United Homes Group (UHG)
NASDAQ:UHG
Want to see UHG full AI Analyst Report?
Top Page
United Homes Group
(NASDAQ:UHG)
Select Model
Select Model
Rating:41Neutral
Price Target:
$1.00
▼(-7.41% Downside)
Action:ReiteratedDate:04/04/26
The score is driven primarily by the sharp deterioration in 2025 profitability and cash flow alongside elevated leverage, which materially increases financial risk. Technicals are broadly bearish despite oversold readings, while valuation is constrained by negative earnings. A recent covenant-waiver financing event tied to merger completion further weighs on the risk profile.
Positive Factors
Acquisition by Stanley Martin
A definitive all-cash merger into Stanley Martin positions UHG under a larger, well-capitalized parent. This materially reduces standalone refinancing and liquidity risk, provides scale and procurement advantages, and offers longer-term operational support during housing-cycle volatility.
Negative Factors
Elevated leverage
Debt-to-equity roughly 1.5–2.6 and historically volatile equity indicate a stretched capital structure. High leverage raises interest and refinancing risk, reduces strategic flexibility for land purchases or working capital, and amplifies losses during demand downturns.
Read all positive and negative factors
Positive Factors
Negative Factors
Acquisition by Stanley Martin
A definitive all-cash merger into Stanley Martin positions UHG under a larger, well-capitalized parent. This materially reduces standalone refinancing and liquidity risk, provides scale and procurement advantages, and offers longer-term operational support during housing-cycle volatility.
Read all positive factors
United Homes Group (UHG) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$69.42M
Dividend YieldN/A
Average Volume (3M)144.44K
Price to Earnings (P/E)―
Beta (1Y)0.62
Revenue Growth-12.30%
EPS Growth-128.45%
CountryUS
Employees175
SectorConsumer Cyclical
Sector Strength84
IndustryResidential Construction
Share Statistics
EPS (TTM)0.05
Shares Outstanding21,853,340
10 Day Avg. Volume129,947
30 Day Avg. Volume144,444
Financial Highlights & Ratios
PEG Ratio0.04
Price to Book (P/B)1.60
Price to Sales (P/S)0.23
P/FCF Ratio-4.20
Enterprise Value/Market Cap2.76
Enterprise Value/Revenue0.47
Enterprise Value/Gross Profit2.67
Enterprise Value/Ebitda-7.91
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
United Homes Group Business Overview & Revenue Model
Company Description
United Homes Group, Inc., a land development and homebuilding company, designs, builds, and sells homes in South Carolina. It provides a series of single-family detached and attached homes for entry-level buyers, first-time move-ups, second-time m...
How the Company Makes Money
UHG primarily makes money by selling newly constructed single-family homes to individual homebuyers. Revenue is typically recognized at or near the time of closing when title transfers to the buyer, and the company’s reported homebuilding revenue ...
United Homes Group Earnings Call Summary
Earnings Call Date:Aug 07, 2025
(Q2-2025)
| % Change Since: |
Next Earnings Date:May 19, 2026
Earnings Call Sentiment Negative
The earnings call highlighted improvements in gross margins and successful product initiatives, but these were overshadowed by a net loss, declines in home closings, new orders, and revenue, as well as a reduction in active communities. Overall, the sentiment reflects a challenging quarter with mixed results.Positive Updates
Home Sales Gross Margin Improvement
Home sales gross margin for the quarter improved by 100 basis points to 18.9% compared to the same period last year, and by 270 basis points compared to the first quarter of 2025.
Negative Updates
Net Loss for the Quarter
United Homes reported a net loss of $6.3 million for the second quarter of 2025, primarily due to a fair value adjustment related to the contingent earn-out liability.
Read all updates
Q2-2025 Updates
Positive
Negative
Home Sales Gross Margin Improvement
Home sales gross margin for the quarter improved by 100 basis points to 18.9% compared to the same period last year, and by 270 basis points compared to the first quarter of 2025.
Read all positive updates
Company Guidance
During the United Homes Group's second quarter 2025 earnings call, the company reported home sales revenue of $105.5 million from 303 new home deliveries, with an average sales price of $349,000. The gross margin for the quarter was 18.9%, representing a 100 basis point improvement over the previous year. Despite a 5.9% year-over-year decline in net new orders due to a 10% decrease in average community count, the company maintained a steady sales pace of 1.9 homes per community per month. The company also reported a net loss of $6.3 million for the quarter. The CEO highlighted the introduction of refreshed home designs, which have resulted in gross margins approximately 300 basis points higher than legacy products, contributing to their profitability. As of June 30, 2025, United Homes Group controlled about 7,300 lots and had $95.2 million in liquidity, positioning the company for future growth and market opportunities.United Homes Group Financial Statement Overview
Summary
Income Statement
32
Negative
Balance Sheet
38
Negative
Cash Flow
22
Negative
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 406.69M | 463.71M | 421.47M | 477.05M | 432.89M |
| Gross Profit | 71.74M | 80.79M | 79.73M | 96.67M | 87.84M |
| EBITDA | 2.39M | 8.51M | 15.96M | 73.20M | 62.51M |
| Net Income | -16.25M | 46.91M | 125.06M | 69.49M | 62.41M |
Balance Sheet | |||||
| Total Assets | 276.63M | 265.38M | 298.65M | 208.34M | 202.26M |
| Cash, Cash Equivalents and Short-Term Investments | 25.72M | 22.63M | 56.67M | 12.24M | 51.50M |
| Total Debt | 147.58M | 120.30M | 154.06M | 121.80M | 102.50M |
| Total Liabilities | 219.26M | 198.51M | 329.83M | 149.34M | 135.70M |
| Stockholders Equity | 57.37M | 66.87M | -31.18M | 59.00M | 66.56M |
Cash Flow | |||||
| Free Cash Flow | -21.80M | 15.41M | 28.06M | 34.45M | 57.91M |
| Operating Cash Flow | -19.75M | 15.44M | 28.22M | 34.62M | 58.32M |
| Investing Cash Flow | -1.89M | -12.59M | -24.30M | -206.88K | -394.05K |
| Financing Cash Flow | 21.81M | -33.98M | 40.51M | -73.68M | -35.60M |
United Homes Group Technical Analysis
Negative
1.08
Price Trends
1.41
Negative
1.47
Negative
2.42
Negative
Market Momentum
-0.04
Negative
39.78
Neutral
78.31
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For UHG, the sentiment is Negative. The current price of 1.08 is below the 20-day moving average (MA) of 1.17, below the 50-day MA of 1.41, and below the 200-day MA of 2.42, indicating a neutral trend. The MACD of -0.04 indicates Negative momentum. The RSI at 39.78 is Neutral, neither overbought nor oversold. The STOCH value of 78.31 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for UHG.
United Homes Group Risk Analysis
United Homes Group disclosed 69 risk factors in its most recent earnings report. United Homes Group reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
United Homes Group Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
72 Outperform | $498.39M | 11.20 | 8.09% | ― | -10.65% | -31.53% | |
62 Neutral | $660.73M | 8.76 | 6.81% | ― | -4.82% | -80.13% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
60 Neutral | $1.60B | 17.15 | 5.16% | 1.99% | -7.87% | -54.59% | |
50 Neutral | $1.11B | 105.92 | 3.51% | ― | -22.62% | -60.74% | |
46 Neutral | $624.66M | -4.50 | 0.81% | ― | -6.06% | -91.99% | |
41 Neutral | $69.42M | -5.63 | -23.25% | ― | -12.30% | -128.45% |
* Consumer Cyclical Sector Average
UHG
United Homes Group
1.18
-0.77
-39.49%
BZH
Beazer Homes
21.17
1.61
8.23%
HOV
Hovnanian Enterprises
111.46
14.66
15.14%
LGIH
LGI Homes
47.93
-6.68
-12.23%
CCS
Century Communities
55.47
1.95
3.64%
LEGH
Legacy Housing
20.93
-3.39
-13.96%
United Homes Group Corporate Events
Business Operations and StrategyM&A TransactionsPrivate Placements and Financing
United Homes Group Amends Credit Facilities Amid Merger Plans
Negative
Apr 3, 2026
On March 31, 2026, United Homes Group, Inc. amended its Wells Fargo-led credit facility, securing temporary waivers of its debt service coverage and leverage ratio covenants until the earlier of May 31, 2026 or the occurrence of certain unrelated ...
Business Operations and StrategyDelistings and Listing ChangesM&A Transactions
United Homes Group to Be Acquired by Stanley Martin
Neutral
Feb 23, 2026
On February 22, 2026, United Homes Group agreed to be acquired by Stanley Martin Homes in an all-cash merger that values the company at an enterprise value of about $221 million, with shareholders to receive $1.18 per share and the company to beco...
Executive/Board Changes
United Homes Group Sets 2026 Executive Pay Framework
Neutral
Jan 16, 2026
On January 13, 2026, United Homes Group’s board-level Compensation Committee approved a 2026 executive compensation framework that sets base salaries and performance-based cash bonus opportunities for its senior leadership, including the nam...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.