KB Home（KBH）株式概要
KBホームは米国で住宅建設会社として営業している。 詳細
KBH Community Fair Values
Create NarrativeSee what 26 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
KB Home 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$56.71 |
| 52週高値 | US$68.71 |
| 52週安値 | US$44.03 |
| ベータ | 1.33 |
| 1ヶ月の変化 | 6.04% |
| 3ヶ月変化 | 9.90% |
| 1年変化 | 0.94% |
| 3年間の変化 | 7.08% |
| 5年間の変化 | 44.34% |
| IPOからの変化 | 825.88% |
最新ニュース
Recent updates
ナラティブの更新 • Jul 07
KBH: Buybacks And Built To Order Shift Will Support Mixed Margin Outlook
KB Home's analyst fair value estimate has shifted from $61.42 to $58.25 as analysts weigh higher long term margin and revenue assumptions against updated P/E expectations and refreshed price targets that now cluster in the mid $50s to mid $60s range. Analyst Commentary Recent Street research on KB Home points to a mixed but informative setup for investors, with several firms revising price targets and sharpening views on margins, orders, and the company’s positioning in potential sector consolidation.Seeking Alpha • Jun 23
KB Home Q2 Review: Muted Housing Market Unlikely To Recover Soon
Summary KB Home remains a "Hold" as persistent high mortgage rates and weak first-time buyer demand constrain recovery prospects. Q2 results were soft: revenue fell 27%, gross margin dropped to 15.2%, and operating margin compressed to 3%. KBH pivots to a build-to-order model, reducing inventory risk but limiting near-term revenue growth amid muted orders and backlog declines. Shares trade below book value and at 17x depressed earnings, but with recovery unlikely before 2028, there is no urgency to buy. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 23
KBH: Entry-Level Demand Pressures Will Constrain Margins And Future Upside
Analysts maintained their $43.00 fair value estimate for KB Home while trimming earnings and revenue expectations, citing macro pressures on entry-level demand and a series of lower Street price targets that reflect softer absorptions and more cautious assumptions around near-term closings and margins. Analyst Commentary Recent Street research on KB Home highlights a more cautious tone, with several bearish analysts revisiting their models and price targets as they reassess earnings power, valuation support, and execution risks in light of softer absorptions and macro pressure on entry level buyers.分析記事 • Jun 20
KB Home (KBH) Stock Could Be 12% Undervalued Ahead Of June 23 Earnings
KB Home (KBH) is drawing attention ahead of its June 23 earnings release, as investors weigh expected declines in revenue, earnings, and home deliveries against management’s efforts to improve operations and manage softer housing demand. See our latest analysis for KB Home. KB Home’s share price has been firming up into the June 23 earnings release, with a 1 day share price return of 3.40% and a 30 day share price return of 12.87%. However, the year to date share price return is down 5.03%...
ナラティブの更新 • Jun 07
KBH: Consolidation Floor And Tight Supply Will Support Future Returns
KB Home's updated analyst price target has been trimmed by about $1 to roughly $72, as analysts factor in expectations for lower revenue and slightly softer profit margins, alongside recent earnings estimate cuts and cautious sector commentary. Analyst Commentary Recent research on KB Home points to a mixed but generally constructive tone, with some firms trimming targets and earnings estimates while others highlight potential support for housing valuations and deal interest across the sector.ナラティブの更新 • May 24
KBH: Weaker Margins And Lot Constraints Will Limit Future Upside
Analysts have trimmed KB Home's average price target by about $1, reflecting slightly more cautious assumptions on margins and revenue while still keeping fair value close to $43 per share. Analyst Commentary Recent Street research on KB Home has tilted more cautious, with several price target cuts and at least one downgrade offsetting a smaller number of supportive views.ナラティブの更新 • May 05
KBH: Margin Pressures And Antitrust Risks Will Limit Future Upside
KB Home's analyst price targets have seen mixed revisions recently, with several firms trimming estimates by $1 to $14 while others raised or initiated targets. Analysts point to weaker margins versus peers, lot supply constraints and limited near term catalysts, even as they acknowledge support from the company's build to order model and shareholder returns.ナラティブの更新 • Apr 20
KBH: Margin And Regulatory Pressures Will Constrain Future Upside Potential
KB Home's updated analyst price target has shifted to $43, guided by lower fair value estimates and P/E assumptions, even as analysts factor in higher profit margins and more modest revenue declines in their models. Analyst Commentary Street research around KB Home has turned more cautious, even as some firms maintain constructive views.ナラティブの更新 • Apr 05
KBH: Tight Housing Supply And Margin Improvement Will Support Future Returns
KB Home's updated analyst price target has been trimmed by roughly $4 to reflect analysts' use of a lower fair value estimate, more moderate revenue and margin assumptions, and a slightly higher future P/E, following a series of recent target cuts across the Street. Analyst Commentary Recent research has leaned cautious on KB Home's near term revenue growth and margins, which is why so many price targets have been trimmed at the same time.ナラティブの更新 • Mar 22
KBH: Incentives Margins And Regulatory Overhang Will Shape A Balanced Outlook
KB Home's analyst price target has shifted modestly to $65 to $71 per share, as analysts balance weaker recent margin assumptions and a higher implied future P/E of about 14x with ongoing support from the company's build to order model and shareholder return focus. Analyst Commentary Recent Street research on KB Home reflects a mixed but increasingly cautious tone, with several firms refining price targets and pointing to execution and growth risks that could influence valuation.ナラティブの更新 • Mar 08
KBH: Buybacks And Build To Order Model Will Offset Antitrust Probe Risk
Analysts modestly lifted their average price target for KB Home to about $61.42 from $61.18, reflecting updated views that balance improved fair value and a slightly lower discount rate against pressure on revenue growth, margins, and a higher assumed future P/E, informed by recent research highlighting restrained near term catalysts, softer gross margins, and varied views on 2026 demand. Analyst Commentary Recent research on KB Home highlights a mix of optimism and caution, with views shaped by the company’s build to order model, margin profile, shareholder returns, and the outlook for future housing demand.ナラティブの更新 • Feb 22
KBH: Cost Discipline And Buybacks Will Balance Antitrust And Housing Demand Risks
Analysts have made only modest adjustments to their models. The latest Street research shows price targets moving within a relatively tight $66 to $71 range, as they balance softer year-end housing activity and higher incentives against constrained housing supply and potential sentiment shifts tied to macro conditions.ナラティブの更新 • Feb 08
KBH: Cost Discipline And Buybacks Will Offset Margin And Regulatory Pressures
Narrative Update The updated analyst price target for KB Home shifts modestly to about $61.18 from $63.75, as analysts factor in higher assumed revenue growth and profit margins, along with a lower future P/E. This is informed by recent research that highlights slower year-end housing activity, pressure on builder margins from incentives, and cautious longer-term demand visibility.分析記事 • Jan 26
KB Home (NYSE:KBH) Is Paying Out A Dividend Of $0.25
KB Home's ( NYSE:KBH ) investors are due to receive a payment of $0.25 per share on 19th of February. This means that...ナラティブの更新 • Jan 24
KBH: Elevated Incentives And Margin Pressure Will Likely Restrain Future Upside
Narrative update on KB Home The analyst fair value estimate for KB Home has been adjusted to $50.00 from $49.00, as analysts weigh mixed target changes across firms against recent research pointing to softer margins, cautious longer term demand visibility, and the potential for gradual improvement in homebuilding conditions over time. Analyst Commentary Recent Street research on KB Home reflects a mix of higher price targets alongside a cautious tone on margins, demand visibility, and the pace of any improvement in homebuilding conditions.ナラティブの更新 • Jan 10
KBH: Tight Housing Supply And Disciplined Building Will Support Shares
Analysts have trimmed their price expectations for KB Home, with the average target moving from about US$80 to roughly US$76.60. They cite a slightly higher discount rate and lower margin assumptions, which are partly offset by firmer revenue growth expectations and a modestly higher future P/E.ナラティブの更新 • Dec 23
KBH: Cost Discipline And Buybacks Will Drive Future Earnings Resilience
Analysts have modestly lowered our KB Home fair value estimate from $68.00 to $63.75 per share, even as they lift price targets following a Q3 earnings beat. They cite a better revenue growth outlook, a slightly lower discount rate, and higher future valuation multiples that are partially offset by expectations for softer profit margins.ナラティブの更新 • Dec 09
KBH: Cost Discipline And Buybacks Will Support Earnings Amid Housing Uncertainty
Analysts have raised their price target on KB Home by about $3 to roughly $68 per share, citing stronger than expected Q3 earnings, disciplined cost management, and signs that housing market conditions may be stabilizing despite ongoing demand challenges. Analyst Commentary Street research following KB Home's Q3 earnings beat reflects a generally constructive tone on the stock, with most firms nudging price targets higher while still acknowledging a challenging operating backdrop.ナラティブの更新 • Nov 23
KBH: Disciplined Cost Controls And Share Repurchases Will Guide Through Housing Uncertainty
Analysts have raised their price targets on KB Home, with increases ranging from $1 to $8 per share. They cite the company's disciplined operating strategies, improved earnings performance, and steps to offset revenue challenges.株主還元
| KBH | US Consumer Durables | US 市場 | |
|---|---|---|---|
| 7D | -7.3% | -3.8% | 0.6% |
| 1Y | 0.9% | 1.8% | 19.5% |
業界別リターン: KBH過去 1 年間で1.8 % のリターンをもたらしたUS Consumer Durables業界と一致しました。
リターン対市場: KBHは、過去 1 年間で19.5 % のリターンを上げたUS市場を下回りました。
価格変動
| KBH volatility | |
|---|---|
| KBH Average Weekly Movement | 7.0% |
| Consumer Durables Industry Average Movement | 6.9% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: KBH 、 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: KBHの 週次ボラティリティ ( 7% ) 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 |
|---|---|---|---|
| 1957 | 2,118 | Rob McGibney | www.kbhome.com |
KBホームは米国で住宅建設会社として営業している。同社は、主に初回購入者、初回入居者、2回目入居者、アクティブ・アダルトの住宅購入者向けに、一戸建て住宅、タウンホーム、コンドミニアムなどの住宅を建設・販売している。同社はまた、住宅購入者への住宅消費者向け住宅ローン組成などのモーゲージ・バンキング・サービス、住宅購入者への地震保険、洪水保険、動産保険などの損害保険サービス、権原サービスなどの金融サービスも提供している。アリゾナ州、カリフォルニア州、コロラド州、フロリダ州、アイダホ州、ネバダ州、ノースカロライナ州、テキサス州、ワシントン州で事業を展開している。以前はカウフマン＆ブロード・ホーム・コーポレーションとして知られ、2001年1月にKBホームに社名変更した。KBホームは1957 年に設立され、カリフォルニア州ロサンゼルスに本拠を置く。
KB Home 基礎のまとめ
| KBH 基礎統計学 | |
|---|---|
| 時価総額 | US$3.45b |
| 収益（TTM） | US$269.45m |
| 売上高(TTM) | US$5.50b |
12.9x
PER（株価収益率0.6x
P/SレシオKBH は割高か？
公正価値と評価分析を参照収益と収入
| KBH 損益計算書（TTM） | |
|---|---|
| 収益 | US$5.50b |
| 売上原価 | US$4.53b |
| 売上総利益 | US$975.95m |
| その他の費用 | US$706.50m |
| 収益 | US$269.45m |
直近の収益報告
May 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 4.40 |
| グロス・マージン | 17.73% |
| 純利益率 | 4.90% |
| 有利子負債／自己資本比率 | 51.9% |
KBH の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
1.8%
現在の配当利回り24%
配当性向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 | 2026/07/09 04:55 |
| 終値 | 2026/07/09 00:00 |
| 収益 | 2026/05/31 |
| 年間収益 | 2025/11/30 |
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
この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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
KB Home 12 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。26
| アナリスト | 機関 |
|---|---|
| Christopher Graja | Argus Research Company |
| Stephen Kim | Barclays |
| Matthew Bouley | Barclays |