BZHBEAZER HOMES USA INC

CUSIP: 07556Q881

Guru Owners

$61.8M

Total Value Held

3.0M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
First Eagle	First Eagle Investment Management	3014788	$61.1M	1.14%	$20.27	Q4 2025
Tweedy Browne	Tweedy Browne Company	31872	$646K	0.05%	$20.27	Q4 2025

First Eagle

$61.1M

1.14%

Tweedy Browne

$646K

0.05%

📊 Fundamentals

Market Cap$684.6M

P/E Ratio80.0x

Above market avg

Forward P/E7.8x

P/FCF167.2x

EPS (TTM)$0.29

Revenue (TTM)$2.3B

Profit Margin0.43%

Beta2.22

52-Week Range

$18.24

$28.33

Current: $23.20

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 80.0x trailing earnings → 7.8x forward · 0.4% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '252 owners · $61.8M

REDUCEDFirst Eagle$61.1M

INCREASEDTweedy Browne$646K

Q3 '252 owners · $75.0M

REDUCEDFirst Eagle$74.4M

INCREASEDTweedy Browne$671K

Q2 '252 owners · $69.8M

REDUCEDFirst Eagle$69.5M

NEWTweedy Browne$296K

Q1 '251 owners · $63.7M

INCREASEDFirst Eagle$63.7M

Q4 '241 owners · $85.7M

REDUCEDFirst Eagle$85.7M

Q3 '241 owners · $107.0M

INCREASEDFirst Eagle$107.0M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

13%analyst est. 12.9%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

1.0%current: 0.2%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data