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← CockpitCompetitor Analysis › SDHC Smith Douglas Homes Corp. Class AOpen in the cockpit ↗

Smith Douglas Homes Corp. Class ASDHCCompetitor analysis, valuation and peers

United States · USD·Consumer Discretionary›Homebuilding
Momentum weak 20
Mkt cap
$499M
US dollars, full cap
Free float
87%
of shares outstanding
$/day
$430,440
20-day average traded
Fwd P/E
60.2×
forward earnings
ROIC−WACC
-4.4 pp
WACC 8.6%
Hurdle
n/a
no reverse DCF
Next earnings
131 days
17 Mar 2027
Close · USD$9.81
1D-4.9%
1W-4.2%
1M-3.9%
3M-29.3%
6M-24.5%
YTD-41.5%
1Y-45.2%
ATR %5.1%
Beta0.81
52w lowhigh58.2% off high

What Smith Douglas Homes does

Employees: 510

Smith Douglas Homes at a glance

Size Smith Douglas Homes (SDHC) is a United States Consumer Discretionary company (Homebuilding) with a market value of $499M, the 2702nd largest of 3,117 United States companies the cockpit tracks. Shares closed at $9.81 on 6 Nov 2026.

Performance Over six months the shares fell 24.5%, against -9.8% for the median peer and -1.1% for the United States market (cap-weighted) — 4th lowest of 21 in its peer set.

Growth Revenue grew 0.4% over the last twelve months (peer median +1.6%); the operating margin is 2.9% (peer median 8.2%).

Valuation It trades at 60.2× forward earnings against a peer median of 11.9× (most expensive of 11).

Capital Return on invested capital runs 4.4 points below its cost of capital (8.6% WACC).

Short interest Short interest is 12.2% of the free float (15 Oct 2026).

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

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026Peer median 90SDHC 78
Six months, rebased to 100: Smith Douglas Homes against the median of its 20 peers (local-currency closes).

Smith Douglas Homes financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$1.00B$971M$975M$765M$755M
Revenue growth—0%+28%+1%—
Gross profit$185M$212M$256M$216M$223M
EBITDAn/a$74.9M$121M$125M$140M
Net income$4.91M$10.7M$16.1M$123M$140M
Free cash flown/a-$36.9M$15.2M$74.9M$131M
Capital expendituren/a$5.52M$3.89M$1.31M$1.00M
Total debt$101M$46.1M$6.24M$78.4M$18.4M

Quarterly statements and history in the cockpit →

Smith Douglas Homes 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%0%+20%-40%-20%0%148914196053030007979663BXBLMER5213KOFHOV252025110000421ATLIC2545LEGHISURSDHC6-month return →1-month return →
Up and to the right = strong over both horizons. Smith Douglas Homes is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%20×40×60×1419MERKOFHOV25201ATLICLEGHISUR2501SDHCRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Smith Douglas Homes is the large dot.

Smith Douglas Homes competitors and peer comparison

How Smith Douglas Homes 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.

Smith Douglas Homes against its 20 peers (data as of 6 Nov 2026)
MeasureSDHCPeer medianRank in peer set
1-month return-3.9%-3.2%10th lowest of 21
6-month return-24.5%-9.8%4th lowest of 21
Distance from 52-week high-58.2%-28.4%2nd lowest of 21
Revenue growth (TTM)+0.4%+1.6%10th lowest of 20
Operating margin2.9%8.2%6th lowest of 20
Forward P/E60.2×11.9×most expensive of 11
ROIC minus cost of capital-4.4 pp-1.1 pp8th lowest of 20

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
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
China Wuyi 000797.SZChina$517M-24%+78%-5%n/a-8.0%+4.2%
Nagawa 9663.TJapan$475M-8%+3%13%n/a4.9%+3.8%
BOXABL BXBLUnited States$466M-81%n/an/an/an/an/a
Mears MER.LUnited Kingdom$455M+9%+2%6%9.7×-10.5%+7.1%
YeaShin International Development 5213.TWOTaiwan$448M-24%-32%18%n/an/an/a
Kaufman & Broad KOF.PAFrance$437M-19%0%8%7.3×-16.2%-0.5%
Hovnanian Enterprises HOVUnited States$594M-6%-10%3%25.4×4.8%+4.9%
Kindom Development 2520.TWTaiwan$600M+15%+10%16%7.0×-13.2%-3.5%
Prince Housing & Development 2511.TWTaiwan$393M+1%+21%6%n/a0.2%-4.8%
Shenzhen Centralcon Investment 000042.SZChina$637M-34%+116%14%n/a-14.2%-24.7%
Atal 1AT.WAPoland$668M-5%+40%26%5.7×-3.9%+1.8%
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
Legacy Housing LEGHUnited States$694M+25%-3%33%14.1×3.5%-1.4%
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%
Cathay Real Estate Development 2501.TWTaiwan$719M-9%+14%19%6.8×-20.7%+11.7%

Questions

Which companies are Smith Douglas Homes's closest peers?
The cockpit's peer set: GC Construction (1489.HK), Tama Home (1419.T), Hangzhou Landscaping (605303.SS), China Wuyi (000797.SZ), Nagawa (9663.T), BOXABL (BXBL), Mears (MER.L), YeaShin International Development (5213.TWO).
Is Smith Douglas Homes expensive compared with its peers?
On forward p/e it trades at 60.2× against a peer median of 11.9×, most expensive of 11 in its peer set.
How has Smith Douglas Homes stock performed?
Over six months to 6 Nov 2026 the shares returned -24.5% against -9.8% for the median peer; over one year -45.2%.

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.