NVR Gestione
Criteri Gestione verificati 4/4
Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.
Informazioni chiave
Eugene Bredow
Amministratore delegato
US$1.7m
Compenso totale
| Percentuale dello stipendio del CEO | 82.23% |
| Mandato del CEO | 4yrs |
| Proprietà del CEO | 0.1% |
| Durata media del management | 6.7yrs |
| Durata media del Consiglio di amministrazione | 9.8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Nuova analisi • 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.Seeking Alpha • Apr 28
NVR: Fundamental Resilience And Reasonable Valuation Warrant A Buy Amid Market Volatility
Summary NVR, Inc. demonstrates resilience amid soft housing markets, leveraging an asset-light model and East Coast focus for sustained profitability. NVR maintains a robust net income margin of 10.4% in Q1 2026, outperforming peers, despite a 21.4% YoY revenue decline. Valuation metrics (P/S 1.87x, P/B 5.09x) indicate NVR is underpriced, with target prices suggesting upside potential. Issuing a buy rating, I see technical weakness as a buying opportunity, given strong balance sheet and strategic positioning. Read the full article on Seeking AlphaArticolo 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...Articolo di analisi • Jul 14
We Think NVR (NYSE:NVR) Can Manage Its Debt With Ease
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Articolo di analisi • Jun 13
Little Excitement Around NVR, Inc.'s (NYSE:NVR) Earnings
NVR, Inc.'s ( NYSE:NVR ) price-to-earnings (or "P/E") ratio of 13.8x 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking Alpha • Oct 03
NVR: Controlled Risk With Potential Upside
Summary NVR's unique business model benefits from the upside in an inflationary environment while protecting the downside in a recession. The company is enjoying some tailwinds from a shortage in the housing market in the U.S. Through the whole cycle, NVR's average return on capital employed is at 24% and is improving. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$1b |
| Dec 31 2025 | US$2m | US$1m | US$1b |
| Sep 30 2025 | n/a | n/a | US$1b |
| Jun 30 2025 | n/a | n/a | US$2b |
| Mar 31 2025 | n/a | n/a | US$2b |
| Dec 31 2024 | US$2m | US$1m | US$2b |
| Sep 30 2024 | n/a | n/a | US$2b |
| Jun 30 2024 | n/a | n/a | US$2b |
| Mar 31 2024 | n/a | n/a | US$2b |
| Dec 31 2023 | US$2m | US$875k | US$2b |
| Sep 30 2023 | n/a | n/a | US$2b |
| Jun 30 2023 | n/a | n/a | US$2b |
| Mar 31 2023 | n/a | n/a | US$2b |
| Dec 31 2022 | US$19m | US$715k | US$2b |
| Sep 30 2022 | n/a | n/a | US$2b |
| Jun 30 2022 | n/a | n/a | US$2b |
| Mar 31 2022 | n/a | n/a | US$1b |
| Dec 31 2021 | US$1m | US$527k | US$1b |
| Sep 30 2021 | n/a | n/a | US$1b |
| Jun 30 2021 | n/a | n/a | US$1b |
| Mar 31 2021 | n/a | n/a | US$974m |
| Dec 31 2020 | US$992k | US$490k | US$901m |
| Sep 30 2020 | n/a | n/a | US$852m |
| Jun 30 2020 | n/a | n/a | US$820m |
| Mar 31 2020 | n/a | n/a | US$866m |
| Dec 31 2019 | US$960k | US$474k | US$879m |
Compensazione vs Mercato: La retribuzione totale di Eugene ($USD 1.75M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.67M ).
Compensazione vs guadagni: La retribuzione di Eugene è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Eugene Bredow (55 yo)
4yrs
Mandato
US$1,748,227
Compensazione
Mr. Eugene James Bredow serves as President and Chief Executive Officer at NVR, Inc. since May 4, 2022. He served as the President at NVR Mortgage Finance, Inc. since April 1, 2019 until May 4, 2022. Mr. B...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman of the Board | 4yrs | US$2.99m | 0.29% $ 48.3m | |
| President & CEO | 4yrs | US$1.75m | 0.11% $ 17.4m | |
| Senior VP | 13.3yrs | US$939.76k | 0.56% $ 91.6m | |
| VP, Chief Accounting Officer & Controller | 9.3yrs | US$513.87k | 0.0098% $ 1.6m | |
| General Counsel & Secretary | no data | Nessun dato | Nessun dato |
6.7yrs
Durata media
55yo
Età media
Gestione esperta: Il team dirigenziale di NVR è esperto e expertise (durata media dell'incarico 6.7 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman of the Board | 4yrs | US$2.99m | 0.29% $ 48.3m | |
| Independent Director | 6.3yrs | US$83.00k | 0.0037% $ 602.6k | |
| Independent Director | 17.4yrs | US$106.00k | 0.0063% $ 1.0m | |
| Independent Director | 32.7yrs | US$91.00k | 0.0075% $ 1.2m | |
| Independent Lead Director | 18yrs | US$103.00k | 0.028% $ 4.7m | |
| Independent Director | 13.4yrs | US$83.00k | 0.0070% $ 1.2m | |
| Independent Director | 17.4yrs | US$83.00k | 0.058% $ 9.6m | |
| Independent Director | less than a year | US$833.73k | Nessun dato | |
| Independent Director | 7.4yrs | US$83.00k | 0.0027% $ 452.8k | |
| Independent Director | 9.8yrs | US$106.00k | 0.014% $ 2.3m | |
| Independent Director | less than a year | US$855.31k | 0.00092% $ 151.5k |
9.8yrs
Durata media
65yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di NVR sono considerati esperti (durata media dell'incarico 9.8 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/07 01:00 |
| Prezzo dell'azione a fine giornata | 2026/05/07 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 |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* 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 guide su come utilizzare i nostri report e 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.
| Analista | Istituzione |
|---|---|
| Rafe Jadrosich | BofA Global Research |
| Ryan Gilbert | BTIG |
| Peter Martin | Citizens JMP Securities, LLC |