Compoundeer Logo
COMPOUNDEER
Uncovering Potential
RankingCompaniesDCF
BZH Logo

Beazer Homes Usa Inc

BZH

Operative Builders

Mkt Cap

$898M

PE

5.76

Debt

-

Cash

$138.3M

EV

-

FCF

$16.62M

Market Cap

$898M

P/E Ratio

5.76

Debt

-

Cash

$138.3M

EV

-

FCF

$16.62M
Charts data: {"Earnings":[{"time":"2014-09-29","value":34383000},{"time":"2015-09-29","value":344094000},{"time":"2016-09-29","value":4693000},{"time":"2017-09-29","value":31813000},{"time":"2018-09-29","value":-45375000},{"time":"2019-09-29","value":-79520000},{"time":"2020-09-29","value":52226000},{"time":"2021-09-29","value":122021000},{"time":"2022-09-29","value":220704000},{"time":"2023-09-29","value":158611000}],"Sales":[{"time":"2017-09-29","value":1916278000},{"time":"2018-09-29","value":2107133000},{"time":"2019-09-29","value":2087739000},{"time":"2020-09-29","value":2127077000},{"time":"2021-09-29","value":2140303000},{"time":"2022-09-29","value":2316988000},{"time":"2023-09-29","value":2206785000}],"Net Margins":[{"time":"2017-09-29","value":0.01660145344255896},{"time":"2018-09-29","value":-0.02153399904040229},{"time":"2019-09-29","value":-0.03808905231927937},{"time":"2020-09-29","value":0.02455294284127937},{"time":"2021-09-29","value":0.05701108674799783},{"time":"2022-09-29","value":0.09525470136228587},{"time":"2023-09-29","value":0.07187424239334597}],"Assets":[{"time":"2014-09-29","value":2066220000},{"time":"2015-09-29","value":2421203000},{"time":"2016-09-29","value":2213158000},{"time":"2017-09-29","value":2220995000},{"time":"2018-09-29","value":2128102000},{"time":"2019-09-29","value":1957644000},{"time":"2020-09-29","value":2007480000},{"time":"2021-09-29","value":2078810000},{"time":"2022-09-29","value":2251963000},{"time":"2023-09-29","value":2411033000}],"Stockholders Equity":[{"time":"2014-09-29","value":279118000},{"time":"2015-09-29","value":630423000},{"time":"2016-09-29","value":642853000},{"time":"2017-09-29","value":682440000},{"time":"2018-09-29","value":644027000},{"time":"2019-09-29","value":538754000},{"time":"2020-09-29","value":593171000},{"time":"2021-09-29","value":724884000},{"time":"2022-09-29","value":939286000},{"time":"2023-09-29","value":1102819000}],"ROE":[{"time":"2014-09-29","value":0.12318445961922914},{"time":"2015-09-29","value":0.5458144769464313},{"time":"2016-09-29","value":0.0073002692684019516},{"time":"2017-09-29","value":0.0466165523709044},{"time":"2018-09-29","value":-0.07045512067040667},{"time":"2019-09-29","value":-0.14759983220542214},{"time":"2020-09-29","value":0.08804543715050128},{"time":"2021-09-29","value":0.16833176066791375},{"time":"2022-09-29","value":0.2349699665490596},{"time":"2023-09-29","value":0.14382323844620015}],"ROA":[{"time":"2014-09-29","value":0.02695211545721172},{"time":"2015-09-29","value":0.021306350603398392},{"time":"2016-09-29","value":0.026805587310079083},{"time":"2017-09-29","value":0.02797755060232013},{"time":"2018-09-29","value":0.0383195918240761},{"time":"2019-09-29","value":-0.04592050444309589},{"time":"2020-09-29","value":0.0394061211070596},{"time":"2021-09-29","value":0.07065051640121031},{"time":"2022-09-29","value":0.12166674141626661},{"time":"2023-09-29","value":0.07575425139348985}]}

Beazer Homes USA, Inc. operates as a homebuilder in the United States. It designs, constructs, and sells single-family and multi-family homes under the Beazer Homes, Gatherings, and Choice Plans names. The company sells its homes through commissioned new home sales counselors and independent brokers in Arizona, California, Nevada, Texas, Indiana, Delaware, Maryland, Tennessee, Virginia, Florida, Georgia, North Carolina, and South Carolina. Beazer Homes USA, Inc. was founded in 1985 and is headquartered in Atlanta, Georgia.

Sector

  • CCS Logo

    CCS

  • DFH Logo

    DFH

  • DHI Logo

    DHI

  • GRBK Logo

    GRBK

  • HOV Logo

    HOV

  • KBH Logo

    KBH

  • LGIH Logo

    LGIH

  • LSEA Logo

    LSEA

  • MDC Logo

    MDC

  • MHO Logo

    MHO

  • MTH Logo

    MTH

  • NVR Logo

    NVR

  • PHM Logo

    PHM

Growth

%

%

Discount

%

%

Multiple

g\r+10%+11%+12%+13%+14%
0%109887
+1%1110988
+2%13111098
+3%141311109
+4%1714121110
Years012345678910TV
FCF$16.62M$16.8M$16.99M$17.17M$17.36M$17.55M$17.74M$17.94M$18.13M$18.33M$18.53M$185.3M
DCF$14.61M$12.84M$11.29M$9.926M$8.726M$7.67M$6.743M$5.928M$5.211M$4.581M$45.81M
Value$133.3M

In the chart Earnings are multiplied by this value.

Earnings Growth 14%
Earnings Stability -23%


Competitiveness and MOAT

High margins render the company resilient under dire circumstances, hence able to drive competitors out or acquire them. ROE and ROA measure the average flow generated by each invested dollar. Their marginal value is a forecast of future growth, and it is considered by Buffett and Munger the most important single indicator.

Years09-201509-201609-201709-201809-201909-202009-202109-202209-2023TTM
Net Margin--1.7%-2.2%-3.8%2.5%5.7%9.5%7.2%7.3%
ROA2.1%2.7%2.8%3.8%-4.6%3.9%7.1%12%7.6%7.4%
ROE55%0.73%4.7%-7%-15%8.8%17%23%14%14%

What is the average Net Margin?

The average Net Margin over the past 5 years is +3.15%.

What is the trend of Net Margin?

The trend of Net Margin over the past 5 years is +2.57%.

What is the average Return on Assets (ROA)?

The average ROA over the past 5 years is +5%.

What is the trend of Return on Assets (ROA)?

The trend of ROA over the past 5 years is +2.06%.

What is the average Return on Equity (ROE)?

The average ROE over the past 5 years is +6.95%.

What is the trend of Return on Equity (ROE)?

The trend of ROE over the past 5 years is +6.57%.


Safety & Stabiliy

Being debt the number one cause of investment losses and company death, the ratio Debt/FCF is of utmost importance to guarantee safety. On the other hand the Graham’s stability measures the drawdown of earnings, hence indicating the reliability of the flow generated by the company.

Years09-201509-201609-201709-201809-201909-202009-202109-202209-2023TTM
Debt FCF----------
Debt Equity----------
MIN
Graham Stability--25%-36%---100%100%-36%

What is the Debt/FCF?

The Debt/FCF trailing twelve month is -.

What is the trend of Debt/FCF?

The trend of Debt/FCF over the past 5 years is -.

What is the Graham’s Stability?

Graham’s Stability measure stands at -0.36.


Growth

Growth can be dangerous when forecasting, simply projecting the current growth is in general wrong. A company passes through multiple phases, from being young and unprofitable, to the first periods of profitability and high growth, until it arrives at a period of regime with limited growth. Identifying in which phase the company is in may help forecasting.

Years09-201609-201809-202009-2022Trend
Revenue-0.93%1.2%-4.8%-1.4%
Net Income65%-45%-28%-70%
Stockholders Equity8%11%23%17%-5.1%
FCF0.64%64%-17%140%22%

What is the 5 year Revenue CAGR?

The Revenue CAGR over the past 5 years is +0.93%.

What is the trend of Revenue growth?

The trend of Revenue growth rate over the past 5 years is -1.35%.

What is the 5 year Earnings CAGR?

The Earnings CAGR over the past 5 years is -.

What is the trend of Earnings growth?

The trend of Earnings growth rate over the past 5 years is -70.1%.

What is the 5 year Equity CAGR?

The Equity CAGR over the past 5 years is +11.36%.

What is the trend of Equity growth?

The trend of Equity growth rate over the past 5 years is -5.05%.

What is the 5 year FCF CAGR?

The FCF CAGR over the past 5 years is +64.07%.

What is the trend of FCF growth?

The trend of FCF growth rate over the past 5 years is +21.63%.