Legacy Housing（LEGH）株式概要
レガシー・ハウジング・コーポレーションは、主にアメリカ南部で製造住宅とタイニーハウスの建設、販売、融資を行っている。 詳細
報酬
リスク分析
リスクチェックの結果、LEGH 、リスクは検出されなかった。
LEGH Community Fair Values
Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Legacy Housing Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$22.10 |
| 52週高値 | US$29.45 |
| 52週安値 | US$18.29 |
| ベータ | 0.76 |
| 1ヶ月の変化 | 7.39% |
| 3ヶ月変化 | -0.23% |
| 1年変化 | -6.36% |
| 3年間の変化 | 4.74% |
| 5年間の変化 | 14.81% |
| IPOからの変化 | 83.71% |
最新ニュース
Recent updates
ナラティブの更新 • Mar 11
LEGH: New CFO Appointment Will Support Future Upside Potential
Analysts have maintained their $25.67 price target for Legacy Housing, citing largely unchanged assumptions around fair value, revenue growth, profit margins, and future P/E, with only a small adjustment to the discount rate. What's in the News Legacy Housing appointed Jon Langbert, age 60, as Chief Financial Officer effective December 18, 2025, bringing experience in advisory work and early stage company investing.ナラティブの更新 • Feb 24
LEGH: New CFO Appointment Will Support Future Upside Potential
Analysts kept Legacy Housing's fair value estimate steady at about $25.67 per share, citing essentially unchanged assumptions around the discount rate, revenue growth, profit margins and future P/E as the basis for maintaining their price target in line with prior views. What's in the News Legacy Housing appointed Jon Langbert, age 60, as Chief Financial Officer, effective December 18, 2025, following his prior advisory work with early stage companies and leadership roles in hospitality, financial services, and gaming equipment operations (Key Developments).ナラティブの更新 • Feb 10
LEGH: Zero Debt And Founder Return Will Support Future Upside Potential
Narrative Update on Legacy Housing Analysts have trimmed their price target on Legacy Housing to $21 from $26, citing Q3 results that missed expectations, leadership changes, and ongoing operational and market uncertainties. They also point to the zero debt balance sheet and founder involvement as support near $20 per share.ナラティブの更新 • Jan 26
LEGH: Founder Return And Zero Debt Will Support Future Rebound After Q3 Miss
Analysts have trimmed their 12 month price target for Legacy Housing from $26 to $21, citing the Q3 miss, management changes, and nearer term operational and market uncertainties, despite the support provided by the firm's zero debt balance sheet and founder involvement. Analyst Commentary Bullish Takeaways Some bullish analysts point to the zero debt balance sheet as a source of financial flexibility, which they see as helping to support the share price near the low $20 range.ナラティブの更新 • Jan 11
LEGH: Founder Return And Zero Debt Will Support Upside Despite Q3 Setback
Analysts have reduced their price target on Legacy Housing to $21 from $26, citing the recent Q3 earnings miss, executive turnover, and limited near-term upside, despite the support they see from the company’s zero-debt balance sheet and founder involvement. Analyst Commentary Bullish Takeaways Bullish analysts see the zero-debt balance sheet as an important cushion for equity holders, which they view as helping to support the stock price around the US$20 level.分析記事 • Jan 10
Are Investors Undervaluing Legacy Housing Corporation (NASDAQ:LEGH) By 21%?
Key Insights The projected fair value for Legacy Housing is US$27.17 based on 2 Stage Free Cash Flow to Equity Current...ナラティブの更新 • Dec 26
LEGH: Founder Return And Debt-Free Balance Sheet Will Support Future Upside
Analysts have trimmed their price target on Legacy Housing by approximately $5 per share to about $21, citing weaker than expected Q3 results, recent executive turnover, and heightened operational and market uncertainty that limits near term upside, despite the company's debt free balance sheet and founder involvement. Analyst Commentary Street research reflects a more cautious stance on Legacy Housing, with price targets reset to better align with reduced growth expectations and near term execution risk.Seeking Alpha • Dec 12
Legacy Housing Corporation: Future Growth Prospects Are Compelling
Summary Legacy Housing Corporation remains a "Buy" despite recent revenue and profit declines, supported by a strong balance sheet and attractive valuation. LEGH's Q3 results showed unit sales dropping from 475 to 420, but average revenue per unit rose to $68,500, reflecting pricing power amid industry headwinds. Growth prospects are underpinned by recent acquisitions (AmeriCasa, FutureHomeX, Houston lot), expected to boost retail unit sales by 50%–60% next year. LEGH trades at compelling 2025 multiples (P/E 10.7x, EV/EBITDA 8.8x), with no debt and $13.6 million in cash, positioning it favorably versus peers. Read the full article on Seeking Alphaナラティブの更新 • Dec 11
LEGH: Founder Return And Debt-Free Balance Sheet Will Support Future Upside Potential
Analysts have trimmed their price target on Legacy Housing to approximately $21.00 from about $26.00, citing Q3 earnings disappointments, recent executive turnover, and limited near term upside despite a solid balance sheet and founder involvement. Analyst Commentary Analyst reactions to Legacy Housing's latest results highlight a mixed setup, with support from the company’s financial position offset by execution and market risks that cap near term upside.ナラティブの更新 • Nov 27
LEGH: Founder’s Return and Debt-Free Position Will Support Stock Resilience
Analysts have reduced their fair value price target for Legacy Housing from $27.67 to $25.67. This adjustment is attributed to weaker revenue growth, a lower profit margin outlook, and recent operational uncertainties following third-quarter results.ナラティブの更新 • Nov 12
LEGH: Gross Margins Will Sustain Momentum Despite Near-Term Market Volatility
Legacy Housing's analyst price target has been revised downward from $30.67 to $27.67 per share, as analysts adjusted expectations based on a recent revenue miss and a more cautious outlook following a downgrade to Market Perform. Analyst Commentary Bullish Takeaways Bullish analysts highlight Legacy Housing’s core business strength, noting its sustained demand within the affordable housing sector.Seeking Alpha • Mar 22
Legacy Housing: Moving On Up
Summary Legacy Housing Corp. shares gained 2.8%, outperforming the S&P 500's -7.4% decline, driven by unlocking 'hidden' assets and improved financial performance. Despite a 2.6% revenue decline in 2024, Q4 revenue surged 60.7% Y/Y, breaking a seven-quarter negative growth streak, with EPS beating estimates. The lending business expanded significantly, contributing over 20% to revenue, while net income margins rose to 33.5%, far above the sector median. LEGH remains a strong buy with a high Seeking Alpha Quant score of 4.74/5, indicating robust growth potential and undervaluation. Read the full article on Seeking Alpha分析記事 • Feb 12
Estimating The Intrinsic Value Of Legacy Housing Corporation (NASDAQ:LEGH)
Key Insights Legacy Housing's estimated fair value is US$28.89 based on 2 Stage Free Cash Flow to Equity Legacy...分析記事 • Jan 18
Is Legacy Housing (NASDAQ:LEGH) 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 • Dec 11
Legacy Housing: Unlocking The Value Of Hidden Assets
Summary Legacy Housing shares have outperformed the market, with a 27.7% return, despite a housing downturn, confirming limited downside risk. Q3 2024 results showed a revenue decline but beat EPS expectations; company-owned store sales and lending business are key growth areas. Legacy Housing is unlocking hidden asset value, including mobile home parks and land sales, aiming for significant future growth and improved occupancy rates. I now rate LEGH stock a Buy, anticipating a new growth phase driven by increased orders, production, and asset monetization. Read the full article on Seeking Alpha分析記事 • Nov 15
Legacy Housing Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year
Legacy Housing Corporation ( NASDAQ:LEGH ) shareholders are probably feeling a little disappointed, since its shares...分析記事 • Nov 08
Legacy Housing's (NASDAQ:LEGH) Returns Have Hit A Wall
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
新しいナラティブ • Sep 18
Embracing Technology And Critical Financial Moves Propel Market Growth
Embracing technology and expanding production capabilities are key strategies for boosting revenue and sales volumes.Seeking Alpha • Sep 03
Legacy Housing: Little Homes Offer Solid Potential
Summary Legacy Housing Corporation, a top manufacturer of tiny homes, faces fluctuating financial performance but remains attractive due to low debt and strong profit margins. Despite recent revenue and unit sales declines, the company's homes are significantly cheaper, appealing to buyers with annual incomes under $75,000. With interest in tiny homes remaining elevated and potential benefits from future interest rate declines, Legacy Housing is rated a soft 'buy'. This is especially the case when you consider that its stock is attractively priced compared to similar firms. Read the full article on Seeking Alpha分析記事 • Aug 07
Little Excitement Around Legacy Housing Corporation's (NASDAQ:LEGH) Earnings
With a price-to-earnings (or "P/E") ratio of 11.8x Legacy Housing Corporation ( NASDAQ:LEGH ) may be sending bullish...Seeking Alpha • Jun 13
Legacy Housing: An Affordable High-Quality Manufactured Home Builder
Summary Legacy Housing is a low-price manufactured home builder in an industry that itself is an affordable alternative to site-built housing. LEGH, with its vertically integrated operations, operates with higher margins and trades at a lower multiple compared to its peers. The company has a healthy portfolio of loans that protects the downside. Read the full article on Seeking Alpha分析記事 • May 11
Investors Met With Slowing Returns on Capital At Legacy Housing (NASDAQ:LEGH)
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...Seeking Alpha • Apr 14
Legacy Housing: Getting Ready For A Comeback
Summary Legacy Housing Corp. has experienced a drop in share price after a disappointing financial report and Wall Street downgrades. The company reported a decline in product sales but highlighted areas of financial growth and strategic plans for expansion. Legacy Housing's loan portfolio remains healthy, with an increase in consumer and community operator loans, indicating the importance of this segment for the company's revenue. Read the full article on Seeking Alpha分析記事 • Nov 12
Return Trends At Legacy Housing (NASDAQ:LEGH) Aren't Appealing
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...分析記事 • Sep 09
What Does Legacy Housing Corporation's (NASDAQ:LEGH) Share Price Indicate?
While Legacy Housing Corporation ( NASDAQ:LEGH ) might not be the most widely known stock at the moment, it saw a...分析記事 • Jun 08
Returns On Capital At Legacy Housing (NASDAQ:LEGH) Have Hit The Brakes
If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...株主還元
| LEGH | US Consumer Durables | US 市場 | |
|---|---|---|---|
| 7D | -5.1% | -7.2% | -0.9% |
| 1Y | -6.4% | -3.7% | 24.4% |
業界別リターン: LEGH過去 1 年間で-3.7 % の収益を上げたUS Consumer Durables業界を下回りました。
リターン対市場: LEGHは、過去 1 年間で24.4 % のリターンを上げたUS市場を下回りました。
価格変動
| LEGH volatility | |
|---|---|
| LEGH Average Weekly Movement | 6.0% |
| Consumer Durables Industry Average Movement | 7.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: LEGH 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: LEGHの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2005 | 592 | Kenny Shipley | www.legacyhousing.com |
レガシー・ハウジング・コーポレーションは、主に米国南部で製造住宅とタイニーハウスの建設、販売、融資を行っている。同社は、1～5ベッドルーム、1～3.5バスルームの移動式住宅を製造、輸送し、販売店や移動式住宅団地への卸売り融資、消費者への小売融資を行っている。また、独立系小売業者への在庫融資、同社製品の消費者向け融資、賃貸住宅コミュニティで使用するために同社製品を購入またはリースする製造住宅コミュニティ所有者への融資も行っている。同社は、新しい製造住宅コミュニティへの融資と開発に携わっている。同社はレガシー・ブランドの住宅を、独立系小売店や直営店のネットワークを通じて、また製造住宅コミュニティーに直接販売している。同社は2005年に設立され、テキサス州ベッドフォードに本社を置いている。
Legacy Housing Corporation 基礎のまとめ
| LEGH 基礎統計学 | |
|---|---|
| 時価総額 | US$525.57m |
| 収益（TTM） | US$42.46m |
| 売上高(TTM) | US$163.26m |
12.4x
PER（株価収益率3.2x
P/SレシオLEGH は割高か？
公正価値と評価分析を参照収益と収入
| LEGH 損益計算書（TTM） | |
|---|---|
| 収益 | US$163.26m |
| 売上原価 | US$84.98m |
| 売上総利益 | US$78.28m |
| その他の費用 | US$35.82m |
| 収益 | US$42.46m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 1.79 |
| グロス・マージン | 47.95% |
| 純利益率 | 26.01% |
| 有利子負債／自己資本比率 | 0.2% |
LEGH の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/16 11:30 |
| 終値 | 2026/05/15 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Legacy Housing Corporation 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4
| アナリスト | 機関 |
|---|---|
| Rohit Seth | B. Riley Securities, Inc. |
| Daniel Moore | CJS Securities, Inc. |
| Timothy Moore | D. Boral Capital LLC. |