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PulteGroup, Inc. (PHM) 股票分析

周期性消费

PulteGroup, Inc.

$117.84

+$1.41 (+1.21%)

最后更新: 2026年5月26日

价格走势

最新新闻

新闻由第三方来源提供。不构成投资建议。

分析

公司概述

PulteGroup, Inc. operates primarily within the United States as a specialized entity focused on the acquisition, development, and construction of residential housing, specifically targeting single-family detached homes and attached housing units. The company functions as a key player in the Consumer Cyclical sector, specifically within the Residential Construction industry, positioning it directly in line with broader economic cycles and housing demand fluctuations. As of the latest data, the enterprise possesses a substantial market capitalization of $22.54B, generates annual revenue totaling $17.31B, and maintains an operational workforce of 6,506 employees. These financial dimensions collectively indicate that PulteGroup, Inc. commands a significant position within the regional homebuilding landscape, reflecting a scale that allows for diversified project portfolios across the country and the ability to leverage substantial capital resources for land acquisition and ongoing construction activities.

财务健康

The company reported a trailing twelve-month revenue of $17.31B, with a corresponding net income of $2.22B and an EBITDA figure of $3.19B, illustrating a distinct gap between top-line revenue and bottom-line earnings that highlights a rigorous cost structure involving labor, materials, and overhead expenses. This substantial difference between gross revenue and net income underscores the operational leverage and fixed cost dynamics inherent in the homebuilding business, where margins are sensitive to project-level efficiencies and supply chain fluctuations. The firm generated free cash flow of $1.50B, a metric that signifies strong financial flexibility to fund new developments, repay obligations, or return capital to shareholders without relying heavily on external financing. Profitability is further delineated by three specific margins: a gross margin of 26.9%, an operating margin of 18.0%, and a profit margin of 12.8%, each indicating the efficiency of production, management control over operating costs, and overall net profitability respectively. The balance sheet presents a liquidity profile where cash reserves of $1.98B slightly underpin total debt of $2.40B, supported by a debt-to-equity ratio of 18.45%, suggesting a leveraged capital structure typical for capital-intensive industries rather than a conservative, cash-heavy stance. Liquidity risk is mitigated by a current ratio of 7.55, which indicates a highly robust ability to meet short-term obligations with current assets. Additionally, the return on equity stands at 17.7% while return on assets is 10.9%, metrics that reveal management's effectiveness in generating returns for shareholders relative to the equity invested and the total asset base utilized.

估值评估

Valuation metrics for PulteGroup, Inc. include a trailing P/E ratio of 10.55 and a forward P/E of 10.38, where the minimal difference between these figures implies that the market expects earnings to remain relatively stable or grow only marginally in the immediate future. The price-to-book ratio is recorded at 1.74, indicating that the market prices the company at a 74% premium over its net asset book value, reflecting intangible value such as brand reputation and land portfolio quality. Alternative valuation perspectives are provided by a price-to-sales ratio of 1.30 and an EV/EBITDA of 7.20, which suggest that the company is valued moderately relative to its sales volume and operational earnings before interest, taxes, depreciation, and amortization. Regarding trading range, the 52-week high is $144.50 and the 52-week low is $88.07; without a specific current price provided in the source facts, the valuation context remains anchored to this established trading band where volatility is historically bounded. The stock exhibits a beta of 1.34, which quantifies that the share price is expected to be 34% more volatile than the broader market index, signaling higher sensitivity to market movements and sector-specific risks compared to the average equity.

Growth & Income

Recent performance data shows a revenue growth rate of -6.3% and an earnings growth rate of -42.1% year-over-year, indicating that earnings are contracting at a significantly faster pace than revenue, which implies potential pressure on margins or a sharp deceleration in project completions and sales velocity. As a dividend payer, the company offers a yield of 0.9% with a payout ratio of 8.3%, a conservative level that suggests the dividend is highly sustainable given the current earnings levels and leaves ample room for retention. The low payout ratio further indicates that the company retains the majority of its earnings to reinvest into land banking, construction projects, or strategic acquisitions rather than distributing them as dividends. Overall, the growth and income profile is characterized by a contractionary phase in earnings and revenue accompanied by a highly conservative dividend policy that prioritizes capital preservation over shareholder distributions.

同行比较

PulteGroup, Inc. (PHM) 在住宅建设行业运营。以下是其与市值最接近的同行的比较:

公司 代码 市值 市盈率
PulteGroup, Inc. PHM $22.18B 11.3
D.R. Horton, Inc. DHI $41.29B 13.7
Lennar Corporation LEN $21.99B 12.8
NVR, Inc. NVR $16.30B 14.8

住宅建设行业平均市盈率为14.9倍。PulteGroup, Inc.的市盈率为11.3。

本分析由AI生成,仅供参考,不构成投资建议。数据可能存在延迟或不准确。在做出投资决策之前,请务必进行自己的研究并咨询合格的财务顾问。

关于PulteGroup, Inc.

PulteGroup, Inc., through its subsidiaries, engages in the homebuilding business in the United States. The company is involved in the acquisition and development of land primarily for residential purposes, as well as construction of housing; and sale of single-family detached homes; and attached homes, such as townhomes, condominiums, and duplexes under the Centex, Pulte Homes, Del Webb, DiVosta Homes, and John Wieland Homes and Neighborhoods brands. It also engages in the mortgage banking, title, and insurance agency operations. PulteGroup, Inc. was founded in 1950 and is headquartered in Atlanta, Georgia.

公司简介以英文显示。

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关键指标

市值
$22.18B
市盈率
11.26
52周最高
$144.50
52周最低
$95.20
平均成交量
1.88M
Beta系数
1.24
股息率
0.89%

数据由Yahoo Finance通过yfinance提供。每日更新。

公司信息

交易所
NYSE
国家
United States
员工数
6,506