Legacy Housing Corporation LEGH R2K

Consumer Cyclical · Residential Construction · United States

https://www.legacyhousing.com

Legacy Housing Corporation engages in the building, sale, and financing of manufactured homes and tiny houses primarily in the southern United States. The company manufactures and provides for the transport of mobile homes, including 1 to 5 bedrooms with 1 to 3 1/2 bathrooms; and provides wholesale financing to dealers and mobile home parks, as well as retail financing to consumers. It also provides inventory financing for its independent retailers; consumer financing for its products; and financing to manufactured housing community owners that buy or lease its products for use in their rental housing communities. The company is involved in financing and developing new manufactured home communities. It markets its homes under the Legacy brand through a network of independent retailers and company-owned stores; and directly to manufactured home communities. The company was founded in 2005 and is headquartered in Bedford, Texas.

Market & Price

Market Cap

$571.00M

Current Price

$24.01

High / Low (52W)

$28.20 / $18.79

Beta

0.76

Valuation

Stock P/E

13.56

Industry PE

22.37

Forward P/E

11.30

PEG Ratio

0.61

Book Value

$22.20

Price to Book

1.08

P/S

3.50

EV/EBITDA

10.89

Dividend Yield

Profitability & Returns

ROCE

9.67%

ROE

8.14%

ROA

5.41%

Profit Margin

26.01%

Op Margin

36.05%

EPS (Latest Qtr)

$0.46

EPS (TTM)

$1.77

Balance Sheet & Liquidity

Debt/Equity

0.39

Quick Ratio

1.18

Current Ratio

3.59

Debt

$2.12M

Total Assets

$580.34M

Current Assets

$164.66M

Working Capital

$117.80M

Ownership

Promoter Holding

63.56%

Chg in Prom Hold

FII / Inst Holding

41.84%

Chg in FII Hold

Financial Snapshot

Enterprise Value

$559.01M

Total Revenue (TTM)

$163.26M

EBITDA

$51.31M

Free Cash Flow

$6.07M

Operating Cash Flow

$39.20M

Shares Outstanding

23.78M

Gross Margin

47.95%

Payout Ratio

0.00%

Growth (CAGR)

Revenue 5Y

-13.81%

Profit 5Y

-14.87%

Revenue (YoY)

-3.70%

Earnings (YoY)

12.00%

PROS

Excellent profit margin of 26.0%.
Generates positive free cash flow.

CONS

Revenue declined at -13.8% CAGR over 5 years.
Earnings shrank at -14.9% CAGR over 5 years.
In a downtrend (50-DMA below 200-DMA).

* The pros and cons are auto-generated from financial metrics.

Price Chart

Robinhood TradingView StockAnalysis

Fundamental Growth

Period: Metric:

Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).

Peer comparison

Peer companies in the same sector (Consumer Cyclical).

#	Name	CMP $	P/E	Mkt Cap	Div Yld %	ROCE %	ROE %	Rev CAGR 5Y %	Profit CAGR 5Y %
1	LEGH Legacy Housing Corporation R2K	24.01	13.56	$571.00M	-	9.67%	8.14%	-13.81%	-14.87%
2	AMZN Amazon.com, Inc. NDXSPXAI	270.64	31.65	$2.91T	-	16.60%	24.29%	11.73%	984.47%
3	TSLA Tesla, Inc. NDXSPXAI	435.79	399.81	$1.64T	-	5.29%	4.90%	5.19%	-32.94%
4	HD The Home Depot, Inc. SPX	317.14	22.52	$316.23B	2.94%	28.92%	128.38%	1.52%	-6.11%
5	MCD McDonald's Corporation SPX	279.20	23.04	$198.37B	2.66%	22.63%	-	5.06%	11.50%
6	TJX The TJX Companies, Inc. SPX	154.75	30.11	$171.12B	1.24%	32.91%	61.25%	6.53%	16.24%
7	BKNG Booking Holdings Inc. NDXSPX	167.43	22.09	$129.74B	0.96%	67.24%	-	16.35%	20.90%
8	LOW Lowe's Companies, Inc. SPX	214.36	18.12	$120.26B	2.24%	29.62%	-	-3.85%	1.11%
9	PDD PDD Holdings Inc. NDX	84.44	8.87	$120.19B	-	28.69%	25.40%	49.00%	45.85%

Quarterly Results

Figures in USD.

Metric	Mar 2018	Jun 2018	Sep 2018	Mar 2019	Jun 2019	Sep 2019	Mar 2020	Jun 2020	Sep 2020	Mar 2021	Jun 2021	Sep 2021	Mar 2022	Jun 2022	Sep 2022	Mar 2023	Jun 2023	Sep 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026
Revenue	37.41M	38.19M	34.90M	31.55M	39.77M	35.35M	31.20M	39.18M	36.57M	32.27M	41.12M	48.30M	51.79M	55.10M	48.68M	43.32M	42.32M	37.01M	30.83M	31.65M	-	-	35.67M	50.16M	40.48M	38.26M	34.37M
Cost of Revenue	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	17.71M	26.57M	23.54M	18.73M	16.14M
Gross Profit	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	17.96M	23.59M	16.93M	19.52M	18.23M
Operating Expenses	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	6.37M	6.78M	7.23M	9.23M	5.84M
Operating Income	9.90M	9.49M	9.29M	9.37M	11.50M	8.05M	10.61M	13.07M	10.83M	12.68M	14.97M	15.33M	18.27M	20.46M	16.86M	18.35M	17.50M	19.01M	16.75M	16.03M	-	-	11.59M	16.82M	9.71M	10.29M	12.39M
EBITDA	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	13.16M	18.24M	10.13M	11.39M	13.72M
Interest Expense	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	3.00K	5.00K	29.00K	-	6.00K	28.00K
Pretax Income	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	12.73M	17.78M	10.26M	10.80M	13.02M
Tax Provision	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	2.45M	3.08M	1.61M	2.61M	2.10M
Net Income	5.36M	6.89M	6.49M	7.21M	8.63M	6.14M	9.02M	10.04M	8.45M	10.70M	12.65M	12.99M	16.09M	17.26M	14.73M	16.28M	15.02M	16.09M	15.14M	16.19M	-	-	10.28M	14.70M	8.64M	8.19M	10.93M
Diluted EPS	0.27	0.34	0.32	0.29	0.35	0.25	0.37	0.41	0.35	0.44	0.52	0.54	0.65	0.69	0.58	0.65	0.60	0.64	0.60	0.65	0.64	-	0.41	0.60	0.35	-	0.46

Profit & Loss (Annual)

Figures in USD.

Metric	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Revenue	139.16M	143.20M	147.50M	-	257.01M	189.14M	184.19M	164.57M
Cost of Revenue	-	-	-	-	150.11M	99.69M	98.29M	86.55M
Gross Profit	-	-	-	-	106.90M	89.45M	85.90M	78.02M
Operating Expenses	-	-	-	-	28.88M	24.86M	22.29M	29.61M
Operating Income	32.80M	37.84M	47.60M	-	78.02M	64.59M	63.61M	48.41M
EBITDA	-	-	-	-	84.46M	71.39M	78.63M	53.45M
Interest Expense	-	-	-	-	375.00K	930.00K	689.00K	28.00K
Pretax Income	-	-	-	-	82.15M	68.74M	76.04M	51.57M
Tax Provision	-	-	-	-	14.38M	14.28M	14.40M	9.76M
Net Income	21.51M	28.84M	37.99M	-	67.77M	54.46M	61.64M	41.81M
Diluted EPS	1.07	1.18	1.57	-	2.74	2.17	2.48	1.74

Compounded Sales Growth

5 Years:	-13.81%
1 Year:	-3.70%

Compounded Profit Growth

5 Years:	-14.87%
1 Year:	12.00%

Stock Price Performance

1 Year:	+7.72%
6 Months:	+22.06%
3 Months:	+9.53%
1 Month:	+14.72%

Balance Sheet (Annual)

Figures in USD.

Metric	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Total Assets	235.04M	283.62M	338.62M	-	436.81M	506.74M	534.19M	580.34M
Current Assets	-	-	-	-	107.08M	115.68M	124.31M	164.66M
Cash & Equivalents	2.60M	1.72M	768.00K	-	2.82M	748.00K	1.15M	8.48M
Inventory	-	-	-	-	32.08M	40.97M	37.54M	39.85M
Receivables	-	-	-	-	4.87M	4.66M	3.98M	5.47M
Total Liabilities	45.76M	61.23M	79.42M	-	54.71M	70.01M	40.24M	51.72M
Current Liabilities	20.39M	51.93M	36.41M	-	41.46M	37.33M	32.74M	46.86M
Long Term Debt	-	-	-	7.99M	2.54M	23.68M	-	1.20M
Total Debt	-	-	-	-	5.32M	25.57M	1.40M	2.54M
Total Equity	189.28M	222.39M	259.19M	-	382.10M	436.74M	493.96M	528.61M
Shares Outstanding	-	-	-	-	24.81M	24.84M	24.87M	24.87M

Cash Flows (Annual)

Figures in USD.

Metric	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Operating Cash Flow	2.82M	-4.19M	-1.84M	-	-1.69M	-13.54M	35.99M	37.15M
Investing Cash Flow	-4.45M	-15.11M	-2.72M	-	9.08M	-9.77M	-6.71M	-22.08M
Financing Cash Flow	3.80M	18.43M	3.60M	-	-5.61M	21.23M	-28.88M	-7.75M
Capital Expenditure	-6.14M	-4.21M	-2.85M	-	-3.80M	-7.71M	-9.21M	-9.00M
Free Cash Flow	-3.32M	-8.40M	-4.68M	-	-5.49M	-21.25M	26.78M	28.15M
Net Change in Cash	-	-	-	-	1.78M	-2.07M	401.00K	7.33M
Share Buybacks	-	3.06M	1.42M	-	-	-	5.40M	7.61M

Ratios (Annual)

Figures in %.

Metric	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Gross Margin %	-	-	-	-	41.6%	47.3%	46.6%	47.4%
Operating Margin %	23.6%	26.4%	32.3%	-	30.4%	34.1%	34.5%	29.4%
Net Margin %	15.5%	20.1%	25.8%	-	26.4%	28.8%	33.5%	25.4%
ROE %	11.4%	13.0%	14.7%	-	17.7%	12.5%	12.5%	7.9%
ROCE %	15.3%	16.3%	15.7%	-	19.7%	13.8%	12.7%	9.1%

Shareholding Pattern

Insiders

63.56%

Institutions

41.84%

Public Float

114.83%

Top Institutional Holders

#	Holder	% Held	Shares	Value
1	Dimensional Fund Advisors LP	4.02%	955.77K	$22.95M
2	Advisory Research, Inc.	3.89%	925.32K	$22.22M
3	Yacktman Asset Management Lp	2.97%	705.67K	$16.94M
4	Voss Capital, LP	2.52%	600.00K	$14.41M
5	Blackrock Inc.	2.49%	592.75K	$14.23M
6	GW&K Investment Management, LLC	1.93%	459.78K	$11.04M
7	Ameriprise Financial, Inc.	1.83%	434.77K	$10.44M
8	Punch & Associates Investment Management, Inc.	1.80%	427.67K	$10.27M
9	Philadelphia Financial Management Of San Francisco, Llc	1.75%	415.16K	$9.97M
10	Vanguard Capital Management LLC	1.55%	369.61K	$8.87M

Analyst View

Loading analyst coverage…

Latest News

Recent headlines for LEGH

No recent headlines available.

LEGH · Consumer Cyclical