Smith Douglas Homes Förvaltning
Förvaltning kriterier kontrolleras 2/4
Smith Douglas Homes VD är Gregory Bennett, utsedd i Dec 2019, har en mandatperiod på 6.42 år. totala årliga ersättningen är $ 3.34M, bestående av 30% lön 70% bonusar, inklusive företagsaktier och optioner. äger direkt 2.61% av företagets aktier, värda $ 15.13M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 1.8 år respektive 2.9 år.
Viktig information
Gregory Bennett
Verkställande direktör
US$3.3m
Total ersättning
| VD-lön i procent | 29.98% |
| Anställning som VD | 6.4yrs |
| Ägande av VD | 2.6% |
| Ledningens genomsnittliga anställningstid | 1.8yrs |
| Styrelsens genomsnittliga mandatperiod | 2.9yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • May 15
SDHC: Future Returns Will Hinge On Order Trends Despite Lowered Expectations
Analysts have trimmed their average price targets on Smith Douglas Homes by several dollars toward the low to mid teens, citing reduced estimates after the latest earnings call, softer order trends, and a more cautious view reflected in multiple Neutral and Underperform ratings. Analyst Commentary Bullish Takeaways Bullish analysts point to Q4 earnings of US$0.39 per share, which came in above their estimates, as evidence that recent execution has held up better than some expectations.Analysartikel • 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 AlphaUppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Ny berättelse • 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?Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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
Ny berättelse • 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.Analysartikel • 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 AlphaAnalysartikel • 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...Analysartikel • 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...Analysartikel • 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 AlphaSeeking 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 AlphaAnalys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$9m |
| Dec 31 2025 | US$3m | US$1m | US$11m |
| Sep 30 2025 | n/a | n/a | US$11m |
| Jun 30 2025 | n/a | n/a | US$15m |
| Mar 31 2025 | n/a | n/a | US$16m |
| Dec 31 2024 | US$6m | US$980k | US$16m |
| Sep 30 2024 | n/a | n/a | US$42m |
| Jun 30 2024 | n/a | n/a | US$70m |
| Mar 31 2024 | n/a | n/a | US$97m |
| Dec 31 2023 | US$2m | US$250k | US$123m |
| Sep 30 2023 | n/a | n/a | US$135m |
| Jun 30 2023 | n/a | n/a | US$139m |
| Mar 31 2023 | n/a | n/a | US$139m |
| Dec 31 2022 | US$1m | US$250k | US$140m |
Ersättning vs marknad: Gregory s total kompensation ($USD 3.34M ) är ungefär genomsnittet för företag av liknande storlek på US marknaden ($USD 2.67M ).
Ersättning vs inkomst: Ersättningen från Gregory har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Gregory Bennett (59 yo)
6.4yrs
Anställning
US$3,335,083
Kompensation
Mr. Gregory S. Bennett has been President and Chief Executive Officer of Smith Douglas Homes Corp. since December 2019 and has been its Vice Chairman and Director since June 20, 2023. Mr. Bennett served as...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Founder & Executive Chairman | 2.9yrs | US$1.25m | 0.71% $ 4.1m | |
| President | 6.4yrs | US$3.34m | 2.61% $ 15.1m | |
| Executive VP & CFO | 9.3yrs | US$1.84m | 0.85% $ 5.0m | |
| Vice President of Operations | no data | inga uppgifter | inga uppgifter | |
| SVP of Accounting & Finance | no data | inga uppgifter | inga uppgifter | |
| Chief Information Officer | less than a year | inga uppgifter | inga uppgifter | |
| VP, General Counsel & Secretary | 7.8yrs | US$544.96k | 0.12% $ 671.3k | |
| Executive Vice President | less than a year | inga uppgifter | inga uppgifter | |
| Vice President of Human Resources | no data | inga uppgifter | inga uppgifter | |
| President of Central Georgia Division | 1.8yrs | inga uppgifter | inga uppgifter | |
| President of Ridgeland Mortgage | 1.3yrs | inga uppgifter | inga uppgifter | |
| Regional President of Southeast | less than a year | inga uppgifter | inga uppgifter |
1.8yrs
Genomsnittlig anställningstid
56.5yo
Genomsnittlig ålder
Erfaren ledning: SDHC s ledningsgrupp anses inte vara erfaren ( 1.8 års genomsnittlig anställningstid), vilket föreslår ett nytt team.
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Founder & Executive Chairman | 2.9yrs | US$1.25m | 0.71% $ 4.1m | |
| President | 2.9yrs | US$3.34m | 2.61% $ 15.1m | |
| Lead Independent Director | 2.9yrs | US$255.01k | 0.31% $ 1.8m | |
| Independent Director | 2.3yrs | US$220.01k | 0.090% $ 521.9k | |
| Director | 2.9yrs | US$215.01k | 0.13% $ 770.3k | |
| Independent Director | 2.9yrs | US$230.01k | 0.090% $ 521.9k | |
| Independent Director | 2.3yrs | US$230.01k | 0.17% $ 1.0m | |
| Independent Director | 2.3yrs | US$210.01k | 0.043% $ 248.3k |
2.9yrs
Genomsnittlig anställningstid
65yo
Genomsnittlig ålder
Erfaren styrelse: SDHC s styrelse anses inte vara erfaren ( 2.9 års genomsnittlig mandatperiod), vilket föreslår en ny styrelse.
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/21 06:58 |
| Aktiekurs vid dagens slut | 2026/05/21 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
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.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* 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
Smith Douglas Homes Corp. bevakas av 8 analytiker. 7 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Rafe Jadrosich | BofA Global Research |
| Ryan Gilbert | BTIG |
| Jay McCanless | Citizens JMP Securities, LLC |