Beazer Homes USA, Inc. (BZH)
NYSEConsumer DiscretionaryResidential ConstructionSnapshot 2026-11-05
$33.48+0.09%
Close 2026-10-19 · 1-day change
NYSEConsumer DiscretionaryResidential ConstructionSnapshot 2026-11-05
Research Workspace
Put BZH beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
The reason to own it still holds.
View ThesisRevenue is contracting — down about 13% over the past year.
View GrowthManagement screens weak on capital allocation, earnings delivery, margins, the balance sheet, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 0% on a typical day and fell roughly 35% in its worst 12-month stretch.
View RiskBZH's homebuilding business must keep compounding to justify the price. Revenue fell 8.3% year over year in the latest quarter. The company beat earnings expectations by 52.9% despite the revenue drop. It trades at 0.4x sales versus a 0.8x peer median. The price reflects less growth than our forecast. S&P downgraded the credit rating to B+ after the acquisition. The company is unprofitable over the past year. Peer multiples imply a price about 1.0% above where it trades. This read is provisional.
Trailing returns as of 2026-10-19. BZH is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 2 analysts currently covering BZH (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare BZH with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BZH Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-11-05. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Homebuilding — fair value, gap to price, and forward P/E.
Compare the value case
Put BZH next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Deleverage to low-30% range by 2027
Consent solicitation may affect deleveraging efforts.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-19. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
Merger could enhance market position and achieve growth objectives.
Advances: Achieve fiscal 2027 goals for community count, deleveraging, and book value gro…
Acquisition supports growth and community count objectives.
Advances: Achieve fiscal 2027 goals for community count, deleveraging, and book value gro…
Acquisition supports growth and community count objectives.
Increased takeover offer suggests strong market interest in Beazer.
Activist involvement may lead to strategic partnerships or M&A.
Acquisition proposal response may hinder growth strategy.
Increased bid indicates strong acquisition interest.