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22.25 (1y: +74%)
Market Cap 538.68 M P/E(ttm)
Enterprise Value 1.62 B P/B
BZH- NYSE (USA)
Beazer Homes USA, Inc.
  • Currently 1/5
Business Predictability Rank: 1-Star
Back Testing Results:
Average gain of all 1-Star stocks: 1.1% per year.
% of Stocks that are in still loss if held for 10yrs: 45%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$22.25
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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 5/10

vs
industry		 vs
history
Cash to Debt No Debt
BZH's Cash to Debt is ranked lower than
67% of the 258 Companies
in the Global Residential Construction industry.

( Industry Median: 2.14 vs. BZH: No Debt )
BZH' s 10-Year Cash to Debt Range
Min: 0.09   Max: No Debt
Current: No Debt
F-Score: 4
Z-Score: 1.01
M-Score: -3.05
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 6/10

vs
industry		 vs
history
Operating margin (%) -4.60
BZH's Operating margin (%) is ranked lower than
59% of the 258 Companies
in the Global Residential Construction industry.

( Industry Median: 3.60 vs. BZH: -4.60 )
BZH' s 10-Year Operating margin (%) Range
Min: -36   Max: 11.2
Current: -4.6
-36
11.2
Net-margin (%) -15.6
BZH's Net-margin (%) is ranked lower than
69% of the 258 Companies
in the Global Residential Construction industry.

( Industry Median: 2.10 vs. BZH: -15.6 )
BZH' s 10-Year Net-margin (%) Range
Min: -45.9   Max: 7.1
Current: -15.6
-45.9
7.1
Revenue Growth (%) 41.9
BZH's Revenue Growth (%) is ranked higher than
81% of the 258 Companies
in the Global Residential Construction industry.

( Industry Median: -2.10 vs. BZH: 41.9 )
BZH' s 10-Year Revenue Growth (%) Range
Min: -34.3   Max: 41.9
Current: 41.9
-34.3
41.9
EBITDA Growth (%) 7.7
BZH's EBITDA Growth (%) is ranked higher than
87% of the 258 Companies
in the Global Residential Construction industry.

( Industry Median: 3.00 vs. BZH: 7.7 )
BZH' s 10-Year EBITDA Growth (%) Range
Min: -45.5   Max: 22.7
Current: 7.7
-45.5
22.7
EPS Growth (%) 108.3
BZH's EPS Growth (%) is ranked higher than
76% of the 258 Companies
in the Global Residential Construction industry.

( Industry Median: 6.10 vs. BZH: 108.3 )
BZH' s 10-Year EPS Growth (%) Range
Min: -52   Max: 108.3
Current: 108.3
-52
108.3
» BZH's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades
Q2 2012

BZH Guru Trades in Q2 2012

Ken Heebner Sold Out
John Paulson Sold Out
David Tepper 254,614 sh (-11.16%)
Jim Simons 368,100 sh (-63.35%)
» More
Q3 2012

BZH Guru Trades in Q3 2012

John Keeley 330,000 sh (New)
David Tepper 7,076,459 sh (+2679.28%)
Jim Simons Sold Out
» More
Q4 2012

BZH Guru Trades in Q4 2012

Steven Cohen 14,914 sh (New)
John Keeley Sold Out
David Tepper 1,274,095 sh (-9.98%)
» More
Q1 2013

BZH Guru Trades in Q1 2013

Bruce Kovner 200,000 sh (New)
David Tepper 1,274,095 sh (unchged)
Steven Cohen Sold Out
» More
» Details

Insider Trades

Latest Guru Trades with BZH

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
John Keeley 2012-12-31 Sold Out 0.03%$13.15 - $18.8 $ 22.2538%0
David Tepper 2012-09-30 Add 2679.28%0.61%$11.35 - $19.95 $ 22.2550%7076459
John Keeley 2012-09-30 New Buy0.03%$11.35 - $19.95 $ 22.2550%330000
Ken Heebner 2012-06-30 Sold Out 0.23%$11.65 - $16.25 $ 22.2561%0
John Paulson 2012-06-30 Sold Out 0.05%$11.65 - $16.25 $ 22.2561%0
Ken Heebner 2012-03-31 New Buy0.23%$12.7 - $19.65 $ 22.2546%3220000
John Paulson 2012-03-31 Reduce -52.55%0.05%$12.7 - $19.65 $ 22.2546%2301483
David Tepper 2011-12-31 Reduce -84.01%0.15%$6.9 - $12.4 $ 22.25115%286614
David Tepper 2011-09-30 Reduce -32.45%0.07%$7.85 - $18.2 $ 22.2593%1791962
David Tepper 2011-06-30 Add 93.97%0.1%$15.75 - $23.6 $ 22.2512%2652840
Arnold Schneider 2011-06-30 Sold Out $15.75 - $23.6 $ 22.2512%0
David Tepper 2011-03-31 New Buy0.15%$21.7 - $30.75 $ 22.25-13%1367679
Arnold Schneider 2011-03-31 New Buy$21.7 - $30.75 $ 22.25-13%10000
Mario Gabelli 2011-03-31 Sold Out $21.7 - $30.75 $ 22.25-13%0
George Soros 2010-12-31 Sold Out $19.75 - $28.1 $ 22.25-1%0
George Soros 2010-09-30 New Buy$16.05 - $23.15 $ 22.2513%27300
Ron Baron 2010-09-30 Sold Out $16.05 - $23.15 $ 22.2513%0
Arnold Schneider 2010-09-30 Sold Out $16.05 - $23.15 $ 22.2513%0
Mario Gabelli 2010-09-30 New Buy$16.05 - $23.15 $ 22.2513%32200
Ron Baron 2010-06-30 New Buy$18.55 - $34.4 $ 22.25-12%20100
Arnold Schneider 2010-06-30 New Buy$18.55 - $34.4 $ 22.25-12%10000
John Paulson 2010-03-31 New Buy0.11%$19.5 - $27.1 $ 22.25-2%5000000
Premium More recent guru trades are included for Premium Members only!!

Top Ranked Articles about Beazer Homes USA, Inc.

Billionaire David Tepper Increases Stake in One Home Builder 2700%
November 27, 2012
David Tepper - Billionaire David Tepper Increases Stake In One Home Builder 2700%
The housing renaissance did not materialize the way David Tepper may have imagined in 2011, when he added four of the panned home builder stocks in the first quarter: Kb Home (KBH), D.R. Horton Inc. (DHI), Pulte Group (PHM) and Beazer Homes USA Inc. (BZH). By year-end, he sold them all again, at or near a loss – with the exception of his Beazer holding, a fraction of which he retained. Read more...

Ratios

vs
industry		 vs
history
P/S 0.44
BZH's P/S is ranked higher than
79% of the 258 Companies
in the Global Residential Construction industry.

( Industry Median: 0.65 vs. BZH: 0.44 )
BZH' s 10-Year P/S Range
Min: 0.01   Max: 0.68
Current: 0.44
0.01
0.68
EV-to-EBIT -52.34
BZH's EV-to-EBIT is ranked higher than
84% of the 258 Companies
in the Global Residential Construction industry.

( Industry Median: 17.56 vs. BZH: -52.34 )
BZH' s 10-Year EV-to-EBIT Range
Min: 4.8   Max: 20.6
Current: -52.34
4.8
20.6
Shiller P/E 4
BZH's Shiller P/E is ranked higher than
98% of the 258 Companies
in the Global Residential Construction industry.

( Industry Median: 24.05 vs. BZH: 4 )
BZH' s 10-Year Shiller P/E Range
Min: 2.1   Max: 18
Current: 4
2.1
18

Valuation & Return

vs
industry		 vs
history
Price/DCF (Projected) 4.3
BZH's Price/DCF (Projected) is ranked higher than
78% of the 258 Companies
in the Global Residential Construction industry.

( Industry Median: 1.10 vs. BZH: 4.3 )
BZH' s 10-Year Price/DCF (Projected) Range
Min: 0.1   Max: 9.2
Current: 4.3
0.1
9.2
Price/Median PS Value 11.7
BZH's Price/Median PS Value is ranked higher than
86% of the 258 Companies
in the Global Residential Construction industry.

( Industry Median: 0.80 vs. BZH: 11.7 )
BZH' s 10-Year Price/Median PS Value Range
Min: 0.3   Max: 1.8
Current: 11.7
0.3
1.8
Earnings Yield (Greenblatt) 4.40
BZH's Earnings Yield (Greenblatt) is ranked higher than
88% of the 258 Companies
in the Global Residential Construction industry.

( Industry Median: 4.00 vs. BZH: 4.40 )
BZH' s 10-Year Earnings Yield (Greenblatt) Range
Min: 4.8   Max: 20.9
Current: 4.4
4.8
20.9
Forward Rate of Return (Yacktman) 3.64
BZH's Forward Rate of Return (Yacktman) is ranked higher than
97% of the 258 Companies
in the Global Residential Construction industry.

( Industry Median: 4.68 vs. BZH: 3.64 )
BZH' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -5.4   Max: 33.1
Current: 3.64
-5.4
33.1

Business Description

Beazer Homes USA, Inc, was incorporated in Delaware. The Company designs, sells and builds single-family and multi-family homes in the United States. It is a homebuilder with active operations in 16 states. Its homes are designed to appeal to homeowners at various price points across various demographic segments and are generally offered for sale in advance of their construction. The Company also provides information about its active communities through its Internet website located at http://www.beazer.com. It makes extensive use of online and traditional advertising vehicles and other promotional activities, including its Internet website, real estate listing sites, search engine marketing, mass-media advertisements, brochures, direct marketing, directional billboards and the placement of strategically located signboards in the immediate areas of its developments. It competes for residential sales on the basis of a number of interrelated factors, including location, reputation, amenities, design, quality and price, with numerous large and small homebuilders, including some homebuilders with nationwide operations. It is subject to local, state and federal statutes, ordinances, rules and regulations concerning the protection of health and the environment.
Company Website
SEC Reports
Industry: Residential Construction
Compare:MDC, TOL, DWAHY, DITFY, MTH
Traded in other countries:BE4A.Germany
» More Articles for BZH

Headlines

Articles On GuruFocus.com
Billionaire David Tepper Increases Stake in One Home Builder 2700% Nov 27 2012 
Rise in US Housing Construction Affects Homebuilding Stocks Oct 17 2012 
50 Stocks with the Best Dividend Growth in July 2012 Jul 31 2012 
Time to Buy Home Builders at First Hints of Optimism? Jan 06 2012 
Home Builder Opportunity? Aug 30 2011 
Homebuilders Fall, David Tepper Trades More Aug 09 2011 
David Tepper Bucks Trend, Invests in Home Builders May 17 2011 
Beazer Homes USA Inc. Reports Operating Results (10-Q) Feb 08 2011 
Beazer Homes USA Inc. Reports Operating Results (10-Q) Aug 05 2010 
Beazer Homes USA Inc. Reports Operating Results (10-Q) May 03 2010 

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