Beazer Homes USA, Inc. (0HMG.L)

Beazer Homes USA, Inc. (0HMG.L) — VMCI valuation read

Beazer Homes USA, Inc. (0HMG.L) carries a VMCI composite of 50/100, 0 points below the Consumer Cyclical sector median of 50. Among mid-cap names, that gap places 0HMG.L in the bottom third on the five-pillar weighting (Value 35%, Quality 30%, Integrity 15%, Growth 12%, Risk 8%).

The 0HMG.L insider tape has been silent for the past 30 days on Form 4. Where executives neither buy nor sell, the bull and bear cases lean harder on filings cadence and the next earnings line.

**Investor frame.** Value reads 0HMG.L trades at 24.0x earnings, 33% above the Consumer Cyclical median of 18.0x, which compresses or extends through the 11.0x EV/EBITDA versus a Consumer Cyclical 12.0x. Quality: ROIC of 18.0% sits 8.0pp above the Consumer Cyclical median (10.0%). Risk: net debt to EBITDA of 1.5x leaves covenant headroom, the line to track on Beazer Homes USA, Inc.'s next 10-Q.

0HMG.L fell 2.8% over the trailing 7 days, with a -23.1% read on a 30-day basis.