Beazer Homes USA, Inc.

NYSE:BZH Stok Raporu

Piyasa değeri: US$741.3m

Beazer Homes USA Temettüler ve Geri Alımlar

Temettü kriter kontrolleri 0/6

Beazer Homes USA şirketinin temettü ödeme geçmişi bulunmamaktadır.

Anahtar bilgiler

n/a

Temettü verimi

8.2%

Geri Alım Getirisi

Toplam Hissedar Getirisi8.2%
Gelecekteki Temettü Verimin/a
Temettü Büyümesin/a
Bir sonraki temettü ödeme tarihin/a
Eski temettü tarihin/a
Hisse başına temettün/a
Ödeme oranın/a

Son temettü ve geri alım güncellemeleri

Recent updates

Seeking Alpha Jun 25

Beazer Homes USA: Aggressive Construction Plans Given Weak Demand

Summary Beazer Homes USA remains a "Sell" due to aggressive expansion, weak demand, and rising leverage, despite recent share price strength and M&A interest. The new housing bill offers limited near-term benefit to BZH, as supply incentives may worsen already sluggish sales and margin pressure. BZH's community count expansion and reliance on spec homes risk excess inventory, lower margins, and SG&A inefficiency in a high-rate, low-demand environment. With debt/capital at 49% and likely losses this year, BZH is poorly positioned versus peers; I expect shares to return to the $22 area. Read the full article on Seeking Alpha
Anlatı Güncellemesi Jun 18

BZH: Margin Execution And Buybacks Will Support Returns After Rejected Cash Offer

Analysts have trimmed their price target on Beazer Homes USA stock by $1 to reflect updated views on its revenue growth, profit margin outlook, and assumed future P/E multiple. What’s in the News for Beazer Homes USA Dream Finders Homes is reported by Bloomberg to be preparing a US$25.75 per share cash offer to acquire Beazer Homes USA, valuing the deal at about US$704m, according to people cited in the report.
Anlatı Güncellemesi Jun 03

BZH: Fair Value View Will Reflect Rebuffed Bid And Updated Profit Outlook

Analysts have trimmed their price target on Beazer Homes USA by $1 to $25, citing updated assumptions for revenue growth, profit margins, and a higher future P/E multiple in recent research. What's in the News Dream Finders Homes is reported by Bloomberg to be close to announcing an offer to acquire Beazer Homes for about US$704 million, or US$25.75 per share, according to people cited in recent coverage.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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
Yeni Anlatı 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
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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

Ödemelerde İstikrar ve Büyüme

Temettü verilerini getirme

İstikrarlı Temettü: BZH şirketinin hisse başına düşen temettülerinin geçmişte istikrarlı olup olmadığını belirlemek için yeterli veri yok.

Büyüyen Temettü: BZH şirketinin temettü ödemelerinin artıp artmadığını belirlemek için yeterli veri yok.


Piyasaya Karşı Temettü Getirisi

Beazer Homes USA Piyasaya Karşı Temettü Getirisi
BZH temettü verimi piyasa ile karşılaştırıldığında nasıldır?
SegmentTemettü Verimi
Şirket (BZH)n/a
Pazarın Alt %25'i (US)1.4%
Pazarın En İyi %25'i (US)4.2%
Sektör Ortalaması (Consumer Durables)1.5%
Analist tahmini (BZH) (3 yıla kadar)n/a

Önemli Temettü: BZH şirketinin temettü getirisi, şirketin yakın zamanda herhangi bir ödeme bildirmemesi nedeniyle, temettü ödeyenlerin en alttaki %25'lik dilimine göre değerlendirilemiyor.

Yüksek Temettü: Şirketin yakın zamanda herhangi bir ödeme bildirmemesi nedeniyle, BZH şirketinin temettü getirisi, temettü ödeyenlerin en üst %25'ine göre değerlendirilemiyor.


Hissedarlara Ödenen Kazanç

Kazanç Kapsamı: BZH şirketinin temettü ödemelerinin kazançlarla karşılanıp karşılanmadığını belirlemek için ödeme oranını hesaplamak üzere yeterli veri yok.


Hissedarlara Nakit Ödeme

Nakit Akışı Kapsamı: BZH herhangi bir ödeme bildirmediğinden temettülerin sürdürülebilirliği hesaplanamıyor.


Güçlü temettü ödeyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/01 23:07
Gün Sonu Hisse Fiyatı2026/07/01 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/09/30

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Beazer Homes USA, Inc. 13 Bu analistlerden 3, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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