Smith Douglas Homes Corp. (SDHC)
Real Estate · NYQ
Fundamentals
Valuation and ratings
Smith Douglas Homes Corp. trades at USD15.53, which is 39% above the USD9.48 our discounted cash flow model puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.
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 analyst 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. is headquartered in Woodstock, Georgia, Smith Douglas Homes completed its initial public offering in January 2024. Since its inception, Smith Douglas has been entrusted by over 20,000 families to fulfill their new home dreams. Ranked a top 50 builder nationally for several years and with 2,908 closings in 2025, Smith Douglas currently holds the #32 position on the Builder Magazine Top 100 list. The Smith Douglas communities are primarily targeted to entry-level and empty-nest homebuyers looking to purchase a new home priced below the Federal Housing Administration loan limit in the metro areas of Atlanta, Birmingham, Central Georgia, Charlotte, Chattanooga, Dallas-Fort Worth, Greenville, Houston, Huntsville, Nashville, Raleigh, and the Alabama Gulf Coast. Smith Douglas offers its homebuyers a personalized, affordable buying experience at attractive prices, delivering exceptional value and quality. Smith Douglas Homes Corp. was incorporated in Delaware, USA.
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
5 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Greg Alexander, Conifer Management, L.L.C.$18.35M · 3.5% of book
- First Eagle, First Eagle Investment Management, LLC$4.93M · 0.0% of book
- Marshall Wace, MARSHALL WACE, LLP$1.30M · 0.0% of book
- D. E. Shaw, D. E. Shaw & Co., Inc.$1.00M · 0.0% of book
- Ken Griffin, CITADEL ADVISORS LLC$675.8K · 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.
Common questions
Is Smith Douglas Homes Corp. (SDHC) undervalued?
Against our discounted cash flow estimate of USD9.48, SDHC at USD15.53 is 39% above fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.
Which funds own SDHC?
5 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.
When does SDHC report earnings next?
Smith Douglas Homes Corp. is scheduled to report on 6 Aug 2026. Companies move earnings dates, so read it as scheduled rather than certain.
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.