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$18.28|
|52 Week High||US$12.07|
|52 Week Low||US$26.12|
|1 Month Change||-3.74%|
|3 Month Change||-6.21%|
|1 Year Change||35.31%|
|3 Year Change||71.97%|
|5 Year Change||58.13%|
|Change since IPO||-38.64%|
Recent News & Updates
Beazer Homes: Stop Hoarding Cash And Return It To Shareholders
Homebuilder Beazer Homes is trading at 5x EPS and has half its market cap in excess cash on its balance sheet. Interest rates are likely to remain low for long, aiding the housing market and preserving the earnings power of the company. The stock offers 60% upside if management can immediately take steps to return cash to shareholders.
Do Beazer Homes USA's (NYSE:BZH) Earnings Warrant Your Attention?
It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
Beazer Homes USA, Inc. 2021 Q2 - Results - Earnings Call Presentation
The following slide deck was published by Beazer Homes USA, Inc. in conjunction with their 2021 Q2 earnings call.
Beazer Homes USA (NYSE:BZH) Seems To Use Debt Quite Sensibly
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
|BZH||US Consumer Durables||US Market|
Return vs Industry: BZH exceeded the US Consumer Durables industry which returned 32.8% over the past year.
Return vs Market: BZH exceeded the US Market which returned 32.8% over the past year.
Stable Share Price: BZH is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 6% a week.
Volatility Over Time: BZH's weekly volatility (6%) has been stable over the past year.
About the Company
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, Indiana, Maryland, Tennessee, Virginia, Florida, Georgia, North Carolina, and South Carolina.
Beazer Homes USA Fundamentals Summary
|BZH fundamental statistics|
Is BZH overvalued?See Fair Value and valuation analysis
Earnings & Revenue
|BZH income statement (TTM)|
|Cost of Revenue||US$1.83b|
Last Reported Earnings
Jun 30, 2021
Next Earnings Date
|Earnings per share (EPS)||3.27|
|Net Profit Margin||4.40%|
How did BZH perform over the long term?See historical performance and comparison
Is Beazer Homes USA undervalued compared to its fair value and its price relative to the market?
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: BZH ($18.28) is trading above our estimate of fair value ($14.8)
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 (5.6x) compared to the US Consumer Durables industry average (11.2x).
PE vs Market: BZH is good value based on its PE Ratio (5.6x) compared to the US market (18.1x).
Price to Earnings Growth Ratio
PEG Ratio: BZH is good value based on its PEG Ratio (0.7x)
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 (2.1x).
How is Beazer Homes USA forecast to perform in the next 1 to 3 years based on estimates from 3 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: BZH's forecast earnings growth (8.2% per year) is above the savings rate (2%).
Earnings vs Market: BZH's earnings (8.2% per year) are forecast to grow slower than the US market (15% per year).
High Growth Earnings: BZH's earnings are forecast to grow, but not significantly.
Revenue vs Market: BZH's revenue (4.9% per year) is forecast to grow slower than the US market (9.8% per year).
High Growth Revenue: BZH's revenue (4.9% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: Insufficient data to determine if BZH's Return on Equity is forecast to be high in 3 years time
How has Beazer Homes USA performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: BZH has high quality earnings.
Growing Profit Margin: BZH's current net profit margins (4.4%) are higher than last year (1.4%).
Past Earnings Growth Analysis
Earnings Trend: BZH's earnings have declined by 6% per year over the past 5 years.
Accelerating Growth: BZH's earnings growth over the past year (216%) exceeds its 5-year average (-6% per year).
Earnings vs Industry: BZH earnings growth over the past year (216%) exceeded the Consumer Durables industry 77.1%.
Return on Equity
High ROE: BZH's Return on Equity (14.6%) is considered low.
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 ($228.9M).
Long Term Liabilities: BZH's short term assets ($1.8B) exceed its long term liabilities ($1.2B).
Debt to Equity History and Analysis
Debt Level: BZH's debt to equity ratio (164.8%) is considered high.
Reducing Debt: BZH's debt to equity ratio has reduced from 222.7% to 164.8% over the past 5 years.
Debt Coverage: BZH's debt is well covered by operating cash flow (27.8%).
Interest Coverage: BZH's interest payments on its debt are well covered by EBIT (28.1x coverage).
What is Beazer Homes USA current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Notable Dividend: Unable to evaluate BZH's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.
High Dividend: Unable to evaluate BZH's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if BZH's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if BZH's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of BZH's dividend in 3 years as they are not forecast to pay a notable one for the US market.
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Allan Merrill (55 yo)
Mr. Allan P. Merrill serves as an Independent Director of Federal Home Loan Mortgage Corporation (also known as Freddie Mac) since September 1, 2020. He has been the Chief Executive Officer and President o...
CEO Compensation Analysis
Compensation vs Market: Allan's total compensation ($USD7.09M) is above average for companies of similar size in the US market ($USD1.68M).
Compensation vs Earnings: Allan's compensation has increased by more than 20% in the past year.
Experienced Management: BZH's management team is seasoned and experienced (8.3 years average tenure).
Experienced Board: BZH's board of directors are not considered experienced ( 2.4 years average tenure), which suggests a new board.
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.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Beazer Homes USA, Inc.'s employee growth, exchange listings and data sources
- Name: Beazer Homes USA, Inc.
- Ticker: BZH
- Exchange: NYSE
- Founded: 1985
- Industry: Homebuilding
- Sector: Consumer Durables
- Market Cap: US$549.663m
- Shares outstanding: 30.07m
- Website: https://www.beazer.com
Number of Employees
- Beazer Homes USA, Inc.
- 1000 Abernathy Road
- Suite 260
- United States
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2021/09/27 22:56|
|End of Day Share Price||2021/09/27 00:00|
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.