Price
No data yet.
Social Signal Score
Analyst Ratings
38 analystsRevenue
$1.47B+94.62%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Phillippe Lord
- Sector
- Consumer Cyclical
- Industry
- Residential Construction
- Employees
- 1,860
- Beta
- 1.36
- Country
- US
- Piotroski score
- 6 / 9 (Middling)
- Altman Z-score
- 3.93
Financials
Revenue
$1.47B+94.6%Net Income
$90.63M+145.7%EBITDA
$182.30M+225.7%Free Cash Flow
$183.90MEPS (diluted)
$1.37+211.4%Shares Outstanding (diluted)
66.57M-21.9%Operating Expenses
$144.19MCash & Debt
$807.27MReturn of Capital
$131.28MRevenue by Segment (annual)
$11.68BDividend per Share
$0.48Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $5.86B | $453.01M | $6.40 |
| 2024 | $6.40B | $786.19M | $10.85 |
| 2023 | $6.14B | $738.75M | $10.09 |
| 2022 | $6.29B | $992.19M | $13.52 |
| 2021 | $5.14B | $737.44M | $9.81 |
| 2020 | $4.50B | $423.48M | $5.62 |
| 2019 | $3.67B | $249.66M | $3.27 |
| 2018 | $3.53B | $227.33M | $2.83 |
| 2017 | $3.24B | $143.25M | $1.78 |
| 2016 | $3.04B | $149.54M | $1.87 |
| 2015 | $2.58B | $128.74M | $1.63 |
| 2014 | $2.18B | $142.24M | $1.82 |
| 2013 | $1.82B | $124.46M | $1.73 |
| 2012 | $1.19B | $105.16M | $1.54 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from MTH's reported EPS growth of 11.6% a year over 13 years.
- EPS in 5 years
- $11.07
- Implied price
- $110.73
- Return from $63.85
- 11.6% a year
To earn 15.0% a year on these assumptions you'd need to buy at $55.05 — -13.8% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 6 | 8 | 10 | 12 | 14 |
|---|---|---|---|---|---|
| 1.6% | -8.2% | -2.8% | 1.6% | 5.4% | 8.7% |
| 6.6% | -3.7% | 2.0% | 6.6% | 10.6% | 14.1% |
| 11.6% | 0.8% | 6.8% | 11.6% | 15.8% | 19.4% |
| 16.6% | 5.3% | 11.6% | 16.6% | 21.0% | 24.8% |
| 21.6% | 9.8% | 16.3% | 21.6% | 26.2% | 30.1% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
125+316.67%Social Signal Score
Mentions (9)
- Newsgurufocus.com·13d ago·Neutral
A Look at Meritage Homes Corp (MTH) After 3.2% Gain -- GF Value $70.56 vs Price $66.40 On September 22, 2026, Meritage Homes Corp (MTH) shares rose 3.2% to a current price of $66.40. The stock has shown a mixed performance in the past year, with a
View source ↗ - News (RSS)yahoo·13d ago·Negative
Wendy’s stakes its claim in the Meritage Hospitality bankruptcy
View source ↗ - News (Finnhub)CNBC·17d ago·Negative
Wendy's franchisee files for Chapter 11 bankruptcy protection as burger chain struggles One of Wendy's biggest U.S. franchisees, Meritage Hospitality Group, filed for Chapter 11 bankruptcy protection.
View source ↗ - News (Marketaux)seekingalpha.com·19d ago·Positive
Baron Real Estate Fund Q2 2026 Shareholder Letter (AAON) 10.4 0.93 Meritage H[+266 characters]
View source ↗ - Newsseekingalpha.com·24d ago·Positive
Meritage Homes: Attractive Valuation And Strong Execution Support A Buy Upgrade Meritage Homes is upgraded to buy as shares now trade at 0.8x book value, offering attractive downside support. MTH demonstrates strong execution in procurement cost savings, community count growth, and a strategic shift toward first-time move-up buyers. Accretive share repurchases below book value and a >3% dividend yield enhance medium- to long-term shareholder returns.
View source ↗ - Newsglobenewswire.com·25d ago·Neutral
…rter 2026 Earnings Conference Call and Webcast Scheduled for October 29, 2026 SCOTTSDALE, Ariz., Sept. 10, 2026 (GLOBE NEWSWIRE) -- Meritage Homes Corporation (NYSE: MTH), the fifth largest public homebuilder in the U.S., plans to release the Company's third quarter 2026 results on Wednesday, October 28, 2026 after the market closes. Management will host a conference call to discuss the results at 8:00 a.m. Pacific Time (11:00 a.m. Eastern Time) on Thursday, October 29, 2026.
View source ↗ - Newszacks.com·38d ago·Neutral
Meritage (MTH) Down 0.4% Since Last Earnings Report: Can It Rebound? Meritage (MTH) reported earnings 30 days ago. What's next for the stock?
View source ↗ - Newsglobenewswire.com·42d ago·Neutral
…s Publishes Its Annual Sustainability and Corporate Responsibility Data Update SCOTTSDALE, Ariz., Aug. 25, 2026 (GLOBE NEWSWIRE) -- Meritage Homes Corporation (NYSE: MTH, “Meritage” or the “Company”), the fifth-largest homebuilder in the U.S., today published its 2025 Sustainability and Corporate Responsibility Data Update (the “2025 S&CR Data Update”), providing key performance data for the past year, including Task Force on Climate-related Financial Disclosures (TCFD) metrics and the Sustainab…
View source ↗ - Newsglobenewswire.com·46d ago·Negative
Meritage Homes Announces Quarterly Cash Dividend SCOTTSDALE, Ariz., Aug. 20, 2026 (GLOBE NEWSWIRE) -- Meritage Homes Corporation (NYSE: MTH, “Meritage” or the “Company”), the fifth-largest homebuilder in the U.S., today announced that its Board of Directors has declared a quarterly dividend of $0.48 per share.
View source ↗
Earnings
Wed, Oct 28(in 3 weeks)
Consensus estimate $1.19 per share
Typical surprise +2.5% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Jul 29$1.42 vs $1.29beat
- Wed, Apr 22$0.86 vs $0.98miss
- Wed, Jan 28$1.67 vs $1.55beat
- Tue, Oct 28$1.39 vs $1.63miss
- Wed, Jul 23$2.04 vs $1.99beat
- Wed, Apr 23$1.69 vs $1.71miss
Estimates and results for MTH via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by MTH officers and directors.
- Bought
- $1.6m
- Sold
- $11.9m
5 trades
39 trades
- Sasser Alisonsold
- Sasser Alisonsold
- Woffinden Austin Msold
- Hilton Steven Jsold
- Hilton Steven Jsold
- Clinton Malissiasold
- Clinton Malissiasold
- Clinton Malissiasold
56 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Donna Shalalahouse · FL27 · disclosed Apr 27, 2020 (348d later)Sell$1,001 - $15,000
- Donna Shalalahouse · FL27 · disclosed Apr 27, 2020 (328d later)Sell$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.