NVR, Inc. vs PULTEGROUP, INC., two Homebuilders stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where NVR and PHM diverge most: on implied growth (priced in), NVR reads +9.9% and PHM reads -1.6%; on ev/ebitda, NVR reads 2813.5 and PHM reads 198.6. The rest of the comparable metrics sit closer together. On valuation, today's NVR price has a different growth bar priced in than PHM (+9.9% implied for NVR vs -1.6% for PHM); the higher figure is the steeper assumption to clear, not a better or worse stock. What NVR's price implies is a bet that sits within the historical range (whole-company basis). What PHM's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | NVR | PHM |
|---|---|---|
| Price | $6479.37 | $124.74 |
| Market cap | $19.0B | $24.1B |
| Sector | Homebuilders | Homebuilders |
| Stage | Mature | Mature |
| Implied growth (priced in) | +9.9% | -1.6% |
| P/E | 15.8 | 12.1 |
| P/B | 5.43 | 1.86 |
| P/S | 1.94 | 1.43 |
| EV/EBITDA | 2813.5 | 198.6 |
| Revenue growth | -7.9% | -6.2% |
| Net margin | 12.6% | 12.1% |
| Return on equity | 35.5% | 15.8% |
| Return on assets | 22.2% | 11.2% |
| FCF yield | 6.5% | 7.4% |
| Dividend yield | — | 0.7% |
| Debt / equity | 0.00 | 0.00 |
| Altman Z (solvency) | 10.00 | 3.69 |
| Piotroski F (quality) | 8 / 9 | 6 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
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.