PulteGroup (PHM) is a homebuilding company in the Consumer Discretionary sector. Listed on the NASDAQ, PulteGroup is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $118.49.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $118.49 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 22.57% |
| Risk / Std Dev (Annualized) | 34.69% |
| Sharpe Ratio (rf=4.5%) | 0.52 |
S&P 500 Context
- Sector: Consumer Discretionary
- Sub-Industry: Homebuilding
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 22.57% with an annualized volatility of 34.69%. The Sharpe ratio of 0.52 (assuming 4.5% risk-free rate) indicates moderate risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 22.57B |
| Enterprise Value | 23.22B |
| Trailing P/E | 11.46 |
| Forward P/E | 10.6 |
| Price to Book | 1.74 |
| Price to Sales | 1.34 |
| EV/Revenue | 1.38 |
| EV/EBITDA | 7.89 |
| Profitability | | | Profit Margin | 12.14% | | Operating Margin | 13.13% | | ROE | 16.18% | | ROA | 9.96% |
| Growth | | | Revenue Growth | -12.4% | | Earnings Growth | -30.4% |
| Dividend | | | Dividend Yield | 88.0% | | Payout Ratio | 9.28% | | 5Y Avg Yield | 91.0% |
| Financial Health | | | Total Revenue | 16.83B | | Total Debt | 2.45B | | Total Cash | 1.81B | | Free Cash Flow | 1.48B | | Operating Cash Flow | 1.9B |
| Price & Technical | | | 52W High | $144.5$ | | 52W Low | $98.27$ | | 50-Day Avg | $119.25$ | | 200-Day Avg | $125.0$ | | Beta | 1.22 | | Shares Outstanding | 0.19B | | Float Shares | 0.19B | | Insider Holdings | 0.66% | | Institutional Holdings | 96.83% | | Short Ratio | 4.59 | | Short % of Float | 6.0% |
| Analyst Targets | | | Target High | $162.0$ | | Target Low | $100.0$ | | Target Mean | $137.5$ | | Target Median | $143.5$ | | # of Analysts | 14 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.