D.R. Horton, Inc. vs The GEO Group, Inc., two Homebuilders stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where DHI and GEO diverge most: on implied growth (priced in), DHI reads -3.5% and GEO reads +12.1%; on revenue growth, DHI reads -3.8% and GEO reads +15.3%. The rest of the comparable metrics sit closer together. On valuation, today's DHI price has a different growth bar priced in than GEO (-3.5% implied for DHI vs +12.1% for GEO); the higher figure is the steeper assumption to clear, not a better or worse stock. The bull and bear cases for each are in their full reports below.
| Metric | DHI | GEO |
|---|---|---|
| Price | $137.91 | $31.49 |
| Market cap | $39.0B | $4.2B |
| Sector | Homebuilders | Homebuilders |
| Stage | Mature | Growth |
| Implied growth (priced in) | -3.5% | +12.1% |
| P/E | 13.2 | 15.4 |
| P/B | 1.60 | 2.74 |
| P/S | 1.17 | 1.47 |
| EV/EBITDA | 1333.9 | 12.5 |
| Revenue growth | -3.8% | +15.3% |
| Operating margin | — | 13.9% |
| Net margin | 9.2% | 10.3% |
| Return on equity | 12.5% | 19.2% |
| Return on assets | 8.4% | 7.8% |
| Return on invested capital | — | 8.2% |
| FCF yield | 8.2% | 0.6% |
| Dividend yield | 1.2% | — |
| Debt / equity | 0.00 | 1.00 |
| Current ratio | — | 1.65 |
| Altman Z (solvency) | 4.11 | 7.07 |
| Piotroski F (quality) | 8 / 9 | 8 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.