home builders billige?
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På hvilken måde vurderer du dem som billige?
De er vel afhængige af bygge-aktivitet og ikke for høje realrenter? -
TeamGarlic Ja, renten er noeglen. Men eksempelvis NVR med en to-cifret ROIC kort efter finanskrisen til en fremadrettet P/E 15 er attraktiv. Alle de andre kan faas til en P/E mellem 5 og 10. NVR uden udbytte er min klare favorit, men PHM er ogsaa attraktiv. Se de to positive nyheder og en negativ nyhed nedenfor.
2024-06-18 The U.S. is now short 4.5 million homes as the housing deficit grows
https://zillow.mediaroom.com/2024-06-18-The-U-S-is-now-short-4-5-million-homes-as-the-housing-deficit-grows2024-12-19 US existing home sales jump to eight-month high in November
https://www.reuters.com/markets/us/us-existing-home-sales-jump-eight-month-high-november-2024-12-192024-10-22 NVR misses third-quarter profit estimates on higher lot costs
https://www.reuters.com/markets/us/nvr-misses-third-quarter-profit-estimates-higher-lot-costs-2024-10-22 -
D.R. Horton, Inc., America's Builder, Reports Fiscal 2025 First Quarter Earnings and Declares Quarterly Dividend of $0.40 Per Share
https://www.businesswire.com/news/home/20250121507985/en
Net income attributable to D.R. Horton of $844.9 million or $2.61 per diluted share
Consolidated pre-tax income of $1.1 billion, with a pre-tax profit margin of 14.6%
Consolidated revenues of $7.6 billion
Homes sales revenues of $7.1 billion on 19,059 homes closed
Net sales orders of 17,837 homes with an order value of $6.7 billion
Rental operations pre-tax income of $11.9 million on $217.8 million of revenues from sales of 311 single-family rental homes and 504 multi-family rental units
Repurchased 6.8 million shares of common stock for $1.1 billion and paid cash dividends of $128.5 million
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