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Legacy Housing CorporationNasdaqGS:LEGH 주식 보고서

시가총액 US$532.9m
주가
US$22.65
US$25.67
11.8% 저평가 내재 할인율
1Y-3.7%
7D5.0%
포트폴리오 가치
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Legacy Housing Corporation

NasdaqGS:LEGH 주식 리포트

시가총액: US$532.9m

Legacy Housing (LEGH) 주식 개요

레거시 하우징 코퍼레이션은 주로 미국 남부에서 제조 주택과 소형 주택의 건축, 판매 및 금융 업무를 담당합니다. 자세히 보기

LEGH 펀더멘털 분석
스노우플레이크 점수
가치 평가3/6
미래 성장1/6
과거 실적1/6
재무 건전성6/6
배당0/6

강점

위험 분석

우리의 위험 점검에서 LEGH에 대한 위험이 감지되지 않았습니다.

LEGH Community Fair Values

Create Narrative

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Legacy Housing Corporation 경쟁사

가격 이력 및 성과

Legacy Housing 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$22.65
52주 최고가US$29.45
52주 최저가US$18.29
베타0.76
1개월 변동5.15%
3개월 변동2.26%
1년 변동-3.74%
3년 변동4.38%
5년 변동17.42%
IPO 이후 변동88.28%

최근 뉴스 및 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
User avatar
새로운 내러티브 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
분석 기사 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
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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...

주주 수익률

LEGHUS Consumer DurablesUS 시장
7D5.0%-4.0%1.1%
1Y-3.7%1.4%26.7%

수익률 대 산업: LEGH은 지난 1년 동안 1.4%의 수익을 기록한 US Consumer Durables 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: LEGH은 지난 1년 동안 26.7%를 기록한 US 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is LEGH's price volatile compared to industry and market?
LEGH volatility
LEGH Average Weekly Movement6.0%
Consumer Durables Industry Average Movement7.1%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.1%

안정적인 주가: LEGH는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: LEGH의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
2005592Kenny Shipleywww.legacyhousing.com

레거시 하우징 코퍼레이션은 주로 미국 남부에서 조립식 주택과 소형 주택의 건축, 판매 및 파이낸싱을 담당하고 있습니다. 이 회사는 침실 1개에서 5개, 욕실 1개에서 3개 반을 갖춘 이동식 주택을 제조 및 제공하며, 딜러와 이동식 주택 단지에 도매 금융을, 소비자에게 소매 금융을 제공합니다. 또한 독립 소매업체를 위한 재고 금융, 자사 제품에 대한 소비자 금융, 임대 주택 커뮤니티에서 사용하기 위해 자사 제품을 구매하거나 임대하는 제조 주택 커뮤니티 소유주에게 금융을 제공합니다.

Legacy Housing Corporation 기초 지표 요약

Legacy Housing의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
LEGH 기초 통계
시가총액US$532.95m
순이익 (TTM)US$42.46m
매출 (TTM)US$163.26m
12.7x
주가수익비율(P/E)
3.3x
주가매출비율(P/S)

LEGH는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
LEGH 손익계산서 (TTM)
매출US$163.26m
매출원가US$84.98m
총이익US$78.28m
기타 비용US$35.82m
순이익US$42.46m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)1.79
총이익률47.95%
순이익률26.01%
부채/자본 비율0.2%

LEGH의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/14 18:44
종가2026/05/14 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Legacy Housing Corporation는 4명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Rohit SethB. Riley Securities, Inc.
Daniel MooreCJS Securities, Inc.
Timothy MooreD. Boral Capital LLC.