M/I Homes (MHO) Hisse Özeti
M/I Homes, Inc. iştirakleriyle birlikte Ohio, Indiana, Illinois, Minnesota, Michigan, Florida, Teksas, Kuzey Carolina ve Tennessee'de müstakil konut inşaatı ve satışı yapmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 5/6 |
| Gelecekteki Büyüme | 1/6 |
| Geçmiş Performans | 2/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
MHO Community Fair Values
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Analyst Price Targets
M/I Homes, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$156.84 |
| 52 Haftanın En Yüksek Seviyesi | US$163.66 |
| 52 Haftanın En Düşük Seviyesi | US$110.95 |
| Beta | 1.6 |
| 1 Aylık Değişim | 14.21% |
| 3 Aylık Değişim | 27.87% |
| 1 Yıllık Değişim | 35.86% |
| 3 Yıllık Değişim | 94.30% |
| 5 Yıllık Değişim | 174.87% |
| Halka arzdan bu yana değişim | 2,082.12% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • Jul 03
MHO: Balance Sheet Strength And Buybacks Will Support Future Risk Reward Balance
The analyst price target for M/I Homes has been raised from $157 to about $163, as analysts incorporate a slightly lower discount rate, updated profit margin assumptions, and a higher future P/E multiple, supported by recent research highlighting the company's balance sheet and ongoing share buybacks. Analyst Commentary Recent research on M/I Homes highlights a mix of optimism around balance sheet strength and capital returns, alongside some caution that has led to at least one downgrade.
Anlatı Güncellemesi • Jun 18
MHO: Buybacks And AI Land Sourcing Will Support Future Stock Resilience
Analysts have kept their $165 price target for M/I Homes steady, citing only modest tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions after the recent downgrade at Seaport Research. What's in the News for M/I Homes M/I Homes reported that from January 1, 2026 to March 31, 2026, the company repurchased 359,000 shares for US$50.07 million, representing 1.39% of its shares under the current authorization.Anlatı Güncellemesi • Jun 04
MHO: AI Land Sourcing And Buybacks Will Support Future Upside
Analysts have maintained their $165 price target on M/I Homes, noting only slight adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions following recent research, including the downgrade at Seaport Research. What's in the News M/I Homes is partnering with Prophetic to roll out an AI native land acquisition platform across multiple markets.Recent updates
Anlatı Güncellemesi • Jul 03
MHO: Balance Sheet Strength And Buybacks Will Support Future Risk Reward Balance
The analyst price target for M/I Homes has been raised from $157 to about $163, as analysts incorporate a slightly lower discount rate, updated profit margin assumptions, and a higher future P/E multiple, supported by recent research highlighting the company's balance sheet and ongoing share buybacks. Analyst Commentary Recent research on M/I Homes highlights a mix of optimism around balance sheet strength and capital returns, alongside some caution that has led to at least one downgrade.Anlatı Güncellemesi • Jun 18
MHO: Buybacks And AI Land Sourcing Will Support Future Stock Resilience
Analysts have kept their $165 price target for M/I Homes steady, citing only modest tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions after the recent downgrade at Seaport Research. What's in the News for M/I Homes M/I Homes reported that from January 1, 2026 to March 31, 2026, the company repurchased 359,000 shares for US$50.07 million, representing 1.39% of its shares under the current authorization.Anlatı Güncellemesi • Jun 04
MHO: AI Land Sourcing And Buybacks Will Support Future Upside
Analysts have maintained their $165 price target on M/I Homes, noting only slight adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions following recent research, including the downgrade at Seaport Research. What's in the News M/I Homes is partnering with Prophetic to roll out an AI native land acquisition platform across multiple markets.Anlatı Güncellemesi • May 19
MHO: Buybacks And Execution Assumptions Will Support Future Upside
Analysts now set a $165 price target for M/I Homes, with the change framed around updated views on discount rates, revenue growth, profit margins, and future P/E assumptions following recent research commentary, including a downgrade at Seaport Research. Analyst Commentary Recent research commentary on M/I Homes focuses on how updated assumptions for discount rates, revenue trends, margins, and future P/E multiples feed into the new US$165 price target.Anlatı Güncellemesi • Apr 29
MHO: Discount Rate Shift And Buybacks Will Support Future Upside
Analysts have adjusted their price target on M/I Homes to $165, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E following the recent downgrade at Seaport Research. Analyst Commentary Bullish analysts are focusing on how the revised $165 price target lines up with their updated assumptions on discount rate, revenue trajectory, profit margins, and the future P/E multiple.Seeking Alpha • Apr 22
M/I Homes Q1 Review: The Inflection Point May Have Moved
Summary M/I Homes, Inc. reported Q1 revenues of $921M, down 5.7% y/y, with gross margins declining 400bps to 22%. New contracts rose 3% and cancellation rates improved, but backlog units and average home prices continued to fall. Profitability remains pressured, with Q1 GAAP EPS at $2.55 versus $3.98 last year; backlog sales value dropped to $1.2B. I remain cautious, as macro uncertainty and elevated mortgage rates could delay a true inflection point for MHO. Read the full article on Seeking AlphaAnlatı Güncellemesi • Apr 15
MHO: Share Repurchases And Execution Discipline Will Support Future Upside
Analysts have kept their $165 price target for M/I Homes unchanged, reflecting a slightly higher discount rate and modest adjustments to revenue growth, profit margin, and future P/E assumptions following recent research that includes a downgrade at Seaport Research. Analyst Commentary Recent research signals a mixed but still constructive tone around M/I Homes, with the unchanged $165 target framed against tweaks to modeling inputs such as discount rate, revenue, margins, and future P/E assumptions.Anlatı Güncellemesi • Apr 01
MHO: Affordable Heartland Focus Will Support Returns Despite Near Term Margin Concerns
Analysts have modestly raised their price target on M/I Homes to $165, citing the company's exposure to relatively more affordable Midwest and Plains markets and the contribution of its Smart Series entry level product to gross margins. Analyst Commentary Bullish Takeaways Bullish analysts see the US$165 price target as supported by the company’s focus on relatively more affordable Midwest and Plains markets, which they view as attractive for sustaining demand in entry level housing.Anlatı Güncellemesi • Mar 17
MHO: Affordable Midwest Markets Will Support Future Upside Potential
Analysts have reaffirmed their $165 price target on M/I Homes, pointing to the company’s exposure to relatively more affordable Midwest and Plains markets, as well as the contribution from its entry level Smart Series as key supports for the valuation. Analyst Commentary Bullish analysts highlight that the reiterated US$165 price target reflects confidence in M/I Homes’ positioning in more affordable Midwest and Plains markets, which they see as a key support for valuation.Anlatı Güncellemesi • Mar 03
MHO: Affordable Heartland Exposure And Buybacks Will Balance Margin Risks
Analysts have kept their fair value estimate for M/I Homes steady at $157, while nudging assumptions such as the discount rate and future P/E slightly as they weigh near term margin caution against potential catalysts tied to the company’s exposure to relatively more affordable Midwest and Plains markets and its Smart Series entry level product line. Analyst Commentary Bullish Takeaways Bullish analysts see the US$165 price target as supported by the company’s positioning in relatively more affordable Midwest and Plains markets, which they view as helpful for sustaining demand at current valuation levels.Anlatı Güncellemesi • Feb 17
MHO: Affordable Heartland Focus And Buybacks Will Temper Margin Uncertainty
Analysts modestly raised their price target on M/I Homes to $165, citing updated assumptions for revenue growth and P/E, along with continued confidence in the company's exposure to more affordable Midwest and Plains markets and its higher margin Smart Series entry level product. Analyst Commentary Bullish Takeaways Bullish analysts point to the new US$165 price target as reflecting confidence that current P/E assumptions are reasonable given the company’s positioning in more affordable Midwest and Plains markets.Anlatı Güncellemesi • Feb 03
MHO: Affordable Midwest Exposure Will Drive Future Upside Potential
Narrative Update: M/I Homes Price Target Reset Analysts have updated their outlook on M/I Homes with a revised price target of US$165, down from US$185, citing more cautious assumptions on discount rate, revenue growth, profit margins and future P/E. They are still highlighting potential catalysts in the company's exposure to comparatively affordable Midwest and Plains markets, as well as its higher margin Smart Series entry level offering.Anlatı Güncellemesi • Jan 20
MHO: Affordable Heartland Exposure And Repurchases Will Support Future Upside
Analysts lifted their price target on M/I Homes from US$153 to US$157, citing the company’s exposure to relatively more affordable Midwest and Plains markets, as well as the contribution from its entry level Smart Series line, as key supports for the updated view. Analyst Commentary Bullish Takeaways Bullish analysts point to the US$165 price target as reflecting confidence that the current valuation leaves room for further execution on the existing business mix.Analiz Makalesi • Jan 09
M/I Homes' (NYSE:MHO) Returns Have Hit A Wall
To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...Anlatı Güncellemesi • Jan 06
MHO: Ongoing Share Repurchases Will Support Upside Despite Softer Revenue Outlook
Analysts have kept their fair value estimate for M/I Homes steady at $153.00, citing only minor tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions rather than any major shift in the underlying outlook. What's in the News M/I Homes, Inc.Anlatı Güncellemesi • Dec 19
MHO: Share Repurchases Will Support Upside Despite Softer Revenue Outlook
Analysts have trimmed their price target on M/I Homes by approximately 6 percent from about 162 dollars to 153 dollars, citing expectations for softer revenue growth, compressed profit margins, and a higher valuation multiple. Together, these factors warrant a more conservative fair value outlook.Analiz Makalesi • Oct 13
Improved Earnings Required Before M/I Homes, Inc. (NYSE:MHO) Shares Find Their Feet
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...Analiz Makalesi • Sep 09
Is Now The Time To Look At Buying M/I Homes, Inc. (NYSE:MHO)?
While M/I Homes, Inc. ( NYSE:MHO ) might not have the largest market cap around , it received a lot of attention from a...Analiz Makalesi • Jul 21
Investors Will Want M/I Homes' (NYSE:MHO) Growth In ROCE To Persist
To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...Analiz Makalesi • Jul 07
Here's Why We Think M/I Homes (NYSE:MHO) Might Deserve Your Attention Today
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Analiz Makalesi • May 13
Why Investors Shouldn't Be Surprised By M/I Homes, Inc.'s (NYSE:MHO) Low P/E
With a price-to-earnings (or "P/E") ratio of 5.7x M/I Homes, Inc. ( NYSE:MHO ) may be sending very bullish signals at...Analiz Makalesi • Apr 30
What Does M/I Homes, Inc.'s (NYSE:MHO) Share Price Indicate?
While M/I Homes, Inc. ( NYSE:MHO ) might not have the largest market cap around , it saw significant share price...Analiz Makalesi • Apr 30
Earnings Report: M/I Homes, Inc. Missed Revenue Estimates By 13%
The analysts might have been a bit too bullish on M/I Homes, Inc. ( NYSE:MHO ), given that the company fell short of...Seeking Alpha • Apr 23
M/I Homes Q1: There May Be A Lot More Pain Ahead
Summary M/I Homes, Inc. reported a disappointing Q1, with declines in revenue, profitability, and efficiency, driven by consumer uncertainty and economic conditions. Key metrics: Revenues down 7% y/y, home deliveries down 8%, new contracts down 10%, and cancellation rates up to 10%. The macroeconomic outlook remains bleak due to tariff uncertainties and potential recession, impacting demand and profitability for homebuilders like M/I Homes. Despite a 40% MHO share price drop since October highs, I am not confident in M/I Homes as an investment due to ongoing economic volatility. Read the full article on Seeking AlphaAnaliz Makalesi • Apr 13
M/I Homes (NYSE:MHO) 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 01
Estimating The Fair Value Of M/I Homes, Inc. (NYSE:MHO)
Key Insights The projected fair value for M/I Homes is US$97.97 based on 2 Stage Free Cash Flow to Equity Current share...Analiz Makalesi • Feb 16
Does M/I Homes (NYSE:MHO) Have A 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 • Feb 11
M/I Homes: Homebuilders Face Greatest Crisis Since 2008
Summary M/I Homes face significant risks due to rising mortgage rates, increased reliance on rate buydowns, and deteriorating home affordability. Current economic indicators suggest a negative trend in the housing market, with elevated housing starts and permits, rising inventories, and slowing home prices. MHO's gross margins are expected to normalize, potentially reducing EPS to $6-$9.25 by 2027, far below current expectations of a rebound. Policy uncertainties, including tariffs and migrant labor availability, add further pressure, making it challenging for MHO to maintain its current profit margins and growth trajectory. Read the full article on Seeking AlphaSeeking Alpha • Jan 30
M/I Homes Earnings: Margin Pressure And Demand Challenges Mar The Outlook (Downgrade)
Summary M/I Homes faces business challenges due to high mortgage rates, pressuring demand and margins forcing the use of rate buydowns as a key strategy. Q4 sequential results showed decelerating sales, increased rate buydowns, and gross margin compression, indicating potential challenges for 2025. The potential for rising land and labor costs, coupled with cautious share repurchase plans, add further pressure on MHO's future performance and investor sentiment. Read the full article on Seeking AlphaAnaliz Makalesi • Jan 16
With EPS Growth And More, M/I Homes (NYSE:MHO) Makes An Interesting Case
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Analiz Makalesi • Jan 01
There's No Escaping M/I Homes, Inc.'s (NYSE:MHO) Muted Earnings
With a price-to-earnings (or "P/E") ratio of 6.8x M/I Homes, Inc. ( NYSE:MHO ) may be sending very bullish signals at...Analiz Makalesi • Nov 16
Returns On Capital Are Showing Encouraging Signs At M/I Homes (NYSE:MHO)
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Seeking Alpha • Nov 03
M/I Homes: Riding The Housing Rebound With Strong Earnings And Growth Outlook
Summary M/I Homes benefit from robust earnings, strategic market positioning, and favorable seasonality trends. Trading at a significant discount to sector peers, M/I Homes offers an appealing entry point for investors seeking value. Fed policy shifts and rising competition in affordable housing could impact buyer confidence and compress margins. Read the full article on Seeking AlphaAnaliz Makalesi • Oct 20
Here's Why M/I Homes (NYSE:MHO) Can Manage Its Debt Responsibly
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analiz Makalesi • Sep 23
Is Now The Time To Put M/I Homes (NYSE:MHO) On Your Watchlist?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Yeni Anlatı • Sep 02
Millennial And Gen Z Demand Fuels Growth Amid Financial Stability And Market Challenges
Increasing demand from millennials and Gen Z indicates a promising future customer base for revenue growth.Seeking Alpha • Aug 24
M/I Homes: A Great Home For Your Cash
Summary M/I Homes stock has outperformed the S&P 500 significantly since 2022 due to how cheap shares have been. Despite revenue and profit declines in 2023, the company saw improvements in backlog and profitability in 2024. Shares are considered cheap and offer potential upside, and management is actively buying back a lot of stock. Read the full article on Seeking AlphaAnaliz Makalesi • Aug 14
Estimating The Intrinsic Value Of M/I Homes, Inc. (NYSE:MHO)
Key Insights Using the 2 Stage Free Cash Flow to Equity, M/I Homes fair value estimate is US$136 With US$144 share...Analiz Makalesi • Aug 01
Earnings Beat: M/I Homes, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
A week ago, M/I Homes, Inc. ( NYSE:MHO ) came out with a strong set of quarterly numbers that could potentially lead to...Analiz Makalesi • Jul 26
M/I Homes, Inc. (NYSE:MHO) Shares Fly 32% But Investors Aren't Buying For Growth
The M/I Homes, Inc. ( NYSE:MHO ) share price has done very well over the last month, posting an excellent gain of 32...Analiz Makalesi • Jul 21
M/I Homes (NYSE:MHO) Might Have The Makings Of A Multi-Bagger
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Seeking Alpha • Jun 13
M/I Homes: Economic Data Indicates Homebuilding Cycle Is Past Its Peak
Summary M/I Homes stock has dropped 8% since I last covered it, indicating that more investors see the homebuilding market peak. TTM income valuations on M/I Homes may not be wise as its margins will reverse as existing home inventories and rental vacancies continue to rise. Home affordability and existing home sales remain very low, indicating a potential downturn in new home sales. Although M/I's focus on key market regions and growing demographic segments has aided its profits, the market's shift may most impact first-time buyers. I believe MHO's valuation remains unreasonably high if we assume mortgage rates will eventually create strains on new home prices. Read the full article on Seeking AlphaSeeking Alpha • Apr 28
M/I Homes: Strong Foundations Will Allow It To Continue Growing
Summary M/I Homes is a high-quality, customer-oriented business that targets the rapidly growing sustainable houses market. It offers high margins and a very profitable cash producing business. It is cheaply valued right now. While being a fiscally conservative and with a strong balance sheet and low debt. A strong start to 2024 could mean a year of high growth is ahead. Read the full article on Seeking AlphaHissedar Getirileri
| MHO | US Consumer Durables | US Pazar | |
|---|---|---|---|
| 7D | -3.8% | -1.4% | 1.6% |
| 1Y | 35.9% | 9.2% | 18.6% |
Getiri vs. Endüstri: MHO geçen yıl % 9.2 oranında getiri sağlayan US Consumer Durables sektörünü aştı.
Getiri vs Piyasa: MHO geçen yıl % 18.6 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| MHO volatility | |
|---|---|
| MHO Average Weekly Movement | 5.3% |
| Consumer Durables Industry Average Movement | 7.1% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: MHO son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: MHO 'nin haftalık oynaklığı ( 5% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1976 | 1,801 | Bob Schottenstein | www.mihomes.com |
M/I Homes, Inc. iştirakleri ile birlikte Ohio, Indiana, Illinois, Minnesota, Michigan, Florida, Texas, Kuzey Carolina ve Tennessee'de müstakil konut inşaatı ve satışı yapmaktadır. Şirket, Northern Homebuilding, Southern Homebuilding ve Financial Services segmentleri aracılığıyla faaliyet göstermektedir. Şirket ayrıca M/I Homes markası altında ilk kez, taşınan, boş dönem, çok nesilli ve lüks ev alıcılarına müstakil evler ve bitişik şehir evleri tasarlar, inşa eder, pazarlar ve satar.
M/I Homes, Inc. Temel Bilgiler Özeti
| MHO temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$4.01b |
| Kazançlar(TTM) | US$359.54m |
| Gelir(TTM) | US$4.36b |
11.2x
F/K Oranı0.9x
P/S OranıMHO aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| MHO gelir tablosu (TTM) | |
|---|---|
| Gelir | US$4.36b |
| Gelir Maliyeti | US$3.35b |
| Brüt Kâr | US$943.15m |
| Diğer Giderler | US$583.61m |
| Kazançlar | US$359.54m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
Jul 29, 2026
| Hisse başına kazanç (EPS) | 14.05 |
| Brüt Marj | 21.62% |
| Net Kâr Marjı | 8.24% |
| Borç/Özkaynak Oranı | 30.0% |
MHO uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/05 11:33 |
| Gün Sonu Hisse Fiyatı | 2026/07/02 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
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.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* 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
M/I Homes, Inc. 6 Bu analistlerden 4, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Jay McCanless | Citizens JMP Securities, LLC |
| Zhiger Kurmet | Freedom Broker |
| Jay McCanless | Guggenheim Securities, LLC |