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BZH

Beazer Homes USANYSE:BZH Stock Report

Last Price

US$19.12

Market Cap

US$578.1m

7D

-6.0%

1Y

0.4%

Updated

26 Jan, 2022

Data

Company Financials +
BZH fundamental analysis
Snowflake Score
Valuation4/6
Future Growth3/6
Past Performance5/6
Financial Health4/6
Dividends0/6

BZH Stock Overview

Beazer Homes USA, Inc. operates as a homebuilder in the United States.

Beazer Homes USA Competitors

D.R. Horton

NYSE:DHI

US$31.9b

Lennar

NYSE:LEN

US$29.7b

NVR

NYSE:NVR

US$17.9b

PulteGroup

NYSE:PHM

US$13.4b

Price History & Performance

Summary of all time highs, changes and price drops for Beazer Homes USA
Historical stock prices
Current Share PriceUS$19.12
52 Week HighUS$26.12
52 Week LowUS$15.95
Beta1.97
1 Month Change-15.81%
3 Month Change7.96%
1 Year Change0.37%
3 Year Change63.42%
5 Year Change34.08%
Change since IPO-35.82%

Recent News & Updates

Jan 23
Here's Why Beazer Homes USA (NYSE:BZH) Can Manage Its Debt Responsibly

Here's Why Beazer Homes USA (NYSE:BZH) Can Manage Its Debt Responsibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

Jan 08
Here's Why I Think Beazer Homes USA (NYSE:BZH) Is An Interesting Stock

Here's Why I Think Beazer Homes USA (NYSE:BZH) Is An Interesting Stock

Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...

Dec 07
Is Now The Time To Look At Buying Beazer Homes USA, Inc. (NYSE:BZH)?

Is Now The Time To Look At Buying Beazer Homes USA, Inc. (NYSE:BZH)?

Beazer Homes USA, Inc. ( NYSE:BZH ), is not the largest company out there, but it received a lot of attention from a...

Shareholder Returns

BZHUS Consumer DurablesUS Market
7D-6.0%-4.6%-5.1%
1Y0.4%4.4%3.3%

Return vs Industry: BZH underperformed the US Consumer Durables industry which returned 5.2% over the past year.

Return vs Market: BZH underperformed the US Market which returned 4.2% over the past year.

Price Volatility

Is BZH's price volatile compared to industry and market?
BZH volatility
BZH Average Weekly Movement7.5%
Consumer Durables Industry Average Movement6.7%
Market Average Movement6.7%
10% most volatile stocks in US Market15.4%
10% least volatile stocks in US Market2.4%

Stable Share Price: BZH is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 7% a week.

Volatility Over Time: BZH's weekly volatility (7%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19851,052Allan Merrillhttps://www.beazer.com

Beazer Homes USA, Inc. operates as a homebuilder in the United States. It designs, constructs, and sells single-family and multi-family homes under the Beazer Homes, Gatherings, and Choice Plans names. The company sells its homes through commissioned new home sales counselors and independent brokers in Arizona, California, Nevada, Texas, Delaware, Maryland, Indiana, Tennessee, Virginia, Florida, Georgia, North Carolina, and South Carolina.

Beazer Homes USA Fundamentals Summary

How do Beazer Homes USA's earnings and revenue compare to its market cap?
BZH fundamental statistics
Market CapUS$578.09m
Earnings (TTM)US$122.18m
Revenue (TTM)US$2.14b

4.7x

P/E Ratio

0.3x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report
BZH income statement (TTM)
RevenueUS$2.14b
Cost of RevenueUS$1.74b
Gross ProfitUS$405.11m
ExpensesUS$282.93m
EarningsUS$122.18m

Last Reported Earnings

Sep 30, 2021

Next Earnings Date

Jan 27, 2022

Earnings per share (EPS)4.04
Gross Margin18.93%
Net Profit Margin5.71%
Debt/Equity Ratio145.4%

How did BZH perform over the long term?

See historical performance and comparison

Valuation

Is Beazer Homes USA undervalued compared to its fair value and its price relative to the market?

4.73x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Below Fair Value: BZH ($19.12) is trading above our estimate of fair value ($16.41)

Significantly Below Fair Value: BZH is trading above our estimate of fair value.


Price To Earnings Ratio

PE vs Industry: BZH is good value based on its PE Ratio (4.7x) compared to the US Consumer Durables industry average (9x).

PE vs Market: BZH is good value based on its PE Ratio (4.7x) compared to the US market (16.5x).


Price to Earnings Growth Ratio

PEG Ratio: BZH is good value based on its PEG Ratio (0.3x)


Price to Book Ratio

PB vs Industry: BZH is good value based on its PB Ratio (0.8x) compared to the US Consumer Durables industry average (1.9x).


Future Growth

How is Beazer Homes USA forecast to perform in the next 1 to 3 years based on estimates from 3 analysts?

14.4%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: BZH's forecast earnings growth (14.4% per year) is above the savings rate (2%).

Earnings vs Market: BZH's earnings (14.4% per year) are forecast to grow faster than the US market (13% per year).

High Growth Earnings: BZH's earnings are forecast to grow, but not significantly.

Revenue vs Market: BZH's revenue (10.5% per year) is forecast to grow faster than the US market (9.1% per year).

High Growth Revenue: BZH's revenue (10.5% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: BZH's Return on Equity is forecast to be low in 3 years time (16.4%).


Past Performance

How has Beazer Homes USA performed over the past 5 years?

40.4%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: BZH has high quality earnings.

Growing Profit Margin: BZH's current net profit margins (5.7%) are higher than last year (2.5%).


Past Earnings Growth Analysis

Earnings Trend: BZH's earnings have grown significantly by 40.4% per year over the past 5 years.

Accelerating Growth: BZH's earnings growth over the past year (129.2%) exceeds its 5-year average (40.4% per year).

Earnings vs Industry: BZH earnings growth over the past year (129.2%) exceeded the Consumer Durables industry 74.2%.


Return on Equity

High ROE: BZH's Return on Equity (16.9%) is considered low.


Financial Health

How is Beazer Homes USA's financial position?


Financial Position Analysis

Short Term Liabilities: BZH's short term assets ($1.8B) exceed its short term liabilities ($228.1M).

Long Term Liabilities: BZH's short term assets ($1.8B) exceed its long term liabilities ($1.1B).


Debt to Equity History and Analysis

Debt Level: BZH's net debt to equity ratio (111.4%) is considered high.

Reducing Debt: BZH's debt to equity ratio has reduced from 207.2% to 145.4% over the past 5 years.

Debt Coverage: BZH's debt is not well covered by operating cash flow (3%).

Interest Coverage: BZH's interest payments on its debt are well covered by EBIT (53.1x coverage).


Balance Sheet


Dividend

What is Beazer Homes USA current dividend yield, its reliability and sustainability?


Dividend Yield vs Market

Notable Dividend: Unable to evaluate BZH's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.

High Dividend: Unable to evaluate BZH's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.


Stability and Growth of Payments

Stable Dividend: Insufficient data to determine if BZH's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if BZH's dividend payments have been increasing.


Current Payout to Shareholders

Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: No need to calculate the sustainability of BZH's dividend in 3 years as they are not forecast to pay a notable one for the US market.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

8.6yrs

Average management tenure


CEO

Allan Merrill (55 yo)

10.58yrs

Tenure

US$5,515,019

Compensation

Mr. Allan P. Merrill serves as an Independent Director of Federal Home Loan Mortgage Corporation (also known as Freddie Mac) since September 1, 2020. He has been the Chief Executive Officer and President o...


CEO Compensation Analysis

Compensation vs Market: Allan's total compensation ($USD5.52M) is above average for companies of similar size in the US market ($USD1.70M).

Compensation vs Earnings: Allan's compensation has been consistent with company performance over the past year.


Leadership Team

Experienced Management: BZH's management team is seasoned and experienced (8.6 years average tenure).


Board Members

Experienced Board: BZH's board of directors are considered experienced (5.5 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Beazer Homes USA, Inc.'s employee growth, exchange listings and data sources


Key Information

  • Name: Beazer Homes USA, Inc.
  • Ticker: BZH
  • Exchange: NYSE
  • Founded: 1985
  • Industry: Homebuilding
  • Sector: Consumer Durables
  • Implied Market Cap: US$578.093m
  • Shares outstanding: 30.23m
  • Website: https://www.beazer.com

Number of Employees


Location

  • Beazer Homes USA, Inc.
  • 1000 Abernathy Road
  • Suite 260
  • Atlanta
  • Georgia
  • 30328
  • United States

Listings


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2022/01/26 00:55
End of Day Share Price2022/01/25 00:00
Earnings2021/09/30
Annual Earnings2021/09/30


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.