Added to YB: 2025-05-21
Pitch date: 2025-05-20
NVR [bullish]
NVR, Inc.
Author Info
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
NVR, Inc. operates as a homebuilder in the United States. The company operates through, Homebuilding and Mortgage Banking segments.
Market Cap
$21.9B
Pitch Price
N/A
Price Target
15.0K (+108%)
Dividend
N/A
Sector
Household Durables
Category
value
Show full summary:
NVR, Inc. - $NVR
NVR: Superior homebuilder w/ land-light model, pre-sold homes focus, 80% share reduction since 1996. 15x P/E, 6% FCF yield, strongest balance sheet among peers (net cash $1.6B). 21% 10-yr EPS CAGR via market concentration, 2x higher ROIC than peers, low SG&A (5.8% vs 8-10%). Risks: weak demand, option pricing pressure, labor shortages.
Read full article (16 min)