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Meritage Homes Corporation Stock Price

NYSE:MTH Community·US$4.6b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 16 Fair Values set on narratives written by author

MTH Share Price Performance

US$69.43
-6.85 (-8.98%)
US$80.25
Fair Value
US$69.43
-6.85 (-8.98%)
13.5% undervalued intrinsic discount
US$80.25
Fair Value
Price US$69.43
AnalystConsensusTarget US$80.25
AnalystLowTarget US$72.00
AnalystHighTarget US$95.00

MTH Community Narratives

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Fair Value US$80.25 13.5% undervalued intrinsic discount

Sun Belt Homebuilders Will See Continued Demand Amid Rate and Margin Pressures

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·
Fair Value US$72 3.6% undervalued intrinsic discount

Rising Costs And Demographic Shifts Will Bleed US Housing Value

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1users have followed this narrative
·
Fair Value US$95 26.9% undervalued intrinsic discount

Energy Efficiency And Demographic Tailwinds Will Sustain Housing Demand

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US$72
3.6% undervalued intrinsic discount
Revenue
4.92% p.a.
Profit Margin
7.57%
Future PE
10.34x
Price in 2029
US$93.02
US$80.25
13.5% undervalued intrinsic discount
Revenue
4.31% p.a.
Profit Margin
7.11%
Future PE
12.48x
Price in 2029
US$102.92
US$95
26.9% undervalued intrinsic discount
Revenue
4.35% p.a.
Profit Margin
8.8%
Future PE
12.34x
Price in 2029
US$123.69

Trending Discussion

No trending discussion available.

Updated Narratives

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MTH: Acquisition Appeal And Credit Constraints Will Guide Fairly Valued Shares

Fair Value: US$72 3.6% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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MTH: Buybacks And Consolidation Floor Will Shape Balanced Future Return Potential

Fair Value: US$80.25 13.5% undervalued intrinsic discount
6 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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MTH: Buybacks And Dividend Yield Will Support Future Housing Upside

Fair Value: US$95 26.9% undervalued intrinsic discount
0 users have set this as their fair value
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Snowflake Analysis

Flawless balance sheet and undervalued.

1 Risk
3 Rewards

Meritage Homes Corporation Key Details

US$5.4b

Revenue

US$4.4b

Cost of Revenue

US$985.3m

Gross Profit

US$656.1m

Other Expenses

US$329.3m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
5.05
18.28%
6.11%
36.5%
View Full Analysis

About MTH

Founded
1985
Employees
1860
CEO
Phillippe Lord
WebsiteView website
www.meritagehomes.com

Meritage Homes Corporation, together with its subsidiaries, designs and builds single-family attached and detached homes in the United States. The company operates through two segments: Homebuilding and Financial Services. It acquires and develops land; and constructs, markets, and sells homes for entry-level and first move-up buyers in Arizona, California, Colorado, Utah, Texas, Alabama, Florida, Georgia, Mississippi, North Carolina, South Carolina, and Tennessee. The company also provides title and escrow, mortgage, insurance, title insurance, and closing/settlement services to its homebuyers. Meritage Homes Corporation was founded in 1985 and is based in Scottsdale, Arizona.

Recent MTH News & Updates

Narrative Update Aug 16

MTH: Acquisition Appeal And Credit Constraints Will Guide Fairly Valued Shares

Analysts have nudged their Meritage Homes fair value estimate higher to $72 from $69, reflecting updated second-quarter modeling, slightly revised discount rate and margin assumptions, a higher future P/E, and ongoing attention on the stock as a potential acquisition target. Analyst Commentary Recent Street research on Meritage Homes has centered on how investors should balance potential acquisition interest with credit quality and execution risk.

Recent updates

No updates