DHI Investment Analysis Report & Stock Research, D.R. Horton, Inc.

D.R. Horton, Incorporated (DHI)

DHI Stock Report

2-Year Price History

View Larger DHI Chart
NYSE:DHI
$12.97
(2/9 3:23PM)
+0.4%
Open$13.08 Mkt Cap$4.1 Billion
High$13.16 52Wk High$13.90
Low$12.6 52Wk Low$6.62
Volume7.4 Million Avg Vol 10D11.7 Million

Ockham's Rating/Recommendation Summary

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DHI Revenue

For a long time, value investors have used the current share price relative to sales per share levels as an important valuation tool. We utilize a historical weighted average methodology that treats recent years more importantly in the calculation. When looking at DHI through this framework, we can see that our weighted average historical high and low Price to Sales per share ratios over the last 10 years are 0.97x and 0.39x respectively.

Utilizing this range we can see that DHI’s current Price to Sales per share ratio of 1.06x is high enough compared with historical norms of DHI to cause some concern. The current Price to Sales per share is near the upper end of the historical range. In our eyes, this is a negative factor because it is more likely that it will return to the normal range than continue rising outside of the range. At current sales per share levels, we would need to see a decline in the Price to Sales ratio of 55% merely to return DHI to its historical average.

DHI Cash Earnings

DHI is not forecasted to produce positive Cash Earnings this year, based on recent performance. This is not a positive situation, as we would always prefer that a company is producing cash every year. However, it is important to recognize that not all companies or types of companies have the goal of producing positive Cash Earnings either early in their business cycle or following significant turnaround changes. When looking at DHI, we hesitate to be overly negative on the company, but it is of concern that the company is not profitable at this time. Let's face it, companies cannot remain unprofitable for very long before a change has to be made. This could mean further restructuring or corporate event such as selling assets or spinning off divisions, at any rate a company with negative cash flows is not one that often makes a great investment unless you can acquire it at an extremely depressed price.

DHI Dividends

A positive Ockham rating does not require a company to pay out an inviting dividend or a dividend at all. However, we believe dividends provide a useful measure of a company's inherent expectations.

Comparable to our analysis of Sales and Cash Earnings per share, we examine dividend yields from DHI against the historic high and low levels over an available data range. Because DHI has an established history of paying a dividend to shareholders, there is value in comparing recent dividends to historical dividends. In DHI’s case, the estimated annual dividend is $0.15 producing a current dividend yield of 1.18%. The highest dividend yield from DHI in recent history was 11.87% while the lowest dividend yield was 0.60%. With that range in mind, DHI’s current dividend yield is a full 81.07% below its median dividend yield historically. This is a negative from our perspective.

Peer Comparison

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D.R. Horton, Inc. Industry Grouping

(2/8/2010)
Company Ticker Market Cap (Ml) Latest
Price
Price/Cash Earnings Price/Sales 5-Yr. Rev.
Growth Rate
5-Yr.
Avg. ROE.
Current 10-Yr. Range* Current 10-Yr. Range*
Peer Company Averages (not including DHI) 21.73 4.43 » 33.98 1.85 0.58 » 2.76 11.59% 20.76%
*10 year range does not include current year values
Stericycle, Inc. SRCL $4.3 Billion $51.16 21.14 9.30 » 36.59 3.85 1.34 » 5.86 19.05% 16.86%
D.R. Horton, Inc. DHI $4.1 Billion $12.92 -1.00 3.68 » 10.10 1.06 0.18 » 1.22 -19.77% 9.04%
NVR, Inc. NVR $4.0 Billion $673.90 35.17 3.02 » 39.45 1.43 0.29 » 1.21 0.08% 50.72%
MDU Resources Group, Inc. MDU $3.7 Billion $19.62 26.52 4.30 » 32.29 0.89 0.45 » 1.37 16.29% 13.94%
Quanta Services, Inc. PWR $3.6 Billion $17.33 13.95 0.37 » 44.55 1.11 0.07 » 2.15 18.14% 3.82%
Martin Marietta Materials, Inc. MLM $3.6 Billion $79.61 11.89 5.13 » 17.03 1.95 0.74 » 3.19 4.38% 18.46%
Ockham Coverflow

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3:59P, Feb. 08,2010 DHI $13.04 D.R. Horton, Inc.
WSJ Marketbeat

RazorWire: DHI and Regulators Talked About on WSJ Marketbeat

Regulatory issues are always of interest to investors. Recently WSJ Marketbeat covered topics including regulators and D.R. Horton, Incorporated.

As we analyze the results from RazorWire, one thing we do is rank each stock in terms of amount of news coverage. Recently, DHI has been less covered in the news compared to the rest of our universe of stocks. At Ockham, we are not advising buying D.R. Horton, Incorporated at the current price level because according to our methodology it is not supported by the fundamentals. The crowd at The Motley Fool does not like DHI and believes that it will Underperform.

“… ent also comes as Dimensional Fund Advisors LP reported in a Securities and Exchange Commission filing it bought shares of Meritage Homes Corp. and Standard Pacific Corp. In recent weeks, many …”

4:50P, Feb. 02,2010 DHI $13.21 D.R. Horton, Inc.
WSJ Marketbeat

D.R. Horton, Incorporated Crosses Extremely Active News Threshold for the Day, Now on WSJ Marketbeat

Be aware that something important has occurred for DHI and investors interested in this stock should seek out information in any way possible.

At the current price, value investors will want to look elsewhere for a buying opportunity as this stock has heated up and is currently Overvalued. The price has continued to rise to $13.21 even since we issued the Overvalued stance at a lower price. While bearish sentiment on a stock is not always a bad thing, it is something you need to be aware of. The Motley Fool survey of crowd sentiment shows that many investors believe this stock will underperform. We noticed recently that in comparison to all other stocks we analyze in the news; DHI has received less coverage from the financial media in business television and blogs. The latest news on DHI has created quite a stir as the stock is trading $1.30 higher in today's session.

“… DR HORTON posts a surprise profit, and December pending home sales rise as well. UPS’ CEO says the recession’s over — but also says the recovery’s going to be long and slow. …”

4:20P, Feb. 02,2010 DHI $13.19 D.R. Horton, Inc.
Closing Bell

Invested in DHI? Turn on the TV, It's All Over the News and Closing Bell

The newswires are burning up right now on D.R. Horton, Incorporated, so check our RazorWire or turn on your TV to see why it is so active in the news.

As of this week's report, we have an Overvalued valuation on DHI because the price has gotten too high to be justified by the fundamentals, and since that time the price has only continued to appreciate. Interestingly, overall sentiment looks bearish according to the Motley Fool's CAPS survey, as most of their users see D.R. Horton, Incorporated underperforming. Take notice of the news on this stock because it is up $1.30 since the close of trading yesterday. When taking into account the amount of news coverage each stock normally sees as a percentage of the total, D.R. Horton, Incorporated has actually sunk a bit in comparison to the others.

“… Economy is looking. Head of cummins engine said, D.R. HORTON a big star, home builder outperformed, whirlpool up, 3, 4, 5% increases. Archer daniels, emerson, all better than anticipates. Ann taylor said earnings would exceed kppss. …”

2:01P, Feb. 02,2010 DHI $13.19 D.R. Horton, Inc.
Street Signs

Lots of News Today on DHI from Street Signs

The newswires are burning up right now on D.R. Horton, Incorporated, so check our RazorWire or turn on your TV to see why it is so active in the news.

The latest news on DHI has created quite a stir as the stock is trading $1.28 higher in today's session. At the current price, value investors will want to look elsewhere for a buying opportunity as this stock has heated up and is currently Overvalued. The price has continued to rise to $13.19 even since we issued the Overvalued stance at a lower price. While bearish sentiment on a stock is not always a bad thing, it is something you need to be aware of. The Motley Fool survey of crowd sentiment shows that many investors believe this stock will underperform. We noticed recently that in comparison to all other stocks we analyze in the news; DHI has received less coverage from the financial media in business television and blogs.

“… nutes ago but the gm numbers are out. Perhaps the most important headline, gm saying they're seeing a strong rebound in manufacturing and a stabilization in consumer confidence. >> reporter: sales up 13.6%, raised their outlook for seasonally adjusted annual rate of total vehicle sales. 11.5 million to 12 million. …”

1:36P, Feb. 02,2010 DHI $13.16 D.R. Horton, Inc.
Power Lunch

RazorWire Captured Power Lunch Discussion of Short Selling and DHI

No matter if you are long D.R. Horton, Incorporated, it pays to understand the reason that some are shorting it. D.R. Horton, Incorporated and shorts were a topic covered on Power Lunch.

As we analyze the results from RazorWire, one thing we do is rank each stock in terms of amount of news coverage. Recently, DHI has been less covered in the news compared to the rest of our universe of stocks. The crowd at The Motley Fool does not like DHI and believes that it will Underperform. Check the news on this stock because there is a catalyst that has allowed this stock to advance 10.53% today. At Ockham, we are not advising buying D.R. Horton, Incorporated at the current price level because according to our methodology it is not supported by the fundamentals. Even since our report, the price has increased 11.7%.

“… consecutive days. Nobody in mid cap index, no home builder can make that claim, gained 15% during that time. A huge short interest ratio, the second highest and it's had a nice run. …”

1:08P, Feb. 02,2010 DHI $13.13 D.R. Horton, Inc.
Power Lunch

There is Significant News on DHI:Among the Twenty Most Active Stocks in the News

DHI has been one of the most active stocks in the news today, so investors in it will want to pay attention to what is happening.

As we analyze the results from RazorWire, one thing we do is rank each stock in terms of amount of news coverage. Recently, DHI has been less covered in the news compared to the rest of our universe of stocks. At Ockham, we are not advising buying D.R. Horton, Incorporated at the current price level because according to our methodology it is not supported by the fundamentals. Even since our report, the price has increased 12.2%. The crowd at The Motley Fool does not like DHI and believes that it will Underperform. Check the news on this stock because there is a catalyst that has allowed this stock to advance 11.06% today.

“… >> we have a special guest. We're going to check in with the nasdaq later because it's time for our monthly visit with the chief investment officer for credit suisse private banking …”

12:54P, Feb. 02,2010 DHI $13.21 D.R. Horton, Inc.
Power Lunch

Look Out for D.R. Horton, Incorporated: Its Very Active in the News

Something important is going on with DHI today, as it is getting a lot of attention on business television and influential blogs.

As we analyze the results from RazorWire, one thing we do is rank each stock in terms of amount of news coverage. Recently, DHI has been less covered in the news compared to the rest of our universe of stocks. Check the news on this stock because there is a catalyst that has allowed this stock to advance 10.90% today. The crowd at The Motley Fool does not like DHI and believes that it will Underperform. At Ockham, we are not advising buying D.R. Horton, Incorporated at the current price level because according to our methodology it is not supported by the fundamentals. Even since our report, the price has increased 12.0%.

“… 250 on the downside, path of least resistance is certainly higher. I like it. …”

12:28P, Feb. 02,2010 DHI $13.16 D.R. Horton, Inc.
Power Lunch

Power Lunch Mentioned Sentiment on D.R. Horton, Incorporated Recently

Power Lunch talked about the sentiment surrounding DHI and the way they are perceived in the marketplace.

The crowd at The Motley Fool does not like DHI and believes that it will Underperform. At Ockham, we are not advising buying D.R. Horton, Incorporated at the current price level because according to our methodology it is not supported by the fundamentals. Even since our report, the price has increased 11.6%. As we analyze the results from RazorWire, one thing we do is rank each stock in terms of amount of news coverage. Recently, DHI has been less covered in the news compared to the rest of our universe of stocks. Check the news on this stock because there is a catalyst that has allowed this stock to advance 10.47% today.

“… tions activity today and all of that and much more on "the halftime report." first more power lunch after …”

12:02P, Feb. 02,2010 DHI $13.02 D.R. Horton, Inc.
Power Lunch

Investors Sentiment's Effect on D.R. Horton, Incorporated on Power Lunch

It is always benefitial to understand the market's sentiment for a particular stock, and Power Lunch talked about some aspects of sentiment for DHI recently.

At the current price, value investors will want to look elsewhere for a buying opportunity as this stock has heated up and is currently Overvalued. The price has continued to rise to $13.02 even since we issued the Overvalued stance at a lower price. We noticed recently that in comparison to all other stocks we analyze in the news; DHI has received less coverage from the financial media in business television and blogs. The latest news on DHI has created quite a stir as the stock is trading $1.11 higher in today's session. While bearish sentiment on a stock is not always a bad thing, it is something you need to be aware of. The Motley Fool survey of crowd sentiment shows that many investors believe this stock will underperform.

“… 7. Earnings commentary overall was pretty good for them. That stock is doing well here today. Whirlpool, they talked on their conference call and see 2010, a year of full recovery for our company. That was a bullish remark. Whirlpool is on the upside as well. …”

11:51A, Feb. 02,2010 DHI $13.03 D.R. Horton, Inc.
The Call

The Call: DHI is Among Most Active Stocks in the News Today

We are observing a lot of attention being paid to DHI in the news, so if you hold the stock you may want to take a look at what is going on.

When taking into account the amount of news coverage each stock normally sees as a percentage of the total, D.R. Horton, Incorporated has actually sunk a bit in comparison to the others. Take notice of the news on this stock because it is up $1.12 since the close of trading yesterday. As of this week's report, we have an Overvalued valuation on DHI because the price has gotten too high to be justified by the fundamentals, and since that time the price has only continued to appreciate. Interestingly, overall sentiment looks bearish according to the Motley Fool's CAPS survey, as most of their users see D.R. Horton, Incorporated underperforming.

“… t quarterly profit in three years. Net orders rose 45% last week. The company's ceo proclaimed, quote, we're back and a positive sign for commercial real estate. The mortgage bankers reporting a 12% increase in commercial and multi-family loan originations over the same time last year. …”

View All D.R. Horton, Inc. Stock News

Key Fundamentals

DHI - D.R. Horton, Incorporated Fundamentals
Price (2/9 3:23PM) $12.97
Volume (2/9 3:23PM) 7.4 Million
Last Close Price $12.92
10 Day Average Volume 11.7 Million
13 Week Price Range $9.69 - $13.36
52 Week Price Range $6.62 - $13.90
LTM Revenue $3.8 Billion
 
Shares Outstanding (09/2009) 317.9 Million
Market Capitalization $4.1 Billion
Shares Held By Institutions 292.7 Million
Institutional Holders 458
% Shares Held By Institutions 92.30%
Earnings Per Share (EPS) ($1.72)
P/E Ratio n/a
Book Value Per Share $8.12
 
Gross Margin 5.50%
Annual Dividend 0.15
Dividend Yield 1.20%
Beta 0.92
Fiscal Year Ends September

About D.R. Horton, Inc.

D.R. Horton, Incorporated is considered to operate in the Industrial Goods sector. They specifically operate in the Residential Construction business segment contained within the Materials & Construction industry.

A homebuilding Company, which constructs and sells homes in the United States and through financial services operations, it provides mortgage financing and title agency services to homebuyers.