Smith Douglas Homes Corp.

NYSE:SDHC 株式レポート

時価総額:US$550.5m

Smith Douglas Homes 配当と自社株買い

配当金 基準チェック /06

Smith Douglas Homes配当金を支払った記録がありません。

主要情報

n/a

配当利回り

1.4%

バイバック利回り

総株主利回り1.4%
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

Recent updates

ナラティブの更新 May 15

SDHC: Future Returns Will Hinge On Order Trends Despite Lowered Expectations

Analysts have trimmed their average price targets on Smith Douglas Homes by several dollars toward the low to mid teens, citing reduced estimates after the latest earnings call, softer order trends, and a more cautious view reflected in multiple Neutral and Underperform ratings. Analyst Commentary Bullish Takeaways Bullish analysts point to Q4 earnings of US$0.39 per share, which came in above their estimates, as evidence that recent execution has held up better than some expectations.
分析記事 May 14

What Does Smith Douglas Homes Corp.'s (NYSE:SDHC) Share Price Indicate?

Smith Douglas Homes Corp. ( NYSE:SDHC ), is not the largest company out there, but it saw significant share price...
Seeking Alpha May 13

Smith Douglas Homes Corp.: Rating Upgrade On Demand Showing Signs Of Recovery

Summary Smith Douglas Homes Corp. is upgraded from sell to hold as orders and backlog rebounded, signaling improved demand conditions. Order recovery is heavily reliant on elevated incentives and price adjustments, raising concerns about sustainability and organic demand strength. Gross margin compressed sharply to 19.6%, with lot cost pressures likely to persist and further weigh on profitability. Valuation has expanded to ~24x NTM PE, but margin risks and incentive dependency limit the case for near-term multiple expansion. Read the full article on Seeking Alpha
ナラティブの更新 Apr 23

SDHC: Future Returns Will Depend On Order Trends And ASP Pressure

Smith Douglas Homes' average analyst price target has been adjusted lower to a range of $12 to $14 per share, as analysts incorporate reduced estimates and recent order softness following the latest earnings call, while largely maintaining neutral ratings on the stock. Analyst Commentary Recent research coverage on Smith Douglas Homes has centered on reset expectations and a more cautious stance on near term execution, with most firms starting or reiterating neutral views even as they update targets and models.
ナラティブの更新 Apr 07

SDHC: Future Returns Will Reflect Order Trends And Margin Assumptions

Narrative Update The updated analyst price target for Smith Douglas Homes has shifted to $13.13. Analysts cite adjusted estimates following recent earnings, a lower assumed profit margin, and a higher future P/E multiple as key drivers of the change.
ナラティブの更新 Mar 24

SDHC: Future Returns Will Reflect Order Trends And Earnings Multiples

Narrative Update on Smith Douglas Homes The analyst price target for Smith Douglas Homes is revised from $16.50 to $13.13, reflecting analysts' lower estimates and tempered expectations following Q4 order trends and Q1 guidance. Analyst Commentary Recent research updates on Smith Douglas Homes point to a more cautious stance, with several firms trimming price targets after the latest earnings call and forward guidance.
ナラティブの更新 Mar 10

SDHC: Future Returns Will Rely On Discount Rates And Earnings Multiples

Analysts have adjusted their 12-month price target for Smith Douglas Homes down by $1 to $16.50, reflecting updated assumptions around discount rates and earnings multiples while keeping their fair value view unchanged. Analyst Commentary Recent research around the revised US$16.50 price target focuses less on a change in fundamental outlook and more on fine tuning of valuation inputs, particularly discount rates and earnings multiples.
ナラティブの更新 Feb 22

SDHC: Future Returns Will Depend On Margins And Discount Rate Assumptions

Analysts have reduced their price target on Smith Douglas Homes by $1 to $16.50, citing updated assumptions around discount rates, long-term revenue growth, profit margins, and future P/E expectations. Analyst Commentary Bullish Takeaways Bullish analysts view the adjusted $16.50 target as still allowing room for upside if Smith Douglas Homes delivers on its revenue growth assumptions and meets current profit margin expectations.
ナラティブの更新 Feb 08

SDHC: Future Returns Will Hinge On Execution At Reasonably Priced Levels

Analysts have reduced their price target on Smith Douglas Homes by $1 to $17, citing a reasonable valuation, solid return on equity and medium term growth prospects as key factors behind the updated view. Analyst Commentary Recent research updates around Smith Douglas Homes are giving investors a mixed but fairly balanced message, with price targets being fine tuned rather than reset in a major way.
新しいナラティブ Feb 02

Land Light Expansion And Presale Model Will Support Future Stability For This Homebuilder

Catalysts About Smith Douglas Homes Smith Douglas Homes builds and sells affordable, quality homes across key markets in the South and broader Southeast and Southern United States. What are the underlying business or industry changes driving this perspective?
分析記事 Jan 28

We Think Smith Douglas Homes (NYSE:SDHC) Can Stay On Top Of Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
ナラティブの更新 Jan 22

SDHC: Future Returns Will Depend On Execution Risk At Current Price Levels

Narrative Update The analyst price target for Smith Douglas Homes has been trimmed by $0.25 to $16.50 as analysts factor in updated assumptions on revenue growth, profit margins and future P/E, along with recent research pointing to a more neutral valuation stance. Analyst Commentary Recent research on Smith Douglas Homes points to a more balanced outlook, with analysts weighing solid fundamentals against valuation and execution risks.
分析記事 Jan 10

A Look At The Fair Value Of Smith Douglas Homes Corp. (NYSE:SDHC)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Smith Douglas Homes fair value estimate is US$20.42 With...
ナラティブの更新 Jan 07

SDHC: Future Returns Will Balance Solid Equity Efficiency And Modest Housing Demand Risks

Analysts have trimmed their price target on Smith Douglas Homes by $1 to $17, citing what they see as reasonable valuation, solid return on equity, and medium term growth prospects. Analyst Commentary JPMorgan has assumed coverage of Smith Douglas Homes with a Neutral rating and a trimmed price target of $17, down from $18.
ナラティブの更新 Dec 19

SDHC: Future Returns Will Be Constrained By Modest Housing Demand Risks

Analysts raised their price target on Smith Douglas Homes slightly, from approximately $16.60 to $16.75 per share, citing the stock's reasonable valuation, solid return on equity profile, and strong medium term growth prospects, despite a modest reduction in a recent $18 to $17 target from Street research. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the current share price embeds a reasonable valuation relative to the company’s return on equity and growth profile.
分析記事 Dec 13

Subdued Growth No Barrier To Smith Douglas Homes Corp. (NYSE:SDHC) With Shares Advancing 25%

Smith Douglas Homes Corp. ( NYSE:SDHC ) shareholders would be excited to see that the share price has had a great...
ナラティブの更新 Nov 24

SDHC: Medium-Term Prospects Will Be Shaped By Housing Market Direction

Analysts have slightly lowered their fair value estimate for Smith Douglas Homes to $16.60 from $16.80. They cite modest shifts in growth outlook, valuation, and industry conditions as reasons for the updated estimate.
ナラティブの更新 Nov 10

SDHC: Improved Earnings Prospects Will Face Near-Term Market Headwinds

Analysts have updated the fair value estimate for Smith Douglas Homes, raising the target from $16 to $17. They cite improved revenue growth and profit margin expectations, even as they remain cautious about the near-term housing market outlook.
分析記事 Aug 19

We Think Smith Douglas Homes (NYSE:SDHC) Can Stay On Top Of Its Debt

NYSE:SDHC 1 Year Share Price vs Fair Value Explore Smith Douglas Homes's Fair Values from the Community and select...
分析記事 Jul 23

Is Smith Douglas Homes Corp. (NYSE:SDHC) Trading At A 21% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Smith Douglas Homes fair value estimate is US$27.56 Smith...
分析記事 Jun 16

Smith Douglas Homes (NYSE:SDHC) May Have Issues Allocating Its Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
分析記事 Apr 24

Smith Douglas Homes Corp.'s (NYSE:SDHC) P/S Still Appears To Be Reasonable

With a median price-to-sales (or "P/S") ratio of close to 0.5x in the Consumer Durables industry in the United States...
Seeking Alpha Mar 22

Smith Douglas Homes: Earnings Growth Outlook Has Gotten Worse (Rating Downgrade)

Summary I downgrade Smith Douglas Homes Corp. to a hold rating due to worsening macroeconomic conditions and deteriorating fundamentals. Despite strong 4Q24 home closings, rising mortgage rates and land costs are negatively impacting SDHC's earnings growth outlook. SDHC's heavy use of incentives to capture demand is compressing margins, and affordability constraints are limiting effective demand. With a declining backlog and increasing cancellation rates, SDHC's valuation at 13x forward earnings appears fair, lacking upside momentum. Read the full article on Seeking Alpha
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新しいナラティブ Jan 12

Anticipated Demand And Market Expansion Could Offset Rising Costs And Margin Pressures

Strategic expansion into new markets and increased community count are expected to drive revenue growth and market share.
分析記事 Jan 11

Slammed 31% Smith Douglas Homes Corp. (NYSE:SDHC) Screens Well Here But There Might Be A Catch

Unfortunately for some shareholders, the Smith Douglas Homes Corp. ( NYSE:SDHC ) share price has dived 31% in the last...
Seeking Alpha Jan 09

Smith Douglas Homes: Navigating A Challenged Environment

Summary The stock of Smith Douglas Homes Corp. has been hit hard by rising mortgage rates, despite a recent 100bps reduction in the Federal Funds rate. The company focuses on building single-family homes in the southeastern U.S., targeting entry-level and empty-nest homebuyers, with a recent expansion into Greenville, SC. Q3 results were strong, with earnings beating expectations and revenues up 41% year-over-year, but analyst firms remain pessimistic. There was some insider buying in the stock in November, and at significantly higher levels than where the shares are currently trading. We take a deeper look at Smith Douglas Homes in the paragraphs below. Read the full article on Seeking Alpha
分析記事 Nov 23

Is There An Opportunity With Smith Douglas Homes Corp.'s (NYSE:SDHC) 43% Undervaluation?

Key Insights The projected fair value for Smith Douglas Homes is US$59.21 based on 2 Stage Free Cash Flow to Equity...
分析記事 Oct 23

We Think Smith Douglas Homes (NYSE:SDHC) Can Stay On Top Of Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 Jul 15

Smith Douglas Homes (NYSE:SDHC) Has A Pretty Healthy Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha Jun 26

Smith Douglas Homes: Beneficiary Of The High Rates Environment

Summary SDHC operates in homebuilding industry with focus on single-family homes in key states. SDHC deserves a buy rating due to favorable macro environment. SDHC has a differentiated operating model with short build times and high customization. Read the full article on Seeking Alpha
Seeking Alpha Jan 15

Smith Douglas Homes: IPO Gate Has Opened For This Homebuilder

Summary Smith Douglas Homes has had a successful public debut, with shares priced at the higher end of the offering range as it saw decent opening day returns. The company is one of the fastest growing private homebuilder in the US, offering personalized homes at affordable prices in desirable markets. Smith Douglas Homes operates with an asset-light business model, completing most homes in transactions with land under option, making it a capital-efficient operation. Read the full article on Seeking Alpha

決済の安定と成長

配当データの取得

安定した配当: SDHCの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: SDHCの配当金が増加しているかどうかを判断するにはデータが不十分です。


配当利回り対市場

Smith Douglas Homes 配当利回り対市場
SDHC 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (SDHC)n/a
市場下位25% (US)1.4%
市場トップ25% (US)4.3%
業界平均 (Consumer Durables)1.8%
アナリスト予想 (SDHC) (最長3年)0%

注目すべき配当: SDHCは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: SDHCは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。


株主への利益配当

収益カバレッジ: SDHCの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。


株主配当金

キャッシュフローカバレッジ: SDHCが配当金を報告していないため、配当金の持続可能性を計算できません。


高配当企業の発掘

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2026/05/20 04:10
終値2026/05/20 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

Smith Douglas Homes Corp. 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。8

アナリスト機関
Rafe JadrosichBofA Global Research
Ryan GilbertBTIG
Jay McCanlessCitizens JMP Securities, LLC