Added to YB: 2025-08-19
Pitch date: 2025-08-16
PHM [bearish]
PulteGroup, Inc.
+1.66%
current return
Author Info
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Company Info
PulteGroup, Inc., through its subsidiaries, engages in the homebuilding business in the United States.
Market Cap
$22.1B
Pitch Price
$128.57
Price Target
N/A
Dividend
0.78%
EV/EBITDA
6.39
P/E
8.72
EV/Sales
1.30
Sector
Household Durables
Category
value
Show full summary:
Deep Dive: Shorting Homebuilders - PulteGroup, Inc.
PHM (short): Strong operational discipline maintains 28.1% gross margin despite industry headwinds. Q2 revenue $4.38B (-5% YoY), EPS $2.82 (vs $3.21 YoY). ASP steady at $464K while competitors declined. New orders +2% YoY. FY25 guidance: 31.5-32.5K deliveries, $460-470K ASP. Tariff risk to 20% net margin.
Read full article (2 min)