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Beazer Homes USA, Inc. Stock Price

NYSE:BZH Community·US$830.1m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 10 Fair Values set on narratives written by author

BZH Share Price Performance

US$31.89
7.54 (30.97%)
US$25.00
Fair Value
US$31.89
7.54 (30.97%)
27.6% overvalued intrinsic discount
US$25.00
Fair Value
Price US$31.89
AnalystConsensusTarget US$25.00
AnalystHighTarget US$30.00
AnalystLowTarget US$23.00

BZH Community Narratives

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Fair Value US$25 27.6% overvalued intrinsic discount

Millennial Demand And Energy Efficient Homes Will Expand Communities

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Fair Value US$30 6.3% overvalued intrinsic discount

Persistent US Underbuilding And Demographic Tailwinds Will Expand Home Markets

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Fair Value US$23 38.7% overvalued intrinsic discount

Increasing Mortgage Rates And Aging Demographics Will Depress Home Sales

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US$23
38.7% overvalued intrinsic discount
Revenue
2% p.a.
Profit Margin
3.54%
Future PE
9.46x
Price in 2028
US$31.68

Trending Discussion

Updated Narratives

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BZH: Margin Execution And Buybacks Will Support Returns After Rejected Cash Offer

Fair Value: US$30 6.3% overvalued intrinsic discount
0 users have set this as their fair value
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BZH: Fair Value View Will Reflect Rebuffed Bid And Updated Profit Outlook

Fair Value: US$25 27.6% overvalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
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Increasing Mortgage Rates And Aging Demographics Will Depress Home Sales

Fair Value: US$23 38.7% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Undervalued with moderate growth potential.

2 Risks
3 Rewards

Beazer Homes USA, Inc. Key Details

US$2.1b

Revenue

US$1.8b

Cost of Revenue

US$281.4m

Gross Profit

US$285.3m

Other Expenses

-US$3.8m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-0.14
13.33%
-0.18%
104.7%
View Full Analysis

About BZH

Founded
1985
Employees
1018
CEO
Allan Merrill
WebsiteView website
www.beazer.com

Beazer Homes USA, Inc. operates as a homebuilder in the United States. The company designs, constructs, and sells single-family, condominiums, villas, and duets homes under the Beazer Homes, Gatherings, and Choice Plans brands. It also sells its homes through commissioned new home sales counselors and independent realtors. Beazer Homes USA, Inc. was founded in 1985 and is headquartered in Atlanta, Georgia.

Recent BZH News & Updates

Seeking Alpha Jun 25

Beazer Homes USA: Aggressive Construction Plans Given Weak Demand

Summary Beazer Homes USA remains a "Sell" due to aggressive expansion, weak demand, and rising leverage, despite recent share price strength and M&A interest. The new housing bill offers limited near-term benefit to BZH, as supply incentives may worsen already sluggish sales and margin pressure. BZH's community count expansion and reliance on spec homes risk excess inventory, lower margins, and SG&A inefficiency in a high-rate, low-demand environment. With debt/capital at 49% and likely losses this year, BZH is poorly positioned versus peers; I expect shares to return to the $22 area. Read the full article on Seeking Alpha
Narrative Update Jun 18

BZH: Margin Execution And Buybacks Will Support Returns After Rejected Cash Offer

Analysts have trimmed their price target on Beazer Homes USA stock by $1 to reflect updated views on its revenue growth, profit margin outlook, and assumed future P/E multiple. What’s in the News for Beazer Homes USA Dream Finders Homes is reported by Bloomberg to be preparing a US$25.75 per share cash offer to acquire Beazer Homes USA, valuing the deal at about US$704m, according to people cited in the report.

Recent updates

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