Smith Douglas Homes Inkomsten in het verleden
Verleden criteriumcontroles 1/6
De winst van Smith Douglas Homes is gedaald met een gemiddeld jaarlijks percentage van -53.3%, terwijl de winst van de Consumer Durables -industrie jaarlijks daalde met 6.2%. De inkomsten zijn groeide met een gemiddeld percentage van 10.2% per jaar. Het rendement op het eigen vermogen Smith Douglas Homes bedraagt 9% en de nettomarge bedraagt 0.6%.
Belangrijke informatie
-53.31%
Groei van de winst
-120.86%
Groei van de winst per aandeel
| Consumer Durables Groei van de industrie | 24.52% |
| Inkomstengroei | 10.19% |
| Rendement op eigen vermogen | 9.03% |
| Nettomarge | 0.64% |
| Laatste winstupdate | 30 Jun 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Seeking Alpha • Aug 31
Smith Douglas Homes: Decent Topline Backdrop, Offset By A Troubling Valuation Quotient
Summary Smith Douglas Homes, which has the second lowest quant rank amongst homebuilders has underperformed the broader pack by a meaningfully threshold since its listing in January 2024. While conditions in the housing market look uncertain and uneven, Smith Douglas's focus on entry level homes in the Southern markets and an emphasis on volumes could help. Cash flow generation looks in a better state, with inventory turns taking place at a quicker pace than the industry. However, SDHC's limited regard for pricing and gross profit is also going to translate to a weaker earnings base. SDHC's forward valuations look pricey vs other small-cap peers and its short and long-term charts don't support a buy now. Read the full article on Seeking Alpha
Narratiefupdate • Aug 08
SDHC: Lower Growth Outlook Will Pressure Future Returns
Analysts now place Smith Douglas Homes' fair value at $10.50, down from $11.50. This reflects updated assumptions for revenue growth, profit margins and the stock's future P/E level.
Narratiefupdate • Jul 16
SDHC: Share Buyback And Slim Margins Will Shape Future Returns
Analysts have lowered the Smith Douglas Homes price target from $19.00 to $15.00, citing updated assumptions that combine higher modeled revenue growth with much slimmer profit margins and a higher future P/E multiple. What’s in the News for Smith Douglas Homes Smith Douglas Homes completed a share repurchase of 449,604 shares, described as representing 4.99% of the company, for a total of US$5.7 million.Narratiefupdate • Jul 02
SDHC: Neutral Coverage And Margin Pressure Will Weigh On Future Returns
Analysts have trimmed their price target on Smith Douglas Homes from $14.00 to $11.50 as they factor in updated expectations for revenue growth, profit margins and a higher assumed future P/E multiple following recent Neutral-rated coverage from the Street. What’s in the News for Smith Douglas Homes Smith Douglas Homes completed a share repurchase of 449,604 shares from January 1, 2026 to March 31, 2026.
Narratiefupdate • Jun 18
SDHC: Future Returns Will Rely On Order Recovery And Ongoing Buybacks
Analysts have kept the Smith Douglas Homes fair value estimate steady at $13.13 while making only marginal tweaks to the discount rate, long term revenue growth, profit margin, and future P/E assumptions, supported by recent neutral initiations from multiple research firms. Analyst Commentary Recent coverage on Smith Douglas Homes has centered on neutral ratings, with analysts focusing on how current execution and growth expectations line up with the fair value estimate of $13.13.Narratiefupdate • Jun 01
SDHC: Future Returns Will Depend On Order Recovery And Share Buyback Execution
Analysts have trimmed the consolidated price target on Smith Douglas Homes by about $6 to $13, citing more cautious assumptions on future P/E multiples and recent target cuts following an order miss, softer Q1 guidance, and updated post earnings estimates. Analyst Commentary Bullish Takeaways Bullish analysts highlight that Q4 earnings of US$0.39 per share came in above their estimates, which they see as a sign that the company is managing current conditions and cost controls reasonably well.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Nieuw narratief • 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?Analyse-artikel • 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...Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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
Nieuw narratief • 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.Analyse-artikel • 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 AlphaAnalyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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 AlphaOpbrengsten en kosten
Opbrengsten en kosten
Hoe Smith Douglas Homes geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 30 Jun 26 | 1,002 | 6 | 144 | 0 |
| 31 Mar 26 | 953 | 9 | 143 | 0 |
| 31 Dec 25 | 971 | 11 | 140 | 0 |
| 30 Sep 25 | 998 | 11 | 145 | 0 |
| 30 Jun 25 | 1,014 | 15 | 221 | 0 |
| 31 Mar 25 | 1,011 | 16 | 142 | 0 |
| 31 Dec 24 | 975 | 16 | 136 | 0 |
| 30 Sep 24 | 905 | 42 | 121 | 0 |
| 30 Jun 24 | 825 | 70 | 32 | 0 |
| 31 Mar 24 | 786 | 97 | 100 | 0 |
| 31 Dec 23 | 765 | 123 | 92 | 0 |
| 30 Sep 23 | 771 | 135 | 92 | 0 |
| 30 Jun 23 | 780 | 139 | 90 | 0 |
| 31 Mar 23 | 761 | 139 | 85 | 0 |
| 31 Dec 22 | 755 | 140 | 83 | 0 |
| 31 Dec 21 | 519 | 63 | 64 | 0 |
Kwaliteitswinsten: SDHC heeft hoge kwaliteitsinkomsten.
Groeiende winstmarge: De huidige netto winstmarges (0.6%) SDHC } zijn lager dan vorig jaar (1.4%).
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: De winst van SDHC is de afgelopen 5 jaar met 53.3% per jaar gedaald.
Versnelling van de groei: De winstgroei SDHC is het afgelopen jaar negatief geweest en kan daarom niet worden vergeleken met het 5-jarig gemiddelde.
Winst versus industrie: SDHC had het afgelopen jaar een negatieve winstgroei ( -55.5% ), waardoor het moeilijk is om te vergelijken met het branchegemiddelde Consumer Durables ( -11.4% ).
Rendement op eigen vermogen
Hoge ROE: Het Rendement op eigen vermogen ( 9% ) van SDHC wordt als laag beschouwd.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/21 23:01 |
| Aandelenkoers aan het einde van de dag | 2026/09/21 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
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.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* 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 analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het 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
Smith Douglas Homes Corp. wordt gevolgd door 6 analisten. 6 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.
| Analist | Instelling |
|---|---|
| Rafe Jadrosich | BofA Global Research |
| Ryan Gilbert | BTIG |
| Jay McCanless | Citizens JMP Securities, LLC |