12/31/20269,2401,0359961,2883
3/31/20269,9171,2391,2311,253N/A
12/31/202510,4381,3401,0971,121N/A
9/30/202510,5831,4331,2921,319N/A
6/30/202510,7181,5201,2091,238N/A
3/31/202510,7431,5871,4081,436N/A
12/31/202410,6871,6821,3451,374N/A
9/30/202410,2811,6351,2031,233N/A
6/30/202410,1241,6381,5041,533N/A
3/31/20249,8471,6421,2981,329N/A
12/31/20239,6831,5921,4731,498N/A
9/30/20239,9421,6361,7941,819N/A
6/30/202310,1191,6151,7461,767N/A
3/31/202310,4081,6441,8591,876N/A
12/31/202210,5751,7261,8521,870N/A
9/30/202210,0721,6051,2951,313N/A
6/30/20229,6811,5261,1491,169N/A
3/31/20229,3031,4141,2051,223N/A
12/31/20218,9661,2371,2251,242N/A
9/30/20219,0861,2071,3121,328N/A
6/30/20218,6801,1321,0611,076N/A
3/31/20218,0189741,1691,185N/A
12/31/20207,563901909925N/A
9/30/20207,209852918936N/A
6/30/20207,136820914935N/A
3/31/20207,320866686707N/A
12/31/20197,426879N/A867N/A
9/30/20197,428855N/A741N/A
6/30/20197,366827N/A856N/A
3/31/20197,349820N/A873N/A
12/31/20187,187797N/A723N/A
9/30/20187,006690N/A727N/A
6/30/20186,819656N/A562N/A
3/31/20186,574601N/A540N/A
12/31/20176,320538N/A570N/A
9/30/20176,255564N/A631N/A
6/30/20176,123519N/A564N/A
3/31/20175,966463N/A546N/A
12/31/20165,833425N/A393N/A
9/30/20165,635408N/A290N/A
6/30/20165,500407N/A256N/A
3/31/20165,355409N/A165N/A
12/31/20155,168383N/A227N/A
9/30/20154,941348N/A242N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che gli utili di NVR diminuiranno nei prossimi 3 anni ( -1% all'anno).

Guadagni vs Mercato: Si prevede che gli utili di NVR diminuiranno nei prossimi 3 anni ( -1% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di NVR diminuiranno nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che i ricavi di NVR diminuiranno nei prossimi 3 anni ( -0.3% all'anno).

Ricavi ad alta crescita: Si prevede che i ricavi di NVR diminuiranno nei prossimi 3 anni ( -0.3% all'anno).

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di NVR sarà elevato tra 3 anni ( 36.1 %)

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/16 19:42
Prezzo dell'azione a fine giornata2026/07/16 00:00
Utili2026/03/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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; abbiamo anche delle guide su come utilizzare i nostri report e dei 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

NVR, Inc. è coperta da 19 analisti. 6 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.

AnalistaIstituzione
Rafe JadrosichBofA Global Research
Ryan GilbertBTIG
Peter MartinCitizens JMP Securities, LLC