Smith Douglas Homes Corp.

SDHC Real Estate Real Estate Development

Smith Douglas Homes Corp.’s revenue for fiscal 2025 (year ended December 2025) was $971.1 million, roughly unchanged from fiscal 2024.

Revenue
+0.18%
EPS
−70.8%
Free cash flow
−263.0%

Quarter to September 2026, against a year earlier

9.88 0.44 −4.26%
Market cap
$524.6M
P/E
18.0×
Fwd P/E
43.6×
Dividend yield
—
F-score
2/9
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a

Insider Decisions last twelve months

Bought, $m 0.80
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — 4 — 1 — — 2 2 — —
Sell — — — — — — — — — — — —
Insider Ownership 13.44%

Capital & Financial Ratios $m

Size
Market Cap 524.55
Revenue ttm 1,002.41
Net income ttm 25.91
Free cash flow ttm (22.42)
Net debt Q (5.92)
Valuation
P/E 17.96
Forward P/E 43.60 (above 35: high)
Price / sales 0.08
Forward P/S Powerpack
Price / FCF 0.00
Price / book 0.19
Financial health
Current ratio Q 0.00
Debt / equity Q 0.00
Interest coverage Q 0.00
Growth
Revenue growth Q +0.18% (above 0%: growing)
Operating income growth Q −61.91% (below 0%: shrinking)
EPS, this year −83.45% (below 0%: weak)
EPS, next year A +23.64% (at or above 15%: strong)
Revenue, next year A +7.92%
EPS, past 5 yrs —
EPS, next 5 yrs A −25.10% (below 0%: weak)

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

Dividends

Yield
—
Annual rate
—
Payout ratio
—

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 20 22 13 6
Receivables — — — —
Inventory — — — —
Other — — — —
20 22 13 6
2023 2024 2025 Q'26
Payables 17 17 2 38
ST’ Debt — — — —
Other — — — —
120 53 72 —

Compound Annual Growth %

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

Earnings Trends EPS, adjusted, against the consensus

EPS $

Mar Jun Sep Dec Year
’26 0.06 0.03 0.07 — —
’25 0.30 0.26 0.24 0.39 1.19
Fiscal quarters ending in the months shown.

Revenue $m

Mar Jun Sep Dec Year
’26 206 273 263 — —
’25 225 224 262 260 971
’24 189 221 278 287 975
’23 168 182 198 217 765
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 0 5 (33) — —
’25 (35) (29) 23 10 (31)
’24 (9) 0 23 5 19
’23 27 9 19 21 76
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 0 4 (35) — —
’25 (36) (31) 21 9 (37)
’24 (10) (2) 22 5 15
’23 26 9 18 22 75
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

3.2
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Sep ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue — — — — — — 755 765 975 971 1,002 +8.7% 1,048 1,149 1,159 +6.1%
Gross margin, % — — — — — — 29.49 28.29 26.20 21.85 18.24 (7.6) pt
EBT — — — — — — 139 123 117 71 26 (20.2%)
EBT margin, % — — — — — — 18.44 16.11 11.98 7.30 2.63 (11.1) pt
Net income — — — — — — 140 123 112 68 26 (21.3%)
Per share, $
Per share, $ Revenue — — — — — — 0.00 0.00 110.27 107.89 119.51 n/m
Earnings — — — — — — — — 1.82 1.19 0.55 (34.6%)
Cash flow — — — — — — 0.00 0.00 2.16 (3.48) (2.23) n/m
Capex — — — — — — 0.00 0.00 (0.44) (0.61) (0.44) n/m
Free cash flow — — — — — — 0.00 0.00 1.72 (4.10) (2.67) n/m
Book value — — — — — — 0.00 0.00 45.41 49.34 52.07 n/m
Shares, m — — — — — — — — 9 9 9 +1.8%
Valuation, ×
Valuation, × P/E — — — — — — 14.17 14.17 14.17 14.09 17.96 14.1
P/S — — — — — — 0.00 0.00 0.23 0.16 0.08 0.1
P/B — — — — — — 0.76 0.76 0.56 0.34 0.19 0.6
EV/Sales — — — — — — (0.03) (0.03) 0.21 0.14 0.08 0.1
EV/FCF — — — — — — (0.26) (0.26) 13.41 (3.75) (3.43) 2.3
Cash, $m
Cash, $m Operating cash flow — — — — — — 132 76 19 (31) (19) n/m
Capex — — — — — — (1) (1) (4) (6) (4) +76.8%
Free cash flow — — — — — — 131 75 15 (37) (22) n/m
Balance, $m
Balance, $m Working capital — — — — — — (17) (100) (30) (60) 6 +50.9%
Net debt — — — — — — (30) (20) (22) (13) (6) (24.5%)
Shareholders’ equity — — — — — — 165 209 402 444 437 +39.2%
Returns, %
Returns, % ROA — — — — — — 0.00 42.77 3.88 2.07 0.81 +2.1 pt
ROIC — — — — — — 65.26 41.25 19.82 10.79 0.00 (54.5) pt
ROE — — — — — — 0.00 0.00 0.00 2.53 1.14 +2.5 pt
People
People Employees — — — — — — 364 378 462 528 — +13.2%
Revenue/emp, $m — — — — — — 2.08 2.02 2.11 1.84 — (3.9%)
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Sep 2026 · fundamentals updated 4 Nov 2026

Smith Douglas Homes Corp. vs peers in Real Estate Development (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
CCS Century Communities, Inc. $1.6B 14.7× 10.3× −11.81% (below 0%: shrinking) −64.70% (below 0%: shrinking) −669.34% (below 0%: shrinking) 17.16% 3.42% Compare
FOR Forestar Group Inc $1.3B 8.6× 9.1× −13.38% (below 0%: shrinking) −32.02% (below 0%: shrinking) +118.00% (above 0%: growing) 17.75% 12.86% Compare
SKYH Sky Harbour Group Corporation $816.3M 342× — (loss-making) +49.59% (above 0%: growing) n/m +90.92% (above 0%: growing) 100.00% (68.68%) Compare
SDHC Smith Douglas Homes Corp. $524.6M 18.0× 43.6× +0.18% (above 0%: growing) −70.83% (below 0%: shrinking) −263.00% (below 0%: shrinking) 16.27% 0.00%
FPH Five Point Holdings, LLC $470.0M 10.4× 38.8× +8.36% (above 0%: growing) n/m −146.39% (below 0%: shrinking) 51.05% (34.73%) Compare
OZ Belpointe PREP, LLC $132.2M — (loss-making) — (loss-making) +165.62% (above 0%: growing) n/m +86.19% (above 0%: growing) 19.96% (140.87%) Compare
AXR AMREP Corporation $112.5M 19.4× 27.1× −66.10% (below 0%: shrinking) −94.32% (below 0%: shrinking) −138.27% (below 0%: shrinking) 37.10% (2.69%) Compare
LPA Logistic Properties of the Americas $72.3M 4.3× 8.4× +26.09% (above 0%: growing) n/m +225.63% (above 0%: growing) 100.00% 189.88% Compare
AEI Alset Inc. $19.5M — (loss-making) — (loss-making) −10.05% (below 0%: shrinking) n/m −187.23% (below 0%: shrinking) 8.49% (181.43%) Compare
Median of peers $301.1M 12.5× 10.3× −0.85% −64.70% −26.04% 28.53% (18.71%)

All 12 Real Estate Development stocks →

Smith Douglas Homes Corp. (SDHC) Latest News

9 Aug

Impact 3 · · MarketBeat transcript

2 May

Impact 4 · · MarketBeat

30 Apr

Impact 4 · · The Motley Fool transcript

21 Apr

Impact 4 · · The Motley Fool transcript

26 Jan

Impact 4 · · Business Wire

14 Jan

24 Dec

Impact 3 · · ZacksSimply Wall St.Simply Wall St.

22 Dec

24 Nov

Impact 4 · · Simply Wall St.Simply Wall St.MT Newswires

10 Nov

Impact 4 · · Simply Wall St.Simply Wall St.Simply Wall St.
stockrow.com/SDHC · Data as of Nov 4, 2026 · For information only; not investment advice. · © 2026 stockrow.com