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M/I Homes, Inc.NYSE:MHO Voorraadrapport

Marktkapitalisatie US$3.1b
Prijs aandeel
US$127.46
US$157
18.8% ondergewaardeerd intrinsieke korting
1Y19.8%
7D0.3%
Portefeuillewaarde
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M/I Homes, Inc.

NYSE:MHO Voorraadrapport

Marktkapitalisatie: US$3.1b

M/I Homes (MHO) Aandelenoverzicht

M/I Homes, Inc. houdt zich samen met haar dochterondernemingen bezig met de bouw en verkoop van eengezinswoningen in Ohio, Indiana, Illinois, Minnesota, Michigan, Florida, Texas, North Carolina en Tennessee. Meer informatie

MHO Community Fair Values

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M/I Homes, Inc. Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor M/I Homes
Historische aandelenkoersen
Huidige aandelenkoersUS$127.46
52 Week HoogtepuntUS$158.92
52 Week LaagUS$103.52
Bèta1.65
1 maand verandering0.078%
3 maanden verandering-9.98%
1 Jaar Verandering19.80%
3 jaar verandering83.26%
5 jaar verandering84.06%
Verandering sinds IPO1,673.36%

Recent nieuws en updates

Narratiefupdate May 19

MHO: Buybacks And Execution Assumptions Will Support Future Upside

Analysts now set a $165 price target for M/I Homes, with the change framed around updated views on discount rates, revenue growth, profit margins, and future P/E assumptions following recent research commentary, including a downgrade at Seaport Research. Analyst Commentary Recent research commentary on M/I Homes focuses on how updated assumptions for discount rates, revenue trends, margins, and future P/E multiples feed into the new US$165 price target.
Narratiefupdate Apr 29

MHO: Discount Rate Shift And Buybacks Will Support Future Upside

Analysts have adjusted their price target on M/I Homes to $165, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E following the recent downgrade at Seaport Research. Analyst Commentary Bullish analysts are focusing on how the revised $165 price target lines up with their updated assumptions on discount rate, revenue trajectory, profit margins, and the future P/E multiple.
Seeking Alpha Apr 22

M/I Homes Q1 Review: The Inflection Point May Have Moved

Summary M/I Homes, Inc. reported Q1 revenues of $921M, down 5.7% y/y, with gross margins declining 400bps to 22%. New contracts rose 3% and cancellation rates improved, but backlog units and average home prices continued to fall. Profitability remains pressured, with Q1 GAAP EPS at $2.55 versus $3.98 last year; backlog sales value dropped to $1.2B. I remain cautious, as macro uncertainty and elevated mortgage rates could delay a true inflection point for MHO. Read the full article on Seeking Alpha
Narratiefupdate Apr 15

MHO: Share Repurchases And Execution Discipline Will Support Future Upside

Analysts have kept their $165 price target for M/I Homes unchanged, reflecting a slightly higher discount rate and modest adjustments to revenue growth, profit margin, and future P/E assumptions following recent research that includes a downgrade at Seaport Research. Analyst Commentary Recent research signals a mixed but still constructive tone around M/I Homes, with the unchanged $165 target framed against tweaks to modeling inputs such as discount rate, revenue, margins, and future P/E assumptions.

Recent updates

Narratiefupdate May 19

MHO: Buybacks And Execution Assumptions Will Support Future Upside

Analysts now set a $165 price target for M/I Homes, with the change framed around updated views on discount rates, revenue growth, profit margins, and future P/E assumptions following recent research commentary, including a downgrade at Seaport Research. Analyst Commentary Recent research commentary on M/I Homes focuses on how updated assumptions for discount rates, revenue trends, margins, and future P/E multiples feed into the new US$165 price target.
Narratiefupdate Apr 29

MHO: Discount Rate Shift And Buybacks Will Support Future Upside

Analysts have adjusted their price target on M/I Homes to $165, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E following the recent downgrade at Seaport Research. Analyst Commentary Bullish analysts are focusing on how the revised $165 price target lines up with their updated assumptions on discount rate, revenue trajectory, profit margins, and the future P/E multiple.
Seeking Alpha Apr 22

M/I Homes Q1 Review: The Inflection Point May Have Moved

Summary M/I Homes, Inc. reported Q1 revenues of $921M, down 5.7% y/y, with gross margins declining 400bps to 22%. New contracts rose 3% and cancellation rates improved, but backlog units and average home prices continued to fall. Profitability remains pressured, with Q1 GAAP EPS at $2.55 versus $3.98 last year; backlog sales value dropped to $1.2B. I remain cautious, as macro uncertainty and elevated mortgage rates could delay a true inflection point for MHO. Read the full article on Seeking Alpha
Narratiefupdate Apr 15

MHO: Share Repurchases And Execution Discipline Will Support Future Upside

Analysts have kept their $165 price target for M/I Homes unchanged, reflecting a slightly higher discount rate and modest adjustments to revenue growth, profit margin, and future P/E assumptions following recent research that includes a downgrade at Seaport Research. Analyst Commentary Recent research signals a mixed but still constructive tone around M/I Homes, with the unchanged $165 target framed against tweaks to modeling inputs such as discount rate, revenue, margins, and future P/E assumptions.
Narratiefupdate Apr 01

MHO: Affordable Heartland Focus Will Support Returns Despite Near Term Margin Concerns

Analysts have modestly raised their price target on M/I Homes to $165, citing the company's exposure to relatively more affordable Midwest and Plains markets and the contribution of its Smart Series entry level product to gross margins. Analyst Commentary Bullish Takeaways Bullish analysts see the US$165 price target as supported by the company’s focus on relatively more affordable Midwest and Plains markets, which they view as attractive for sustaining demand in entry level housing.
Narratiefupdate Mar 17

MHO: Affordable Midwest Markets Will Support Future Upside Potential

Analysts have reaffirmed their $165 price target on M/I Homes, pointing to the company’s exposure to relatively more affordable Midwest and Plains markets, as well as the contribution from its entry level Smart Series as key supports for the valuation. Analyst Commentary Bullish analysts highlight that the reiterated US$165 price target reflects confidence in M/I Homes’ positioning in more affordable Midwest and Plains markets, which they see as a key support for valuation.
Narratiefupdate Mar 03

MHO: Affordable Heartland Exposure And Buybacks Will Balance Margin Risks

Analysts have kept their fair value estimate for M/I Homes steady at $157, while nudging assumptions such as the discount rate and future P/E slightly as they weigh near term margin caution against potential catalysts tied to the company’s exposure to relatively more affordable Midwest and Plains markets and its Smart Series entry level product line. Analyst Commentary Bullish Takeaways Bullish analysts see the US$165 price target as supported by the company’s positioning in relatively more affordable Midwest and Plains markets, which they view as helpful for sustaining demand at current valuation levels.
Narratiefupdate Feb 17

MHO: Affordable Heartland Focus And Buybacks Will Temper Margin Uncertainty

Analysts modestly raised their price target on M/I Homes to $165, citing updated assumptions for revenue growth and P/E, along with continued confidence in the company's exposure to more affordable Midwest and Plains markets and its higher margin Smart Series entry level product. Analyst Commentary Bullish Takeaways Bullish analysts point to the new US$165 price target as reflecting confidence that current P/E assumptions are reasonable given the company’s positioning in more affordable Midwest and Plains markets.
Narratiefupdate Feb 03

MHO: Affordable Midwest Exposure Will Drive Future Upside Potential

Narrative Update: M/I Homes Price Target Reset Analysts have updated their outlook on M/I Homes with a revised price target of US$165, down from US$185, citing more cautious assumptions on discount rate, revenue growth, profit margins and future P/E. They are still highlighting potential catalysts in the company's exposure to comparatively affordable Midwest and Plains markets, as well as its higher margin Smart Series entry level offering.
Narratiefupdate Jan 20

MHO: Affordable Heartland Exposure And Repurchases Will Support Future Upside

Analysts lifted their price target on M/I Homes from US$153 to US$157, citing the company’s exposure to relatively more affordable Midwest and Plains markets, as well as the contribution from its entry level Smart Series line, as key supports for the updated view. Analyst Commentary Bullish Takeaways Bullish analysts point to the US$165 price target as reflecting confidence that the current valuation leaves room for further execution on the existing business mix.
Analyseartikel Jan 09

M/I Homes' (NYSE:MHO) Returns Have Hit A Wall

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Narratiefupdate Jan 06

MHO: Ongoing Share Repurchases Will Support Upside Despite Softer Revenue Outlook

Analysts have kept their fair value estimate for M/I Homes steady at $153.00, citing only minor tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions rather than any major shift in the underlying outlook. What's in the News M/I Homes, Inc.
Narratiefupdate Dec 19

MHO: Share Repurchases Will Support Upside Despite Softer Revenue Outlook

Analysts have trimmed their price target on M/I Homes by approximately 6 percent from about 162 dollars to 153 dollars, citing expectations for softer revenue growth, compressed profit margins, and a higher valuation multiple. Together, these factors warrant a more conservative fair value outlook.
Analyseartikel Oct 13

Improved Earnings Required Before M/I Homes, Inc. (NYSE:MHO) Shares Find Their Feet

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
Analyseartikel Sep 09

Is Now The Time To Look At Buying M/I Homes, Inc. (NYSE:MHO)?

While M/I Homes, Inc. ( NYSE:MHO ) might not have the largest market cap around , it received a lot of attention from a...
Analyseartikel Jul 21

Investors Will Want M/I Homes' (NYSE:MHO) Growth In ROCE To Persist

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Analyseartikel Jul 07

Here's Why We Think M/I Homes (NYSE:MHO) Might Deserve Your Attention Today

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analyseartikel May 13

Why Investors Shouldn't Be Surprised By M/I Homes, Inc.'s (NYSE:MHO) Low P/E

With a price-to-earnings (or "P/E") ratio of 5.7x M/I Homes, Inc. ( NYSE:MHO ) may be sending very bullish signals at...
Analyseartikel Apr 30

What Does M/I Homes, Inc.'s (NYSE:MHO) Share Price Indicate?

While M/I Homes, Inc. ( NYSE:MHO ) might not have the largest market cap around , it saw significant share price...
Analyseartikel Apr 30

Earnings Report: M/I Homes, Inc. Missed Revenue Estimates By 13%

The analysts might have been a bit too bullish on M/I Homes, Inc. ( NYSE:MHO ), given that the company fell short of...
Seeking Alpha Apr 23

M/I Homes Q1: There May Be A Lot More Pain Ahead

Summary M/I Homes, Inc. reported a disappointing Q1, with declines in revenue, profitability, and efficiency, driven by consumer uncertainty and economic conditions. Key metrics: Revenues down 7% y/y, home deliveries down 8%, new contracts down 10%, and cancellation rates up to 10%. The macroeconomic outlook remains bleak due to tariff uncertainties and potential recession, impacting demand and profitability for homebuilders like M/I Homes. Despite a 40% MHO share price drop since October highs, I am not confident in M/I Homes as an investment due to ongoing economic volatility. Read the full article on Seeking Alpha
Analyseartikel Apr 13

M/I Homes (NYSE:MHO) Might Have The Makings Of A Multi-Bagger

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Analyseartikel Apr 01

Estimating The Fair Value Of M/I Homes, Inc. (NYSE:MHO)

Key Insights The projected fair value for M/I Homes is US$97.97 based on 2 Stage Free Cash Flow to Equity Current share...
Analyseartikel Feb 16

Does M/I Homes (NYSE:MHO) Have A 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 Feb 11

M/I Homes: Homebuilders Face Greatest Crisis Since 2008

Summary M/I Homes face significant risks due to rising mortgage rates, increased reliance on rate buydowns, and deteriorating home affordability. Current economic indicators suggest a negative trend in the housing market, with elevated housing starts and permits, rising inventories, and slowing home prices. MHO's gross margins are expected to normalize, potentially reducing EPS to $6-$9.25 by 2027, far below current expectations of a rebound. Policy uncertainties, including tariffs and migrant labor availability, add further pressure, making it challenging for MHO to maintain its current profit margins and growth trajectory. Read the full article on Seeking Alpha
Seeking Alpha Jan 30

M/I Homes Earnings: Margin Pressure And Demand Challenges Mar The Outlook (Downgrade)

Summary M/I Homes faces business challenges due to high mortgage rates, pressuring demand and margins forcing the use of rate buydowns as a key strategy. Q4 sequential results showed decelerating sales, increased rate buydowns, and gross margin compression, indicating potential challenges for 2025. The potential for rising land and labor costs, coupled with cautious share repurchase plans, add further pressure on MHO's future performance and investor sentiment. Read the full article on Seeking Alpha
Analyseartikel Jan 16

With EPS Growth And More, M/I Homes (NYSE:MHO) Makes An Interesting Case

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analyseartikel Jan 01

There's No Escaping M/I Homes, Inc.'s (NYSE:MHO) Muted Earnings

With a price-to-earnings (or "P/E") ratio of 6.8x M/I Homes, Inc. ( NYSE:MHO ) may be sending very bullish signals at...
Analyseartikel Nov 16

Returns On Capital Are Showing Encouraging Signs At M/I Homes (NYSE:MHO)

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Seeking Alpha Nov 03

M/I Homes: Riding The Housing Rebound With Strong Earnings And Growth Outlook

Summary M/I Homes benefit from robust earnings, strategic market positioning, and favorable seasonality trends. Trading at a significant discount to sector peers, M/I Homes offers an appealing entry point for investors seeking value. Fed policy shifts and rising competition in affordable housing could impact buyer confidence and compress margins. Read the full article on Seeking Alpha
Analyseartikel Oct 20

Here's Why M/I Homes (NYSE:MHO) Can Manage Its Debt Responsibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyseartikel Sep 23

Is Now The Time To Put M/I Homes (NYSE:MHO) On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
User avatar
Nieuw narratief Sep 02

Millennial And Gen Z Demand Fuels Growth Amid Financial Stability And Market Challenges

Increasing demand from millennials and Gen Z indicates a promising future customer base for revenue growth.
Seeking Alpha Aug 24

M/I Homes: A Great Home For Your Cash

Summary M/I Homes stock has outperformed the S&P 500 significantly since 2022 due to how cheap shares have been. Despite revenue and profit declines in 2023, the company saw improvements in backlog and profitability in 2024. Shares are considered cheap and offer potential upside, and management is actively buying back a lot of stock. Read the full article on Seeking Alpha
Analyseartikel Aug 14

Estimating The Intrinsic Value Of M/I Homes, Inc. (NYSE:MHO)

Key Insights Using the 2 Stage Free Cash Flow to Equity, M/I Homes fair value estimate is US$136 With US$144 share...
Analyseartikel Aug 01

Earnings Beat: M/I Homes, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

A week ago, M/I Homes, Inc. ( NYSE:MHO ) came out with a strong set of quarterly numbers that could potentially lead to...
Analyseartikel Jul 26

M/I Homes, Inc. (NYSE:MHO) Shares Fly 32% But Investors Aren't Buying For Growth

The M/I Homes, Inc. ( NYSE:MHO ) share price has done very well over the last month, posting an excellent gain of 32...
Analyseartikel Jul 21

M/I Homes (NYSE:MHO) Might Have The Makings Of A Multi-Bagger

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Seeking Alpha Jun 13

M/I Homes: Economic Data Indicates Homebuilding Cycle Is Past Its Peak

Summary M/I Homes stock has dropped 8% since I last covered it, indicating that more investors see the homebuilding market peak. TTM income valuations on M/I Homes may not be wise as its margins will reverse as existing home inventories and rental vacancies continue to rise. Home affordability and existing home sales remain very low, indicating a potential downturn in new home sales. Although M/I's focus on key market regions and growing demographic segments has aided its profits, the market's shift may most impact first-time buyers. I believe MHO's valuation remains unreasonably high if we assume mortgage rates will eventually create strains on new home prices. Read the full article on Seeking Alpha
Seeking Alpha Apr 28

M/I Homes: Strong Foundations Will Allow It To Continue Growing

Summary M/I Homes is a high-quality, customer-oriented business that targets the rapidly growing sustainable houses market. It offers high margins and a very profitable cash producing business. It is cheaply valued right now. While being a fiscally conservative and with a strong balance sheet and low debt. A strong start to 2024 could mean a year of high growth is ahead. Read the full article on Seeking Alpha
Analyseartikel Apr 26

Earnings Beat: M/I Homes, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

A week ago, M/I Homes, Inc. ( NYSE:MHO ) came out with a strong set of quarterly numbers that could potentially lead to...
Analyseartikel Apr 18

Does M/I Homes (NYSE:MHO) Have A 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 Apr 09

M/I Homes: 3 Reasons To Continue To Fade The Rally

Summary M/I Homes, Inc. stock has rallied over 60% from its October lows despite high mortgage rates. That rally has started to fade recently, however. Despite a cheap P/E ratio, there are several reasons to believe the stock of this home builder will continue to succumb to additional profit taking. These include average mortgage rates north of seven percent, fading momentum and a noticeable recent uptick in insider selling. An analysis around M/I Homes follows in the paragraphs below. Read the full article on Seeking Alpha

Rendement voor aandeelhouders

MHOUS Consumer DurablesUS Markt
7D0.3%2.3%-0.3%
1Y19.8%6.1%26.7%

Rendement versus industrie: MHO overtrof de US Consumer Durables industrie, die het afgelopen jaar een rendement 6.1 % opleverde.

Rendement versus markt: MHO presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 26.7 % opleverde.

Prijsvolatiliteit

Is MHO's price volatile compared to industry and market?
MHO volatility
MHO Average Weekly Movement4.8%
Consumer Durables Industry Average Movement7.2%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

Stabiele aandelenkoers: MHO heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 5% ) van MHO is het afgelopen jaar stabiel geweest.

Over het bedrijf

OpgerichtWerknemersCEOWebsite
19761,801Bob Schottensteinwww.mihomes.com

M/I Homes, Inc. houdt zich samen met haar dochterondernemingen bezig met de bouw en verkoop van eengezinswoningen in Ohio, Indiana, Illinois, Minnesota, Michigan, Florida, Texas, North Carolina en Tennessee. Het bedrijf is actief via de segmenten Northern Homebuilding, Southern Homebuilding en Financial Services. Onder de merknaam M/I Homes ontwerpt, bouwt, verkoopt en verkoopt het bedrijf eengezinswoningen en geschakelde rijtjeshuizen aan kopers van een eerste woning, doorstromers, empty-nesters, meerdere generaties en luxe huizen.

M/I Homes, Inc. Samenvatting

Hoe verhouden de winst en inkomsten van M/I Homes zich tot de beurswaarde?
MHO fundamentele statistieken
MarktkapitalisatieUS$3.13b
Inkomsten(TTM)US$359.54m
Inkomsten(TTM)US$4.36b
9.1x
Koers/Winstverhouding
0.7x
P/S-verhouding

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
MHO resultatenrekening (TTM)
InkomstenUS$4.36b
Kosten van inkomstenUS$3.35b
BrutowinstUS$943.15m
Overige uitgavenUS$583.61m
InkomstenUS$359.54m

Laatst gerapporteerde inkomsten

Mar 31, 2026

Volgende inkomensdatum

n.v.t.

Winst per aandeel (EPS)14.05
Brutomarge21.62%
Nettowinstmarge8.24%
Schuld/Eigen Vermogen Verhouding30.0%

Hoe presteerde MHO op de lange termijn?

Bekijk historische prestaties en vergelijking

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/20 10:48
Aandelenkoers aan het einde van de dag2026/05/20 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

M/I Homes, Inc. wordt gevolgd door 5 analisten. 3 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Jay McCanlessCitizens JMP Securities, LLC
Jay McCanlessGuggenheim Securities, LLC
Buck HorneRaymond James & Associates