M/I Homes vs Smith Douglas Homes
MHO 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 MHO and SDHC compare
M/I Homes is the larger company, worth 39 times as much as Smith Douglas Homes ($3.2B against $81.2M).
On earnings, M/I Homes is cheaper: it trades at 12.1× trailing earnings, against 16.5× for Smith Douglas Homes.
Smith Douglas Homes grew revenue faster over the last twelve months (0.42% versus −6.0% for M/I Homes).
M/I Homes keeps more of each dollar of sales as profit, with a net margin of 6.6% compared with 0.49% at Smith Douglas Homes.
M/I Homes scores higher on the StockData Score (11 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 | MHO | SDHC |
|---|---|---|
| Size and price | ||
| Market cap | $3.2B | $81.2M |
| Share price | $126.96 | $9.25 |
| Change, 1 year | −1.6% | −47.7% |
| Change, 5 years | 111% | – |
| Beta (5Y) | 1.16 | 1.05 |
| Employees | 1,801 | 510 |
| StockData Score | ||
| Total score | 11 (better) | 2 |
| Valuation score | 2 (better) | 1 |
| Growth score | 1 | 1 |
| Performance score | 3 (better) | 0 |
| Health score | 5 (better) | 0 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 12.1× (better) | 16.5× |
| P/S | 0.8× | 0.1× (better) |
| P/B | 1.0× (better) | 1.0× |
| EV/EBITDA | 7.4× | – |
| P/FCF | 23.2× | – |
| FCF yield | 4.3% (better) | −27.6% |
| Fair value | $110.04 | $10.70 |
| Margin of safety | −15.4% | 13.5% (better) |
| Growth | ||
| Revenue growth (TTM) | −6.0% | 0.42% (better) |
| Revenue growth, 5Y average | 7.7% | – |
| Net income growth (TTM) | −41.3% (better) | −56.5% |
| EPS growth (TTM) | −38.3% | – |
| EPS growth, 5Y average | 12.4% | – |
| Profitability | ||
| Gross margin | 20.7% (better) | 18.2% |
| Operating margin | 8.2% | – |
| Net margin | 6.6% (better) | 0.49% |
| FCF margin | 3.3% (better) | −2.2% |
| Return on equity | 8.7% (better) | 6.0% |
| Return on invested capital | 10.8% | – |
| Financial health | ||
| Debt / equity | 0.00 | – |
| Altman Z-score | 3.29 (better) | 1.89 |
| Piotroski F-score | 4 (better) | 2 |
| Dividends and buybacks | ||
| Buyback yield | 6.4% | – |
| Shareholder yield | 6.4% (better) | 0.00% |
| Ownership | ||
| Held by institutions | 98.8% | 14.6% |
| Held by insiders | 3.5% | 90.5% |
| Insider net buying, 12 months | −$25.3M | $796K (better) |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 6.3% | 21.4% |
Go deeper
- MHO stock overview
- MHO income statement
- MHO 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.