Added to YB: 2025-11-10
Pitch date: 2025-11-09
LGIH [bullish]
LGI Homes, Inc.
Author Info
No bio for this author
Company Info
LGI Homes, Inc. engages in the design, construction, and sale of new 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
$942.5M
Pitch Price
N/A
Price Target
108.00
Dividend
N/A
EV/EBITDA
28.65
P/E
13.32
EV/Sales
1.55
Sector
Household Durables
Category
value
LGI Homes
LGIH: Founder-led homebuilder w/ 22% BV/share CAGR over 12yrs (11x), 49 consecutive profitable quarters incl. 2008 crisis. Trades 0.5x BV ($90/share) vs fair value 1.2-1.5x ($108-135). Q3: +8% orders, +20% backlog. Mgmt buying back 2% shares, considering asset sales for more buybacks. Entry-level focus hit hard by rates but poised for cycle turn as Fed cuts begin.
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