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Millrose Properties, Inc. Stock Price

NYSE:MRP Community·US$5.0b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 27 Fair Values set on narratives written by author

MRP Share Price Performance

US$30.33
-1.48 (-4.65%)
US$38.60
Fair Value
US$30.33
-1.48 (-4.65%)
21.4% undervalued intrinsic discount
US$38.60
Fair Value
Price US$30.33
AnalystConsensusTarget US$38.60

MRP Community Narratives

·
Fair Value US$38.6 21.4% undervalued intrinsic discount

Long-Term Housing Undersupply And AI Underwriting Will Support Strong Future Performance

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US$38.6
21.4% undervalued intrinsic discount
Revenue
39.21% p.a.
Profit Margin
61.81%
Future PE
11.76x
Price in 2028
US$48.55

Trending Discussion

No trending discussion available.

Updated Narratives

MRP logo

Long-Term Housing Undersupply And AI Underwriting Will Support Strong Future Performance

Fair Value: US$38.6 21.4% undervalued intrinsic discount
11 users have set this as their fair value
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Snowflake Analysis

Very undervalued with solid track record.

2 Risks
5 Rewards

Millrose Properties, Inc. Key Details

US$760.5m

Revenue

US$111.7m

Cost of Revenue

US$648.8m

Gross Profit

US$172.7m

Other Expenses

US$476.1m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
2.87
85.31%
62.60%
42.6%
View Full Analysis

About MRP

Founded
n/a
Employees
n/a
CEO
Darren Lewis Richman
WebsiteView website
millroseproperties.com

Millrose Properties, Inc. is the premier permanent capital solution for residential homebuilders and developers. The company specializes in the acquisition, financing and development of residential land through long-term, capital-efficient structures. The company also provides homebuilders with a predictable, just-in-time supply of finished homesites – the scarcest and mission-critical resource in the homebuilding industry. Millrose utilizes a proprietary technology platform that provides real-time feedback and data analytics to drive acquisition decisions. Every transaction in the Millrose portfolio undergoes rigorous independent due diligence to ensure attractive yields and long-term viability. By enabling an asset-light model, Millrose provides its diverse roster of homebuilder partners with the strategic flexibility to maintain production volumes and optimize balance sheet efficiency across all market environments. Millrose Properties, Inc.is based in Miami, United States.

Recent MRP News & Updates

Seeking Alpha Aug 04

Millrose Properties: A Secure Dividend And Capital Appreciation Potential

Summary Millrose Properties offers a secure 10.8% dividend yield, with shares presenting over 10% upside to fair value and a total return potential exceeding 20%. MRP’s business model, akin to selling out-of-the-money put options on housing, is insulated from builder terminations unless home prices decline by over 10%-15%. Portfolio diversification away from Lennar continues, with non-Lennar deals now at $2.8 billion and a weighted portfolio yield of 9.2%. MRP’s 100% payout policy limits future dividend growth, but the current high yield and margin cushion support a continued 'Buy' rating. Read the full article on Seeking Alpha

Recent updates

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