Real Estate -
Real Estate - Development - NYSE - US
$ 19.27
4.63 %
$ 173 M
Market Cap
11.16
P/E
1. INTRINSIC VALUE
Balance Sheet
Smith Douglas Homes Corp.
| Current Assets | 300 M |
| Cash & Short-Term Investments | 22.4 M |
| Receivables | 14.9 M |
| Other Current Assets | 263 M |
| Non-Current Assets | 55 M |
| Long-Term Investments | 0 |
| PP&E | 3.78 M |
| Other Non-Current Assets | 51.2 M |
| Current Liabilities | 58.5 M |
| Accounts Payable | 17.2 M |
| Short-Term Debt | 0 |
| Other Current Liabilities | 41.2 M |
| Non-Current Liabilities | 15.7 M |
| Long-Term Debt | 12.1 M |
| Other Non-Current Liabilities | 3.62 M |
EFFICIENCY
Earnings Waterfall
Smith Douglas Homes Corp.
| Revenue | 975 M |
| Cost Of Revenue | 720 M |
| Gross Profit | 256 M |
| Operating Expenses | 136 M |
| Operating Income | 119 M |
| Other Expenses | 7.33 M |
| Net Income | 112 M |
RATIOS
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis
Smith Douglas Homes Corp.
| Net Income | 112 M |
| Depreciation & Amortization | 1.82 M |
| Capital Expenditures | -3.89 M |
| Stock-Based Compensation | 3.02 M |
| Change in Working Capital | -104 M |
| Others | -44.1 M |
| Free Cash Flow | 15.2 M |
Wall Street Analysts Price Targets
Smith Douglas Homes Corp.
Wall Street analysts predict an average 1-year price target for SDHC of $16 , with forecasts ranging from
a
low of
$16 to a high of $16 .
SDHC Lowest Price Target
Wall Street Target
16 USD
-16.97%
SDHC Average Price Target
Wall Street Target
16 USD
-16.97%
SDHC Highest Price Target
Wall Street Target
16 USD
-16.97%
4. DIVIDEND
ANALYSIS
SDHC does not distribute dividends.
5. COMPETITION
6. Ownership
Insider Ownership
Smith Douglas Homes Corp.
Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
1.35 M USD 5
0-3 MONTHS
0 USD 0
3-6 MONTHS
256 K USD 1
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Smith Douglas Homes Corp. Announces Stock Repurchase Program
ATLANTA--(BUSINESS WIRE)--Smith Douglas Homes Corp. (NYSE: SDHC) (“Smith Douglas” or the “Company”) today announced that its Board of Directors has authorized a stock repurchase program for up to $50.0 million of the Company's Class A common stock. “This repurchase authorization underscores the Board and Management's belief that at times our share price may be undervalued relative to our long-term opportunity. We remain committed to evaluating the strategic deployment of our capital where we be.
businesswire.com
- 3 weeks ago
Smith Douglas Homes Corp.: Rating Downgrade On Poor Near-Term Setup
I downgrade SDHC to a sell as demand weakens, backlog erodes, and management pulls FY25 guidance amid growing uncertainty. Margin deterioration is accelerating due to heavy reliance on incentives and rising land costs, with no clear path to recovery. Despite headline revenue growth, underlying profitability is unsustainable as SDHC sacrifices margins to preserve volume.
seekingalpha.com
- 3 weeks ago
Smith Douglas Homes Corp. (SDHC) Q1 2025 Earnings Call Transcript
Smith Douglas Homes Corp. (NYSE:SDHC ) Q1 2025 Earnings Conference Call May 14, 2025 8:30 AM ET Company Participants Joe Thomas - Senior Vice President, Accounting and Finance Greg Bennett - Vice Chairman and CEO Russ Devendorf - Executive Vice President and CFO Conference Call Participants Alex Isaac - JPMorgan Stephen Mea - RBC Capital Markets Jay McCanless - Wedbush Rafe Jadrosich - Bank of America Operator Thank you for standing by. My name is Tina, and I will be your conference operator today.
seekingalpha.com
- 1 month ago
Smith Douglas Homes Reports First Quarter 2025 Results
ATLANTA--(BUSINESS WIRE)--Smith Douglas Homes Corp. (NYSE: SDHC) (“Smith Douglas” or the “Company”) today announced first quarter results for the three months ended March 31, 2025. Q1 2025 Results as compared to Q1 2024: Home closings increased 19% to 671 Home closing revenue increased 19% to $224.7 million Home closing gross margin of 23.8% compared to 26.1% Net new home orders of 768 compared to 765 Pretax income of $19.6 million compared to $21.4 million Earnings of $0.30 per diluted share c.
businesswire.com
- 1 month ago
Smith Douglas Homes Schedules First Quarter 2025 Earnings Release and Call
ATLANTA--(BUSINESS WIRE)--Smith Douglas Homes Corp. (NYSE: SDHC) (“Smith Douglas” or the “Company”) will release its results for the first quarter of 2025 before the market opens on Wednesday, May 14, 2025. The Company will hold a conference call to discuss the results and conduct a question-and-answer session on the same day at 8:30 AM Eastern Time. Interested parties can dial in using the numbers below or access the call via a webcast link provided in the investor relations section of the com.
businesswire.com
- 1 month ago
Smith Douglas Homes: Earnings Growth Outlook Has Gotten Worse (Rating Downgrade)
I downgrade Smith Douglas Homes Corp. to a hold rating due to worsening macroeconomic conditions and deteriorating fundamentals. Despite strong 4Q24 home closings, rising mortgage rates and land costs are negatively impacting SDHC's earnings growth outlook. SDHC's heavy use of incentives to capture demand is compressing margins, and affordability constraints are limiting effective demand.
seekingalpha.com
- 2 months ago
Smith Douglas Homes Corp. (SDHC) Q4 2024 Earnings Call Transcript
Smith Douglas Homes Corp. (NYSE:SDHC ) Q4 2024 Earnings Conference Call March 12, 2025 8:30 AM ET Company Participants Joe Thomas - Senior Vice President, Accounting & Finance Greg Bennett - Vice Chairman & Chief Executive Officer Russ Devendorf - Executive Vice President & Chief Financial Officer Conference Call Participants Andrew Ozzie - JPMorgan Sam Reid - Wells Fargo Trevor Allinson - Wolfe Research Jay McCanless - Wedbush Alex Barron - Housing Research Center Operator Hello, and thank you for standing by. My name is Regina, and I will be your conference operator today.
seekingalpha.com
- 3 months ago
Smith Douglas Homes Schedules Fourth Quarter 2024 Earnings Release and Call
ATLANTA--(BUSINESS WIRE)--Smith Douglas Homes Corp. (NYSE: SDHC) (“Smith Douglas” or the “Company”) will release its results for the fourth quarter of 2024 before the market opens on Wednesday, March 12, 2025. The company will hold a conference call to discuss the results and conduct a question-and-answer session on the same day at 8:30 AM Eastern Time. Interested parties can dial in using the numbers below or access the call via a webcast link provided in the investor relations section of the.
businesswire.com
- 3 months ago
Homebuilders Brace For Tough 2025, Analyst Downgrades D.R. Horton And Smith Douglas Amid Market Pressures
BofA Securities analyst Rafe Jadrosich downgraded D.R. Horton, Inc. DHI and Smith Douglas Homes Corp. SDHC, citing a tough outlook for homebuilder stocks as the spring selling season approaches.
benzinga.com
- 4 months ago
D.R. Horton, Pulte, Smith Douglas downgraded on chilly spring home-building outlook
A mostly challenging outlook for home builders caused analysts to reshuffle ratings on most of the big names in the sector on Monday.
marketwatch.com
- 4 months ago
Smith Douglas Homes Corp (SDHC) Q3 2024 Earnings Call Transcript
Smith Douglas Homes Corp (NYSE:SDHC ) Q3 2024 Results Conference Call November 12, 2024 8:30 AM ET Company Participants Joe Thomas - SVP, Accounting & Finance Greg Bennett - Vice Chairman & Chief Executive Officer Russell Devendorf - Chief Financial Officer Conference Call Participants Mike Dahl - RBC Capital Markets Andrew Azzi - J.P. Morgan Sam Reid - Wells Fargo Jay McCanless - Wedbush Securities Rafe Jadrosich - Bank of America Alex Barron - Housing Research Center Operator Thank you for standing by.
seekingalpha.com
- 7 months ago
Smith Douglas Homes Schedules Third Quarter 2024 Earnings Release and Call
ATLANTA--(BUSINESS WIRE)--Smith Douglas Homes Corp. (NYSE: SDHC) (“Smith Douglas” or the “Company”) will release its results for the third quarter of 2024 before the market opens on Tuesday, November 12, 2024. The company will hold a conference call to discuss the results and conduct a question-and-answer session on the same day at 8:30 AM Eastern Time. Interested parties can dial in using the numbers below or access the call via a webcast link provided in the investor relations section of the.
businesswire.com
- 8 months ago
8. Profile
Summary
Smith Douglas Homes Corp. SDHC
COUNTRY
US
INDUSTRY
Real Estate - Development
MARKET CAP
$ 173 M
Dividend Yield
0.00%
Description
Smith Douglas Homes Corp. engages in the design, construction, and sale of single-family homes in the southeastern United States. The company operates in metropolitan Atlanta, Birmingham, Charlotte, Huntsville, Nashville, Raleigh-Durham, and Houston. It also provides closing, escrow, and title insurance services. The company was founded in 2008 and is headquartered in Woodstock, Georgia.
Contact
110 Village Trail, Woodstock, GA, 30188
https://smithdouglas.com
IPO
Date
Jan. 11, 2024
Employees
445
Officers
Mr. Geoff Shrewsbury
Vice President of Operations
Mr. Joe Thomas
SVice President of Accounting & Finance
Ms. Teresa Carlile
President of Ridgeland Mortgage
Mr. Gregory S. Bennett
President, Chief Executive Officer & Vice Chairman
Mr. Eddy Kleid
President of Central Georgia Division
Mr. Thomas L. Bradbury
Founder & Executive Chairman
Mr. James Vankirk
Executive Vice President of Sales & Marketing
Ms. Katie Peacocke
Vice President of Human Resources
Mr. Brett A. Steele
Vice President, General Counsel & Secretary
Mr. Russell Devendorf
Executive Vice President & Chief Financial Officer