PulteGroup (PHM) Laps the Stock Market: Here's Why

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PulteGroup (PHM) closed the latest trading day at $110.52, indicating a +1.5% change from the previous session's end. The stock outperformed the S&P 500, which registered a daily gain of 1.09%. At the same time, the Dow added 1.18%, and the tech-heavy Nasdaq gained 1.03%.

Prior to today's trading, shares of the homebuilder had lost 15.01% over the past month. This has lagged the Construction sector's loss of 8.88% and the S&P 500's loss of 0.71% in that time.

Analysts and investors alike will be keeping a close eye on the performance of PulteGroup in its upcoming earnings disclosure. The company's earnings report is set to go public on January 30, 2025. The company is expected to report EPS of $3.20, down 2.44% from the prior-year quarter. Meanwhile, our latest consensus estimate is calling for revenue of $4.64 billion, up 8.17% from the prior-year quarter.

For the full year, the Zacks Consensus Estimates project earnings of $13.42 per share and a revenue of $17.67 billion, demonstrating changes of +14.51% and +10.01%, respectively, from the preceding year.

Furthermore, it would be beneficial for investors to monitor any recent shifts in analyst projections for PulteGroup. These revisions help to show the ever-changing nature of near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the company's business and profitability.

Based on our research, we believe these estimate revisions are directly related to near-team stock moves. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.

The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate remained stagnant. PulteGroup is holding a Zacks Rank of #3 (Hold) right now.

Investors should also note PulteGroup's current valuation metrics, including its Forward P/E ratio of 8.12. This represents a premium compared to its industry's average Forward P/E of 7.94.

One should further note that PHM currently holds a PEG ratio of 0.43. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The Building Products - Home Builders industry had an average PEG ratio of 0.68 as trading concluded yesterday.