Forestar Group Inc.

Report azionario NYSE:FOR

Capitalizzazione di mercato: US$1.4b

Forestar Group Performance degli utili passati

Criteri Il passato verificati 2/6

Forestar Group ha registrato una crescita degli utili a un tasso medio annuo di 9%, mentre il settore Real Estate ha registrato utili in diminuzione a un tasso medio annuo di 8.3%. I ricavi sono stati in crescita a un tasso medio annuo di 4.9%. Il ritorno sul capitale proprio di Forestar Group è 9.2% e ha margini netti di 9.8%.

Informazioni chiave

9.04%

Tasso di crescita degli utili

8.25%

Tasso di crescita dell'EPS

Real Estate Crescita del settore27.71%
Tasso di crescita dei ricavi4.87%
Rendimento del capitale proprio9.20%
Margine netto9.79%
Prossimo aggiornamento sugli utili21 Jul 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento della narrazione Jun 04

FOR: Tighter 2026 Lot Outlook And Higher P/E Assumptions Will Guide Returns

Analysts have trimmed their fair value estimate for Forestar Group from $33.00 to about $31.33, citing updates to revenue growth, profit margin, and assumed future P/E levels in their valuation work. What's in the News Forestar Group maintained its fiscal 2026 revenue guidance, with the company still expecting revenue of US$1.6b to US$1.7b.
Aggiornamento della narrazione May 02

FOR: Steady Fair Value Will Reflect 2026 Revenue And Lot Delivery Plans

Analysts have kept their $26.00 price target for Forestar Group unchanged, citing slightly lower discount rate and revenue growth assumptions, along with a small adjustment to profit margin and future P/E expectations that together support a steady valuation view. What's in the News Forestar Group maintained its fiscal 2026 revenue guidance in a range of $1.6b to $1.7b, giving investors a defined revenue expectation for that year (Key Developments).
Aggiornamento della narrazione Apr 17

FOR: Higher Future P/E Assumptions Will Support Long Term Upside Potential

Analysts have maintained their $33.00 price target on Forestar Group, citing a slightly higher assumed P/E multiple along with modest adjustments to discount rate, revenue growth, and profit margin assumptions as they refine their models. Valuation Changes Fair Value: Price target held at $33.00, reflecting no change in the headline valuation level.
Aggiornamento della narrazione Apr 03

FOR: Steady Fair Value Will Balance Higher Risk Assumptions And Future P/E Expectations

Analysts now hold their price target for Forestar Group at $26.00. The latest update reflects slightly adjusted assumptions on discount rate, revenue growth, profit margin, and future P/E, which keep the headline valuation level unchanged.
Aggiornamento della narrazione Mar 20

FOR: Higher Revenue Assumptions And Stable Margins Will Support Upside Potential

Analysts have raised their price target on Forestar Group from $36 to $38, citing updated assumptions that combine a slightly lower discount rate and modestly higher revenue growth expectations with relatively steady profit margin and forward P/E inputs. Valuation Changes Fair Value: updated from $36 to $38, indicating a small upward adjustment in the modeled share value.
Aggiornamento della narrazione Mar 05

FOR: Stable Assumptions And Discount Rate Will Support Long Term Upside Potential

Analysts now see Forestar Group’s fair value holding at $33, with only minor tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions guiding this steady price target stance. Valuation Changes Fair Value: Steady at $33.0 per share, with no change from the prior estimate.
Aggiornamento della narrazione Feb 19

FOR: Higher Margins And Growth Assumptions Will Mask Future P/E Compression Risk

Analysts have raised their price target on Forestar Group from $25 to $26, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E expectations. Valuation Changes Fair Value: The assessed fair value per share has risen slightly from $25 to $26.00.
Aggiornamento della narrazione Feb 05

FOR: Updated Cash Flow Outlook Will Support Stronger Long Term Upside Potential

Analysts have nudged their fair value estimate for Forestar Group to $33.00 from $32.50, citing updated assumptions that include a slightly different revenue growth outlook, a modestly adjusted discount rate, and a small change in projected profit margin and future P/E multiples. Valuation Changes Fair Value: Adjusted slightly to $33.00 from $32.50 per share.
Seeking Alpha Jan 26

Forestar Group: Facing Challenges With The Demand For New Homes

Summary Forestar Group is downgraded to 'Hold' due to expected FY26 revenue and earnings declines and ongoing demand uncertainty. FOR trades at a compelling 8.2x FY26 EPS and 0.72x book value, well below sector medians, but negative growth overshadows valuation. Q1 FY26 saw 9% revenue growth and a strong backlog, but margins slipped and EPS missed estimates; guidance for FY26 remains unchanged. FOR’s strong capital structure and liquidity offer flexibility, yet heavy reliance on D.R. Horton and macro headwinds present material risks. Read the full article on Seeking Alpha
Aggiornamento della narrazione Jan 22

FOR: Higher Profit Margins And 2026 Lot Deliveries Will Support Upside Potential

Analysts have raised their fair value estimate for Forestar Group from $33.00 to $36.00 per share, citing changes in discount rates, more moderate revenue growth assumptions, higher projected profit margins, and a slightly lower future P/E multiple as the main factors behind the revised target. What's in the News Forestar Group issued financial guidance for fiscal 2026, giving you a clearer view of management's current expectations.
Aggiornamento della narrazione Jan 07

FOR: 2026 Lot Deliveries Will Support Stronger Long Term Cash Flow

Analysts have nudged their price target on Forestar Group slightly higher to $32.50, reflecting modestly stronger assumptions around profit margin and a slightly lower future P/E multiple, while keeping their fair value view steady. What's in the News Forestar Group issued financial guidance for fiscal 2026, outlining expected deliveries of 14,000 to 15,000 lots.
Aggiornamento della narrazione Dec 17

FOR: Rising Lot Deliveries Will Drive Profit Margins Amid Moderated Revenue Outlook

Analysts have raised their price target on Forestar Group from 23 dollars to 25 dollars, reflecting expectations for stronger profit margins that more than offset slightly slower projected revenue growth and a modestly higher discount rate. What's in the News Forestar Group issued new fiscal 2026 guidance, projecting delivery of 14,000 to 15,000 lots, signaling continued expansion of its residential lot development pipeline (Key Developments) The company expects fiscal 2026 revenue between 1.6 billion and 1.7 billion dollars, underscoring management confidence in sustained demand from homebuilders (Key Developments) Guidance for higher lot volumes and revenue provides greater visibility into Forestar Group's medium term growth trajectory, which can influence valuation assumptions and investor sentiment (Key Developments) Valuation Changes The Fair Value Target has risen slightly from 23.00 dollars to 25.00 dollars, reflecting modest upside in the intrinsic valuation.
Articolo di analisi Dec 15

We Think Forestar Group (NYSE:FOR) Is Taking Some Risk With Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Aggiornamento della narrazione Dec 03

FOR: 2026 Lot Deliveries Will Support Stronger Long Term Cash Flow

Analysts have nudged their price target on Forestar Group slightly higher to align with a fair value estimate of $32.50 per share, citing marginal improvements in discount rate assumptions and steady expectations for revenue growth, profit margins, and future valuation multiples. What's in the News Issued fiscal 2026 guidance targeting delivery of 14,000 to 15,000 lots, signaling confidence in sustained lot development activity and demand (Key Developments) Projected fiscal 2026 revenue in the range of $1.6 billion to $1.7 billion, indicating expectations for meaningful topline expansion versus current levels (Key Developments) Reaffirmed a forward strategy centered on scaled lot development for homebuilders, highlighting visibility into multi year growth and cash flow generation (Key Developments) Valuation Changes The fair value estimate remains unchanged at $32.50 per share, indicating no reassessment of intrinsic value.
Articolo di analisi Nov 19

An Intrinsic Calculation For Forestar Group Inc. (NYSE:FOR) Suggests It's 50% Undervalued

Key Insights Forestar Group's estimated fair value is US$46.17 based on 2 Stage Free Cash Flow to Equity Forestar...
Aggiornamento della narrazione Nov 19

FOR: Projected 2026 Deliveries Will Drive Stronger Revenue Outlook

Analysts have raised their price target for Forestar Group from $31.25 to $32.50. This change reflects revised expectations for growth and profitability.
Aggiornamento della narrazione Nov 03

FOR: Rising Margins And Strong Lot Deliveries Will Drive Sunbelt Expansion

Analysts have raised their price target for Forestar Group from $29.25 to $31.25, citing improved profit margins even as revenue growth expectations have moderated. What's in the News Forestar Group provided financial guidance for fiscal year 2026.
Articolo di analisi Aug 07

Forestar Group Inc. (NYSE:FOR) Held Back By Insufficient Growth Even After Shares Climb 25%

NYSE:FOR 1 Year Share Price vs Fair Value Explore Forestar Group's Fair Values from the Community and select yours...
Articolo di analisi Apr 28

Investors Aren't Buying Forestar Group Inc.'s (NYSE:FOR) Earnings

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 17x, you may...
Seeking Alpha Mar 31

Forestar Group: Unique Housing Play

Summary Forestar Group Inc.'s shares have dropped over 45% since March 2024 despite meeting fiscal year expectations and having a strong relationship with majority owner D.R. Horton. Forestar's strategy involves acquiring and developing residential lots, primarily supplying them to Horton, with a goal to provide one-third of Horton’s lot needs. Despite a significant miss in 1QFY25 financials, Forestar maintains a positive FY25 revenue outlook and has seen insider buying and a credit rating upgrade. The stock trades at under 70% of book value with a PE on FY25E EPS of 6, an 'Accumulate' rating seems warranted despite a challenged housing sector. An analysis around FOR stock follows in the paragraphs below. Read the full article on Seeking Alpha
Articolo di analisi Mar 31

Forestar Group (NYSE:FOR) Use Of Debt Could Be Considered Risky

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 Mar 05

What Does Forestar Group Inc.'s (NYSE:FOR) Share Price Indicate?

Forestar Group Inc. ( NYSE:FOR ), might not be a large cap stock, but it saw significant share price movement during...
Articolo di analisi Jan 16

Do Forestar Group's (NYSE:FOR) Earnings Warrant Your Attention?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Seeking Alpha Dec 14

Forestar Group: Capitalizing On Lot Supply Constraints And Strong Market Demand

Summary Forestar is poised to benefit from persistent residential housing shortage and a favorable interest rate environment, driving demand for residential lots and land sales. The company has shown impressive growth, with a 22% increase in net income for FY'24, driven by increased lot sales and strategic market expansion. The company’s strong financial position, minimal leverage, and substantial liquidity provide a solid foundation for future growth and shareholder returns. Forestar’s close relationship with D.R. Horton, while a concentration risk, is balanced by efforts to diversify and expand into new markets. With a low valuation of 6.7x 2025 earnings and potential for significant returns, I maintain a 'strong buy' rating on Forestar. Read the full article on Seeking Alpha
Articolo di analisi Nov 28

We Think That There Are Issues Underlying Forestar Group's (NYSE:FOR) Earnings

Forestar Group Inc. ( NYSE:FOR ) announced strong profits, but the stock was stagnant. Our analysis suggests that this...
Articolo di analisi Nov 19

At US$29.34, Is Forestar Group Inc. (NYSE:FOR) Worth Looking At Closely?

Forestar Group Inc. ( NYSE:FOR ), might not be a large cap stock, but it saw significant share price movement during...
User avatar
Nuova narrazione Nov 03

Strategic Expansion And Affordability Focus Drive Promising Growth Prospects

Strategic land investment and expansion into new markets could drive growth, supported by increased workforce and operational flexibility.
Seeking Alpha Sep 22

Forestar Group: Benefitting From Constraints On Residential Lot Supply

Summary Forestar Group is well-positioned to benefit from persistent residential housing shortage and a favorable interest rate environment, driving demand for residential lots and land sales. The company aims to double its market share to 5% by leveraging its national footprint and strategic relationship with D.R. Horton, but also with other builders too. Forestar's disciplined focus on return on equity and selective project underwriting enhances profitability and minimizes risk, ensuring high-quality developments. Trading at a single-digit P/E ratio, Forestar offers a compelling entry point with significant upside potential and a good margin of safety. Read the full article on Seeking Alpha
Articolo di analisi Aug 26

Does Forestar Group (NYSE:FOR) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Articolo di analisi Aug 08

Forestar Group Inc.'s (NYSE:FOR) Share Price Is Matching Sentiment Around Its Earnings

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 18x, you may...
Articolo di analisi Jun 10

Is There Now An Opportunity In Forestar Group Inc. (NYSE:FOR)?

While Forestar Group Inc. ( NYSE:FOR ) might not have the largest market cap around , it saw significant share price...
Articolo di analisi May 23

Is Forestar Group (NYSE:FOR) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha Apr 29

Forestar Group Stock To Benefit From The Real Estate Shortage

Summary Forestar is poised to benefit from the low inventory of available homes. Forestar's financial strength can be leveraged to acquire new land and grow market share. The low valuation leaves room for multiple expansions after the recent dip in the stock price. Read the full article on Seeking Alpha
Articolo di analisi Apr 26

Results: Forestar Group Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Forestar Group Inc. ( NYSE:FOR ) investors will be delighted, with the company turning in some strong numbers with its...
Articolo di analisi Feb 10

Does This Valuation Of Forestar Group Inc. (NYSE:FOR) Imply Investors Are Overpaying?

Key Insights The projected fair value for Forestar Group is US$24.24 based on 2 Stage Free Cash Flow to Equity Forestar...
Seeking Alpha Feb 05

Forestar Group: Homebuilders Are Primed For A Strong 2024, Buy While Still Cheap

Summary Forestar Group, a real estate developer, is expected to benefit from the upcoming housing recovery in 2024. Housing shortages will continue due to a lack of inventory, leading to an increase in single-family home construction. Mortgage rates are forecast to decrease, leading to a pickup in demand for new homes. Read the full article on Seeking Alpha
Articolo di analisi Jan 23

Why Forestar Group Inc. (NYSE:FOR) Could Be Worth Watching

Forestar Group Inc. ( NYSE:FOR ), is not the largest company out there, but it led the NYSE gainers with a relatively...
Articolo di analisi Jan 03

Forestar Group Inc.'s (NYSE:FOR) Price Is Right But Growth Is Lacking

Forestar Group Inc.'s ( NYSE:FOR ) price-to-earnings (or "P/E") ratio of 9.7x might make it look like a buy right now...
Seeking Alpha Nov 21

Forestar Group: Undervalued Even After Recent Price Surge

Summary Forestar Group Inc. is a residential lot developer focused on building infrastructure and acquiring property for single-family residential communities. The company has a market capitalization of $1.54 billion and a solid 8% Return on Invested Capital. Forestar strategically targets regions with growth potential and favorable economic conditions to optimize the sale prices of residential properties and deliver robust financial returns. Read the full article on Seeking Alpha
Articolo di analisi Sep 16

Is Forestar Group (NYSE:FOR) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Aug 18

Is Now An Opportune Moment To Examine Forestar Group Inc. (NYSE:FOR)?

While Forestar Group Inc. ( NYSE:FOR ) might not be the most widely known stock at the moment, it saw a significant...

Ripartizione dei ricavi e delle spese

Come Forestar Group guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NYSE:FOR Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 261,7081671540
31 Dec 251,6851671550
30 Sep 251,6621681540
30 Jun 251,5431631440
31 Mar 251,4711681360
31 Dec 241,4541821270
30 Sep 241,5092031190
30 Jun 241,5081941130
31 Mar 241,5582021100
31 Dec 231,5261841030
30 Sep 231,437167980
30 Jun 231,269145950
31 Mar 231,208138930
31 Dec 221,328159950
30 Sep 221,519179940
30 Jun 221,556172900
31 Mar 221,561148820
31 Dec 211,426129740
30 Sep 211,326110680
30 Jun 211,25591620
31 Mar 211,12085560
31 Dec 2099266510
30 Sep 2093261460
30 Jun 2082149420
31 Mar 2073146390
31 Dec 1963747340
30 Sep 1942833290
30 Jun 1922475270
31 Mar 1916078260
31 Dec 1811772250
30 Sep 1810944250
30 Jun 18110-3130
31 Mar 18115-16140
31 Dec 171144380
30 Sep 1714864210
30 Jun 1716271210
31 Mar 1718286210
31 Dec 1619765230
30 Sep 1623863210
30 Jun 16223-9220
31 Mar 16219-18230
31 Dec 15219-27290
30 Sep 15194-70310
30 Jun 15220-8340

Guadagni di qualità: FOR ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di FOR (9.8%) sono inferiori rispetto allo scorso anno (11.4%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di FOR sono cresciuti del 9% all'anno negli ultimi 5 anni.

Accelerare la crescita: FOR ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.

Guadagni vs Settore: FOR ha avuto una crescita negativa degli utili ( -0.6% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Real Estate ( -0.6% ).


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 9.2% ) di FOR è considerato basso.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/09 05:42
Prezzo dell'azione a fine giornata2026/06/09 00:00
Utili2026/03/31
Utili annuali2025/09/30

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 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

Forestar Group Inc. è coperta da 10 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.

AnalistaIstituzione
John LovalloBofA Global Research
Ryan GilbertBTIG
Anthony PettinariCitigroup Inc