For those looking to find strong Construction stocks, it is prudent to search for companies in the group that are outperforming their peers. PulteGroup (PHM) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Construction sector should help us answer this question.PulteGroup is one of 91 individual stocks in the Construction sector. ...

PulteGroup (PHM) ended the recent trading session at $132.70, demonstrating a +0.84% swing from the preceding day's closing price. This move outpaced the S&P 500's daily gain of 0.45%. Elsewhere, the Dow lost 0.23%, while the tech-heavy Nasdaq added 0.84%.Shares of the homebuilder witnessed a gain of 7.9% over the previous month, beating the performance of the Construction sector with its gain of 1.61% and the S&P 500's gain of 2.54%.The investment community will be paying close attention to the earnings pe ...

文章核心观点 - 公司通过灵活的土地管理策略、提高生产效率和降低木材价格等关键因素,在当前波动的市场环境中表现出色 [4][5][6][7] - 公司采取平衡价格、节奏和投资的方式,而非单纯追求高利润率,有利于提高资本回报率(ROE) [8] - 公司采取均衡的经营模式,包括投机性和定制建造,以应对市场变化 [9][10] 根据相关目录分别进行总结 公司土地管理和灵活性 - 公司增加使用土地期权,目前占总控制土地的53%,通过与第三方土地银行家合作降低资本风险 [4][5] - 这种灵活的土地管理方式提高了公司的流动性和资本效率,同时也减少了对债务的依赖 [6][7] 公司定价策略和经营模式 - 公司强调平衡价格、节奏和投资,而非单纯追求高利润率,有利于提高资本回报率(ROE) [8] - 公司采取均衡的经营模式,包括投机性和定制建造,以应对市场变化 [9][10] 行业前景和公司展望 - 预计联储9月降息可能会进一步推动房地产市场,利好公司及同行 [2] - 公司预计未来3-5年业务增长5%-10%,受益于低库存、购房需求和有利的人口趋势 [10]

Shares of PulteGroup (PHM) have been strong performers lately, with the stock up 0.5% over the past month. The stock hit a new 52-week high of $136.47 in the previous session. PulteGroup has gained 29.5% since the start of the year compared to the 19% move for the Zacks Construction sector and the 25.8% return for the Zacks Building Products - Home Builders industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it hasn't missed our earnings consensus esti ...

Affordability issues have largely impacted home buyer’s sentiments all through the year. Their incomes were also stretched due to elevated interest rates, a frustration for the housing market. However, with interest rate cut expectations growing, mortgage rates dropped to their lowest level this year.With mortgage rates sliding, things are hunky-dory for PulteGroup, Inc. (PHM) , KB Home (KBH) and Toll Brothers, Inc. (TOL) making them enticing buys.Mortgage Rates Fall Under 6.5%For the week ending on Aug 22, ...

A month has gone by since the last earnings report for PulteGroup (PHM) . Shares have added about 4.9% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is PulteGroup due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. PulteGroup Q2 Earnings & Revenues Top, Margins Rise Y/ ...

The Federal Reserve has kept interest rates at record-high levels for quite some time, citing additional progress in price pressures ebbing toward the central bank’s target of 2%. However, July’s doomed jobs data raised recession fearmongering and compelled market participants to believe that the Fed has been a bit late in slashing interest rates.Nevertheless, cooling consumer and wholesale prices last month strengthened hopes that the Fed would initiate an interest rate cut in September, even if it won’t b ...

文章核心观点 - 本年度房地产建筑商面临利率上升的压力,但随着9月降息预期上升,抵押贷款利率已降至一年多来的最低水平 [1][2] - 随着抵押贷款利率大幅下降,房地产公司PulteGroup、KB Home和M/I Homes成为了吸引投资者的不错选择 [2] 抵押贷款利率下降 - 30年期固定抵押贷款平均利率从上周的6.73%下降至6.47%,为2023年5月以来的最低水平,而去年同期为6.96% [3] - 15年期固定抵押贷款平均利率从上周的5.99%下降至5.63%,而去年同期为6.34% [4] - 抵押贷款利率下降是由于就业报告不佳引发了对经济衰退的担忧,预计美联储将在9月放松货币政策并降息,导致长期债券收益率下降 [5][6][7] 房地产公司表现 - PulteGroup专注于入门级住房需求,并通过客户导向的战略提高了利润率,其ROE达25.7%,被视为非常强劲 [10][11][12][13] - KB Home的"订制建造"方法为其带来了竞争优势,提高了收入 [14][15] - M/I Homes的净利润率为12.7%,高于行业平均水平10.9%,体现了较强的盈利能力 [16][17] - 这三家公司股价年初至今分别上涨18.3%、27.6%和3.4% [18]

Atlanta, GA-based homebuilder PulteGroup, Inc. (PHM) recently reported robust second-quarter 2024 results, showcasing the resilience of housing demand and the company's sustainable improvements in capital efficiency despite a challenging interest rate environment.The company exceeded earnings and revenue expectations, driven by a balanced operating model. This model facilitated an increase in average sales price (ASP), closings, and gross margin expansion, collectively boosting earnings by 19%.Investors rea ...

miflippo It may come as a surprise that the largest homebuilders have crushed the broader market over the past decade. While the S&P 500 achieved total returns of 235% over the last ten years, 101% at 5Y mark, and 20% over the TTM, the iShares U.S. Home Construction ETF (ITB) has risen by an impressive 451%, 213%, and 32% respectively. This outstanding performance is all the more noteworthy given the challenges posted by a volatile interest rate environment, rising construction costs, and ever-changing ...