Legacy Housing (519) AI Stock Analysis
Legacy Housing
(Munich:519)
No summary available
Legacy Housing (519) vs. iShares MSCI Germany ETF (EWG)
- Market Cap
- EUR 698.27M
- Dividend Yield
- ―
- Average Volume (3M)
- ―
- Price to Earnings (P/E)
- 13.7
- Beta (1Y)
- 0.51
- Revenue Growth
- -9.04%
- EPS Growth
- -12.15%
- Country
- Germany
- Employees
- 592
- Sector
- Consumer Cyclical
- Sector Strength
- 61
- Industry
- Residential Construction
Legacy Housing Business Overview & Revenue Model
Company Description
Founded in Bedford, Texas, in 2005, Legacy Housing Corporation specializes in the construction, sale, and financing of manufactured homes and compact living units, primarily serving the southern United States. The company not only manufactures and ar...
Legacy Housing Earnings Call Summary
The call presented a strongly positive operational and financial picture: record net income, double-digit revenue growth, higher unit volumes and ASP, improving cash generation, an attractive workforce housing pipeline, solid loan portfolio performance, and favorable federal housing legislation. Key near-term risks include a large decline in inventory finance sales as dealers destock, rising input tariff pressure, litigation related to the AmeriCasa acquisition, a significant matured park note that required modification, SG&A inflation and labor constraints that could limit production scaling. On balance, the favorable momentum and strong balance sheet outweigh the manageable headwinds.
Q2-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Management guided that deliveries under the 380‑unit workforce housing order (113 units shipped in Q2) will continue throughout the remainder of 2026 and could be supplemented by additional workforce/data‑center orders, while noting labor capacity as the principal near‑term constraint and that new recruiting and retention programs are being implemented; they expect the company’s effective tax rate to move closer to the 21% statutory rate in H2 after Q2’s 11.2% (benefited by Section 45L), and signaled financial flexibility with $29.0M cash, a fully available $50M revolver, $562.2M stockholders’ equity (book value $23.64/share), $24.4M operating cash flow in H1, inventories of $43.9M, roughly $202.2M consumer loans / $209M park notes / $23.2M dealer receivables with loan interest income of $11.5M (up 5.4%), a Q2 provision benefit of ≈$0.6M, a $2.0M post‑quarter paydown and a modified plan on a $48.6M note with no expected loss, and the board views opportunistic share repurchases as appropriate when the stock trades near book value.
Legacy Housing Peers Comparison
Overall Rating
CVCO78Outperform
SKY64Neutral
LGIH59Neutral
SDHC53.8Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| CVCO | 78Outperform | $4.76B | 25.95 | 16.60% | ― | 11.83% | -3.21% |
| SKY | 64Neutral | $4.60B | 24.62 | 12.11% | ― | 4.52% | -9.26% |
| Sector * | 61Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% |
| LGIH | 59Neutral | $1.03B | 15.50 | 3.15% | ― | -16.52% | -57.00% |
| SDHC | 54Neutral | $520.48M | 14.28 | 7.82% | ― | -1.19% | -55.97% |
* Consumer Cyclical Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DE:519 | Legacy Housing Corp | 24.60 | 5.30 | 27.46% | |
| CVCO | Cavco Industries, Inc. | 619.00 | 88.26 | 16.63% | |
| SKY | Champion Homes, Inc. | 84.70 | 18.18 | 27.33% | |
| LGIH | LGI Homes Inc | 44.37 | -0.08 | -0.18% | |
| SDHC | Smith Douglas Homes Corp. Class A | 10.24 | -7.17 | -41.18% | |
| BXBL | Boxabl Inc | 1.97 | -8.05 | -80.34% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.