Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
LEGH
Strong BuyPremium GrowerLegacy Housing Corporation · Consumer Cyclical · United States · $674M · Avg Vol: $3M/d
COMPANY DESCRIPTION
Legacy Housing Corporation designs, produces, and sells manufactured homes and tiny houses, primarily in the southern United States, also offering financing solutions. Its competitive moat is a cost-effective production model for affordable housing, vertically integrated manufacturing and financing capabilities, and an established dealer network. Legacy Housing is a niche homebuilder and financier focused on providing accessible manufactured housing solutions through an integrated business model.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 257.0M | 189.1M | 184.2M | 164.6M | -13.8% | 179.4M | 203.1M | 185.6M | 6.2% |
| EPS | 2.78 | 2.23 | 2.55 | 1.74 | -14.5% | 2.15 | 2.64 | 2.23 | 13.2% |
| Shares | 24.4M | 24.4M | 24.2M | 23.8M | -2.3% | 23.8M | — | — | — |
| Debt | 5.3M | 25.6M | 1.4M | 2.5M | -21.8% | 1.1M | — | — | — |
| Equity | 382.1M | 436.7M | 494.0M | 528.6M | 11.4% | — | — | — | — |
| Op CF | -1.7M | -13.5M | 36.0M | 37.2M | 3.2% | 50.6M | — | — | — |
| Inv CF | 9.1M | -9.8M | -6.7M | -22.1M | — | — | — | — | — |
| Fin CF | -5.6M | 21.2M | -28.9M | -7.7M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of LEGH are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| LEGH | Legacy Housing Corporation(you) | $674M | 87 | Strong Buy |
| HOV | Hovnanian Enterprises, Inc. | $760M | 58 | Hold |
| BZH | Beazer Homes USA, Inc. | $886M | 43 | Hold |
| GRBK | Green Brick Partners, Inc. | $3.2B | 68 | Buy |
| SKY | Champion Homes, Inc. | $4.9B | 74 | Buy |
| MHO | M/I Homes, Inc. | $3.8B | 64 | Hold |
| LGIH | LGI Homes, Inc. | $1.3B | 39 | Hold |
| CVCO | Cavco Industries, Inc. | $4.4B | 54 | Hold |
| KBH | KB Home | $3.4B | 48 | Hold |
| DFH | Dream Finders Homes, Inc. | $1.3B | 23 | Sell |
Peer medians: ROE 8.4% · P/E 19.7x · Gross margin 36.5%