Smith Douglas Homes Corp.

NYSE:SDHC Stock Report

Market Cap: US$589.7m

Smith Douglas Homes Dividends and Buybacks

Dividend criteria checks 0/6

Smith Douglas Homes does not have a record of paying a dividend.

Key information

n/a

Dividend yield

0.2%

Buyback Yield

Total Shareholder Yield0.2%
Future Dividend Yield0%
Dividend Growthn/a
Next dividend pay daten/a
Ex dividend daten/a
Dividend per sharen/a
Payout ration/a

Recent dividend and buyback updates

Recent updates

Analysis Article May 14

What Does Smith Douglas Homes Corp.'s (NYSE:SDHC) Share Price Indicate?

Smith Douglas Homes Corp. ( NYSE:SDHC ), is not the largest company out there, but it saw significant share price...
Seeking Alpha May 13

Smith Douglas Homes Corp.: Rating Upgrade On Demand Showing Signs Of Recovery

Summary Smith Douglas Homes Corp. is upgraded from sell to hold as orders and backlog rebounded, signaling improved demand conditions. Order recovery is heavily reliant on elevated incentives and price adjustments, raising concerns about sustainability and organic demand strength. Gross margin compressed sharply to 19.6%, with lot cost pressures likely to persist and further weigh on profitability. Valuation has expanded to ~24x NTM PE, but margin risks and incentive dependency limit the case for near-term multiple expansion. Read the full article on Seeking Alpha
Narrative Update Apr 23

SDHC: Future Returns Will Depend On Order Trends And ASP Pressure

Smith Douglas Homes' average analyst price target has been adjusted lower to a range of $12 to $14 per share, as analysts incorporate reduced estimates and recent order softness following the latest earnings call, while largely maintaining neutral ratings on the stock. Analyst Commentary Recent research coverage on Smith Douglas Homes has centered on reset expectations and a more cautious stance on near term execution, with most firms starting or reiterating neutral views even as they update targets and models.
Narrative Update Apr 07

SDHC: Future Returns Will Reflect Order Trends And Margin Assumptions

Narrative Update The updated analyst price target for Smith Douglas Homes has shifted to $13.13. Analysts cite adjusted estimates following recent earnings, a lower assumed profit margin, and a higher future P/E multiple as key drivers of the change.
Narrative Update Mar 24

SDHC: Future Returns Will Reflect Order Trends And Earnings Multiples

Narrative Update on Smith Douglas Homes The analyst price target for Smith Douglas Homes is revised from $16.50 to $13.13, reflecting analysts' lower estimates and tempered expectations following Q4 order trends and Q1 guidance. Analyst Commentary Recent research updates on Smith Douglas Homes point to a more cautious stance, with several firms trimming price targets after the latest earnings call and forward guidance.
Narrative Update Mar 10

SDHC: Future Returns Will Rely On Discount Rates And Earnings Multiples

Analysts have adjusted their 12-month price target for Smith Douglas Homes down by $1 to $16.50, reflecting updated assumptions around discount rates and earnings multiples while keeping their fair value view unchanged. Analyst Commentary Recent research around the revised US$16.50 price target focuses less on a change in fundamental outlook and more on fine tuning of valuation inputs, particularly discount rates and earnings multiples.
Narrative Update Feb 22

SDHC: Future Returns Will Depend On Margins And Discount Rate Assumptions

Analysts have reduced their price target on Smith Douglas Homes by $1 to $16.50, citing updated assumptions around discount rates, long-term revenue growth, profit margins, and future P/E expectations. Analyst Commentary Bullish Takeaways Bullish analysts view the adjusted $16.50 target as still allowing room for upside if Smith Douglas Homes delivers on its revenue growth assumptions and meets current profit margin expectations.
Narrative Update Feb 08

SDHC: Future Returns Will Hinge On Execution At Reasonably Priced Levels

Analysts have reduced their price target on Smith Douglas Homes by $1 to $17, citing a reasonable valuation, solid return on equity and medium term growth prospects as key factors behind the updated view. Analyst Commentary Recent research updates around Smith Douglas Homes are giving investors a mixed but fairly balanced message, with price targets being fine tuned rather than reset in a major way.
New Narrative Feb 02

Land Light Expansion And Presale Model Will Support Future Stability For This Homebuilder

Catalysts About Smith Douglas Homes Smith Douglas Homes builds and sells affordable, quality homes across key markets in the South and broader Southeast and Southern United States. What are the underlying business or industry changes driving this perspective?
Analysis Article Jan 28

We Think Smith Douglas Homes (NYSE:SDHC) Can Stay On Top Of Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Narrative Update Jan 22

SDHC: Future Returns Will Depend On Execution Risk At Current Price Levels

Narrative Update The analyst price target for Smith Douglas Homes has been trimmed by $0.25 to $16.50 as analysts factor in updated assumptions on revenue growth, profit margins and future P/E, along with recent research pointing to a more neutral valuation stance. Analyst Commentary Recent research on Smith Douglas Homes points to a more balanced outlook, with analysts weighing solid fundamentals against valuation and execution risks.
Analysis Article Jan 10

A Look At The Fair Value Of Smith Douglas Homes Corp. (NYSE:SDHC)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Smith Douglas Homes fair value estimate is US$20.42 With...
Narrative Update Jan 07

SDHC: Future Returns Will Balance Solid Equity Efficiency And Modest Housing Demand Risks

Analysts have trimmed their price target on Smith Douglas Homes by $1 to $17, citing what they see as reasonable valuation, solid return on equity, and medium term growth prospects. Analyst Commentary JPMorgan has assumed coverage of Smith Douglas Homes with a Neutral rating and a trimmed price target of $17, down from $18.
Narrative Update Dec 19

SDHC: Future Returns Will Be Constrained By Modest Housing Demand Risks

Analysts raised their price target on Smith Douglas Homes slightly, from approximately $16.60 to $16.75 per share, citing the stock's reasonable valuation, solid return on equity profile, and strong medium term growth prospects, despite a modest reduction in a recent $18 to $17 target from Street research. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the current share price embeds a reasonable valuation relative to the company’s return on equity and growth profile.
Analysis Article Dec 13

Subdued Growth No Barrier To Smith Douglas Homes Corp. (NYSE:SDHC) With Shares Advancing 25%

Smith Douglas Homes Corp. ( NYSE:SDHC ) shareholders would be excited to see that the share price has had a great...
Narrative Update Nov 24

SDHC: Medium-Term Prospects Will Be Shaped By Housing Market Direction

Analysts have slightly lowered their fair value estimate for Smith Douglas Homes to $16.60 from $16.80. They cite modest shifts in growth outlook, valuation, and industry conditions as reasons for the updated estimate.
Narrative Update Nov 10

SDHC: Improved Earnings Prospects Will Face Near-Term Market Headwinds

Analysts have updated the fair value estimate for Smith Douglas Homes, raising the target from $16 to $17. They cite improved revenue growth and profit margin expectations, even as they remain cautious about the near-term housing market outlook.
Analysis Article Aug 19

We Think Smith Douglas Homes (NYSE:SDHC) Can Stay On Top Of Its Debt

NYSE:SDHC 1 Year Share Price vs Fair Value Explore Smith Douglas Homes's Fair Values from the Community and select...
Analysis Article Jul 23

Is Smith Douglas Homes Corp. (NYSE:SDHC) Trading At A 21% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Smith Douglas Homes fair value estimate is US$27.56 Smith...
Analysis Article Jun 16

Smith Douglas Homes (NYSE:SDHC) May Have Issues Allocating Its Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
Analysis Article Apr 24

Smith Douglas Homes Corp.'s (NYSE:SDHC) P/S Still Appears To Be Reasonable

With a median price-to-sales (or "P/S") ratio of close to 0.5x in the Consumer Durables industry in the United States...
Seeking Alpha Mar 22

Smith Douglas Homes: Earnings Growth Outlook Has Gotten Worse (Rating Downgrade)

Summary I downgrade Smith Douglas Homes Corp. to a hold rating due to worsening macroeconomic conditions and deteriorating fundamentals. Despite strong 4Q24 home closings, rising mortgage rates and land costs are negatively impacting SDHC's earnings growth outlook. SDHC's heavy use of incentives to capture demand is compressing margins, and affordability constraints are limiting effective demand. With a declining backlog and increasing cancellation rates, SDHC's valuation at 13x forward earnings appears fair, lacking upside momentum. Read the full article on Seeking Alpha
User avatar
New Narrative Jan 12

Anticipated Demand And Market Expansion Could Offset Rising Costs And Margin Pressures

Strategic expansion into new markets and increased community count are expected to drive revenue growth and market share.
Analysis Article Jan 11

Slammed 31% Smith Douglas Homes Corp. (NYSE:SDHC) Screens Well Here But There Might Be A Catch

Unfortunately for some shareholders, the Smith Douglas Homes Corp. ( NYSE:SDHC ) share price has dived 31% in the last...
Seeking Alpha Jan 09

Smith Douglas Homes: Navigating A Challenged Environment

Summary The stock of Smith Douglas Homes Corp. has been hit hard by rising mortgage rates, despite a recent 100bps reduction in the Federal Funds rate. The company focuses on building single-family homes in the southeastern U.S., targeting entry-level and empty-nest homebuyers, with a recent expansion into Greenville, SC. Q3 results were strong, with earnings beating expectations and revenues up 41% year-over-year, but analyst firms remain pessimistic. There was some insider buying in the stock in November, and at significantly higher levels than where the shares are currently trading. We take a deeper look at Smith Douglas Homes in the paragraphs below. Read the full article on Seeking Alpha
Analysis Article Nov 23

Is There An Opportunity With Smith Douglas Homes Corp.'s (NYSE:SDHC) 43% Undervaluation?

Key Insights The projected fair value for Smith Douglas Homes is US$59.21 based on 2 Stage Free Cash Flow to Equity...
Analysis Article Oct 23

We Think Smith Douglas Homes (NYSE:SDHC) Can Stay On Top Of Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Analysis Article Jul 15

Smith Douglas Homes (NYSE:SDHC) Has A Pretty Healthy Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha Jun 26

Smith Douglas Homes: Beneficiary Of The High Rates Environment

Summary SDHC operates in homebuilding industry with focus on single-family homes in key states. SDHC deserves a buy rating due to favorable macro environment. SDHC has a differentiated operating model with short build times and high customization. Read the full article on Seeking Alpha
Seeking Alpha Jan 15

Smith Douglas Homes: IPO Gate Has Opened For This Homebuilder

Summary Smith Douglas Homes has had a successful public debut, with shares priced at the higher end of the offering range as it saw decent opening day returns. The company is one of the fastest growing private homebuilder in the US, offering personalized homes at affordable prices in desirable markets. Smith Douglas Homes operates with an asset-light business model, completing most homes in transactions with land under option, making it a capital-efficient operation. Read the full article on Seeking Alpha

Stability and Growth of Payments

Fetching dividends data

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

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


Dividend Yield vs Market

Smith Douglas Homes Dividend Yield vs Market
How does SDHC dividend yield compare to the market?
SegmentDividend Yield
Company (SDHC)n/a
Market Bottom 25% (US)1.4%
Market Top 25% (US)4.3%
Industry Average (Consumer Durables)1.9%
Analyst forecast (SDHC) (up to 3 years)0%

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

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


Earnings Payout to Shareholders

Earnings Coverage: Insufficient data to calculate SDHC's payout ratio to determine if its dividend payments are covered by earnings.


Cash Payout to Shareholders

Cash Flow Coverage: Unable to calculate sustainability of dividends as SDHC has not reported any payouts.


Discover strong dividend paying companies

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/15 05:53
End of Day Share Price 2026/05/15 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

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.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Smith Douglas Homes Corp. is covered by 8 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Rafe JadrosichBofA Global Research
Ryan GilbertBTIG
Jay McCanlessCitizens JMP Securities, LLC