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PulteGroup, Inc (P1HM34) Fair Value & Analysis

Consumer Cyclical · BR · Market cap R$121B

PI PulteGroup, Inc P1HM34 · SA
PriceR$637.18
Fair ValueR$155.64
Upside-75.6%
Quality58/100
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Evidence: High Range R$110.22 – R$229.55

Fair value as of: Jul 11, 2026

From 24 valuation models · updated today

Fair value updated Jul 11, 2026 — revised from R$154.88 to R$155.64 (+0.5%) since Jun 24, 2026. Share price +7.1% over the past month.

Price vs Fair Value (12 months)

R$737.90 R$582.49 Fair Value R$155.64 Jul 2025 Jul 2026

12‑month range R$582.49 – R$737.90 · fair‑value band R$110.22 – R$229.55 · the R$637.18 price screens above the R$155.64 fair value. As of Jul 11, 2026.

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Analysis

PulteGroup, Inc (P1HM34) currently trades at R$637.18, while our model-based Fair Value estimate is R$155.64 — implying the stock looks roughly 75.6% overvalued today. We read business quality at 58/100 (solid quality), in the Consumer Cyclical sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).

Over the trailing twelve months, PulteGroup, Inc generated revenue of R$16.8B at a net margin of 12.1%. Revenue declined 12.4% year over year. It earns a return on equity of 16.2%. Net debt stands at R$183M. Fundamentals as of Jul 11, 2026

Our scenario range runs from R$110.22 (bear case) to R$229.55 (bull case); at R$637.18, the current price sits above that range. The share trades about 14% below its 52-week high and 12% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -1% fair-value upside — at -76%, P1HM34 screens richer than that median.

Key figures & financial health

Revenue (TTM) R$16.8B
Revenue growth (YoY) -12.4%
Net margin 12.1%
Return on equity 16.2%
Free cash flow R$1.7B FY2025
P/E ratio 11.4
More key figures
Operating margin 13.1%
EPS (TTM) R$52.39
Dividend yield 0.2%
EPS growth (YoY) -30.4%
Net debt R$183M FY2025

Figures from reported company fundamentals (EODHD) · as of Jul 11, 2026. TTM = trailing twelve months.

About the company

PulteGroup, Inc., through its subsidiaries, engages in the homebuilding business in the United States. The company is involved in the acquisition and development of land primarily for residential purposes, as well as construction of housing; and sale of single-family detached homes; and attached homes, such as townhomes, condominiums, and duplexes under the Centex, Pulte Homes, Del Webb, DiVosta Homes, and John Wieland Homes and Neighborhoods brands. It also engages in the mortgage banking, title, and insurance agency operations. PulteGroup, Inc. was founded in 1950 and is headquartered in Atlanta, Georgia.

Revenue & earnings trend

FY2022 – FY2025 · reported fiscal years

PulteGroup, Inc reported revenue of R$17.3B in FY2025 versus R$16.0B in FY2022, a compound +2.7%/yr. Reported net income was R$2.2B in FY2025, compounding −5.4%/yr from FY2022.

Revenue +2.7%/yr
FY22 R$16.0B
FY23 R$16.1B
FY24 R$17.9B
FY25 R$17.3B
Net income −5.4%/yr
FY22 R$2.6B
FY23 R$2.6B
FY24 R$3.1B
FY25 R$2.2B

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Cite: Fair Value Calculator (2026). "PulteGroup, Inc Fair Value". https://www.fairvalue-calculator.com/stock/P1HM34

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10 more Residential Construction stocks, each showing price versus our Fair Value estimate (as of Jul 11, 2026).

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Frequently asked questions

Is PulteGroup, Inc (P1HM34) undervalued?
As of Jul 11, 2026, our model estimates a fair value of R$155.64 versus a price of R$637.18 — about −76% (overvalued). Model-based estimate, not financial advice.
What is the fair value of P1HM34?
Our model-based fair value for PulteGroup, Inc is R$155.64 (as of Jul 11, 2026), built from audited fundamentals. The current price is R$637.18.
What is the quality score of P1HM34?
PulteGroup, Inc has a Quality Score of 58/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of PulteGroup, Inc (P1HM34)?
PulteGroup, Inc reported trailing-twelve-month revenue of about R$16.8B (latest available figure, as of Jul 11, 2026).
What is the net profit margin of P1HM34?
The net profit margin of PulteGroup, Inc is about 12.1%, meaning it keeps roughly 12.1% of revenue as net income. Based on the latest reported figures.
Does PulteGroup, Inc pay a dividend?
PulteGroup, Inc currently shows a dividend yield of about 0.16% relative to its recent price (as of Jul 11, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.