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Upturn AI SWOT - About
LEGH 
Legacy Housing Corp (LEGH)
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Upturn Advisory Summary
04/01/2025: LEGH (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -33.41% | Avg. Invested days 35 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 609.03M USD | Price to earnings Ratio 10.18 | 1Y Target Price 33.5 |
Price to earnings Ratio 10.18 | 1Y Target Price 33.5 | ||
Volume (30-day avg) 91134 | Beta 1.16 | 52 Weeks Range 19.42 - 29.30 | Updated Date 04/2/2025 |
52 Weeks Range 19.42 - 29.30 | Updated Date 04/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 2.48 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-03-13 | When After Market | Estimate 0.52 | Actual 0.58 |
Profitability
Profit Margin 33.47% | Operating Margin (TTM) 28.62% |
Management Effectiveness
Return on Assets (TTM) 7.64% | Return on Equity (TTM) 13.25% |
Valuation
Trailing PE 10.18 | Forward PE - | Enterprise Value 607341747 | Price to Sales(TTM) 3.31 |
Enterprise Value 607341747 | Price to Sales(TTM) 3.31 | ||
Enterprise Value to Revenue 3.3 | Enterprise Value to EBITDA 7.72 | Shares Outstanding 24129400 | Shares Floating 11086235 |
Shares Outstanding 24129400 | Shares Floating 11086235 | ||
Percent Insiders 64.68 | Percent Institutions 38.29 |
Analyst Ratings
Rating 4.25 | Target Price 31.5 | Buy 1 | Strong Buy 2 |
Buy 1 | Strong Buy 2 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Legacy Housing Corp
Company Overview
History and Background
Legacy Housing Corporation was founded in 2005. It is a vertically integrated manufactured housing company focused on entry-level homes. The company has grown through organic expansion and strategic acquisitions.
Core Business Areas
- Manufacturing: Designs, manufactures, and sells manufactured homes and tiny houses.
- Retail: Operates retail locations to sell manufactured homes directly to consumers.
- Financing: Provides financing options to customers for purchasing manufactured homes, including consumer loans and park loans.
- Land: Acquires and develops land for manufactured home communities.
Leadership and Structure
Curt Hodgson is the Chairman and CEO. Duncan Bryant is the President. The company has a board of directors and a management team overseeing various departments.
Top Products and Market Share
Key Offerings
- Manufactured Homes: Entry-level manufactured homes are Legacy's primary product. Market share data is not readily available in precise terms but Legacy is a top player in the sector, especially in the South Central US. Competitors include Cavco Industries (CVCO) and Skyline Champion (SKY). Revenue from this product constitutes the majority of Legacy's sales.
- Tiny Houses: Legacy also produces tiny houses. Market share data is limited as this is a smaller segment. Revenue generated from this product is smaller in comparison to Manufactured homes. Competitors include different private firms.
- Financing Services: Legacy provides consumer and park financing. Revenue derived from financing operations contribute significantly to the company's overall profits. Competitors include different private firms.
Market Dynamics
Industry Overview
The manufactured housing industry is driven by affordability and demand for affordable housing solutions. Trends include increased regulatory scrutiny, technological advancements in construction, and evolving consumer preferences.
Positioning
Legacy Housing is positioned as a provider of affordable entry-level manufactured homes. Its vertical integration and financing capabilities provide competitive advantages.
Total Addressable Market (TAM)
The US manufactured housing market is estimated to be around $20 billion annually. Legacy Housing Corp is well-positioned to capture a significant portion of this TAM due to its focus on affordability and vertical integration.
Upturn SWOT Analysis
Strengths
- Vertically integrated operations
- Strong focus on entry-level market
- In-house financing capabilities
- Manufacturing Efficiency
- Lean Operating Model
Weaknesses
- Geographic concentration (South Central US)
- Exposure to economic downturns
- Reliance on manufactured housing market conditions
- Limited Product Diversification
- Smaller Scale compared to larger competitors
Opportunities
- Expanding geographic reach
- Increasing demand for affordable housing
- Acquisition opportunities
- New product development (e.g., sustainable housing)
- Partnerships with land developers
Threats
- Economic recession
- Rising interest rates
- Increased competition
- Changes in government regulations
- Material cost inflation
Competitors and Market Share
Key Competitors
- CVCO
- SKY
- UFPI
Competitive Landscape
Legacy Housing competes primarily on price and efficiency. It has a strong presence in the South Central US. Cavco and Skyline Champion are larger, more diversified competitors.
Major Acquisitions
Oak Creek Homes
- Year: 2021
- Acquisition Price (USD millions): 45.9
- Strategic Rationale: Expanded manufacturing capacity and geographic reach.
Growth Trajectory and Initiatives
Historical Growth: Legacy has grown significantly since its founding, both organically and through acquisitions.
Future Projections: Analyst estimates vary; however, consistent growth is projected based on continued demand for affordable housing.
Recent Initiatives: Recent initiatives include expanding manufacturing capacity and retail presence in new markets.
Summary
Legacy Housing Corp. is a solid player in the affordable housing market, showing financial strength and efficient operations. Its vertical integration gives it an edge, but geographic concentration and reliance on the housing market pose risks. Strategic initiatives and geographic diversification will be crucial for continued success. Potential interest rate hikes may impact financial performance.
Similar Companies
CVCO
Cavco Industries Inc
CVCO
Cavco Industries Inc
SKY
Skyline Corporation
SKY
Skyline Corporation
UFPI
Ufp Industries Inc
UFPI
Ufp Industries Inc
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q), Investor Relations, Industry Reports, Analyst Reports.
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions can change, and past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Legacy Housing Corp
Exchange NASDAQ | Headquaters Bedford, TX, United States | ||
IPO Launch date 2018-12-14 | President & CEO Mr. Robert Duncan Bates | ||
Sector Consumer Cyclical | Industry Residential Construction | Full time employees 594 | Website https://www.legacyhousing.com |
Full time employees 594 | Website https://www.legacyhousing.com | ||
Legacy Housing Corporation engages in the building, sale, and financing of manufactured homes and tiny houses primarily in the southern United States. The company manufactures and provides for the transport of mobile homes, including 1 to 5 bedrooms with 1 to 3 1/2 bathrooms; and provides wholesale financing to dealers and mobile home parks, as well as retail financing to consumers. It also offers inventory financing for its independent retailers; consumer financing for its products; and financing to manufactured housing community owners that buy or lease its products for use in their rental housing communities. The company is involved in financing and developing new manufactured home communities. It markets its homes under the Legacy brand through a network of independent retailers and company-owned stores; and directly to manufactured home communities. The company was founded in 2005 and is headquartered in Bedford, Texas.
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