BEAZER HOMES USA, INC. |
Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
| 28.45 USD | +3.49% |
|
+8.13% | -15.80% |
| Mar. 15 | Beazer Homes Announces Closing of Offering of $250 Million Senior Unsecured Notes Due 2031 | CI |
| Mar. 12 | Beazer Homes USA Prices $250 Million Notes Offering | MT |
Valuation
| Fiscal Period: September | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|
| Capitalization 1 | 439.8 | 390.7 | 518.7 | 294.2 | 757.2 | 862.6 | - |
| Enterprise Value (EV) 1 | 1,511 | 390.7 | 1,299 | 1,026 | 1,390 | 1,499 | 1,475 |
| P/E ratio | -5.73 x | 7.59 x | 4.3 x | 1.35 x | 4.83 x | 6.09 x | 5.06 x |
| Yield | - | - | - | - | - | - | - |
| Capitalization / Revenue | 0.21 x | 0.18 x | 0.24 x | 0.13 x | 0.34 x | 0.36 x | 0.33 x |
| EV / Revenue | 0.72 x | 0.18 x | 0.61 x | 0.44 x | 0.63 x | 0.62 x | 0.56 x |
| EV / EBITDA | 8.39 x | 1.91 x | 4.94 x | 2.77 x | 5.11 x | 5.77 x | 4.88 x |
| EV / FCF | 16.4 x | - | 76.3 x | 15.5 x | 8.81 x | -48.8 x | 61.7 x |
| FCF Yield | 6.11% | - | 1.31% | 6.44% | 11.3% | -2.05% | 1.62% |
| Price to Book | 0.86 x | 0.66 x | 0.74 x | 0.31 x | 0.71 x | 0.7 x | 0.61 x |
| Nbr of stocks (in thousands) | 29,516 | 29,599 | 30,069 | 30,424 | 30,397 | 30,320 | - |
| Reference price 2 | 14.90 | 13.20 | 17.25 | 9.670 | 24.91 | 28.45 | 28.45 |
| 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 | 2,409 | 2,612 |
| EBITDA 1 | 180.2 | 204.4 | 262.7 | 370.1 | 272 | 259.8 | 302.3 |
| EBIT 1 | -89.9 | 79.11 | 146.9 | 272.5 | 177.3 | 164.9 | 205.5 |
| Operating Margin | -4.31% | 3.72% | 6.86% | 11.76% | 8.03% | 6.85% | 7.87% |
| Earnings before Tax (EBT) 1 | -116.6 | 71.29 | 143.7 | 274 | 182.6 | 170.3 | 209 |
| Net income 1 | -79.52 | 52.23 | 122 | 220.7 | 158.6 | 144.7 | 179.3 |
| Net margin | -3.81% | 2.46% | 5.7% | 9.53% | 7.19% | 6.01% | 6.87% |
| EPS 2 | -2.600 | 1.740 | 4.010 | 7.170 | 5.160 | 4.670 | 5.627 |
| 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% | -1.27% | 0.92% |
| FCF Conversion (EBITDA) | 51.21% | - | 6.47% | 17.84% | 57.98% | - | 7.91% |
| FCF Conversion (Net income) | - | - | 13.94% | 29.92% | 99.44% | - | 13.33% |
| 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 | 2021 Q4 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 590.9 | 454.1 | 508.5 | 526.7 | 827.7 | 444.9 | 543.9 | 572.5 | 645.4 | 386.8 | 569.9 | 687.9 | 763.3 | 453.4 | 615 |
| EBITDA 1 | 76.08 | 61.11 | 77.38 | 88.24 | 143.3 | 47.15 | 62.12 | 72.79 | 89.97 | 38.02 | 54.12 | 73.38 | 93.26 | - | - |
| EBIT 1 | 46.87 | 40.94 | 54.61 | 67.24 | 109.7 | 28.5 | 38.79 | 47.9 | 62.06 | 20.26 | 31.28 | 47.95 | 66.08 | 28.4 | 40.5 |
| Operating Margin | 7.93% | 9.01% | 10.74% | 12.77% | 13.25% | 6.41% | 7.13% | 8.37% | 9.62% | 5.24% | 5.49% | 6.97% | 8.66% | 6.26% | 6.59% |
| Earnings before Tax (EBT) 1 | 47.27 | 41.36 | 54.75 | 67.46 | 110.4 | 28.56 | 39.8 | 50.06 | 64.23 | 22.91 | 31.28 | 48.81 | 66.95 | 28.4 | 40.5 |
| Net income 1 | 48.36 | 34.88 | 44.67 | 54.32 | 86.82 | 24.33 | 34.71 | 43.82 | 55.76 | 21.73 | 27.86 | 39.86 | 55.05 | 25.3 | 32.8 |
| Net margin | 8.18% | 7.68% | 8.78% | 10.31% | 10.49% | 5.47% | 6.38% | 7.65% | 8.64% | 5.62% | 4.89% | 5.79% | 7.21% | 5.58% | 5.33% |
| EPS 2 | 1.570 | 1.140 | 1.450 | 1.780 | 2.820 | 0.8000 | 1.130 | 1.420 | 1.800 | 0.7000 | 0.9067 | 1.287 | 1.777 | 0.6650 | 1.170 |
| Dividend per Share | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Announcement Date | 11/10/21 | 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 | - | - | - | - | - |
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 | 2.448 x | 2.025 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 | 2,412 | 2,457 |
| Book Value Per Share 2 | 17.40 | 20.00 | 23.20 | 31.00 | 35.20 | 40.60 | 46.50 |
| 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% | 0.73% | 0.61% |
| 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
28.45
USD
Average target price
37
USD
Spread / Average Target
+30.05%
EPS Revisions
| 1st Jan change | Capi. | |
|---|---|---|
| -15.80% | 863M | |
| -4.38% | 47.86B | |
| +10.25% | 23.94B | |
| +1.83% | 17.68B | |
| +13.06% | 14.58B | |
| +16.96% | 12.52B | |
| +12.71% | 6.16B | |
| +0.30% | 6.2B | |
| +9.62% | 5.96B | |
| +7.89% | 6.11B |
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