| Snowflake Score | |
|---|---|
| Valuation | 4/6 |
| Future Growth | 3/6 |
| Past Performance | 5/6 |
| Financial Health | 4/6 |
| Dividends | 0/6 |
BZH Stock Overview
Beazer Homes USA, Inc. operates as a homebuilder in the United States.
Beazer Homes USA Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$19.12 |
| 52 Week High | US$26.12 |
| 52 Week Low | US$15.95 |
| Beta | 1.97 |
| 1 Month Change | -15.81% |
| 3 Month Change | 7.96% |
| 1 Year Change | 0.37% |
| 3 Year Change | 63.42% |
| 5 Year Change | 34.08% |
| Change since IPO | -35.82% |
Recent News & Updates
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...
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...
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
| BZH | US Consumer Durables | US Market | |
|---|---|---|---|
| 7D | -6.0% | -4.6% | -5.1% |
| 1Y | 0.4% | 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
| BZH volatility | |
|---|---|
| BZH Average Weekly Movement | 7.5% |
| Consumer Durables Industry Average Movement | 6.7% |
| Market Average Movement | 6.7% |
| 10% most volatile stocks in US Market | 15.4% |
| 10% least volatile stocks in US Market | 2.4% |
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
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1985 | 1,052 | Allan Merrill | https://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
| BZH fundamental statistics | |
|---|---|
| Market Cap | US$578.09m |
| Earnings (TTM) | US$122.18m |
| Revenue (TTM) | US$2.14b |
4.7x
P/E Ratio0.3x
P/S RatioIs BZH overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| BZH income statement (TTM) | |
|---|---|
| Revenue | US$2.14b |
| Cost of Revenue | US$1.74b |
| Gross Profit | US$405.11m |
| Expenses | US$282.93m |
| Earnings | US$122.18m |
Last Reported Earnings
Sep 30, 2021
Next Earnings Date
Jan 27, 2022
| Earnings per share (EPS) | 4.04 |
| Gross Margin | 18.93% |
| Net Profit Margin | 5.71% |
| Debt/Equity Ratio | 145.4% |
How did BZH perform over the long term?
See historical performance and comparisonValuation
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
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2022/01/26 00:55 |
| End of Day Share Price | 2022/01/25 00:00 |
| Earnings | 2021/09/30 |
| Annual Earnings | 2021/09/30 |
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.