PulteGroup vs NVR
This page compares PulteGroup and NVR to help readers understand how their business models, financial performance, and market contexts differ. It presents neutral information about each company and its position within the homebuilding sector, avoiding recommendations or predictions. Educational content, not financial advice.
This page compares PulteGroup and NVR to help readers understand how their business models, financial performance, and market contexts differ. It presents neutral information about each company and it...
Why It's Moving
PulteGroup steadies after mixed housing signals as traders weigh steady demand against margin pressure
- Analyst revisions and commentary: Several firms tweaked estimates and price targets this week as consensus EPS and revenue forecasts were nudged lower for the current fiscal year, reflecting cooler closings and a softer demand backdrop for new homes.
- Earnings and guidance context: Recent analyst notes point to year-over-year declines in quarterly revenue and EPS estimates, which implies the market expects Pulte to navigate slower volume — but maintain earnings through margin control and a focus on higher-priced, entry-level buyers.
- Broader sector drivers: Latest housing and mortgage signals over the past week — including softer sales/activity metrics and still-elevated financing costs — are pressuring revenue growth expectations across homebuilders, yet Pulte’s scale and land position are keeping investor attention on its relative resilience and cash flow generation.
NVR shares wobble after latest quarter shows margin squeeze and weaker orders, keeping investors cautious
- Earnings and margins: NVR reported a year-over-year decline in quarterly net income and a drop in homebuilding gross margin to about 21%, reflecting higher lot and construction costs that compressed profitability and reduced per-share earnings compared with the prior year.[1]
- Demand signal: New home orders fell roughly mid-to-high teens (about a 16% decline) and cancellation rates rose to around 19%, indicating weaker buyer activity and growing affordability stress that could pressure near-term revenue growth for the company.[1]
- Recent legal and operational headwinds: A Delaware Court of Chancery decision dismissed NVR’s claim related to remaining Spring Oaks lots, removing a potential recovery avenue and adding to near-term operational uncertainty amid an environment of tariff-driven cost variability.[6]
PulteGroup steadies after mixed housing signals as traders weigh steady demand against margin pressure
- Analyst revisions and commentary: Several firms tweaked estimates and price targets this week as consensus EPS and revenue forecasts were nudged lower for the current fiscal year, reflecting cooler closings and a softer demand backdrop for new homes.
- Earnings and guidance context: Recent analyst notes point to year-over-year declines in quarterly revenue and EPS estimates, which implies the market expects Pulte to navigate slower volume — but maintain earnings through margin control and a focus on higher-priced, entry-level buyers.
- Broader sector drivers: Latest housing and mortgage signals over the past week — including softer sales/activity metrics and still-elevated financing costs — are pressuring revenue growth expectations across homebuilders, yet Pulte’s scale and land position are keeping investor attention on its relative resilience and cash flow generation.
NVR shares wobble after latest quarter shows margin squeeze and weaker orders, keeping investors cautious
- Earnings and margins: NVR reported a year-over-year decline in quarterly net income and a drop in homebuilding gross margin to about 21%, reflecting higher lot and construction costs that compressed profitability and reduced per-share earnings compared with the prior year.[1]
- Demand signal: New home orders fell roughly mid-to-high teens (about a 16% decline) and cancellation rates rose to around 19%, indicating weaker buyer activity and growing affordability stress that could pressure near-term revenue growth for the company.[1]
- Recent legal and operational headwinds: A Delaware Court of Chancery decision dismissed NVR’s claim related to remaining Spring Oaks lots, removing a potential recovery avenue and adding to near-term operational uncertainty amid an environment of tariff-driven cost variability.[6]
Which Baskets Do They Appear In?
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Explore BasketU.S. Homebuilding Rebound
Recent data shows new home sales jumping 7.4% monthly, signaling a strong housing market revival. This collection features carefully selected homebuilders and suppliers positioned to benefit from increasing construction activity and rising home prices.
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Explore BasketWhich Baskets Do They Appear In?
U.S. Homebuilding Expansion
A carefully selected group of companies positioned to benefit from America's strong housing market. These stocks span the entire construction value chain, from homebuilders to material suppliers and component manufacturers, all chosen by our expert analysts.
Published: July 2, 2025
Explore BasketThe Umansky Effect: Riding the Luxury Housing Wave
This curated collection focuses on companies set to benefit from the continued strength in luxury real estate. Based on insights from The Agency CEO Mauricio Umansky, these stocks span premium homebuilders, high-end material suppliers, and luxury furnishing brands positioned to thrive in a resilient high-end housing market.
Published: July 1, 2025
Explore BasketU.S. Homebuilding Rebound
Recent data shows new home sales jumping 7.4% monthly, signaling a strong housing market revival. This collection features carefully selected homebuilders and suppliers positioned to benefit from increasing construction activity and rising home prices.
Published: June 30, 2025
Explore BasketU.S. Housing Rebound
Tap into the growing strength of America's housing market. Our financial experts have carefully selected companies poised to benefit from the uptick in new home construction and sales, from leading homebuilders to essential material suppliers.
Published: June 30, 2025
Explore BasketDream Home Economy
Want to own a piece of the American Dream? This collection features companies that build homes, supply materials, and provide essential services across the entire homeownership lifecycle. These carefully selected stocks represent the backbone of where Americans live.
Published: June 17, 2025
Explore BasketOnce-In-A-Decade
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Published: June 17, 2025
Explore BasketFuture of Housing Portfolio
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Published: June 17, 2025
Explore BasketInvestment Analysis
PulteGroup
PHM
Pros
- PulteGroup has demonstrated stronger recent stock performance compared to NVR over the past year.
- The company maintains a diversified portfolio of homebuilding brands across multiple U.S. regions.
- PulteGroup offers a modest dividend yield, providing some income to shareholders.
Considerations
- Analysts project a decline in near-term earnings per share, indicating potential short-term headwinds.
- The stock's valuation metrics suggest higher risk relative to its historical averages.
- PulteGroup is exposed to cyclical risks in the residential construction sector, which can affect profitability.
NVR
NVR
Pros
- NVR has a strong track record of profitability and efficient capital allocation in the homebuilding industry.
- The company operates with a unique business model that includes homebuilding and mortgage services, enhancing revenue streams.
- NVR maintains a solid balance sheet with limited debt, supporting financial flexibility.
Considerations
- NVR's stock has underperformed the broader sector and PulteGroup over the past year.
- The company's high share price may limit accessibility for some investors and increase volatility risk.
- NVR faces similar sector-wide challenges, including sensitivity to interest rates and housing market cycles.
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