Employees: 592
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).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| 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 |
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.
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.
| Measure | LEGH | Peer median | Rank 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 margin | 32.9% | 5.8% | highest of 20 |
| Forward P/E | 14.1× | 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 pp | 5th most demanding of 15 |
| ROIC minus cost of capital | -0.0 pp | +0.6 pp | 11th highest of 21 |
| EV / EBITDA | 10.9× | 8.2× | 3rd most expensive of 9 |
| Net debt / EBITDA | -0.5× | 2.2× | 3rd least indebted of 11 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Legacy Housing LEGH | United States | $694M | +25% | -3% | 33% | 14.1× | 3.5% | -1.4% |
| Cathay Real Estate Development 2501.TW | Taiwan | $719M | -9% | +14% | 19% | 6.8× | -20.7% | +11.7% |
| Atal 1AT.WA | Poland | $668M | -5% | +40% | 26% | 5.7× | -3.9% | +1.8% |
| Shenzhen Centralcon Investment 000042.SZ | China | $637M | -34% | +116% | 14% | n/a | -14.2% | -24.7% |
| Takamatsu Construction 1762.T | Japan | $769M | +16% | +6% | 6% | 9.5× | n/a | n/a |
| Chongqing Construction Engineering 600939.SS | China | $773M | -11% | -28% | -4% | n/a | -7.9% | -16.8% |
| Tokyu Construction 1720.T | Japan | $774M | -21% | +11% | 5% | 9.3× | -13.6% | +8.1% |
| Kindom Development 2520.TW | Taiwan | $600M | +15% | +10% | 16% | 7.0× | -13.2% | -3.5% |
| Hovnanian Enterprises HOV | United States | $594M | -6% | -10% | 3% | 25.4× | 4.8% | +4.9% |
| Run Long Construction 1808.TW | Taiwan | $844M | +10% | +741% | 25% | n/a | -12.0% | -3.2% |
| Shanghai Tongji Science & Technology Industrial 600846.SS | China | $870M | -27% | +51% | 3% | n/a | 7.8% | -6.8% |
| Dexterra DXT.TO | Canada | $876M | +59% | +9% | 6% | 24.0× | 5.1% | +17.2% |
| Huaku Development 2548.TW | Taiwan | $928M | -21% | +331% | 22% | 19.9× | -18.6% | +10.0% |
| China Wuyi 000797.SZ | China | $517M | -24% | +78% | -5% | n/a | -8.0% | +4.2% |
| Smith Douglas Homes SDHC | United States | $499M | -25% | 0% | 3% | 60.2× | n/a | n/a |
| GC Construction 1489.HK | Hong Kong | $495M | +646% | -51% | -23% | n/a | 30.4% | -10.0% |
| Tama Home 1419.T | Japan | $486M | -26% | +2% | 2% | 20.5× | n/a | n/a |
| Hangzhou Landscaping 605303.SS | China | $484M | -17% | -34% | -27% | n/a | n/a | n/a |
| Nagawa 9663.T | Japan | $475M | -8% | +3% | 13% | n/a | 4.9% | +3.8% |
| Black Diamond BDI.TO | Canada | $1.02B | +25% | +26% | 12% | 32.7× | n/a | n/a |
| BOXABL BXBL | United States | $466M | -81% | n/a | n/a | n/a | n/a | n/a |