View ValuationMillrose Properties 향후 성장Future 기준 점검 1/6Millrose Properties (는) 각각 연간 5.5% 및 7.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 8.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 8.8% 로 예상됩니다.핵심 정보5.5%이익 성장률8.14%EPS 성장률Specialized REITs 이익 성장7.7%매출 성장률7.7%향후 자기자본이익률8.84%애널리스트 커버리지Low마지막 업데이트08 May 2026최근 향후 성장 업데이트공시 • Oct 09Millrose Properties, Inc. Provides Consolidated Earnings Guidance for the Third Quarter and Nine Months Ended September 30, 2025Millrose Properties, Inc. provided consolidated earnings guidance for the third quarter and nine months ended September 30, 2025. Revenues of approximately $179.3 million and $411.0 million for the three and nine months ended September 30, 2025, respectively. Revenues include (i) option fee revenues which is Millrose’s primary source of revenue and represent monthly option payments from Lennar Corporation (“Lennar”) and other customers in consideration for maintenance of a purchase option with respect to a property, and (ii) development loan income from interest on the outstanding loan balance of development loans secured by residential property. Net income of approximately $105.1 million, or $0.63 per share, for the three months ended September 30, 2025. Net income has been impacted by the accelerated payoff of the delayed draw term loan and other expenses related to our recent debt issuance.모든 업데이트 보기Recent updates공시 • Apr 16Millrose Properties, Inc. to Report Q1, 2026 Results on May 06, 2026Millrose Properties, Inc. announced that they will report Q1, 2026 results Pre-Market on May 06, 2026Board Change • Apr 15High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Independent Director M. Mincey is the most experienced director on the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.공시 • Apr 04Millrose Properties, Inc., Annual General Meeting, May 18, 2026Millrose Properties, Inc., Annual General Meeting, May 18, 2026. Location: 600 brickell ave., conference center, miami, fl 33131, United States공시 • Mar 24Millrose Properties Announces Class A and Class B Quarterly Dividend, Payable on April 15, 2026Millrose Properties, Inc. announced that its Board of Directors has declared a quarterly cash dividend of approximately $126.2 million, or $0.76, per share of Class A and Class B common stock. The dividend will be paid on April 15, 2026, to shareholders of record as of April 3, 2026.공시 • Feb 03Millrose Properties, Inc. to Report Q4, 2025 Results on Feb 26, 2026Millrose Properties, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 26, 2026공시 • Dec 24Millrose Properties Announces Class A and Class B Quarterly Dividend, Payable on January 15, 2026Millrose Properties, Inc. announced that its Board of Directors has declared a quarterly cash dividend of approximately $124.5 million, or $0.75, per share of Class A and Class B common stock. The dividend will be paid on January 15, 2026, to shareholders of record as of January 5, 2026.Board Change • Dec 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.공시 • Oct 09Millrose Properties, Inc. Provides Consolidated Earnings Guidance for the Third Quarter and Nine Months Ended September 30, 2025Millrose Properties, Inc. provided consolidated earnings guidance for the third quarter and nine months ended September 30, 2025. Revenues of approximately $179.3 million and $411.0 million for the three and nine months ended September 30, 2025, respectively. Revenues include (i) option fee revenues which is Millrose’s primary source of revenue and represent monthly option payments from Lennar Corporation (“Lennar”) and other customers in consideration for maintenance of a purchase option with respect to a property, and (ii) development loan income from interest on the outstanding loan balance of development loans secured by residential property. Net income of approximately $105.1 million, or $0.63 per share, for the three months ended September 30, 2025. Net income has been impacted by the accelerated payoff of the delayed draw term loan and other expenses related to our recent debt issuance.공시 • Oct 03Millrose Properties, Inc. to Report Q3, 2025 Results on Oct 23, 2025Millrose Properties, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 23, 2025공시 • Sep 23Millrose Properties, Inc. Announces Quarterly Dividend, Payable on October 15, 2025Millrose Properties, Inc. announced that its Board of Directors has declared a quarterly cash dividend of approximately $121.2 million, or $0.73 per share of Class A and Class B common stock. The dividend will be paid on October 15, 2025, to shareholders of record as of October 3, 2025.공시 • Sep 22Millrose Properties, Inc.(NYSE:MRP) dropped from FTSE All-World Index (USD)Millrose Properties, Inc.(NYSE:MRP) dropped from FTSE All-World Index (USD)공시 • Jul 10Millrose Properties, Inc. to Report Q2, 2025 Results on Jul 31, 2025Millrose Properties, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 31, 2025공시 • Jun 30+ 1 more updateMillrose Properties, Inc.(NYSE:MRP) dropped from Russell 1000 Value-Defensive IndexMillrose Properties, Inc.(NYSE:MRP) dropped from Russell 1000 Value-Defensive Index공시 • Jun 18Millrose Properties Announces Quarterly Dividend Payment on Class A and Class B Common Stock, Payable on July 15, 2025Millrose Properties, Inc. announced that its Board of Directors has declared a quarterly cash dividend of approximately $114.5 million, or $0.69 per share of Class A and Class B common stock. This marks the first full quarterly dividend declared by Millrose following its spin-off from Lennar Corporation in Quarter one of 2025. The dividend will be paid on July 15, 2025, to shareholders of record as of July 3, 2025.공시 • Apr 30Millrose Properties, Inc. to Report Q1, 2025 Results on May 14, 2025Millrose Properties, Inc. announced that they will report Q1, 2025 results Pre-Market on May 14, 2025공시 • Mar 19Millrose Properties, Inc. announces Quarterly dividend, payable on April 15, 2025Millrose Properties, Inc. announced Quarterly dividend of USD 0.3800 per share payable on April 15, 2025, ex-date on April 04, 2025 and record date on April 04, 2025.공시 • Mar 18Millrose Properties, Inc. Declares Inaugural Dividend, Payable on April 15, 2025Millrose Properties, Inc. announced that its inaugural dividend of $65 million, or $0.38 per share of Class A and Class B common stock. The dividend will be paid on April 15, 2025 to shareholders of record as of April 4, 2025.Board Change • Mar 06Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.이익 및 매출 성장 예측BMV:MRP * - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028858528N/AN/A212/31/2027884533N/A558512/31/2026833514N/A45753/31/20267134633,7563,756N/A12/31/20256004053,6733,673N/A9/30/2025411217-231-231N/A6/30/202523248-694-694N/A3/31/202583-124-386-386N/A12/31/2024N/A-246-917-917N/A9/30/2024N/A-238-242-242N/A6/30/2024N/A-258461461N/A3/31/2024N/A-232-319-319N/A12/31/2023N/A-210-865-865N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: MRP * 의 연간 예상 수익 증가율(5.5%)이 saving rate(9%) 미만입니다.수익 vs 시장: MRP * 의 연간 수익(5.5%)이 MX 시장(9%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: MRP * 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: MRP * 의 수익(연간 7.7%)이 MX 시장(연간 6.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: MRP * 의 수익(연간 7.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: MRP *의 자본 수익률은 3년 후 8.8%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YReal-estate 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 11:22종가2026/04/14 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Millrose Properties, Inc.는 7명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Ryan GilbertBTIGNicholas JosephCitigroup IncNicholas JosephCitigroup Inc4명의 분석가 더 보기
공시 • Oct 09Millrose Properties, Inc. Provides Consolidated Earnings Guidance for the Third Quarter and Nine Months Ended September 30, 2025Millrose Properties, Inc. provided consolidated earnings guidance for the third quarter and nine months ended September 30, 2025. Revenues of approximately $179.3 million and $411.0 million for the three and nine months ended September 30, 2025, respectively. Revenues include (i) option fee revenues which is Millrose’s primary source of revenue and represent monthly option payments from Lennar Corporation (“Lennar”) and other customers in consideration for maintenance of a purchase option with respect to a property, and (ii) development loan income from interest on the outstanding loan balance of development loans secured by residential property. Net income of approximately $105.1 million, or $0.63 per share, for the three months ended September 30, 2025. Net income has been impacted by the accelerated payoff of the delayed draw term loan and other expenses related to our recent debt issuance.
공시 • Apr 16Millrose Properties, Inc. to Report Q1, 2026 Results on May 06, 2026Millrose Properties, Inc. announced that they will report Q1, 2026 results Pre-Market on May 06, 2026
Board Change • Apr 15High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Independent Director M. Mincey is the most experienced director on the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
공시 • Apr 04Millrose Properties, Inc., Annual General Meeting, May 18, 2026Millrose Properties, Inc., Annual General Meeting, May 18, 2026. Location: 600 brickell ave., conference center, miami, fl 33131, United States
공시 • Mar 24Millrose Properties Announces Class A and Class B Quarterly Dividend, Payable on April 15, 2026Millrose Properties, Inc. announced that its Board of Directors has declared a quarterly cash dividend of approximately $126.2 million, or $0.76, per share of Class A and Class B common stock. The dividend will be paid on April 15, 2026, to shareholders of record as of April 3, 2026.
공시 • Feb 03Millrose Properties, Inc. to Report Q4, 2025 Results on Feb 26, 2026Millrose Properties, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 26, 2026
공시 • Dec 24Millrose Properties Announces Class A and Class B Quarterly Dividend, Payable on January 15, 2026Millrose Properties, Inc. announced that its Board of Directors has declared a quarterly cash dividend of approximately $124.5 million, or $0.75, per share of Class A and Class B common stock. The dividend will be paid on January 15, 2026, to shareholders of record as of January 5, 2026.
Board Change • Dec 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
공시 • Oct 09Millrose Properties, Inc. Provides Consolidated Earnings Guidance for the Third Quarter and Nine Months Ended September 30, 2025Millrose Properties, Inc. provided consolidated earnings guidance for the third quarter and nine months ended September 30, 2025. Revenues of approximately $179.3 million and $411.0 million for the three and nine months ended September 30, 2025, respectively. Revenues include (i) option fee revenues which is Millrose’s primary source of revenue and represent monthly option payments from Lennar Corporation (“Lennar”) and other customers in consideration for maintenance of a purchase option with respect to a property, and (ii) development loan income from interest on the outstanding loan balance of development loans secured by residential property. Net income of approximately $105.1 million, or $0.63 per share, for the three months ended September 30, 2025. Net income has been impacted by the accelerated payoff of the delayed draw term loan and other expenses related to our recent debt issuance.
공시 • Oct 03Millrose Properties, Inc. to Report Q3, 2025 Results on Oct 23, 2025Millrose Properties, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 23, 2025
공시 • Sep 23Millrose Properties, Inc. Announces Quarterly Dividend, Payable on October 15, 2025Millrose Properties, Inc. announced that its Board of Directors has declared a quarterly cash dividend of approximately $121.2 million, or $0.73 per share of Class A and Class B common stock. The dividend will be paid on October 15, 2025, to shareholders of record as of October 3, 2025.
공시 • Sep 22Millrose Properties, Inc.(NYSE:MRP) dropped from FTSE All-World Index (USD)Millrose Properties, Inc.(NYSE:MRP) dropped from FTSE All-World Index (USD)
공시 • Jul 10Millrose Properties, Inc. to Report Q2, 2025 Results on Jul 31, 2025Millrose Properties, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 31, 2025
공시 • Jun 30+ 1 more updateMillrose Properties, Inc.(NYSE:MRP) dropped from Russell 1000 Value-Defensive IndexMillrose Properties, Inc.(NYSE:MRP) dropped from Russell 1000 Value-Defensive Index
공시 • Jun 18Millrose Properties Announces Quarterly Dividend Payment on Class A and Class B Common Stock, Payable on July 15, 2025Millrose Properties, Inc. announced that its Board of Directors has declared a quarterly cash dividend of approximately $114.5 million, or $0.69 per share of Class A and Class B common stock. This marks the first full quarterly dividend declared by Millrose following its spin-off from Lennar Corporation in Quarter one of 2025. The dividend will be paid on July 15, 2025, to shareholders of record as of July 3, 2025.
공시 • Apr 30Millrose Properties, Inc. to Report Q1, 2025 Results on May 14, 2025Millrose Properties, Inc. announced that they will report Q1, 2025 results Pre-Market on May 14, 2025
공시 • Mar 19Millrose Properties, Inc. announces Quarterly dividend, payable on April 15, 2025Millrose Properties, Inc. announced Quarterly dividend of USD 0.3800 per share payable on April 15, 2025, ex-date on April 04, 2025 and record date on April 04, 2025.
공시 • Mar 18Millrose Properties, Inc. Declares Inaugural Dividend, Payable on April 15, 2025Millrose Properties, Inc. announced that its inaugural dividend of $65 million, or $0.38 per share of Class A and Class B common stock. The dividend will be paid on April 15, 2025 to shareholders of record as of April 4, 2025.
Board Change • Mar 06Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.