Honda vs D.R. Horton
Honda Motor Co., Ltd. and D.R. Horton, Inc. are compared on this page to illuminate differences and similarities in business models, financial performance, and market context in a neutral, accessible way. The analysis emphasises approach, execution, and environment without investment recommendations. Educational content, not financial advice.
Honda Motor Co., Ltd. and D.R. Horton, Inc. are compared on this page to illuminate differences and similarities in business models, financial performance, and market context in a neutral, accessible ...
Why It's Moving
Nomura's Strong-Buy Upgrade Fuels Optimism Amid Honda's Strategic EV Pivot
- Nomura upgraded HMC to strong-buy on Dec 11, contrasting consensus Hold rating, as analysts eye resilient supply chain and delayed Canadian EV plant for better alignment with demand[3].
- Honda slashed 2030 EV sales target from 30% to 20% and cut investments, capitalizing on hybrid popularity slowdown in pure EV adoption to ease infrastructure worries[1].
- Fresh electric motorcycle launches like Active e: in India and CUV e: across Southeast Asia signal acceleration in two-wheeler electrification, targeting over 10 new models by year-end[1].
D.R. Horton rides BTIG buy rating amid brighter housing outlook despite lawsuit headwinds.
- BTIG initiated Buy coverage, highlighting expected dip in 30-year mortgage rates to 6.3% and persistent low inventory driving home prices higher, easing affordability strains[2][5].
- Borrowers escalated RICO claims against D.R. Horton and DHI Mortgage, accusing them of understating property taxes to lure buyers with artificially low initial payments that later spiked by up to $1,000 monthly[3].
- Mixed institutional flows emerged with Luxor Capital adding a $1.01M stake while Investment House trimmed 20,533 shares, as shares showed volatility amid broader market gains[1][4][5].
Nomura's Strong-Buy Upgrade Fuels Optimism Amid Honda's Strategic EV Pivot
- Nomura upgraded HMC to strong-buy on Dec 11, contrasting consensus Hold rating, as analysts eye resilient supply chain and delayed Canadian EV plant for better alignment with demand[3].
- Honda slashed 2030 EV sales target from 30% to 20% and cut investments, capitalizing on hybrid popularity slowdown in pure EV adoption to ease infrastructure worries[1].
- Fresh electric motorcycle launches like Active e: in India and CUV e: across Southeast Asia signal acceleration in two-wheeler electrification, targeting over 10 new models by year-end[1].
D.R. Horton rides BTIG buy rating amid brighter housing outlook despite lawsuit headwinds.
- BTIG initiated Buy coverage, highlighting expected dip in 30-year mortgage rates to 6.3% and persistent low inventory driving home prices higher, easing affordability strains[2][5].
- Borrowers escalated RICO claims against D.R. Horton and DHI Mortgage, accusing them of understating property taxes to lure buyers with artificially low initial payments that later spiked by up to $1,000 monthly[3].
- Mixed institutional flows emerged with Luxor Capital adding a $1.01M stake while Investment House trimmed 20,533 shares, as shares showed volatility amid broader market gains[1][4][5].
Which Baskets Do They Appear In?
EV Stocks (Beyond China) After Berkshire BYD Exit
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Published: September 24, 2025
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Published: September 14, 2025
Explore BasketShifting Gears: Competitors Capitalize On Tariff Headwinds
Volkswagen has lowered its profit outlook after U.S. tariffs and restructuring costs caused a significant drop in earnings. This creates a potential opening for competing U.S. and Asian automakers to gain a competitive edge in the market.
Published: July 25, 2025
Explore BasketWhich Baskets Do They Appear In?
EV Stocks (Beyond China) After Berkshire BYD Exit
Warren Buffett's Berkshire Hathaway has sold its entire stake in Chinese EV giant BYD, signaling a potential shift in sentiment for the sector. This creates a potential opportunity for other global automakers and their suppliers as investors may look for alternatives in the competitive EV landscape.
Published: September 24, 2025
Explore BasketEV Slowdown Stocks | Automaker Pivot Opportunities
Following Stellantis's cancellation of its electric Ram pickup due to slowing EV demand, a new investment opportunity emerges. This theme focuses on automakers that are strategically pivoting to hybrid and traditional models to meet current market realities.
Published: September 14, 2025
Explore BasketShifting Gears: Competitors Capitalize On Tariff Headwinds
Volkswagen has lowered its profit outlook after U.S. tariffs and restructuring costs caused a significant drop in earnings. This creates a potential opening for competing U.S. and Asian automakers to gain a competitive edge in the market.
Published: July 25, 2025
Explore BasketAuto Parts Overhaul
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Published: July 11, 2025
Explore BasketCanada's Automotive Opportunity
This carefully selected group of stocks represents companies poised to benefit from Nissan's production halt in Canada. Our professional analysts have identified automakers and parts suppliers strategically positioned to fill the market gap and capture abandoned market share during this unique industry disruption.
Published: July 11, 2025
Explore BasketFallout from Stellantis Recall
When one automotive giant faces challenges, others may find opportunity. This collection features carefully selected stocks of competing automakers and parts suppliers positioned to benefit from Stellantis's safety investigation. Each company was handpicked by our analysts to capture this market shift.
Published: July 3, 2025
Explore BasketJapan's Resilient Factories
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Published: June 30, 2025
Explore BasketOpen Road Portfolio
Discover a carefully curated collection of stocks that embody personal freedom and independence. Our analysts have selected companies that not only manufacture the vehicles for your adventures but also provide the financial tools to help you chart your own course in life.
Published: June 17, 2025
Explore BasketJapanese Stocks
Dive into the unique blend of industrial power and technological innovation that defines Japan's market leaders. These carefully selected companies represent the best of Japan's globally respected brands, offering you exposure to the world's third-largest economy.
Published: June 17, 2025
Explore BasketAutomotive
Find a car stock to fuel your investment strategy 🏎. This collection brings together carefully selected automotive companies, from traditional manufacturers to electric vehicle pioneers, curated by professional analysts to help you navigate this transformative industry.
Published: May 14, 2025
Explore BasketInvestment Analysis
Honda
HMC
Pros
- Honda achieved record-high motorcycle sales at 10.76 million units in Q2 2025, driven by strong demand in key markets like Brazil.
- The company is actively addressing automobile sector losses through supply chain optimization and cost rationalization efforts.
- Honda's stock price surged nearly 14% after Q2 earnings, indicating strong investor confidence despite automotive challenges.
Considerations
- Automobile operations posted a significant loss of ¥73 billion partly due to semiconductor shortages impacting production by 110,000 units.
- One-time expenses related to electric vehicle development and tariff impacts have heavily eroded profit margins.
- Currency fluctuations and increased R&D spending have also negatively affected recent profitability.
D.R. Horton
DHI
Pros
- D.R. Horton is a leading U.S. homebuilder with wide geographic diversification, operating in 98 markets across 31 states.
- The company exceeded earnings per share expectations significantly in its latest quarter, indicating strong profitability control.
- D.R. Horton initiated a stock repurchase program in 2024, demonstrating confidence in its financial position and shareholder returns.
Considerations
- Quarterly revenue declined by 7.4% year-over-year, signaling potential top-line growth challenges amid a volatile housing market.
- The homebuilding industry remains sensitive to interest rate fluctuations and macroeconomic uncertainties which could impact demand.
- Consensus analyst rating is Hold, reflecting moderate investor caution and mixed outlook on near-term performance.
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