NYSE · PHM
PulteGroup, Inc.
Consumer Cyclical · Residential Construction
$121.16▲ 1.41% ($1.68)at close
After hours$121.50▲ 0.28%4:43 PM ET
Market cap
$23.08B
P/E
12.67
EPS (TTM)
$9.56
Valuation
Cash-flow DCF
Verdict: fairly priced. Price above Base.
The price needs 9.0% free cash flow growth a year for 5 years. Our scenarios assume −12.2–15.2%.
That's 53.2× its past 5-year pace.
Value per share
Base case
$81.23
Price used $121.16 is 49% above this
USD · TTM ending Sep 30, 2026 · Price Oct 23, 8:00 PM UTC
FCFF base normalized by replacing latest capex with the company's trailing median capex-to-revenue ratio.
1 more note
Historical FCFF CAGR and the default growth rates are taken from the raw historical series. The valuation base is normalized for the current-period DCF.
Free cash flow each value needs
Free cash flow today $941M. The price needs $1.7B by 2036. Base case: $1.1B. At its recent pace: $956M. Bear to Bull: $582M to $2.8B.
Free cash flow today $941M. The price needs $1.7B by 2036. Base case: $1.1B. At its recent pace: $956M. Bear to Bull: $582M to $2.8B.
Free cash flow in 2036
today $941M
+$589Mmore than the Base case · 1.5×
Value per share · Base case
$81.23
Price $121.16
49% above this
- Stage 1 growth, yrs 1–5
- 0.2%
- Stage 2 growth, yrs 6–10
- 3.5%
- Discount rate
- 8.4%
FCFF base normalized by replacing latest capex with the company's trailing median capex-to-revenue ratio.
1 more note
Historical FCFF CAGR and the default growth rates are taken from the raw historical series. The valuation base is normalized for the current-period DCF.
USD · TTM ending Sep 30, 2026 · Price Oct 23, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock rose 0.27% over the last year. Revenue declined 9.35% over the trailing twelve months. Operating margin moved from 19.27% to 14.05%. Free cash flow declined 16.32% over the trailing twelve months.
What the market seems to be pricing
The stock has moved higher against modestly weakening underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 14.05%. A decisive move in revenue — currently down 9.35% — would be the clearest signal to resolve the ambiguity.
Return analysis
Company profile
PulteGroup, Inc. engages in the homebuilding business.
Market multiples
Stock splits
Every 1 shares became 2
Every 1 shares became 2
Every 1 shares became 2
Every 1 shares became 2
Every 1 shares became 2
Every 1 shares became 2
Every 2 shares became 3
Profitability & growth
Analyst consensus
20
Buy
21
Hold
3
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Actuals vs estimates by quarter, or any quarter against the same one a year earlier.
Next report
Feb 4, 2027
Q4 FY26 · EPS est $2.63 · Revenue est $4.2B
Same quarter, year over year
FY26 YTD -20.6%Each cell vs the same quarter a year earlier (the cell below) · Q1–Q3 combined $6.80 vs $8.56 · 0 of 3 quarters up
Q1
Q2
Q3
Q4
FY total
FY26
—
FY25
FY24
FY23
—
—
—
—
Fiscal year totals
- FY25
- $11.14
- -18.0%
- FY24
- $13.58
- —
Q3 FY26
Reported Oct 22, 2026 · Latest
HoverTap a cell to inspect
Actual
$2.53
Estimate
$2.65
Year over year
-14.5%
Vs prior quarter
+2.0%
Institutional Sentiment
PulteGroup, Inc. · PHM
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.