KB Home (NYSE:KBH)

CAPS Rating: 2 out of 5

Homebuilder with domestic operations in the following regions: West Coast, Southwest, Central and Southeast. Also provides mortgage banking services to the majority of its domestic homebuyers through its wholly-owned subsidiary, KB Home Mortgage Company.

Caps

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All Players

594 Outperform
629 Underperform
 

All-Star Players

110 Outperform
146 Underperform
 

Wall Street

14 Outperform
4 Underperform
 

Top KBH Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

hammerfool104 (< 20)
Submitted December 20, 2012

Expectation of continued US housing recovery. Buying on weakness following this morning's earnings announcement.

yujin7 (< 20)
Submitted January 20, 2010

fundamentals?inflated profitsgovernment subsidies and tax credits wear outhigh employmentcomment: i wonder given the current unemployment situation in the US, how can people continue paying for their houses? with lots of foreclosures still lingering,… More

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Recent Community Commentary

Read the most recent pitches from players about KBH.

Recs

0
Member Avatar rhallbick (95.18) Submitted: 4/27/2018 9:39:40 AM : Outperform Start Price: $28.91 KBH Score: -35.55

KB Home (NYSE: KBH)

Thesis: Continuing firm housing demand driven by healthy employment levels, rising household incomes, strong consumer confidence, and continuing limited supply. Rising mortgage rates should spur potential homebuyers to act sooner rather than later.
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KB Home acts as the lead general contractor in residential community developments. They hire other contractors to do all of the work. They generally wait until after there is a purchase contract, with appropriate credit approval, before beginning construction on a home. From home sale to delivery is typically five to six months. They have ongoing operations in 35 major markets in seven states.

Debt to capital ratio was 54.7% on Nov 30, 2017, compared to 60.5% on Nov 30, 2016. The Tax Cuts and Jobs Act will require them to take a one-time non-cash charge of $115 million based on an accounting re-measurement of their deferred tax assets. Without this charge, their effective tax rate in 2018 is expected to be about 27%.

2015 delivered 8,196 homes with average sales price $354,800
2017 delivered 10,909 homes with average sales price $397,400

Order backlog at Nov 30, 2017 of 4,411 homes was essentially flat with the 4,420 homes at Nov 30, 2016. Company expects 2018 revenue growth of about 9%, with some improvements in profit margins.

As of Dec 31, 2017 there were 87,048,265 common stock shares outstanding.

Price: $28.97 | Annual Dividend: $0.10 | Dividend Yield: 0.35%

Recs

0
Member Avatar Staka (93.89) Submitted: 2/24/2018 4:58:51 AM : Outperform Start Price: $30.05 KBH Score: -33.76

ICI:1

Recs

0
Member Avatar CashRulez (80.14) Submitted: 5/21/2015 2:26:27 PM : Outperform Start Price: $8.47 KBH Score: +22.13

Morgan Housel has made the case a few times, with data, about housing starts trailing household formations. In the Bay Area alone I see how many markets are becoming un-affordable and as a recent home-buyer, it was very stressful being outbid in a pool of a dozen offers per house.

Rents are increasing, housing prices are increasing, and the kids are getting older. The demand is there but supply is behind. Accelerated building is around the corner.

Leaderboard

Find the members with the highest scoring picks in KBH.

Score Leader

dhtobeyjr

dhtobeyjr (< 20) Score: +200.91

The Score Leader is the player with the highest score across all their picks in KBH.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
dhtobeyjr < 20 4/27/2009 Underperform 3M $16.32 +19.51% +220.42% +200.91 0 Comment
Reboshua < 20 4/22/2009 Underperform NS $15.25 +27.85% +226.17% +198.33 0 Comment
GenericMike 22.49 4/30/2009 Underperform 3M $16.40 +18.92% +214.11% +195.18 0 Comment
anticitradeshort 32.15 4/20/2009 Underperform NS $15.34 +27.10% +221.53% +194.43 0 Comment
BadB0y4Lyfe 22.18 3/25/2009 Underperform 5Y $12.66 +54.07% +236.19% +182.12 0 Comment
KeepYourCoolFool 99.15 4/2/2009 Underperform 5Y $13.28 +46.80% +228.24% +181.44 0 Comment
CapStockInvestor 25.13 4/1/2009 Underperform 5Y $11.49 +69.66% +250.25% +180.59 0 Comment
cjmath 28.65 3/26/2009 Underperform NS $12.65 +54.18% +234.52% +180.34 0 Comment
assafer < 20 4/15/2009 Underperform NS $12.67 +53.96% +227.86% +173.90 0 Comment
BadBoy4Lyfe < 20 4/13/2009 Underperform 5Y $12.95 +50.54% +223.78% +173.25 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackJimCramer 85.72 4/6/2016 Outperform 3W $14.03 +38.97% +31.87% +7.11 0 Comment
TrackJimCramer 85.72 9/18/2015 Underperform 3W $14.65 -2.99% +5.66% +8.65 4/6/2016 @ $14.21 0 Comment
TrackBarclaysCap 89.25 1/27/2014 Underperform NS $17.53 +11.24% +52.02% +40.77 0 Comment
trackcompasspoin 36.82 12/17/2013 Underperform NS $16.80 -17.22% +5.63% +22.84 10/13/2014 @ $13.91 0 Comment
TrackJimCramer 85.72 6/27/2013 Outperform 3W $19.42 -24.26% +21.28% -45.54 9/18/2015 @ $14.71 0 Comment
TrackCreditSuiss 89.08 1/30/2013 Outperform NS $18.19 +7.21% +80.70% -73.49 0 Comment
TrackWilliamsCap 37.55 12/21/2012 Underperform NS $14.62 +33.38% +91.46% +58.09 0 Comment
TrackZacks < 20 10/12/2012 Outperform 3M $14.56 +3.54% -2.98% +6.52 11/12/2012 @ $15.07 1 Comment
TrackCitigroup 89.33 10/2/2012 Underperform NS $13.88 +28.74% +25.85% -2.89 12/23/2013 @ $17.87 0 Comment
TrackJPMorgan 86.89 8/9/2012 Outperform NS $10.06 +93.75% +94.03% -0.28 0 Comment
TrackGoldmanSach 69.25 7/24/2012 Outperform NS $9.83 +98.44% +101.35% -2.91 0 Comment
TrackMKMPartners 92.97 7/13/2012 Outperform NS $9.77 +99.62% +103.35% -3.73 0 Comment
TrackJimCramer 85.72 3/16/2012 Underperform 3W $12.62 +56.10% +14.81% -41.28 6/28/2013 @ $19.70 0 Comment
TrackZacks < 20 3/14/2012 Underperform 3M $12.37 -29.69% -5.09% +24.60 6/29/2012 @ $8.70 1 Comment
trackcompasspoin 36.82 2/28/2012 Underperform NS $11.33 +64.13% +9.82% -54.30 1/29/2013 @ $18.60 0 Comment
TrackPoisedTo < 20 1/30/2012 Underperform 5Y $9.18 +112.32% +108.57% -3.75 0 Comment
TrackUltraLong < 20 11/2/2011 Underperform NS $6.38 +205.49% +119.82% -85.68 1 Comment
TrackZacks < 20 8/24/2011 Underperform 3M $5.41 +12.38% -1.72% -14.10 9/29/2011 @ $6.08 1 Comment
trackcompasspoin 36.82 7/27/2011 Underperform NS $8.67 -31.22% -11.10% +20.12 9/29/2011 @ $5.96 0 Comment
TrackZacks < 20 6/27/2011 Underperform 3M $11.79 -14.50% +2.17% +16.68 6/29/2011 @ $10.08 1 Comment
TrackRBCCapMkts 87.24 4/6/2011 Outperform NS $11.26 +41.65% +48.47% -6.82 9/25/2014 @ $15.95 0 Comment
TrackUBS 90.89 2/3/2011 Underperform NS $14.06 +14.52% +44.85% +30.33 5/8/2014 @ $16.10 0 Comment
TrackMuhlenkamp 22.01 12/31/2010 Outperform NS $12.51 +55.83% +117.39% -61.56 0 Comment
TrackGoldmanSach 69.25 9/30/2010 Underperform 5Y $11.40 +21.97% +14.05% -7.92 2/7/2011 @ $13.91 1 Comment
TrackStifel 92.24 7/14/2010 Outperform NS $11.11 -36.17% +14.09% -50.26 12/22/2011 @ $7.09 0 Comment
TrackCreditSuiss 89.08 12/3/2009 Outperform NS $14.13 +16.88% +6.54% +10.34 4/6/2010 @ $16.51 0 Comment
TrackJPMorgan 86.89 9/19/2009 Outperform NS $19.97 -7.21% +10.88% -18.09 4/30/2010 @ $18.53 0 Comment
TrackPatDorsey < 20 7/24/2009 Outperform 5Y $15.16 +3.51% +37.56% -34.05 11/9/2012 @ $15.69 0 Comment
TrackCreditSuiss 89.08 7/9/2009 Outperform NS $11.67 +38.40% +18.60% +19.80 10/1/2009 @ $16.15 0 Comment
TrackCreditSuiss 89.08 4/2/2009 Underperform NS $13.47 +2.83% +10.61% +7.77 6/29/2009 @ $13.85 0 Comment
TrackTobinSmith < 20 3/20/2009 Outperform 1Y $10.14 +92.28% +258.54% -166.26 0 Comment
TrackJimCramer 85.72 11/11/2008 Outperform 3W $12.76 +0.03% +56.29% -56.26 3/16/2012 @ $12.76 0 Comment
TrackCreditSuiss 89.08 6/24/2008 Outperform NS $17.17 +33.29% -3.12% +36.40 9/9/2008 @ $22.89 0 Comment
TrackEdLampert 81.70 6/2/2008 Outperform 1Y $19.83 -8.82% -25.80% +16.98 8/28/2009 @ $18.08 2 Comments
TrackFTNEquityCa < 20 4/15/2008 Outperform NS $20.34 -60.91% +3.81% -64.72 4/17/2012 @ $7.95 0 Comment
TrackSoros 85.62 3/31/2008 Outperform NS $21.51 -9.33% +113.89% -123.22 1 Comment
TrackSchneider 80.61 3/31/2008 Outperform NS $21.50 -9.32% +116.20% -125.52 2 Comments
TrackBofASec 92.47 2/5/2008 Outperform NS $22.65 -14.12% +110.03% -124.15 0 Comment
TrackSchneider 80.61 9/30/2007 Outperform NS $24.57 -12.91% -4.17% -8.73 12/31/2007 @ $21.39 1 Comment
TrackBrandes < 20 9/30/2007 Outperform NS $21.36 -8.93% +88.12% -97.05 2 Comments
TrackJimCramer 85.72 7/19/2007 Underperform 3W $34.41 -60.19% -42.11% +18.08 11/12/2008 @ $13.70 0 Comment
TrackMatrix < 20 7/16/2007 Underperform NS $32.74 -75.72% -10.92% +64.80 4/17/2012 @ $7.95 0 Comment
TrackCharlesPayn < 20 5/4/2007 Outperform 3M $37.59 -48.24% +91.92% -140.16 0 Comment
TrackJMP 83.40 2/14/2007 Outperform NS $45.40 -57.15% +100.81% -157.96 0 Comment
TrackSusquehanna 88.60 2/9/2007 Outperform NS $44.34 -56.13% +100.46% -156.59 0 Comment
TrackUBS 90.89 9/22/2006 Outperform NS $41.83 -32.42% +18.53% -50.95 10/15/2007 @ $28.27 0 Comment
TrackJimCramer 85.72 9/15/2006 Outperform 3W $45.24 -19.71% +16.88% -36.59 7/20/2007 @ $36.32 0 Comment
TrackJPMorgan 86.89 8/24/2006 Underperform NS $40.53 +21.07% +8.17% -12.90 11/20/2006 @ $49.07 0 Comment
TrackJimCramer 85.72 6/6/2006 Underperform 3W $45.82 -0.26% +4.43% +4.69 9/16/2006 @ $45.70 0 Comment

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