New Home Co Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of New Home Co Inc (NWHM) 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: New Home Co Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 497M vs 129,642M combined for tracked competitors (0.4% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+13.1% annualized vs trailing 12 months), vs decelerating (-11.8%) for its tracked peer group.
- Growth: New Home Co Inc generated 19.1% revenue growth year over year in Q2 2021, vs 32.1% for its tracked competitors combined.
- Profitability: Its 3.4% net margin compares with 13.0% for the peer group.
- Peer revenue share: New Home Co Inc accounted for 0.5% of combined revenue among its tracked peer group, down from 0.5% a year earlier.
- Peer differentiation: Revenue per employee of $2.12M compares with $2.33M for the peer group (0.9x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
NWHM Sales vs. its Competitors, Q2 2021
New Home Co Inc reported revenue growth of 19.13 % year on year in Q2 2021, below its competitors' combined revenue growth of 32.09 %.
With a net margin of 3.40 %, New Home Co Inc reported lower profitability than its competitors (12.96 %).
New Home Co Inc generated 0.49 % of the combined sales of its peer group, down from 0.54 % a year earlier.
New Home Co Inc vs. its Competitors, Q2 2021
Revenue 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 New Home Co Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| New Home Co Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (7) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across New Home Co Inc's competitor groups requires a Commercial License.
For context: the Construction Services industry grew revenue 20.2% year over year, combined, vs 19.1% for New Home Co Inc. New Home Co Inc's share of combined industry revenue moved from 0.09% to 0.09%, a gain of 0.00 percentage points.
New Home Co 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 |
|---|---|---|---|---|
| New Home Co Inc | Yes | No | No | No |
| Competitors combined (18) | ||||
| Similar Growth & Profitability (8) | 62.50 % (5 of 8) | 0.00 % (0 of 8) | 0.00 % (0 of 8) | 50.00 % (4 of 8) |
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.
NWHM Stock Performance relative to its Competitors
NWHM Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Sekisui House U s Inc | 282.9% | Outperformed |
| 2 | Tri Pointe Homes Inc | 282.9% | Outperformed |
| 3 | Beazer Homes Usa Inc | 282.9% | Outperformed |
| 4 | Toll Brothers Inc | 282.9% | Outperformed |
| 5 | Century Communities Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for New Home Co Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
New Home Co Inc's Comment on Competition and Industry Peers
Competition in the homebuilding industry is intense, and there are relatively low barriers to entry into our business. Homebuilders compete for, among other things, home-buying customers, desirable land parcels, financing, raw materials and skilled labor. Increased competition could hurt our business, as it could prevent us from acquiring attractive land parcels on which to build homes or make such acquisitions more expensive, hinder our market share expansion, and lead to pricing pressures on our homes that may adversely impact our margins and revenues. If we are unable to successfully compete, our business, prospects, liquidity, financial condition and results of operations could be materially and adversely affected. Our competitors may independently develop land and construct homes that are superior or substantially similar to our products. Furthermore, a number of our primary competitors are significantly larger, have a longer operating history and may have greater resources or lower cost of capital than us. Accordingly, they may be able to compete more effectively in one or more of the markets in which we operate. Many of these competitors also have longstanding relationships with trade partners and suppliers in the markets in which we operate. We also compete for sales with individual resales of existing homes and with available rental housing.
Publicly Traded Peers of New Home Co Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| New Home Co Inc | 165.83 | 497.10 |
| D r Horton Inc | 39,455.86 | 33,349.80 |
| Lennar Corp | 19,750.86 | 32,737.24 |
| Nvr Inc | 17,652.62 | 9,529.53 |
| Toll Brothers Inc | 12,994.22 | 10,759.04 |
| Taylor Morrison Home Corp | 7,066.05 | 7,612.57 |
| SUBTOTAL | 115,845.08 | 130,138.92 |
Sign in to see all competitors of New Home Co Inc .
Sources: New Home Co 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 New Home Co Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
New Home Co 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 |
|---|---|---|---|
| New Home Co Inc | 166 | 2,124,359 | 22,338 |
| D r Horton Inc | 39,456 | 2,325,486 | 215,808 |
| Lennar Corp | 19,751 | 2,612,291 | 130,806 |
| Nvr Inc | 17,653 | 1,512,624 | 181,162 |
| Toll Brothers Inc | 12,994 | 2,195,722 | 244,591 |
| Taylor Morrison Home Corp | 7,066 | 2,537,524 | 225,987 |
| PEERS TOTAL | 115,679 | 2,333,156 | 167,159 |
New Home Co 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.
New Home Co Inc's Business Segment Mix vs Peers
Revenue by operating segment, 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 |
|---|---|
| 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).
New Home Co 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 | 15.47 % | 23.01 % (avg) | -7.5 pp |
| Operating Margin | 2.82 % | industry median | -2.9 pp |
| EBITDA Margin | 3.03 % | 4.12 % (avg) | -1.1 pp |
| Capital Intensity (Capex / Revenue) | 0.06 % | 4.59 % (avg) | -4.5 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.
New Home Co Inc's Valuation vs Competitive Position
Valuation multiples vs the Construction Services industry average (91 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 22.1x | 28.2x | -6.1x |
| EV / EBITDA | 18.1x | 17.9x | +0.1x |
| P/B | 0.6x | 4.4x | -3.8x |
| Return on Equity | 2.63 % | industry aggregate | -13.86 % |
| Return on Invested Capital | 2.08 % | 6.68 % (avg) | -4.60 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
New Home Co 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 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 |
|---|---|---|---|---|---|---|
| Revenue Growth | 187.39 % | 61.46 % | 8.17 % | -11.13 % | 1.80 % | -25.33 % |
| Operating Margin | 4.92 % | 104.85 % | 104.83 % | 102.98 % | -1.32 % | -5.90 % |
| Return on Invested Capital | 6.04 % | 110.76 % | 97.89 % | 83.01 % | -1.11 % | -4.33 % |
| P/E | 9.8x | 11.4x | 14.8x | - | - | - |
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.
New Home Co Inc's Strategic Group Map
Every company in New Home Co Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. New Home Co Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
New Home Co 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 |
|---|---|---|
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 0.06 % vs industry average 4.59 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See New Home Co Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See New Home Co 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.
New Home Co 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.
New Home Co Inc falls in the Low attractiveness / Low strength cell: Harvest / Divest.
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.
New Home Co 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 (+13.1% annualized vs trailing 12 months).
Weaknesses
- Return on equity 13.9 points below the industry aggregate.
Opportunities
- A meaningful share of tracked competitors (88.90 %) show financial-distress signals, a possible opening to gain share.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-11.8% annualized).
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.
New Home Co 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 |
|---|---|---|---|
| New Home Co Inc | 1.98 | 7.91 | 1.38 |
| 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 |
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.
New Home Co 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 |
|---|---|---|---|
| New Home Co Inc | Q2 2021 | +19.1 % | - |
| 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 | +0.6 % | -33.1 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
New Home Co 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 |
|---|---|---|---|
| New Home Co Inc | Q2 2021 | -6.6 % | +383.3 % |
| 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 % |
New Home Co Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| New Home Co Inc | 0.98% | 1.10% | 2.63% |
| 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% |
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).
New Home Co Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| New Home Co Inc | 32.11 | 0.33 |
| D r Horton Inc | 13.42 | 1.18 |
| Lennar Corp | 12.92 | 0.60 |
| Nvr Inc | 16.38 | 1.85 |
| Toll Brothers Inc | 11.13 | 1.21 |
| Taylor Morrison Home Corp | 10.86 | 0.93 |
| PEERS AVERAGE | 12.47 | 0.89 |
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.