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Pultegroup Inc./Mi/ (PHM) Stock Fundamental Analysis & AI Rating 2026

PHM NYSE Operative Builders MI CIK: 0000822416
Updated This Month • Analysis: Mar 19, 2026 • SEC Data: 2025-12-31
📅 Next earnings: Apr 23, 2026 (in 7 days) • Pre-market ET • EPS est. $1.83 (vs $2.57 prior year) • All earnings →
Combined AI Rating
HOLD
72% Confidence
STRONG AGREEMENT
HOLD
68% Conf
HOLD
76% Conf

📊 PHM Key Takeaways

Revenue: $17.3B
Net Margin: 12.8%
Free Cash Flow: $1.7B
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $11.12
AI Rating: HOLD with 68% confidence
Pultegroup Inc./Mi/ (PHM) receives a HOLD rating with 72% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $17.3B, net profit margin of 12.8%, and return on equity (ROE) of 17.1%, Pultegroup Inc./Mi/ demonstrates mixed fundamentals in the Market sector. Below is our complete PHM stock analysis for 2026.

Is Pultegroup Inc./Mi/ (PHM) a Good Investment?

Claude

PulteGroup demonstrates solid operational profitability with a 12.8% net margin and strong return metrics (ROE 17.1%, ROA 12.3%), but faces concerning headwinds with revenue declining 3.5% YoY and net income falling 28% YoY. The company maintains fortress balance sheet strength with minimal debt (0.00x D/E ratio) and generates healthy free cash flow of $1.7B, providing financial flexibility despite near-term cyclical pressures.

ChatGPT

PulteGroup shows strong underlying financial health, with a fortress balance sheet, minimal leverage, and robust free cash flow generation. However, the latest period reflects weaker earnings quality, as revenue declined modestly while net income and EPS fell much more sharply, indicating margin pressure and reduced profitability momentum. The company remains fundamentally solid, but current operating trends support a more neutral stance until earnings stability improves.

Why Buy Pultegroup Inc./Mi/ Stock? PHM Key Strengths

Claude
  • + Exceptional balance sheet with $13.0B equity, only $43.9M long-term debt, and $2.0B cash providing substantial financial cushion
  • + Strong free cash flow generation of $1.7B (10.1% FCF margin) enabling capital flexibility and shareholder returns
  • + Healthy profitability with 12.8% net margin and double-digit ROE (17.1%) and ROA (12.3%) returns
  • + Exceptional interest coverage ratio of 991.6x indicates zero financial distress risk
ChatGPT
  • + Very strong balance sheet with low long-term debt and near-zero debt/equity
  • + Healthy cash generation with $1.75B of free cash flow and a 10.1% FCF margin
  • + Still-solid profitability profile with 17.1% ROE and 12.3% ROA

PHM Stock Risks: Pultegroup Inc./Mi/ Investment Risks

Claude
  • ! Significant revenue contraction of 3.5% YoY signals deteriorating top-line growth and potential demand weakness in homebuilding sector
  • ! Sharp net income decline of 28% YoY despite relatively stable operating margins suggests margin compression or elevated costs
  • ! Concentrated exposure to cyclical residential construction industry vulnerable to interest rate, economic, and housing market cycles
  • ! EPS decline of 24.3% YoY indicates earnings leverage on top-line declines
ChatGPT
  • ! Net income and diluted EPS declined materially faster than revenue, signaling margin compression
  • ! Operating margin of 3.5% suggests weaker near-term operating efficiency
  • ! Homebuilding fundamentals are cyclical, so further demand softness could pressure revenue and returns

Key Metrics to Watch

Claude
  • * Revenue growth trajectory and new order trends (currently negative)
  • * Gross margin stability and cost management amid declining volumes
  • * Free cash flow sustainability and conversion rates
  • * Debt levels if acquisition activity or operational challenges increase
ChatGPT
  • * Operating margin trend
  • * Free cash flow consistency

Pultegroup Inc./Mi/ (PHM) Financial Metrics & Key Ratios

Revenue
$17.3B
Net Income
$2.2B
EPS (Diluted)
$11.12
Free Cash Flow
$1.7B
Total Assets
$18.0B
Cash Position
$2.0B

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

PHM Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 3.5%
Net Margin 12.8%
ROE 17.1%
ROA 12.3%
FCF Margin 10.1%

PHM vs Market Sector: How Pultegroup Inc./Mi/ Compares

How Pultegroup Inc./Mi/ compares to Market sector averages

Net Margin
PHM 12.8%
vs
Sector Avg 12.0%
PHM Sector
ROE
PHM 17.1%
vs
Sector Avg 15.0%
PHM Sector
Current Ratio
PHM 0.0x
vs
Sector Avg 1.8x
PHM Sector
Debt/Equity
PHM 0.0x
vs
Sector Avg 0.7x
PHM Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Pultegroup Inc./Mi/ Stock Overvalued? PHM Valuation Analysis 2026

Based on fundamental analysis, Pultegroup Inc./Mi/ has mixed fundamental signals relative to the Market sector in 2026.

Return on Equity
17.1%
Sector avg: 15%
Net Profit Margin
12.8%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Pultegroup Inc./Mi/ Balance Sheet: PHM Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.00x
Debt/Assets
28.1%
Interest Coverage
991.56x
Long-term Debt
$43.9M

PHM Revenue & Earnings Growth: 5-Year Financial Trend

PHM 5-year financial data: Year 2021: Revenue $13.9B, Net Income $1.0B, EPS $3.66. Year 2022: Revenue $16.2B, Net Income $1.4B, EPS $5.18. Year 2023: Revenue $16.1B, Net Income $1.9B, EPS $7.43. Year 2024: Revenue $17.9B, Net Income $2.6B, EPS $11.01. Year 2025: Revenue $17.9B, Net Income $2.6B, EPS $11.72.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Pultegroup Inc./Mi/'s revenue has grown significantly by 29% over the 5-year period, indicating strong business expansion. The most recent EPS of $11.72 reflects profitable operations.

PHM Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
10.1%
Free cash flow / Revenue

PHM Quarterly Earnings & Performance

Quarterly financial performance data for Pultegroup Inc./Mi/ including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $4.4B $585.8M $2.96
Q2 2025 $4.4B $608.5M $3.03
Q1 2025 $3.9B $522.8M $2.57

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Pultegroup Inc./Mi/ Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$1.9B
Cash generated from operations
Stock Buybacks
$1.2B
Shares repurchased (TTM)
Capital Expenditures
$122.7M
Investment in assets
Dividends Paid
$176.7M
Returned to shareholders

PHM SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Pultegroup Inc./Mi/ (CIK: 0000822416)

📋 Recent SEC Filings

Date Form Document Action
Mar 13, 2026 DEF 14A phm-20260312.htm View →
Feb 24, 2026 4 xslF345X05/wk-form4_1771969747.xml View →
Feb 20, 2026 8-K tm266926d1_8k.htm View →
Feb 12, 2026 4 xslF345X05/wk-form4_1770930708.xml View →
Feb 11, 2026 8-K tm265996d1_8k.htm View →

Frequently Asked Questions about PHM

What is the AI rating for PHM?

Pultegroup Inc./Mi/ (PHM) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 72% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are PHM's key strengths?

Claude: Exceptional balance sheet with $13.0B equity, only $43.9M long-term debt, and $2.0B cash providing substantial financial cushion. Strong free cash flow generation of $1.7B (10.1% FCF margin) enabling capital flexibility and shareholder returns. ChatGPT: Very strong balance sheet with low long-term debt and near-zero debt/equity. Healthy cash generation with $1.75B of free cash flow and a 10.1% FCF margin.

What are the risks of investing in PHM?

Claude: Significant revenue contraction of 3.5% YoY signals deteriorating top-line growth and potential demand weakness in homebuilding sector. Sharp net income decline of 28% YoY despite relatively stable operating margins suggests margin compression or elevated costs. ChatGPT: Net income and diluted EPS declined materially faster than revenue, signaling margin compression. Operating margin of 3.5% suggests weaker near-term operating efficiency.

What is PHM's revenue and growth?

Pultegroup Inc./Mi/ reported revenue of $17.3B.

Does PHM pay dividends?

Pultegroup Inc./Mi/ pays dividends, with $176.7M distributed to shareholders in the trailing twelve months.

Where can I find PHM SEC filings?

Official SEC filings for Pultegroup Inc./Mi/ (CIK: 0000822416) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is PHM's EPS?

Pultegroup Inc./Mi/ has a diluted EPS of $11.12.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is PHM a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Pultegroup Inc./Mi/ has a HOLD rating with 72% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is PHM stock overvalued or undervalued?

Valuation metrics for PHM: ROE of 17.1% (sector avg: 15%), net margin of 12.8% (sector avg: 12%). Higher ROE suggests strong returns relative to peers.

Should I buy PHM stock in 2026?

Our dual AI analysis gives Pultegroup Inc./Mi/ a combined HOLD rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is PHM's free cash flow?

Pultegroup Inc./Mi/'s operating cash flow is $1.9B, with capital expenditures of $122.7M. FCF margin is 10.1%.

How does PHM compare to other Market stocks?

Vs Default sector averages: Net margin 12.8% (avg: 12%), ROE 17.1% (avg: 15%), current ratio N/A (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 19, 2026 | Data as of: 2025-12-31 | Powered by Claude AI