NVR マネジメント
マネジメント 基準チェック /44
現在、CEO に関する十分な情報がありません。
主要情報
Eugene Bredow
最高経営責任者
US$1.7m
報酬総額
| CEO給与比率 | 82.23% |
| CEO在任期間 | 4yrs |
| CEOの所有権 | 0.1% |
| 経営陣の平均在職期間 | 6.7yrs |
| 取締役会の平均在任期間 | 9.8yrs |
経営陣の近況
Recent updates
新しいナラティブ • 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 Alpha分析記事 • 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...分析記事 • 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...分析記事 • 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 AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| 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$879m |
報酬と市場: Eugeneの 総報酬 ($USD 1.75M ) は、 US市場 ($USD 14.78M ) の同様の規模の企業の平均を下回っています。
報酬と収益: Eugeneの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Eugene Bredow (55 yo)
4yrs
在職期間
US$1,748,227
報酬
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...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Executive Chairman of the Board | 4yrs | US$2.99m | 0.30% $ 49.4m | |
| President & CEO | 4yrs | US$1.75m | 0.11% $ 18.7m | |
| Senior VP | 13.3yrs | US$939.76k | 0.56% $ 93.7m | |
| VP, Chief Accounting Officer & Controller | 9.3yrs | US$513.87k | 0.0099% $ 1.6m | |
| General Counsel & Secretary | no data | データなし | データなし |
6.7yrs
平均在職期間
55yo
平均年齢
経験豊富な経営陣: NVRの経営陣は経験豊富で経験豊富です（平均在職期間は6.7年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Executive Chairman of the Board | 4yrs | US$2.99m | 0.30% $ 49.4m | |
| Independent Director | 6.3yrs | US$83.00k | 0.0037% $ 615.3k | |
| Independent Director | 17.4yrs | US$106.00k | 0.0064% $ 1.1m | |
| Independent Director | 32.7yrs | US$91.00k | 0.0076% $ 1.3m | |
| Independent Lead Director | 18yrs | US$103.00k | 0.029% $ 4.8m | |
| Independent Director | 13.4yrs | US$83.00k | 0.0071% $ 1.2m | |
| Independent Director | 17.4yrs | US$83.00k | 0.059% $ 9.8m | |
| Independent Director | less than a year | US$833.73k | データなし | |
| Independent Director | 7.4yrs | US$83.00k | 0.0028% $ 462.3k | |
| Independent Director | 9.8yrs | US$106.00k | 0.014% $ 2.4m | |
| Independent Director | less than a year | US$855.31k | 0.00093% $ 154.7k |
9.8yrs
平均在職期間
65yo
平均年齢
経験豊富なボード: NVRの 取締役会 は 経験豊富 であると考えられます ( 9.8年の平均在任期間)。
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 | 2026/05/29 10:59 |
| 終値 | 2026/05/29 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 |
|
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| 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 |
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* 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
NVR, Inc. 7 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。19
| アナリスト | 機関 |
|---|---|
| Rafe Jadrosich | BofA Global Research |
| Ryan Gilbert | BTIG |
| Peter Martin | Citizens JMP Securities, LLC |