Sekisui House U S Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Sekisui House U S Inc (MDC) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Sekisui House U S Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 8,202M vs 112,924M combined for tracked competitors (6.8% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+99.1% annualized vs trailing 12 months), vs holding steady (-0.1%) for its tracked peer group.
- Growth: Sekisui House U S Inc generated 269.3% revenue growth year over year in Q2 2026, vs -7.7% for its tracked competitors combined.
- Profitability: Its 0.7% net margin compares with 6.8% for the peer group.
- Peer revenue share: Sekisui House U S Inc accounted for 12.7% of combined revenue among its tracked peer group, up from 3.5% a year earlier.
- Peer differentiation: Revenue per employee of $3.78M compares with $2.26M for the peer group (1.7x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
MDC Sales vs. its Competitors, Q2 2026
Sekisui House U S Inc reported revenue growth of 269.30 % year on year in Q2 2026, above its competitors' combined revenue change of -7.66 %.
With a net margin of 0.73 %, Sekisui House U S Inc reported lower profitability than its competitors (6.80 %).
Sekisui House U S Inc generated 12.65 % of the combined sales of its peer group, up from 3.50 % a year earlier.
Sekisui House U S Inc vs. its Competitors, Q2 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Sekisui House U S Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Sekisui House U s Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Sekisui House U S Inc's competitor groups requires a Commercial License.
For context: the Construction Services industry grew revenue 20.2% year over year, combined, vs 269.3% for Sekisui House U S Inc. Sekisui House U S Inc's share of combined industry revenue moved from 0.88% to 2.70%, a gain of 1.82 percentage points.
Sekisui House U S Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Sekisui House U s Inc | Yes | Yes | Yes | Yes |
| Competitors combined (16) | ||||
| High-Confidence Competitors (2) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
MDC Stock Performance relative to its Competitors
MDC Stock Performance relative to High-Confidence Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Tri Pointe Homes Inc | 282.9% | Outperformed |
| 2 | Beazer Homes Usa Inc | 282.9% | Outperformed |
| 3 | Toll Brothers Inc | 282.9% | Outperformed |
| 4 | Century Communities Inc | 282.9% | Outperformed |
| 5 | Green Brick Partners Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Sekisui House U S Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Sekisui House U S Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Sekisui House U s Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Sekisui House U s Inc | - | 8,201.63 |
| D r Horton Inc | 39,455.86 | 33,349.80 |
| Lennar Corp | 19,750.86 | 32,737.24 |
| Nvr Inc | 17,652.23 | 9,529.53 |
| Toll Brothers Inc | 12,892.69 | 10,759.04 |
| Taylor Morrison Home Corp | 7,066.05 | 7,612.57 |
| SUBTOTAL | 115,489.24 | 128,786.62 |
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Sources: Sekisui House U s Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Sekisui House U s Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Sekisui House U S Inc's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Cmg Holdings Group Inc | Named by the company | 85% |
| Mgo Global Inc | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Sekisui House U S Inc's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Sekisui House U S Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Sekisui House U s Inc | Mortgage Operations 1.27 % |
| D r Horton Inc | HomeBuildingOps 94.14 % |
| Lennar Corp | Homebuilding West 34.85 % |
| Nvr Inc | Home Building 97.54 % |
| Toll Brothers Inc | South 26.32 % |
| Taylor Morrison Home Corp | West Homebuilding 41.26 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
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Sekisui House U S Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Sekisui House U s Inc | - | 3,781,296 | 55,349 |
| D r Horton Inc | 39,456 | 2,325,486 | 215,808 |
| Lennar Corp | 19,751 | 2,612,291 | 130,806 |
| Nvr Inc | 17,652 | 1,512,624 | 181,162 |
| Toll Brothers Inc | 12,893 | 2,195,722 | 244,591 |
| Taylor Morrison Home Corp | 7,066 | 2,537,524 | 225,987 |
| PEERS TOTAL | 115,489 | 2,258,315 | 171,747 |
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Sekisui House U S Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Mi Homes Inc | Southern Homebuilding 54.39 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Sekisui House U S Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 78 companies in Sekisui House U S Inc's industry classification, broader than the peer set above. Market cap in millions of $.Sekisui House U S Inc ranks #0 of 78 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 731, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Quanta Services Inc | 99,632 | 19.39 % |
| 2 | Comfort Systems Usa inc | 59,072 | 11.50 % |
| 3 | D r Horton Inc | 39,869 | 7.76 % |
| 4 | Emcor Group Inc | 34,249 | 6.67 % |
| 5 | Pultegroup Inc | 1,234 | 5.2% |
| 6 | Lennar Corp | 1,234 | 5.2% |
| 7 | Nvr Inc | 1,234 | 5.2% |
| 8 | Mastec Inc | 1,234 | 5.2% |
| 9 | Jacobs Solutions Inc | 1,234 | 5.2% |
| 10 | Sterling Infrastructure Inc | 1,234 | 5.2% |
| 0 | Sekisui House U s Inc | - | 0.00 % |
Market cap and industry share for the rest of Sekisui House U S Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2024-04-18.
Sekisui House U S Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Construction Services industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (91 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 57.39 % | 23.01 % (avg) | +34.4 pp |
| Operating Margin | - | industry median | - |
| EBITDA Margin | 1.18 % | 4.12 % (avg) | -2.9 pp |
| Capital Intensity (Capex / Revenue) | 0.63 % | 4.59 % (avg) | -4.0 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Sekisui House U S Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 19.99 % | 500.00 % | 23.73 % | 35.51 % | 9.48 % | -19.09 % | 16.93 % | -5.62 % |
| Operating Margin | 7.16 % | 7.44 % | 10.08 % | 13.38 % | 12.77 % | 8.32 % | 4.96 % | 2.74 % |
| Return on Invested Capital | 5.35 % | 23.59 % | 7.72 % | 10.88 % | 9.22 % | 4.31 % | 3.17 % | 1.68 % |
| P/E | 7.9x | 23.0x | 8.8x | 6.6x | 4.3x | 9.8x | - | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Sekisui House U S Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 731 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 0.63 % vs industry average 4.59 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Sekisui House U S Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Sekisui House U S Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Sekisui House U S Inc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Sekisui House U S Inc falls in the Low attractiveness / Medium strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Sekisui House U S Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+99.1% annualized vs trailing 12 months).
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Return on equity 9.3 points below the industry aggregate.
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
- A meaningful share of tracked competitors (87.50 %) show financial-distress signals, a possible opening to gain share.
Threats
No rule matched.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Sekisui House U S Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Sekisui House U s Inc | 0.32 | 16.23 | 0.25 |
| D r Horton Inc | 0.64 | 6.12 | 0.19 |
| Lennar Corp | 1.30 | 8.87 | 0.22 |
| Nvr Inc | 2.18 | 5.97 | 0.19 |
| Toll Brothers Inc | 0.43 | 4.24 | 0.12 |
| Taylor Morrison Home Corp | 0.49 | 11.93 | 0.12 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Sekisui House U S Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Sekisui House U s Inc | Q2 2026 | +269.3 % | -48.9 % |
| D r Horton Inc | Q2 2026 | +0.0 % | -11.1 % |
| Lennar Corp | Q2 2026 | -5.2 % | -36.0 % |
| Nvr Inc | Q2 2026 | -10.5 % | -29.1 % |
| Toll Brothers Inc | Q2 2026 | -9.7 % | -24.2 % |
| Taylor Morrison Home Corp | Q1 2026 | -26.8 % | -53.0 % |
| PEERS TOTAL | +0.5 % | -33.8 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Sekisui House U S Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Sekisui House U s Inc | Q2 2026 | -84.8 % | -22.3 % |
| D r Horton Inc | Q2 2026 | +0.9 % | -8.7 % |
| Lennar Corp | Q2 2026 | - | +23.9 % |
| Nvr Inc | Q2 2026 | +83.2 % | -25.9 % |
| Toll Brothers Inc | Q2 2026 | -7.7 % | +20.6 % |
| Taylor Morrison Home Corp | Q1 2026 | -23.5 % | +17.0 % |
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Sekisui House U S Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Sekisui House U s Inc | 1.59% | 1.72% | 2.46% |
| D r Horton Inc | 8.66% | 9.84% | 12.62% |
| Lennar Corp | 4.81% | 5.06% | 7.39% |
| Nvr Inc | 19.89% | 21.96% | 31.02% |
| Toll Brothers Inc | 8.23% | 10.36% | 14.27% |
| Taylor Morrison Home Corp | 7.01% | 7.84% | 10.93% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Sekisui House U S Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Sekisui House U s Inc | 8.20 | - |
| D r Horton Inc | 13.42 | 1.18 |
| Lennar Corp | 12.92 | 0.60 |
| Nvr Inc | 16.38 | 1.85 |
| Toll Brothers Inc | 11.04 | 1.20 |
| Taylor Morrison Home Corp | 10.86 | 0.93 |
| PEERS AVERAGE | 12.43 | 0.90 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.