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Upturn AI SWOT - About
PHM 
PulteGroup Inc (PHM)
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Upturn Advisory Summary
04/01/2025: PHM (4-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 91.64% | Avg. Invested days 58 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 20.77B USD | Price to earnings Ratio 7.01 | 1Y Target Price 135.01 |
Price to earnings Ratio 7.01 | 1Y Target Price 135.01 | ||
Volume (30-day avg) 2316861 | Beta 1.73 | 52 Weeks Range 99.58 - 148.87 | Updated Date 04/1/2025 |
52 Weeks Range 99.58 - 148.87 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 0.86% | Basic EPS (TTM) 14.69 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 17.18% | Operating Margin (TTM) 23.53% |
Management Effectiveness
Return on Assets (TTM) 14.57% | Return on Equity (TTM) 27.4% |
Valuation
Trailing PE 7.01 | Forward PE 8.29 | Enterprise Value 20734583017 | Price to Sales(TTM) 1.16 |
Enterprise Value 20734583017 | Price to Sales(TTM) 1.16 | ||
Enterprise Value to Revenue 1.16 | Enterprise Value to EBITDA 5.06 | Shares Outstanding 201584992 | Shares Floating 200688469 |
Shares Outstanding 201584992 | Shares Floating 200688469 | ||
Percent Insiders 0.65 | Percent Institutions 95.01 |
Analyst Ratings
Rating 4 | Target Price 144.36 | Buy 3 | Strong Buy 7 |
Buy 3 | Strong Buy 7 | ||
Hold 7 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
PulteGroup Inc
Company Overview
History and Background
PulteGroup Inc. (PHM) was founded in 1950 by Bill Pulte as Pulte Homes. It has grown to become one of the largest homebuilders in the United States, acquiring multiple other homebuilding companies along the way and expanding into mortgage and insurance services. It is headquartered in Atlanta, Georgia.
Core Business Areas
- Homebuilding: PulteGroup's core business is building and selling single-family detached homes, townhomes, and condominiums. They operate under various brand names, catering to different buyer segments.
- Financial Services: The company also offers mortgage financing and title insurance services through its Pulte Mortgage and other financial subsidiaries, supporting its homebuilding operations.
Leadership and Structure
Ryan Marshall is the President and CEO. The company has a board of directors overseeing the management. Its structure is decentralized, with multiple brands focusing on different geographic regions and customer segments.
Top Products and Market Share
Key Offerings
- Single-Family Homes: PulteGroup builds and sells single-family homes, catering to first-time homebuyers, move-up buyers, and active adult buyers. Competitors include D.R. Horton, Lennar, and NVR. Difficult to determine exact market share based on solely Single-Family Homes
- Townhomes and Condominiums: They also offer townhomes and condominiums in urban and suburban markets. These cater to a different demographic seeking higher density housing. Competitors include D.R. Horton, Lennar, and NVR. Difficult to determine exact market share based on solely Townhomes and Condominiums
- Active Adult Communities (Del Webb): PulteGroup offers active adult communities under the Del Webb brand, targeting the 55+ demographic with specialized amenities and lifestyle options. Competitors include Lennar, D.R. Horton, and national and regional active adult community developers. Difficult to determine exact market share based on solely Active Adult Communities.
Market Dynamics
Industry Overview
The homebuilding industry is cyclical and influenced by factors such as interest rates, economic growth, demographics, and consumer confidence. Currently, the industry faces headwinds from high mortgage rates, inflation, and supply chain challenges, but benefits from a housing shortage and strong demand.
Positioning
PulteGroup is one of the largest homebuilders in the US, with a national presence and a diverse brand portfolio. Its competitive advantages include its scale, brand recognition, and efficient supply chain management.
Total Addressable Market (TAM)
The TAM for new home sales in the US is estimated to be several hundred billion dollars annually. PulteGroup is well-positioned to capture a significant share of this market due to its national scale and brand recognition.
Upturn SWOT Analysis
Strengths
- Strong brand recognition (Pulte, Del Webb)
- National presence and scale
- Diversified product offerings
- Efficient supply chain management
- Financial strength and profitability
Weaknesses
- Exposure to cyclical downturns in the housing market
- Reliance on mortgage financing availability
- Sensitivity to interest rate fluctuations
- Potential for warranty claims and construction defects
Opportunities
- Growing demand from millennials and first-time homebuyers
- Expansion into new geographic markets
- Increased focus on sustainable building practices
- Technological innovation in home design and construction
Threats
- Rising interest rates
- Economic recession
- Supply chain disruptions and material cost inflation
- Increased competition from other homebuilders
- Government regulations and zoning restrictions
Competitors and Market Share
Key Competitors
- DHI
- LEN
- NVR
- TOL
Competitive Landscape
PulteGroup faces intense competition from other large national homebuilders and smaller regional players. Its competitive advantages include its brand recognition, scale, and diversified product offerings. However, it must contend with rising costs, fluctuating interest rates, and evolving consumer preferences.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: PulteGroup's historical growth has been driven by acquisitions, organic expansion, and favorable housing market conditions.
Future Projections: Analyst estimates (data not available) project continued growth in revenue and earnings, driven by demand for new homes and the company's strategic initiatives.
Recent Initiatives: Recent strategic initiatives include investments in technology, land acquisition, and expansion into new markets.
Summary
PulteGroup is a leading homebuilder benefiting from a strong brand and national presence. While it faces cyclical risks inherent in the housing market, its efficient operations and diverse product offerings position it well for continued growth. The company should carefully monitor interest rates, supply chain dynamics, and competitive pressures to maintain its market position. They have not made any recent notable acquisitions but are considered financially very stable.
Similar Companies
DHI
DR Horton Inc
DHI
DR Horton Inc
LEN
Lennar Corporation
LEN
Lennar Corporation
MTH
Meritage Corporation
MTH
Meritage Corporation
NVR
NVR Inc
NVR
NVR Inc
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Financial News Articles
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market data is subject to change.
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 PulteGroup Inc
Exchange NYSE | Headquaters Atlanta, GA, United States | ||
IPO Launch date 1985-07-01 | President, CEO & Director Mr. Ryan R. Marshall | ||
Sector Consumer Cyclical | Industry Residential Construction | Full time employees 6793 | |
Full time employees 6793 | |||
PulteGroup, Inc., through its subsidiaries, engages in the homebuilding business in the United States. It acquires and develops land primarily for residential purposes; and constructs housing on such land. The company also offers various home designs, including single-family detached, townhomes, condominiums, and duplexes under the Centex, Pulte Homes, Del Webb, DiVosta Homes, John Wieland Homes and Neighborhoods, and American West brand names. In addition, the company arranges financing through the origination of mortgage loans for homebuyers; sells the servicing rights for the originated loans; and provides title insurance policies, and examination and closing services to homebuyers. PulteGroup, Inc. was founded in 1950 and is headquartered in Atlanta, Georgia.
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