Loading…
← CockpitCompetitor Analysis › KOF.PA Kaufman & Broad SAOpen in the cockpit ↗

Kaufman & Broad SAKOF.PACompetitor analysis, valuation and peers

France · EUR·Consumer Discretionary›Homebuilding
Momentum weak 24
Mkt cap
$437M
US dollars, full cap
Free float
72%
of shares outstanding
$/day
$802,160
20-day average traded
Fwd P/E
7.3×
forward earnings
ROIC−WACC
n/a
WACC 10.2%
Hurdle
-16 pp
Req g minus delivered
Next earnings
89 days
3 Feb 2027
Close · EUR€20.35
1D0.0%
1W+5.1%
1M+8.1%
3M-18.8%
6M-19.1%
YTD-31.9%
1Y-30.7%
ATR %2.3%
52w lowhigh38.5% off high

What Kaufman & Broad does

Employees: 627

Kaufman & Broad at a glance

Size Kaufman & Broad (KOF.PA) is a France Consumer Discretionary company (Homebuilding) with a market value of $437M, the 183rd largest of 206 France companies the cockpit tracks. Shares closed at €20.35 on 6 Nov 2026.

Performance Over six months the shares fell 19.1%, against -9.3% for the median peer and -0.4% for the France market (cap-weighted) — 6th lowest of 21 in its peer set.

Growth Revenue grew 0.2% over the last twelve months (peer median +0.4%); the operating margin is 8.2% (peer median 5.6%).

Valuation It trades at 7.3× forward earnings against a peer median of 19.6× (2nd cheapest of 10).

Price implies For today's price to make sense, revenue must grow about -16% a year for seven years (Req g). Recent delivered growth is 0%, so the hurdle is -16 pp: the price already allows for a slowdown.

Next results Next results expected around 3 Feb 2027 (exchange calendar; dates can move).

Relative performance

809010011 May 202611 Aug 20266 Nov 2026Peer median 90KOF.PA 84
Six months, rebased to 100: Kaufman & Broad against the median of its 20 peers (local-currency closes).

Kaufman & Broad financials

Reported figures in EUR; fiscal year ends 2025-11-30. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue€1.12B€1.14B€1.08B€1.41B€1.31B
Revenue growth—+5%-24%+7%—
Gross profit€225M€222M€208M€257M€228M
EBITDAn/a€107M€96.4M€124M€115M
Net income€54.5M€54.2M€45.0M€60.2M€49.0M
Free cash flown/a€10.9M€285M€366M-€9.66M
Capital expendituren/a€6.29M€5.15M€5.75M€19.5M
Total debt€55.2M€57.6M€160M€212M€214M

Quarterly statements and history in the cockpit →

Kaufman & Broad competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-20%-10%0%+10%-40%-20%0%5213MERBXBL9663605303141925111489000797LIC25452524ISURMTHHHOVSBO252055082527KOF.PA6-month return →1-month return →
Up and to the right = strong over both horizons. Kaufman & Broad is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%+150%20×40×60×MER1419SDHCLICISURHOVSBO2520KOF.PARevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Kaufman & Broad is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%-20%0%20%MER966325111489000797LICISURHOV252055082527KOF.PAGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Kaufman & Broad is the large dot.

Kaufman & Broad competitors and peer comparison

How Kaufman & Broad compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Kaufman & Broad against its 20 peers (data as of 6 Nov 2026)
MeasureKOF.PAPeer medianRank in peer set
1-month return+8.1%-4.0%2nd highest of 21
6-month return-19.1%-9.3%6th lowest of 21
Distance from 52-week high-38.5%-29.5%6th lowest of 21
Revenue growth (TTM)+0.2%+0.4%10th lowest of 20
Operating margin8.2%5.6%8th highest of 20
Forward P/E7.3×19.6×2nd cheapest of 10
Growth the price implies (Req g, 7 yrs)-16.2%0.2%least demanding of 12
Growth delivered (Del g)-0.5%+3.8%6th lowest of 12
Hurdle (Req g minus delivered)-15.8 pp+1.1 pp3rd least demanding of 12

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Kaufman & Broad KOF.PAFrance$437M-19%0%8%7.3×-16.2%-0.5%
YeaShin International Development 5213.TWOTaiwan$448M-24%-32%18%n/an/an/a
Mears MER.LUnited Kingdom$455M+9%+2%6%9.7×-10.5%+7.1%
BOXABL BXBLUnited States$466M-81%n/an/an/an/an/a
Nagawa 9663.TJapan$475M-8%+3%13%n/a4.9%+3.8%
Hangzhou Landscaping 605303.SSChina$484M-17%-34%-27%n/an/an/a
Tama Home 1419.TJapan$486M-26%+2%2%20.5×n/an/a
Prince Housing & Development 2511.TWTaiwan$393M+1%+21%6%n/a0.2%-4.8%
GC Construction 1489.HKHong Kong$495M+646%-51%-23%n/a30.4%-10.0%
Smith Douglas Homes SDHCUnited States$499M-25%0%3%60.2×n/an/a
China Wuyi 000797.SZChina$517M-24%+78%-5%n/a-8.0%+4.2%
Lifestyle Communities LIC.AXAustralia$364M-12%+39%2%22.0×29.6%+8.3%
Huang Hsiang Construction 2545.TWTaiwan$359M-18%-62%6%n/an/an/a
King's Town Construction 2524.TWTaiwan$357M-11%-78%30%n/an/an/a
Inmobiliaria del Sur ISUR.MCSpain$351M+4%-5%17%19.6×-0.2%+18.9%
MT Hojgaard Holding A/S MTHH.CODenmark$329M-16%-13%4%13.3×n/an/a
Hovnanian Enterprises HOVUnited States$594M-6%-10%3%25.4×4.8%+4.9%
Selvaag Bolig SBO.OLNorway$319M-3%+181%6%12.1×n/an/a
Kindom Development 2520.TWTaiwan$600M+15%+10%16%7.0×-13.2%-3.5%
Yungshin Construction & Development 5508.TWOTaiwan$315M-3%+35%32%n/a1.0%-3.9%
Hung Ching Development & Construction 2527.TWTaiwan$308M+15%-20%22%n/a-4.7%-28.3%

Questions

Which companies are Kaufman & Broad's closest peers?
The cockpit's peer set: YeaShin International Development (5213.TWO), Mears (MER.L), BOXABL (BXBL), Nagawa (9663.T), Hangzhou Landscaping (605303.SS), Tama Home (1419.T), Prince Housing & Development (2511.TW), GC Construction (1489.HK).
Is Kaufman & Broad expensive compared with its peers?
On forward p/e it trades at 7.3× against a peer median of 19.6×, 2nd cheapest of 10 in its peer set. For today's price to make sense, revenue must grow about -16% a year for seven years (Req g). Recent delivered growth is 0%, so the hurdle is -16 pp: the price already allows for a slowdown.
How has Kaufman & Broad stock performed?
Over six months to 6 Nov 2026 the shares returned -19.1% against -9.3% for the median peer; over one year -30.7%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.