NVR: There Are Better Homes For Your Money (Downgrade)

2026-01-27 22:23:38 ET

If you follow my work closely, you know that I analyze a number of homebuilders. About one player in the space that I don't follow nearly enough is NVR, Inc. ( NVR ). With a market capitalization of $22.14 billion, it is a pretty large firm. While it has been subject to the same pains that other players in the space have been recently, I would say that it has held up reasonably well. And in the time that I have been bullish about the company, it has outperformed the market a bit. Yes, since I last reaffirmed it as a ‘buy’ back in July of 2021, the stock has risen only 51.9%. That compares to the 58.7% rise that the S&P 500 achieved. But since I originally rated it a ‘buy’ in January of 2021, the stock has jumped 86.6%. The market, meanwhile, is up 81.2%....

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