Smith Douglas Homes Corp. SDHC

10.28 (0.22) (2.10%) as of 25 Sep
Market cap
$533.7M
P/E
14.3×
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 0.80
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — 4 — 1 — — 2 2
Sell — — — — — — — — — — — —
Insider Ownership 13.26%

Capital & Financial Ratios

Market Cap 533.70
Revenue 1,001.94
Net Income 39.09
Free Cash Flow 33.85
Net Debt (14.20)
Current Ratio 0.12
Debt/Equity 0.00
P/E ratio 14.35
P/S ratio 0.09
P/B ratio 0.20
Past 5Y EPS Growth —
This Y EPS Growth (77.01%)
Next Y EPS Growth 42.31%
Next 5Y EPS Growth (25.10%)
in millions of $

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 20 22 13 14
Receivables — — — —
Inventory — — — —
Other — — — —
20 22 13 14
2023 2024 2025 Q'26
Payables 17 17 2 27
ST’ Debt — — — —
Other — — — —
120 53 72 119
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — — 8.74%
Cash Flow — — 0.00%
Earnings — — (57.61%)
Book Value — — 39.24%

Revenue

Mar Jun Sep Dec Year
’26 206 273 — — —
’25 225 224 262 260 971
’24 189 221 278 287 975
’23 168 182 198 217 765
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 0 5 — — —
’25 (35) (29) 23 10 (31)
’24 (9) 0 23 5 19
’23 27 9 19 21 76
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 0 4 — — —
’25 (36) (31) 21 9 (37)
’24 (10) (2) 22 5 15
’23 26 9 18 22 75
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 0.06 0.03 — — —
’25 0.30 0.26 0.24 0.39 1.19
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

3.2
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— — — — — — — — 20.55 15.00

Analyst estimates 2026–2028

Powerpack
Low Price
— — — — — — — — 39.50 26.23
High Price
— — — — — — 364 378 462 528
Employees
— — — — — — 2 2 2 2
Revenue/Emp
— — — — — — 755 765 975 971
Revenue
— — — — — — 29.49% 28.29% 26.20% 21.85%
Gross Margin
— — — — — — 139 123 117 71
EBT
— — — — — — 18.44% 16.11% 11.98% 7.30%
EBT Margin
— — — — — — 140 123 112 68
Net Income
— — — — — — 1 2 3 3
Depreciation
— — — — — — 0.00 0.00 110.27 107.89
Revenue/Sh
— — — — — — — — 1.82 1.19
Earnings/Sh
— — — — — — 0.00 0.00 2.16 (3.48)
Cash Flow/Sh
— — — — — — 0.00 0.00 (0.44) (0.61)
Capex/Sh
— — — — — — 0.00 0.00 1.72 (4.10)
Free CF/Sh
— — — — — — 0.00 0.00 45.41 49.34
Book Value/Sh
— — — — — — — — 9 9
Shares
— — — — — — 14.17 14.17 14.17 14.09
PE Ratio
— — — — — — 0.00 0.00 0.23 0.16
PS Ratio
— — — — — — 0.76 0.76 0.56 0.34
PB Ratio
— — — — — — (0.03) (0.03) 0.21 0.14
EV/Sales
— — — — — — (0.26) (0.26) 13.41 (3.75)
EV/FCF
— — — — — — 132 76 19 (31)
Op' Cash Flow
— — — — — — (1) (1) (4) (6)
Capex
— — — — — — 131 75 15 (37)
FCF
— — — — — — (17) (100) (30) (60)
Working Cap'
— — — — — — — — — —
Total Debt
— — — — — — (30) (20) (22) (13)
Net Debt
— — — — — — 165 209 402 444
Sh' Equity
— — — — — — 0.00% 42.77% 3.88% 2.07%
ROA
— — — — — — 65.26% 41.25% 19.82% 10.79%
ROIC
— — — — — — 0.00% 0.00% 0.00% 2.53%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Smith Douglas Homes Corp. (SDHC) key facts

  • Smith Douglas Homes Corp. (SDHC) is a Real Estate Development company in the Real Estate sector, listed on the New York Stock Exchange.
  • Smith Douglas Homes Corp.’s revenue for fiscal 2025 (year ended December 2025) was $971.1 million, roughly unchanged from fiscal 2024.
  • Net income was $68.4 million, or $1.19 per share (basic), a net margin of 1.10%.
  • As of September 25, 2026, SDHC traded at $10.28, a market capitalization of $533.7 million.
  • At that price the stock trades at 14.3× trailing-twelve-month earnings and 0.1× sales.
  • Return on equity was 2.53% and debt-to-equity 0.00.

Source: company filings (standardised) and stockrow calculations.

Smith Douglas Homes Corp. (SDHC) Latest News

News by impact score

Fine-tune

9 Aug

3 transcript

Smith Douglas Homes Corp. released Q2 earnings call highlights covering financial results, operational updates, and forward guidance. Q2 earnings details and guidance can moderately shift near-term investor views on financial trajectory.

8 Aug

4

SDHC posted 22% revenue growth in Q2 2026 earnings call. 22% revenue surge signals strong growth that can shift SDHC trajectory and investor views.

6 Aug

4

Smith Douglas Homes Corp. (SDHC) reported its second quarter 2026 financial results. Quarterly earnings directly move SDHC valuation and investor outlook.

2 May

4

Smith Douglas Homes Corp. (SDHC) released Q1 earnings call highlights detailing financial performance, guidance, and strategic updates. Q1 earnings highlights disclose financial results and outlook capable of significantly swaying investor sentiment and stock trajectory.

30 Apr

4 transcript

Smith Douglas Homes Corp. (SDHC) released Q1 2026 earnings call transcript detailing quarterly financial results, operational updates, and management's outlook. Q1 earnings transcript discloses financial performance and guidance that significantly shape investor sentiment and stock trajectory.

4

Smith Douglas Homes Corp. (SDHC) Q1 2026 earnings call summary details quarterly financial results, operational updates, and forward guidance. Quarterly earnings call summary reveals financial performance and strategic outlook directly impacting stock price and investor confidence.

29 Apr

4

Smith Douglas Homes Corp. (SDHC) reported first quarter 2026 results, highlighting key financial metrics and operational updates. Quarterly earnings releases provide critical financial data that significantly influence stock performance and investor outlook.

3

Smith Douglas Homes Corp. (SDHC) reported a first-quarter loss but exceeded revenue estimates. Quarterly loss with revenue beat affects financial performance and market sentiment moderately.

23 Apr

3

Smith Douglas Homes (SDHC) beat earnings expectations but reported softer orders and issued weaker guidance, shifting the narrative for the homebuilder. Earnings beat offset by softer orders and guidance creates moderately noticeable influence on financial performance and market sentiment.

21 Apr

4 transcript

Smith Douglas Homes Corp. (SDHC) released its Q4 2025 earnings call transcript detailing quarterly financial results, operational updates, and management's outlook for the homebuilding sector. Q4 earnings transcripts disclose financial performance and future guidance that significantly influence stock price and investor expectations.

9 Apr

4

Smith Douglas Homes Corp. (SDHC) delivered mixed earnings, prompting analysts to slash price targets and reshape the company's investment narrative amid shifting outlook. Mixed earnings and lowered price targets signal significant pressure on SDHC's valuation, investor sentiment, and near-term market performance.

11 Mar

4

Smith Douglas Homes Corp. (SDHC) reported record home deliveries in Q4 2025 earnings call highlights, amidst market challenges. Record home deliveries demonstrate strong demand and operational execution, significantly boosting future growth and investor confidence.

4

Smith Douglas Homes Corp. (SDHC) released Q4 earnings call highlights covering financial results, performance metrics, and future outlook. Q4 earnings call highlights disclose financial results, guidance, and strategic updates that can significantly sway investor sentiment and company trajectory.

4

Smith Douglas Homes Corp. (SDHC) reported fourth quarter and full-year 2025 results. Quarterly and annual earnings reports significantly affect financial performance, stock price, and investor sentiment.

3

Smith Douglas Homes Corp. (SDHC) reported a Q4 net loss but beat revenue estimates. Q4 loss despite revenue beat affects short-term financial perception and investor sentiment moderately.

4 Mar

3

Analysts estimate Smith Douglas Homes Corp. (SDHC) will report declining earnings, urging investors to monitor key metrics like revenue, margins, and guidance. Forecasted earnings decline moderately influences SDHC's financial performance and investor sentiment without fundamentally altering long-term trajectory.

8 Feb

3

Recent adjustments to price targets for Smith Douglas Homes Corp. (SDHC) indicate a shift in market sentiment, reflecting analysts' updated outlook on the company's performance and growth potential. These changes may influence investor confidence and trading behavior as SDHC navigates current market conditions. Analyst price target adjustments suggest a moderate influence on investor sentiment and market performance.

30 Jan

3

Smith Douglas Homes Corp. (SDHC) has experienced recent stock weakness, raising questions about its market perception. Despite this downturn, the company's financial prospects appear stable, suggesting that the market may be undervaluing its potential. Analysts are considering whether the current stock price reflects the true value of SDHC, given its decent financial outlook. The financial prospects of SDHC indicate a moderately noticeable influence on its future performance and market sentiment.

26 Jan

4

Smith Douglas Homes Corp. has announced key leadership appointments aimed at enhancing its operational efficiency and strategic direction. The company has appointed a new Chief Financial Officer and a Chief Operating Officer, both of whom bring extensive experience in the homebuilding industry. These changes are expected to strengthen the company's management team and support its growth objectives in the competitive housing market. Leadership changes at the executive level can significantly influence the company's strategic direction and operational effectiveness.

14 Jan

3

Smith Douglas Homes Corp. has appointed Dave Fazio as the new Chief Information Officer. Fazio brings extensive experience in technology and leadership, having previously held senior roles in various organizations. His appointment is expected to enhance the company's technological capabilities and drive innovation in its operations. The appointment of a new CIO may influence operational efficiency and innovation but is not expected to drastically change the company's overall trajectory.

9 Jan

3

Smith Douglas Homes Corp. (SDHC) is experiencing a shift in narrative following JPMorgan's decision to trim its target price for the company. This adjustment reflects changing market conditions and investor sentiment, raising concerns about SDHC's future performance in the housing sector. Analysts are reassessing the company's growth potential amid broader economic challenges, which could impact its competitive positioning. JPMorgan's target price adjustment indicates a moderate reevaluation of SDHC's growth prospects, potentially affecting investor sentiment and market performance.

24 Dec

3

Smith Douglas Homes Corp. (SDHC) is being compared to TPH to determine which stock offers better value at present. Analysts are evaluating financial metrics, market conditions, and growth potential to assess the investment attractiveness of both companies. Key factors include recent performance trends, valuation ratios, and future outlooks, which could influence investor decisions. Comparative analysis of SDHC and TPH indicates moderate influence on market sentiment and investment decisions.

22 Dec

3

Smith Douglas Homes Corp. (SDHC) is analyzed for its intrinsic value, focusing on financial metrics and market conditions that influence its valuation. The article highlights key performance indicators, including revenue growth, profit margins, and market trends affecting the homebuilding sector. It also discusses the company's strategic positioning and potential risks that could impact future performance. Investors are encouraged to consider these factors when evaluating SDHC's stock. The analysis of intrinsic value and market conditions suggests a moderate influence on SDHC's financial performance and competitive positioning.

24 Nov

4

Smith Douglas Homes Corp. is experiencing significant changes that are reshaping its business landscape. Recent developments indicate a strategic shift in operations, focusing on enhancing customer engagement and expanding market reach. The company is also adapting to evolving market conditions, which may lead to improved financial performance and competitive positioning. These changes are expected to influence investor sentiment positively, as SDHC aims to capitalize on new opportunities in the housing market. Strategic shifts and market adaptations are likely to significantly impact the company's future performance and investor sentiment.

10 Nov

4

Recent developments at Smith Douglas Homes Corp. (SDHC) indicate a strategic shift aimed at enhancing operational efficiency and market competitiveness. The company is focusing on expanding its footprint in key markets while optimizing its supply chain to mitigate rising costs. Additionally, SDHC is investing in innovative home designs to attract a broader customer base. These initiatives are expected to bolster the company's financial performance and strengthen its position in the housing market. Strategic shifts and investments in innovation are likely to significantly impact SDHC's future performance and market positioning.

9 Nov

3 transcript

Smith Douglas Homes Corp. (SDHC) reported its latest earnings during a recent earnings call, highlighting key financial metrics and operational updates. The company discussed its performance in the housing market, addressing challenges and opportunities ahead. Management provided insights into future strategies aimed at growth and market positioning, emphasizing their commitment to delivering quality homes. Overall, the call reflected a cautious yet optimistic outlook for the company's trajectory in the coming quarters. The earnings call revealed important insights into financial performance and strategic direction that could moderately influence investor sentiment and operational focus.

8 Nov

4 transcript

Smith Douglas Homes Corp. (SDHC) reported strong demand in its Q3 2025 earnings call, highlighting robust sales performance despite challenges related to margins. The company emphasized its strategic initiatives aimed at enhancing operational efficiency and maintaining competitive pricing. Management expressed optimism about future growth prospects, driven by favorable market conditions and a solid backlog of orders. Strong demand and strategic initiatives are likely to significantly impact future performance and investor sentiment.

5 Nov

3

Smith Douglas Homes Corp. (SDHC) is facing challenges as its profit margins decline, raising concerns about the sustainability of its previously bullish narratives regarding quality earnings and premium valuation. This decline may impact investor sentiment and the company's overall market performance. Declining profit margins could moderately influence financial performance and investor confidence.

3

Smith Douglas Homes Corp. (SDHC) reported its Q3 earnings, highlighting key metrics that reflect the company's financial performance and operational efficiency. The report indicates trends in revenue, profit margins, and sales volume, providing insights into the company's market position and future outlook. Investors and analysts are closely monitoring these developments to gauge the potential impact on SDHC's growth trajectory. The earnings report reveals important financial metrics that may influence investor sentiment and operational strategies.

3

Smith Douglas Homes Corp. (SDHC) reported a loss in Q3 but exceeded revenue estimates. The company's performance reflects challenges in the housing market, yet it managed to outperform expectations in revenue, indicating some resilience amid broader economic pressures. The reported loss alongside revenue outperformance suggests moderate influence on financial performance and market sentiment.

stockrow.com/SDHC · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com