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Added to YB: 2025-11-14

Pitch date: 2025-11-12

LGIH [neutral]

LGI Homes, Inc.

-1.75%

current return

Author Info

No bio for this author

Company Info

LGI Homes, Inc. engages in the design, construction, and sale of homes in the United States. It markets and sells attached and detached entry-level homes and active adult offerings under the LGI Homes brand; and luxury homes under the Terrata Homes brand.

Market Cap

$1.2B

Pitch Price

$48.58

Price Target

98.10 (+106%)

Dividend

N/A

EV/EBITDA

23.77

P/E

11.54

EV/Sales

1.62

Sector

Household Durables

Category

value

Show full summary:
Watchlist Radar - Week 46 - LGI Homes, Inc.

LGIH (watchlist): Entry-level homebuilder trading 0.5x book value despite 22% CAGR book value growth since 2013 IPO. Pressured by mortgage rates, first-time buyer squeeze, mgmt land inventory missteps & TX/FL new home inventory at highs. Market assumes permanent earnings impairment, but 20%+ ROE normalization could justify 2x+ book value.

Read full article (1 min)