DR Horton WKN: 884312 ISIN: US23331A1097 Kürzel: DHI Forum: Aktien User: tomb77

Here’s the money-shot. At the peak of the housing bubble in the first decade of this century, PHM peaked at a little over 2.4x the dollar value of its backlog. Currently, the stock is valued at 3.6.x the value of the backlog. On this basis, despite the big drop earlier this week, PHM is at least 50% overvalued based on market cap to backlog value. https://investmentresearchdynamics.com/uncategorized/housing-market-update-dr-horton-is-down-13/

Was haltet ihr von folgender Überlegung: Das Feuer in Florida bzw. Los Angeles hat sehr viele Gebäude beschädigt. Diese sollten ja wenn das feuer wieder unter Kontrolle ist wieder aufgebaut werden. Denkt ihr das Unternehmen wird dadurch profitieren? Sicherlich wird der Staat auch den wiederaufbau subventionieren. Bin gespannt auf eure Meinungen.

Könnte ich mir schon vorstellen. Ich habe mich mal an die Recherche gemacht. Laut dieser Liste (leider von 2010) Platz 4 der Hausbauer in Kalifornien: https://www.probuilder.com/housing-giants/article/55203174/kb-home-pultegroup-top-pro-builders-ranking-of-largest-builders-in-california "The Los Angeles county housing market is dominated by the following builders, Toledo Homes, Inc, Metro Investments, and D.R. Horton. These builders have established well over 20 communities scattered around the metropolitan area as well as on the outskirts for you to be able to find the ideal location to settle down.": https://www.newhomesource.com/builders/ca/los-angeles-area

Morgen kommen die Zahlen. https://www.earningswhispers.com/stocks/DHI

Dividende wird auf 0,4 USD gesteigert. Eventuell bietet sich hier eine Einstiegs-/Aufstockmöglichkeit. https://www.businesswire.com/news/home/20241029474977/en/D.R.-Horton-Inc.-America%E2%80%99s-Builder-Reports-Fourth-Quarter-and-Fiscal-2024-Earnings-and-Increases-Quarterly-Dividend-to-0.40-Per-Share

https://de.investing.com/news/dr-horton-eps-verfehlt-schatzungen--um-026---umsatz-schlechter-als-erwartet-2753235

https://www.wallstreet-online.de/nachricht/18284367-d-r-horton-inc-america-s-builder-reports-fiscal-2024-third-quarter-earnings-and-declares-quarterly-dividend-of-0-30-share

Gerade aufgestockt zu 129,84€ je Stück

https://investor.drhorton.com/news-and-events/press-releases/2024/05-17-2024-113012310 RIP

https://de.investing.com/news/stock-market-news/dr-horton-starke-zahlen-und-optimistischer-ausblick-2598362 Die operative Entwicklung ist hier weiterhin sehr stark.

Kaufen oder eher nicht?

sehr starke Zahlen und Ausblick. Auf zu 200,-

D.R. Horton is updating its fiscal 2024 guidance as follows: Consolidated revenues of approximately $36.0 billion to $37.3 billion Homes closed by homebuilding operations of 87,000 homes to 90,000 homes Income tax rate of approximately 24.0% The Company is also reiterating its fiscal 2024 guidance as follows: Cash flow provided by homebuilding operations of approximately $3.0 billion Share repurchases of approximately $1.5 billion https://investor.drhorton.com/financial-information/financial-reports/current-quarterly-results

Net income attributable to D.R. Horton of $947.4 million or $2.82 per diluted share Consolidated pre-tax income of $1.2 billion, with a pre-tax profit margin of 16.1% Consolidated revenues increased 6% to $7.7 billion Homes closed increased 12% to 19,340 homes and 8% in value to $7.3 billion Net sales orders increased 35% to 18,069 homes and 38% in value to $6.8 billion Rental operations pre-tax income of $31.3 million on $195.3 million of revenues from sales of 379 single-family rental homes and 300 multi-family rental units Repurchased 3.3 million shares of common stock for $398.3 million and paid cash dividends of $99.9 million