BZH

Beazer Homes USA, Inc.

Consumer Cyclical · $912M market cap

Verdict

Share price

$33.40

close of Oct 3, 2026

Fair value

$48.43

Sticker Price

Payback Price

$19.37

buy price

Undervalued

BZH is Undervalued: at $33.40 it trades 31% below its fair value of $48.43. Its buy price (Payback Price) is $19.37, 42% below today's price. Business quality is limited: none of the 5 key numbers clears the 10% bar.

How we valued it

Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.

Business quality

0 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth4.3% a year✗
Equity per share growth0.8% a year✗
Sales growth3.9% a year✗
Free cash flow growth-12.5% a year✗
Return on invested capital4.6%✗

Follow BZH

Get notified when it reaches its buy price of $19.37. Free.

Create a free account

Superinvestors

1 of the investors we track holds BZH. In Q2 2026, 1 sold out. Who we track

Moves in Q2 2026

Sold out: First Eagle Investment Management

Insider activity

Since Aug 1, 2026: no open-market purchases and 1 other filing (stock awards, tax withholding and similar). Why purchases matter

Other filings

About Beazer Homes USA, Inc.

Beazer Homes USA, Inc. operates as a residential property developer and builder across the United States. The company is responsible for the planning, construction, and marketing of both detached and attached dwellings, which are sold under its distinct brands: Beazer Homes, Gatherings, and Choice Plans. Its properties are marketed through commissioned in-house sales consultants and external real estate agents…

Residential Construction

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works