Previous Close | $23.58 |
AI Value | $216.48 |
Upside potential | +818% |
Beazer Homes USA, Inc. (BZH) is a mid-sized homebuilder operating primarily in the U.S. Sunbelt and West Coast markets, with a focus on single-family and multi-family residential properties. The company targets entry-level and move-up buyers, emphasizing affordability and energy-efficient designs. BZH operates in 13 states, with a strong presence in high-growth markets like Arizona, Texas, and Florida. Its competitive advantage lies in its localized land acquisition strategy, cost-efficient construction processes, and a diversified product portfolio catering to varying buyer segments. Despite being smaller than industry giants like Lennar and D.R. Horton, BZH has maintained profitability by optimizing land inventory and leveraging demand in suburban markets post-pandemic.
Focus on 'Choice Plans' allowing buyer customization; investments in smart home technology and solar-ready designs to appeal to eco-conscious buyers.
Beazer Homes offers moderate upside tied to U.S. housing market resilience, with its focus on affordability aligning with current buyer trends. However, its smaller scale and debt load warrant caution if macroeconomic conditions deteriorate. A cyclical play best suited for investors with a 2-3 year horizon, assuming stable interest rates and continued migration to Sunbelt states.
BZH 10-K (2023), U.S. Census Bureau housing starts data, earnings call transcripts, S&P Global Market Intelligence.
Historical valuation data is not available at this time.