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← CockpitCompetitor Analysis › LEGH Legacy Housing CorporationOpen in the cockpit ↗

Legacy Housing CorporationLEGHCompetitor analysis, valuation and peers

United States · USD·Consumer Discretionary›Homebuilding
Momentum strong 77
Mkt cap
$694M
US dollars, full cap
Free float
36%
of shares outstanding
$/day
$2.72M
20-day average traded
Fwd P/E
14.1×
forward earnings
ROIC−WACC
-0.0 pp
WACC 8.8%
Hurdle
+5 pp
Req g minus delivered
Next earnings
131 days
17 Mar 2027
Close · USD$29.17
1D-3.1%
1W-0.7%
1M+2.8%
3M+2.6%
6M+25.3%
YTD+49.4%
1Y+23.8%
ATR %6.1%
Beta0.80
52w lowhigh25.9% off high

What Legacy Housing does

Employees: 592

Legacy Housing at a glance

Size Legacy Housing (LEGH) is a United States Consumer Discretionary company (Homebuilding) with a market value of $694M, the 2488th largest of 3,117 United States companies the cockpit tracks. Shares closed at $29.17 on 6 Nov 2026.

Performance Over six months the shares gained 25.3%, against -10.0% for the median peer and -1.1% for the United States market (cap-weighted) — 4th highest of 21 in its peer set.

Growth Revenue fell 2.6% over the last twelve months (peer median +10.4%); the operating margin is 32.9% (peer median 5.8%).

Valuation It trades at 14.1× forward earnings against a peer median of 19.9× (6th cheapest of 12).

Price implies For today's price to make sense, revenue must grow about 4% a year for seven years (Req g). Recent delivered growth is -1%, so the hurdle is +5 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 0.0 points below its cost of capital (8.8% WACC).

Short interest Short interest is 3.1% of the free float (15 Oct 2026).

Next results Next results expected around 17 Mar 2027 (exchange calendar; dates can move).

Relative performance

10012014011 May 202611 Aug 20266 Nov 2026LEGH 129Peer median 89
Six months, rebased to 100: Legacy Housing against the median of its 20 peers (local-currency closes).

Legacy Housing financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$179M$165M$184M$189M$257M
Revenue growth—-11%-3%-26%—
Gross profit$86.1M$76.8M$84.7M$87.7M$106M
EBITDA$61.3M$50.4M$65.5M$66.9M$79.8M
Net income$51.2M$41.8M$61.6M$54.5M$67.8M
Free cash flow$38.6M$28.2M$26.8M-$21.2M-$5.49M
Capital expenditure$12.0M$9.00M$9.21M$7.71M$3.80M
Total debt$1.11M$2.54M$1.40M$25.6M$5.32M

Quarterly statements and history in the cockpit →

Legacy Housing 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

-25%0%+25%+50%-40%-20%0%25011AT000042176260093917202520HOV1808600846DXT2548000797SDHC1489605303BDIBXBLLEGH6-month return →1-month return →
Up and to the right = strong over both horizons. Legacy Housing is the large dot.

Fundamentals: revenue growth against valuation

0%+100%+200%+300%20×40×60×25011AT1762HOVDXT2548SDHC1419BDILEGHRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Legacy Housing is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%-20%0%20%25011AT00004260093917202520HOV1808600846DXT254800079714899663LEGHGrowth 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. Legacy Housing is the large dot.

Legacy Housing competitors and peer comparison

How Legacy Housing 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.

Legacy Housing against its 20 peers (data as of 6 Nov 2026)
MeasureLEGHPeer medianRank in peer set
1-month return+2.8%-0.5%4th highest of 21
6-month return+25.3%-10.0%4th highest of 21
Distance from 52-week high-25.9%-30.6%7th highest of 21
Revenue growth (TTM)-2.6%+10.4%5th lowest of 20
Operating margin32.9%5.8%highest of 20
Forward P/E14.1×19.9×6th cheapest of 12
Growth the price implies (Req g, 7 yrs)3.5%-7.9%6th most demanding of 15
Growth delivered (Del g)-1.4%+2.8%7th lowest of 15
Hurdle (Req g minus delivered)+4.9 pp-7.2 pp5th most demanding of 15
ROIC minus cost of capital-0.0 pp+0.6 pp11th highest of 21
EV / EBITDA10.9×8.2×3rd most expensive of 9
Net debt / EBITDA-0.5×2.2×3rd least indebted of 11

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
Legacy Housing LEGHUnited States$694M+25%-3%33%14.1×3.5%-1.4%
Cathay Real Estate Development 2501.TWTaiwan$719M-9%+14%19%6.8×-20.7%+11.7%
Atal 1AT.WAPoland$668M-5%+40%26%5.7×-3.9%+1.8%
Shenzhen Centralcon Investment 000042.SZChina$637M-34%+116%14%n/a-14.2%-24.7%
Takamatsu Construction 1762.TJapan$769M+16%+6%6%9.5×n/an/a
Chongqing Construction Engineering 600939.SSChina$773M-11%-28%-4%n/a-7.9%-16.8%
Tokyu Construction 1720.TJapan$774M-21%+11%5%9.3×-13.6%+8.1%
Kindom Development 2520.TWTaiwan$600M+15%+10%16%7.0×-13.2%-3.5%
Hovnanian Enterprises HOVUnited States$594M-6%-10%3%25.4×4.8%+4.9%
Run Long Construction 1808.TWTaiwan$844M+10%+741%25%n/a-12.0%-3.2%
Shanghai Tongji Science & Technology Industrial 600846.SSChina$870M-27%+51%3%n/a7.8%-6.8%
Dexterra DXT.TOCanada$876M+59%+9%6%24.0×5.1%+17.2%
Huaku Development 2548.TWTaiwan$928M-21%+331%22%19.9×-18.6%+10.0%
China Wuyi 000797.SZChina$517M-24%+78%-5%n/a-8.0%+4.2%
Smith Douglas Homes SDHCUnited States$499M-25%0%3%60.2×n/an/a
GC Construction 1489.HKHong Kong$495M+646%-51%-23%n/a30.4%-10.0%
Tama Home 1419.TJapan$486M-26%+2%2%20.5×n/an/a
Hangzhou Landscaping 605303.SSChina$484M-17%-34%-27%n/an/an/a
Nagawa 9663.TJapan$475M-8%+3%13%n/a4.9%+3.8%
Black Diamond BDI.TOCanada$1.02B+25%+26%12%32.7×n/an/a
BOXABL BXBLUnited States$466M-81%n/an/an/an/an/a

Questions

Which companies are Legacy Housing's closest peers?
The cockpit's peer set: Cathay Real Estate Development (2501.TW), Atal (1AT.WA), Shenzhen Centralcon Investment (000042.SZ), Takamatsu Construction (1762.T), Chongqing Construction Engineering (600939.SS), Tokyu Construction (1720.T), Kindom Development (2520.TW), Hovnanian Enterprises (HOV).
Is Legacy Housing expensive compared with its peers?
On forward p/e it trades at 14.1× against a peer median of 19.9×, 6th cheapest of 12 in its peer set. For today's price to make sense, revenue must grow about 4% a year for seven years (Req g). Recent delivered growth is -1%, so the hurdle is +5 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has Legacy Housing stock performed?
Over six months to 6 Nov 2026 the shares returned +25.3% against -10.0% for the median peer; over one year +23.8%.

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.