Professional
Added to YB: 2024-07-01
Pitch date: 2024-06-29
BZH [bullish]
Beazer Homes USA, Inc.
-1.7%
current return
Author Info
Company Info
Beazer Homes USA, Inc. operates as a homebuilder in the United States. The company designs, constructs, and sells single-family, condominiums, villas, and duets homes under the Beazer Homes, Gatherings, and Choice Plans brands.
Market Cap
$792.5M
Pitch Price
$27.63
Price Target
N/A
Dividend
N/A
EV/EBITDA
41.38
P/E
83.13
EV/Sales
0.80
Sector
Household Durables
Category
value
Militia Capital New Portfolio Holding: Beazer Homes USA, Inc.
BZH: Beazer Homes trades at 70% of hard asset value, 4x peak earnings. Higher debt & weaker markets vs MHO, but 200% upside potential in 5yrs if rates drop. Hedge for shorts. New 5% position. Risks: not as well-run, more downside risk due to debt load.
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