BEAZER HOMES USA, INC. |
Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
| 27.7 USD | +2.55% |
|
-2.64% | -18.02% |
| May. 02 | B. Riley Securities Adjusts Beazer Homes USA's PT to $38 From $42, Keeps Buy Rating | MT |
| May. 01 | Earnings Flash (BZH) BEAZER HOMES USA Posts Q2 Revenue $541.5M, vs. Street Est of $569.9M | MT |
Valuation
| Fiscal Period: September | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|
| Capitalization 1 | 439.8 | 390.7 | 518.7 | 294.2 | 757.2 | 839.9 | - |
| Enterprise Value (EV) 1 | 1,511 | 390.7 | 1,299 | 1,026 | 1,390 | 1,476 | 1,452 |
| P/E ratio | -5.73 x | 7.59 x | 4.3 x | 1.35 x | 4.83 x | 5.98 x | 5.1 x |
| Yield | - | - | - | - | - | - | - |
| Capitalization / Revenue | 0.21 x | 0.18 x | 0.24 x | 0.13 x | 0.34 x | 0.34 x | 0.31 x |
| EV / Revenue | 0.72 x | 0.18 x | 0.61 x | 0.44 x | 0.63 x | 0.6 x | 0.54 x |
| EV / EBITDA | 8.39 x | 1.91 x | 4.94 x | 2.77 x | 5.11 x | 5.88 x | 4.87 x |
| EV / FCF | 16.4 x | - | 76.3 x | 15.5 x | 8.81 x | -48.1 x | 60.8 x |
| FCF Yield | 6.11% | - | 1.31% | 6.44% | 11.3% | -2.08% | 1.65% |
| Price to Book | 0.86 x | 0.66 x | 0.74 x | 0.31 x | 0.71 x | 0.68 x | 0.6 x |
| Nbr of stocks (in thousands) | 29,516 | 29,599 | 30,069 | 30,424 | 30,397 | 30,323 | - |
| Reference price 2 | 14.90 | 13.20 | 17.25 | 9.670 | 24.91 | 27.70 | 27.70 |
| Announcement Date | 11/13/19 | 11/12/20 | 11/10/21 | 11/10/22 | 11/16/23 | - | - |
1USD in Million2USD
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: September | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|
| Net sales 1 | 2,088 | 2,127 | 2,140 | 2,317 | 2,207 | 2,442 | 2,683 |
| EBITDA 1 | 180.2 | 204.4 | 262.7 | 370.1 | 272 | 251.2 | 298.2 |
| EBIT 1 | -89.9 | 79.11 | 146.9 | 272.5 | 177.3 | 154.8 | 202.5 |
| Operating Margin | -4.31% | 3.72% | 6.86% | 11.76% | 8.03% | 6.34% | 7.55% |
| Earnings before Tax (EBT) 1 | -116.6 | 71.29 | 143.7 | 274 | 182.6 | 168.4 | 202.5 |
| Net income 1 | -79.52 | 52.23 | 122 | 220.7 | 158.6 | 143.9 | 168.7 |
| Net margin | -3.81% | 2.46% | 5.7% | 9.53% | 7.19% | 5.89% | 6.29% |
| EPS 2 | -2.600 | 1.740 | 4.010 | 7.170 | 5.160 | 4.633 | 5.433 |
| Free Cash Flow 1 | 92.28 | - | 17.01 | 66.03 | 157.7 | -30.7 | 23.9 |
| FCF margin | 4.42% | - | 0.79% | 2.85% | 7.15% | -1.26% | 0.89% |
| FCF Conversion (EBITDA) | 51.21% | - | 6.47% | 17.84% | 57.98% | - | 8.01% |
| FCF Conversion (Net income) | - | - | 13.94% | 29.92% | 99.44% | - | 14.17% |
| Dividend per Share | - | - | - | - | - | - | - |
| Announcement Date | 11/13/19 | 11/12/20 | 11/10/21 | 11/10/22 | 11/16/23 | - | - |
1USD in Million2USD
Estimates
Income Statement Evolution (Quarterly data)
| Fiscal Period: September | 2022 Q1 | 2022 Q2 | 2022 Q3 | 2022 Q4 | 2023 Q1 | 2023 Q2 | 2023 Q3 | 2023 Q4 | 2024 Q1 | 2024 Q2 | 2024 Q3 | 2024 Q4 | 2025 Q1 | 2025 Q2 | 2025 Q3 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 454.1 | 508.5 | 526.7 | 827.7 | 444.9 | 543.9 | 572.5 | 645.4 | 386.8 | 541.5 | 601.1 | 912.2 | 453.4 | 615.9 | 730.8 |
| EBITDA 1 | 61.11 | 77.38 | 88.24 | 143.3 | 47.15 | 62.12 | 72.79 | 89.97 | 38.02 | 58.78 | 57.85 | 98.13 | - | - | 83.7 |
| EBIT 1 | 40.94 | 54.61 | 67.24 | 109.7 | 28.5 | 38.79 | 47.9 | 62.06 | 20.26 | 35.99 | 34.98 | 69.41 | 28.4 | 40.5 | 63.2 |
| Operating Margin | 9.01% | 10.74% | 12.77% | 13.25% | 6.41% | 7.13% | 8.37% | 9.62% | 5.24% | 6.65% | 5.82% | 7.61% | 6.26% | 6.58% | 8.65% |
| Earnings before Tax (EBT) 1 | 41.36 | 54.75 | 67.46 | 110.4 | 28.56 | 39.8 | 50.06 | 64.23 | 22.91 | 45.91 | 29.92 | 68.62 | 28.4 | 40.5 | 63.2 |
| Net income 1 | 34.88 | 44.67 | 54.32 | 86.82 | 24.33 | 34.71 | 43.82 | 55.76 | 21.73 | 39.17 | 26.32 | 56.13 | 25.3 | 32.8 | 51.1 |
| Net margin | 7.68% | 8.78% | 10.31% | 10.49% | 5.47% | 6.38% | 7.65% | 8.64% | 5.62% | 7.23% | 4.38% | 6.15% | 5.58% | 5.33% | 6.99% |
| EPS 2 | 1.140 | 1.450 | 1.780 | 2.820 | 0.8000 | 1.130 | 1.420 | 1.800 | 0.7000 | 1.260 | 0.8450 | 1.805 | 0.6300 | 1.135 | 1.615 |
| Dividend per Share | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Announcement Date | 1/27/22 | 4/28/22 | 7/28/22 | 11/10/22 | 2/2/23 | 4/27/23 | 7/27/23 | 11/16/23 | 2/1/24 | 5/1/24 | - | - | - | - | - |
1USD in Million2USD
Estimates
Balance Sheet Analysis
| Fiscal Period: September | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|
| Net Debt 1 | 1,072 | - | 780 | 732 | 632 | 636 | 612 |
| Net Cash position 1 | - | - | - | - | - | - | - |
| Leverage (Debt/EBITDA) | 5.947 x | - | 2.968 x | 1.977 x | 2.325 x | 2.532 x | 2.052 x |
| Free Cash Flow 1 | 92.3 | - | 17 | 66 | 158 | -30.7 | 23.9 |
| ROE (net income / shareholders' equity) | 6.54% | - | 18.5% | 26.5% | 15.5% | 12.3% | 13.9% |
| ROA (Net income/ Total Assets) | - | - | 5.97% | 10.2% | 6.8% | 6% | 7.3% |
| Assets 1 | - | - | 2,043 | 2,165 | 2,331 | 2,399 | 2,311 |
| Book Value Per Share 2 | 17.40 | 20.00 | 23.20 | 31.00 | 35.20 | 40.50 | 46.10 |
| Cash Flow per Share | - | - | - | - | - | - | - |
| Capex 1 | 21.4 | - | 14.6 | 15 | 20.3 | 17.5 | 16 |
| Capex / Sales | 1.02% | - | 0.68% | 0.65% | 0.92% | 0.72% | 0.6% |
| Announcement Date | 11/13/19 | 11/12/20 | 11/10/21 | 11/10/22 | 11/16/23 | - | - |
1USD in Million2USD
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Change in Enterprise Value/EBITDA
Trading Rating
Investor Rating
ESG Refinitiv
B-
Sell
Buy
Mean consensus
BUY
Number of Analysts
3
Last Close Price
27.7
USD
Average target price
35.67
USD
Spread / Average Target
+28.76%
EPS Revisions
| 1st Jan change | Capi. | |
|---|---|---|
| -18.02% | 840M | |
| -2.30% | 48.9B | |
| +13.00% | 24.53B | |
| +3.86% | 18.57B | |
| +17.08% | 15.54B | |
| +20.27% | 12.88B | |
| +27.53% | 7.17B | |
| +7.51% | 6.69B | |
| -5.34% | 6.18B | |
| +9.69% | 6.14B |
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