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Beazer Homes USA, Inc. Stock Price

NYSE:BZH Community·US$643.8m 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$24.36
24.36 (0.00%)
US$26.00
Fair Value
US$24.36
24.36 (0.00%)
6.3% undervalued intrinsic discount
US$26.00
Fair Value
Price US$24.36
AnalystConsensusTarget US$26.00
AnalystHighTarget US$30.00
AnalystLowTarget US$23.00

BZH Community Narratives

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Fair Value US$26 6.3% undervalued intrinsic discount

Millennial Demand And Energy Efficient Homes Will Expand Communities

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·
Fair Value US$30 18.8% undervalued intrinsic discount

Persistent US Underbuilding And Demographic Tailwinds Will Expand Home Markets

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·
Fair Value US$23 5.9% overvalued intrinsic discount

Increasing Mortgage Rates And Aging Demographics Will Depress Home Sales

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US$30
18.8% undervalued intrinsic discount
Profit Margin
8.94%
Future PE
3.29x
Price in 2029
US$42.15
US$23
5.9% 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 Rebuffed Cash Bid

Fair Value: US$30 18.8% undervalued intrinsic discount
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BZH: NOL Protections Will Support Value Through Potential Antitrust Probe

Fair Value: US$26 6.3% undervalued intrinsic discount
3 users have set this as their fair value
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Increasing Mortgage Rates And Aging Demographics Will Depress Home Sales

Fair Value: US$23 5.9% overvalued intrinsic discount
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Snowflake Analysis

Undervalued with reasonable 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

Narrative Update May 15

BZH: Margin Execution And Buybacks Will Support Returns After Rebuffed Cash Bid

Analysts trimmed their price target on Beazer Homes USA by $1 to reflect updated views on growth, profitability, and valuation inputs, while still viewing the stock’s risk and return profile as supported by underlying margin assumptions and P/E expectations. Analyst Commentary Bullish analysts acknowledge the slightly lower price target, but still see the risk and return setup as anchored by the same core assumptions that supported the previous view.
Seeking Alpha May 12

Beazer Homes USA: The Hostile Buyout Situation Is Complicated

Summary Beazer Homes USA, Inc. received a $25.75 all-cash buyout offer from Dream Finders Homes, but rejected the offer. The takeover situation has quickly become hostile. The offer highlights BZH's weak comparative performance as a standalone company, but also the stock's massive discount to book value. BZH's earnings have plummeted, reflecting a weak macroeconomic backdrop but also the company's weak ability to generate results on its assets. I estimate BZH stock to have a fair value of $23.10. Read the full article on Seeking Alpha

Recent updates

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