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. In the quarter to June 2026, revenue grew 21.9%, EPS fell 88.5% and free cash flow grew 112.6%, each against the same quarter a year earlier. Insiders bought in the last twelve months.

10.57 0.12 +1.15%
Market cap
$531.2M
P/E
14.7×
Fwd P/E
25.8×
Dividend yield
—
F-score
2/9
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a

Insider Decisions trades per month

Total buys 0.80
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — 4 — 1 — — 2 2 —
Sell — — — — — — — — — — — —
Insider Ownership 13.38%

Capital & Financial Ratios $m

Market Cap 531.15
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 14.68
Fwd P/E 25.80
P/S ratio 0.09
P/B ratio 0.20
Past 5Y EPS Growth —
This Y EPS Growth (78.03%) (below 0%: weak)
Next Y EPS Growth 37.76% (at or above 15%: strong)
Next Y revenue growth 7.92%
Next 5Y EPS Growth (25.10%) (below 0%: weak)

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —

Assets vs Liabilities $m

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

Compound Annual Growth %

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

Revenue $m

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
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

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
Fiscal quarters ending in the months shown.

Free Cash Flow $m

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
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

Ten years at a glance Fiscal years to December

Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Trend 2026e 2027e 2028e
Price, $
Price, $ Low — — — — — — — — 20.55 15.00

Analyst estimates 2026–2028

Powerpack
High — — — — — — — — 39.50 26.23
People
People Employees — — — — — — 364 378 462 528
Revenue/emp, $m — — — — — — 2.08 2.02 2.11 1.84
Income, $m
Income, $m Revenue — — — — — — 755 765 975 971
Gross margin, % — — — — — — 29.49 28.29 26.20 21.85
EBT — — — — — — 139 123 117 71
EBT margin, % — — — — — — 18.44 16.11 11.98 7.30
Net income — — — — — — 140 123 112 68
Depreciation — — — — — — 1 2 3 3
Per share, $
Per share, $ Revenue — — — — — — 0.00 0.00 110.27 107.89
Earnings — — — — — — — — 1.82 1.19
Cash flow — — — — — — 0.00 0.00 2.16 (3.48)
Capex — — — — — — 0.00 0.00 (0.44) (0.61)
Free cash flow — — — — — — 0.00 0.00 1.72 (4.10)
Book value — — — — — — 0.00 0.00 45.41 49.34
Shares, m — — — — — — — — 9 9
Valuation, ×
Valuation, × P/E — — — — — — 14.17 14.17 14.17 14.09
P/S — — — — — — 0.00 0.00 0.23 0.16
P/B — — — — — — 0.76 0.76 0.56 0.34
EV/Sales — — — — — — (0.03) (0.03) 0.21 0.14
EV/FCF — — — — — — (0.26) (0.26) 13.41 (3.75)
Cash, $m
Cash, $m Operating cash flow — — — — — — 132 76 19 (31)
Capex — — — — — — (1) (1) (4) (6)
Free cash flow — — — — — — 131 75 15 (37)
Balance, $m
Balance, $m Working capital — — — — — — (17) (100) (30) (60)
Total debt — — — — — — — — — —
Net debt — — — — — — (30) (20) (22) (13)
Shareholders’ equity — — — — — — 165 209 402 444
Returns, %
Returns, % ROA — — — — — — 0.00 42.77 3.88 2.07
ROIC — — — — — — 65.26 41.25 19.82 10.79
ROE — — — — — — 0.00 0.00 0.00 2.53
Negative figures in brackets.

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Charts ten years each

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 11.9× 14.9× −7.34% (below 0%: shrinking) +9.57% (above 0%: growing) −454.02% (below 0%: shrinking) 20.51% 6.77% Compare
FOR Forestar Group Inc $1.3B 7.7× 9.5× +4.23% (above 0%: growing) +7.69% (above 0%: growing) +118.00% (above 0%: growing) 20.66% 11.25% Compare
SKYH Sky Harbour Group Corporation $746.1M 303× — (loss-making) +49.59% (above 0%: growing) n/m +90.92% (above 0%: growing) 100.00% (68.68%) Compare
SDHC Smith Douglas Homes Corp. $531.2M 14.7× 25.8× +21.93% (above 0%: growing) −88.46% (below 0%: shrinking) +112.60% (above 0%: growing) 17.55% 2.49%
XTND Xtend AI Robotics, Inc. $528.2M — (loss-making) — +146.19% (above 0%: growing) n/m −24.75% (below 0%: shrinking) 14.70% (45.00%) Compare
FPH Five Point Holdings, LLC $484.8M 5.8× 38.8× +86.03% (above 0%: growing) +200.00% (above 0%: growing) +85.60% (above 0%: growing) 48.27% (54.55%) Compare
OZ Belpointe PREP, LLC $150.1M — (loss-making) — (loss-making) +168.08% (above 0%: growing) n/m +81.31% (above 0%: growing) 7.71% (176.11%) Compare
AXR AMREP Corporation $107.8M 17.9× 14.3× −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 $88.4M 5.1× — (loss-making) +26.09% (above 0%: growing) n/m +225.63% (above 0%: growing) 100.00% 189.88% Compare
Median of peers $506.5M 9.8× 14.6× +37.84% +8.63% +83.46% 28.88% (23.84%)

All 15 Real Estate Development stocks →

Smith Douglas Homes Corp. (SDHC) key facts

  • Concern: Net income was $68.4 million, or $1.19 per share (basic), a net margin of 1.10%.
  • 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.
  • As of October 16, 2026, SDHC traded at $10.57, a market capitalization of $531.2 million.
  • At that price the stock trades at 14.7× trailing-twelve-month earnings and 0.1× sales.
  • Return on equity was 2.53% and debt-to-equity 0.00.
  • Its Piotroski F-score is 2 out of 9 for fiscal 2025.

Source: company filings (standardised) and stockrow calculations.

Smith Douglas Homes Corp. (SDHC) Latest News

21 Apr

Impact 4 · transcript
stockrow.com/SDHC · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com