LGI Homes vs Smith Douglas Homes
LGIH and SDHC side by side, both in operative builders. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How LGIH and SDHC compare
LGI Homes is the larger company, worth 12 times as much as Smith Douglas Homes ($960M against $81.2M).
On earnings, LGI Homes is cheaper: it trades at 14.5× trailing earnings, against 16.5× for Smith Douglas Homes.
Smith Douglas Homes grew revenue faster over the last twelve months (0.42% versus −16.7% for LGI Homes).
LGI Homes keeps more of each dollar of sales as profit, with a net margin of 3.9% compared with 0.49% at Smith Douglas Homes.
LGI Homes scores higher on the StockData Score (6 against 2 for Smith Douglas Homes), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | LGIH | SDHC |
|---|---|---|
| Size and price | ||
| Market cap | $960M | $81.2M |
| Share price | $41.29 | $9.25 |
| Change, 1 year | −15.9% | −47.7% |
| Change, 5 years | −72.7% | – |
| Beta (5Y) | 1.38 | 1.05 |
| Employees | 1,056 | 510 |
| StockData Score | ||
| Total score | 6 (better) | 2 |
| Valuation score | 1 | 1 |
| Growth score | 1 | 1 |
| Performance score | 0 | 0 |
| Health score | 4 (better) | 0 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 14.5× (better) | 16.5× |
| P/S | 0.6× | 0.1× (better) |
| P/B | – | 1.0× |
| EV/EBITDA | 9.3× | – |
| P/FCF | 7.3× | – |
| FCF yield | 13.6% (better) | −27.6% |
| Fair value | $36.49 | $10.70 |
| Margin of safety | −13.2% | 13.5% (better) |
| Growth | ||
| Revenue growth (TTM) | −16.7% | 0.42% (better) |
| Revenue growth, 5Y average | −6.4% | – |
| Net income growth (TTM) | −57.6% | −56.5% (better) |
| EPS growth (TTM) | −57.0% | – |
| EPS growth, 5Y average | −24.5% | – |
| Profitability | ||
| Gross margin | 19.4% (better) | 18.2% |
| Net margin | 3.9% (better) | 0.49% |
| FCF margin | 7.7% (better) | −2.2% |
| Return on equity | – | 6.0% |
| Financial health | ||
| Altman Z-score | 1.54 | 1.89 (better) |
| Piotroski F-score | 3 (better) | 2 |
| Dividends and buybacks | ||
| Buyback yield | −0.39% | – |
| Shareholder yield | −0.39% | 0.00% (better) |
| Ownership | ||
| Held by institutions | 91.5% | 14.6% |
| Held by insiders | 12.8% | 90.5% |
| Insider net buying, 12 months | −$2.6M | $796K (better) |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 15.1% | 21.4% |
Go deeper
- LGIH stock overview
- LGIH income statement
- LGIH valuation and score
- SDHC stock overview
- SDHC income statement
- SDHC valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.