Smith Douglas Homes Corp. (SDHC)
Real Estate · NYQ
Price as at 1 Oct 2026, 15:18 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
Smith Douglas Homes Corp. trades at $9.90, close to the $9.48 our fair value estimate puts on the business. On this measure the market and the model broadly agree, so the interesting question is which of them is wrong.
Our moat model scores it 25 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 16.1 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
SDHC earnings and analyst estimates
Recommendation mix, 6 published ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About Smith Douglas Homes Corp.
Smith Douglas Homes Corp. engages in designing, constructing, and sale of single-family homes. The company offers title insurance and mortgage brokerage services. It targets and markets homes and communities to entry-level and empty-nest homebuyers. Smith Douglas Homes Corp. was founded in 2008 and is headquartered in Woodstock, Georgia
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
SDHC passes 2 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
8 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Greg Alexander, Conifer Management, L.L.C.$22.27M · 3.7% of book
- First Eagle, First Eagle Investment Management, LLC$6.28M · 0.0% of book
- Marshall Wace, MARSHALL WACE, LLP$2.55M · 0.0% of book
- D. E. Shaw, D. E. Shaw & Co., Inc.$2.22M · 0.0% of book
- Ruane Cunniff, Ruane, Cunniff & Goldfarb L.P.$423.9K · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
SDHC peers
The largest companies in the same industry (Real Estate - Development), then in the same sector.
- VTMX Corporación Inmobiliaria Vesta, S.A.B. de C.V.
- SKYH Sky Harbour Group Corporation
- FPH Five Point Holdings, LLC
- OZ Belpointe PREP, LLC
- MRNO Murano Global Investments Plc
- LRE Lead Real Estate Co., Ltd
- SRRE Sunrise Real Estate Group, Inc.
- RENX RenX Enterprises Corp.
Every real estate company we cover is on the Real Estate hub.
Common questions
Is Smith Douglas Homes Corp. (SDHC) undervalued?
Against our fair value estimate of $9.48, SDHC at $9.90 is 4% above fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own SDHC?
8 of the institutions we track reported a position in SDHC in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is SDHC's P/E ratio?
SDHC trades at 16.1 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
Where does SteadyShares get its SDHC data?
Fundamentals for SDHC come from company filings and exchange data, as listed on NYQ; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 15:18 UTC and is delayed. Our data quality score for this company is 96/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for SDHC, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.
