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Beazer Homes USA, Inc.NYSE:BZH Aktierapport

Marknadsvärde US$643.8m
Aktiekurs
US$24.36
US$26
6.3% undervärderad intrinsisk rabatt
1Y17.5%
7D10.1%
1D
Portföljens värde
Utsikt

Beazer Homes USA, Inc.

NYSE:BZH Aktierapport

Börsvärde: US$643.8m

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Beazer Homes USA, Inc. Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för Beazer Homes USA
Historiska aktiekurser
Aktuell aktiekursUS$24.36
52 veckors högstaUS$28.33
52 veckors lägstaUS$17.83
Beta2.15
1 månads förändring8.51%
3 månaders förändring-7.38%
1 års förändring17.51%
3 års förändring17.00%
5 års förändring2.31%
Förändring sedan börsintroduktionen-18.23%

Senaste nyheter och uppdateringar

Uppdatering av berättelse May 15

BZH: Margin Execution And Buybacks Will Support Returns After Rebuffed Cash Bid

Analysts trimmed their price target on Beazer Homes USA by $1 to reflect updated views on growth, profitability, and valuation inputs, while still viewing the stock’s risk and return profile as supported by underlying margin assumptions and P/E expectations. Analyst Commentary Bullish analysts acknowledge the slightly lower price target, but still see the risk and return setup as anchored by the same core assumptions that supported the previous view.
Seeking Alpha May 12

Beazer Homes USA: The Hostile Buyout Situation Is Complicated

Summary Beazer Homes USA, Inc. received a $25.75 all-cash buyout offer from Dream Finders Homes, but rejected the offer. The takeover situation has quickly become hostile. The offer highlights BZH's weak comparative performance as a standalone company, but also the stock's massive discount to book value. BZH's earnings have plummeted, reflecting a weak macroeconomic backdrop but also the company's weak ability to generate results on its assets. I estimate BZH stock to have a fair value of $23.10. Read the full article on Seeking Alpha

Recent updates

Uppdatering av berättelse May 15

BZH: Margin Execution And Buybacks Will Support Returns After Rebuffed Cash Bid

Analysts trimmed their price target on Beazer Homes USA by $1 to reflect updated views on growth, profitability, and valuation inputs, while still viewing the stock’s risk and return profile as supported by underlying margin assumptions and P/E expectations. Analyst Commentary Bullish analysts acknowledge the slightly lower price target, but still see the risk and return setup as anchored by the same core assumptions that supported the previous view.
Seeking Alpha May 12

Beazer Homes USA: The Hostile Buyout Situation Is Complicated

Summary Beazer Homes USA, Inc. received a $25.75 all-cash buyout offer from Dream Finders Homes, but rejected the offer. The takeover situation has quickly become hostile. The offer highlights BZH's weak comparative performance as a standalone company, but also the stock's massive discount to book value. BZH's earnings have plummeted, reflecting a weak macroeconomic backdrop but also the company's weak ability to generate results on its assets. I estimate BZH stock to have a fair value of $23.10. Read the full article on Seeking Alpha
Uppdatering av berättelse May 01

BZH: NOL Protections Will Support Value Through Potential Antitrust Probe

Analysts now hold Beazer Homes USA's fair value estimate steady at $26.00. This reflects unchanged views on the discount rate, revenue growth, profit margin, and future P/E assumptions for the stock.
Uppdatering av berättelse Apr 17

BZH: NOL Safeguards And Buybacks Will Support Value Through Antitrust Probe

Analysts have kept their fair value estimate for Beazer Homes USA steady at $26.00, reflecting unchanged assumptions on discount rate, revenue growth, profit margin, and future P/E that together support a consistent longer term price target view. What's in the News The Trump administration and Justice Department are reported to be considering an antitrust probe into homebuilders, which could include publicly traded companies such as Beazer Homes USA (Bloomberg).
Uppdatering av berättelse Apr 03

BZH: Buybacks And Tax Asset Protection Will Support Returns Through Antitrust Probe

Analysts have maintained their price target for Beazer Homes USA at $30.00, based on updated assumptions that indicate slightly higher revenue growth and profit margins, along with a modestly lower future P/E multiple supporting this unchanged view. What's in the News The White House is reported to be exploring a potential antitrust probe into homebuilders, which could include publicly traded companies in the sector (Bloomberg).
Uppdatering av berättelse Mar 19

BZH: Buybacks And Tax Asset Preservation Will Support Returns Through Antitrust Probe

Analysts have slightly adjusted their view on Beazer Homes USA, keeping the fair value target at $30.00 while refining assumptions for revenue growth, profit margin, and future P/E. Together, these updated assumptions support a steady price target rather than a major reset.
Uppdatering av berättelse Mar 05

BZH: NOL Protections And Buybacks Will Offset Potential Antitrust Headwinds

Analysts have adjusted their price views on Beazer Homes USA, reflecting updated assumptions that include a fair value of $26.00, a discount rate of 12.33%, revenue growth of 14.36%, a profit margin of 4.21%, and a forward P/E of 6.46x. What's in the News The U.S. Justice Department is reported to be considering an antitrust probe into homebuilders, which could affect publicly traded firms in the sector including Beazer Homes USA (Bloomberg).
Uppdatering av berättelse Feb 18

BZH: Buybacks And Tax Asset Protection Will Offset Antitrust Investigation Risks

Analysts have kept their $30.00 price target on Beazer Homes USA steady, citing slightly higher modeled revenue growth of about 14.8% and a modestly higher future P/E assumption of roughly 4.6x. These are partly offset by a small reduction in projected profit margins and a slightly lower discount rate.
Analysartikel Feb 05

Beazer Homes USA's (NYSE:BZH) Soft Earnings Don't Show The Whole Picture

Beazer Homes USA, Inc.'s ( NYSE:BZH ) earnings announcement last week didn't impress shareholders. However, our...
Uppdatering av berättelse Feb 04

BZH: Share Buybacks And Tax Asset Protection Will Support Future Earnings Power

Analysts now see Beazer Homes USA as closer to fairly valued. They are keeping the fair value estimate at $30.0 while updating their assumptions to reflect higher expected revenue growth, wider profit margins, and a lower future P/E multiple.
Analysartikel Feb 01

US$26.00: That's What Analysts Think Beazer Homes USA, Inc. (NYSE:BZH) Is Worth After Its Latest Results

The analysts might have been a bit too bullish on Beazer Homes USA, Inc. ( NYSE:BZH ), given that the company fell...
Uppdatering av berättelse Jan 21

BZH: NOL Protection Measures And Completed Buyback Will Support Future Upside

Analysts have kept their price target for Beazer Homes USA steady at about US$26.00. This reflects unchanged views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.
Analysartikel Jan 13

Beazer Homes USA's (NYSE:BZH) Returns On Capital Not Reflecting Well On The Business

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Uppdatering av berättelse Jan 07

BZH: Future NOL Protection And Completed Buyback May Support Upside Potential

Analysts now place their price target for Beazer Homes USA at US$26.00, down from US$30.75. They cite updated assumptions around a higher discount rate, a revenue growth outlook of about 8.99%, a profit margin estimate near 3.47%, and a future P/E closer to 8.69x.
Uppdatering av berättelse Dec 19

BZH: Rising Housing Policy Tailwinds Will Support Future Earnings Power

Analysts have reduced their price target on Beazer Homes USA from 41 dollars to 30 dollars. This reflects expectations for slightly higher revenue growth but lower profit margins and valuation multiples.
Analysartikel Oct 14

There Is A Reason Beazer Homes USA, Inc.'s (NYSE:BZH) Price Is Undemanding

With a price-to-earnings (or "P/E") ratio of 9.4x Beazer Homes USA, Inc. ( NYSE:BZH ) may be sending bullish signals at...
Analysartikel Sep 23

Beazer Homes USA (NYSE:BZH) Has No Shortage Of Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysartikel Jul 23

Returns At Beazer Homes USA (NYSE:BZH) Are On The Way Up

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Analysartikel Jul 03

Investors Don't See Light At End Of Beazer Homes USA, Inc.'s (NYSE:BZH) Tunnel

With a price-to-earnings (or "P/E") ratio of 7.4x Beazer Homes USA, Inc. ( NYSE:BZH ) may be sending very bullish...
Analysartikel May 03

An Intrinsic Calculation For Beazer Homes USA, Inc. (NYSE:BZH) Suggests It's 36% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Beazer Homes USA fair value estimate is US$33.20 Beazer Homes...
Analysartikel Mar 31

Little Excitement Around Beazer Homes USA, Inc.'s (NYSE:BZH) Earnings

With a price-to-earnings (or "P/E") ratio of 5.1x Beazer Homes USA, Inc. ( NYSE:BZH ) may be sending very bullish...
Analysartikel Mar 05

Does Beazer Homes USA (NYSE:BZH) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Seeking Alpha Feb 09

Beazer Homes: Cheap, But Facing Considerable Headwinds

Summary Beazer Homes USA faces significant headwinds, including high mortgage rates and low levels of housing affordability, which can impact sales and profit margins. That said, the stock sells at five times trailing earnings, has an improving balance sheet and significant planned community growth. Which way will the stock head in 2025? An analysis follows in the paragraphs below. Read the full article on Seeking Alpha
Analysartikel Feb 06

There's Been No Shortage Of Growth Recently For Beazer Homes USA's (NYSE:BZH) Returns On Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
Analysartikel Dec 06

Lacklustre Performance Is Driving Beazer Homes USA, Inc.'s (NYSE:BZH) Low P/E

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 20x, you may...
Seeking Alpha Nov 26

Beazer Homes: Growth Ambitions May Be Derailed By Macro Forces

Summary Beazer Homes faces challenges with high interest rates, lower buyer affordability, and increased construction costs, leading to skepticism about its growth plans. Despite a revenue increase in fiscal 2024, rising costs caused a drop in gross profit and operating income, straining cash flow. The company plans to expand its inventory and community developments, but lower backlog and higher cancellation rates pose risks. BZH's low P/E ratio is attractive, but free cash flow burn combined with a desire to deleverage has me concerned about dilution. Read the full article on Seeking Alpha
Analysartikel Nov 08

Here's Why Beazer Homes USA (NYSE:BZH) Is Weighed Down By Its Debt Load

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysartikel Oct 07

Beazer Homes USA (NYSE:BZH) Is Doing The Right Things To Multiply Its Share Price

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
User avatar
Ny berättelse Sep 24

Expanding Communities And Embracing Zero Energy Ready Homes To Fuel Exceptional Growth And Investor Attraction

Expanding community count and focusing on Zero Energy Ready homes are key strategies for driving revenue growth and improving sales margins through sustainability.
Seeking Alpha Aug 29

Beazer Homes: A Cautiously Optimistic Year Ahead

Summary Beazer Homes USA, Inc.'s Q3 results met expectations, finally showing improving revenues year-on-year, but still showing a weakening gross margin. The implied Q4 outlook was significantly lowered, but I believe that the lowering was already anticipated. The short-term macroeconomic outlook stands cloudy, but falling interest rates should aid Beazer Homes' demand in the midterm, as the company sees a good FY2025 ahead. Beazer Homes stock remains undervalued on a discounted cash flow model basis, as well as compared to its relative P/B. Read the full article on Seeking Alpha
Analysartikel Aug 09

Earnings Troubles May Signal Larger Issues for Beazer Homes USA (NYSE:BZH) Shareholders

Investors were disappointed by Beazer Homes USA, Inc.'s ( NYSE:BZH ) latest earnings release. We did some analysis, and...
Analysartikel Jul 15

Investors Don't See Light At End Of Beazer Homes USA, Inc.'s (NYSE:BZH) Tunnel

With a price-to-earnings (or "P/E") ratio of 5.8x Beazer Homes USA, Inc. ( NYSE:BZH ) may be sending very bullish...
Seeking Alpha Jun 24

Beazer Homes USA: Time For An Upgrade

Summary Beazer Homes USA stock has surged 89.5% since July 2022, outperforming the S&P 500. Despite mixed financial performance, the company is showing improvements in closings, backlog, and net new orders. With the stock trading at a low valuation and potential catalysts on the horizon, an upgrade to a 'strong buy' is warranted. Read the full article on Seeking Alpha
Analysartikel Jun 04

Beazer Homes USA (NYSE:BZH) Might Have The Makings Of A Multi-Bagger

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Analysartikel Apr 09

Improved Earnings Required Before Beazer Homes USA, Inc. (NYSE:BZH) Shares Find Their Feet

Beazer Homes USA, Inc.'s ( NYSE:BZH ) price-to-earnings (or "P/E") ratio of 6x might make it look like a strong buy...
Seeking Alpha Apr 01

Beazer Homes: Valuation Is Half Of Peers

Summary Beazer’s struggles for a decade and a half caused investors to leave it for dead. The company has since turned around with 3 strong years under its belt and big growth plans. Yet Beazer trades at close to a 50% discount to peers, a relic of the past but not the current or future. Read the full article on Seeking Alpha
Analysartikel Feb 19

Here's Why Beazer Homes USA (NYSE:BZH) Is Weighed Down By Its Debt Load

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Feb 06

Beazer Homes: Value Play Or Value Trap?

Summary Beazer Homes performed well in 2023 despite a challenging year for existing home sales and high mortgage rates. Headwinds seem to be building for the home building sector, but BZH sells for less than seven times earnings and has a solid balance sheet. An analysis around Beazer Homes stock follows in the paragraphs below. Read the full article on Seeking Alpha
Analysartikel Dec 27

There's No Escaping Beazer Homes USA, Inc.'s (NYSE:BZH) Muted Earnings Despite A 32% Share Price Rise

The Beazer Homes USA, Inc. ( NYSE:BZH ) share price has done very well over the last month, posting an excellent gain...
Analysartikel Dec 15

Beazer Homes USA (NYSE:BZH) Is Looking To Continue Growing Its Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
Seeking Alpha Nov 23

Beazer Homes: Balance Sheet Improvements, Q4 2023 Results, And Undervalued

Summary Beazer Homes reported impressive Q4 2023 results, including high earnings per share, free cash flow, and balance sheet improvements. Despite high mortgage rates, Beazer Homes expects another strong year in 2024. The stock is undervalued and trading below book value, making it a strong buy. Read the full article on Seeking Alpha
Seeking Alpha Oct 19

Beazer Homes USA: Cost Reduction Initiatives, Beneficial Expectations, And Undervalued

Summary Beazer Homes USA reported impressive expectations for Q4 2023, including sales pace growth, backlog conversion, and beneficial figures for 2023. The company operates in 13 states and offers a range of homes for different price options and categories. Market analysts expect double-digit net sales growth, operating margin growth, and positive free cash flow in the coming years, indicating potential for the stock price to increase. Read the full article on Seeking Alpha

Aktieägarnas avkastning

BZHUS Consumer DurablesUS Marknad
7D10.1%6.4%1.1%
1Y17.5%8.4%28.7%

Avkastning vs industri: BZH översteg US Consumer Durables branschen som gav 8.4 % under det senaste året.

Avkastning vs Marknaden: BZH presterade sämre än US marknaden som gav 28.7 % under det senaste året.

Prisvolatilitet

Is BZH's price volatile compared to industry and market?
BZH volatility
BZH Average Weekly Movement12.4%
Consumer Durables Industry Average Movement7.2%
Market Average Movement7.2%
10% most volatile stocks in US Market16.5%
10% least volatile stocks in US Market3.1%

Stabil aktiekurs: BZH s aktiekurs har varit volatil under de senaste 3 månaderna jämfört med marknaden för US.

Volatilitet över tid: BZH s veckovolatilitet ( 12% ) har varit stabil under det senaste året, men är fortfarande högre än 75 % av US aktier.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
19851,018Allan Merrillwww.beazer.com

Beazer Homes USA, Inc. är verksamt som husbyggare i USA. Företaget designar, bygger och säljer enfamiljshus, bostadsrätter, villor och duetthus under varumärkena Beazer Homes, Gatherings och Choice Plans. Det säljer också sina hem genom kommissionerade nya hemförsäljningsrådgivare och oberoende fastighetsmäklare.

Beazer Homes USA, Inc. Sammanfattning av grunderna

Hur förhåller sig Beazer Homes USA:s resultat och omsättning till dess börsvärde?
BZH grundläggande statistik
BörsvärdeUS$643.80m
Vinst(TTM)-US$3.82m
Intäkter(TTM)US$2.11b
0.3x
P/S-förhållande
-168.5x
P/E-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
BZH resultaträkning (TTM)
IntäkterUS$2.11b
Kostnad för intäkterUS$1.83b
BruttovinstUS$281.44m
Övriga kostnaderUS$285.26m
Intäkter-US$3.82m

Senast redovisade vinst

Mar 31, 2026

Nästa vinstdatum

n/a

Vinst per aktie (EPS)-0.14
Bruttomarginal13.33%
Nettovinstmarginal-0.18%
Skuld/egenkapitalförhållande104.7%

Hur har BZH utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/24 15:28
Aktiekurs vid dagens slut2026/05/22 00:00
Intäkter2026/03/31
Årlig intjäning2025/09/30

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Beazer Homes USA, Inc. bevakas av 13 analytiker. 3 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Jonathan EllisBofA Global Research
Tyler BatoryBrean Capital Historical (Janney Montgomery)
Rohit SethB. Riley Securities, Inc.