Homebuilder Analyst Who Nailed 2022 Call Sees Strength Ahead
Interest-rate hikes this year have slammed homebuilder stocks as they emerged from the supply-constrained pandemic era.
December 28, 2022 at 12:01 PM
3 minute read
An analyst who called a grim start for homebuilding stocks this year as well as their rebound in recent months is confident that the group will stay strong in 2023.
The sector should fare better than the S&P 500 Index next year, according to Kenneth Zener at Keybanc Capital Markets. The group fell harder than the overall market earlier this year, so based on a historical review of their performance going back to the 1960s, the analyst expects homebuilders to recover first. Zener has been positive on homebuilders since September, after warning in January that the stocks faced a "wall of worry."
"I have never been more optimistic that homebuilders will outperform the market on a relative basis," he said in an interview. Zener is the top-ranked analyst on Wall Street based on absolute returns for at least four of the builders he covers over the past year, including industry giants D.R. Horton Inc. and Lennar Corp., according to data compiled by Bloomberg.
Zener compared homebuilders to the broader market in recent decades. His grim outlook in January reflected how the stocks performed in Federal Reserve tightening periods, while his bullish pivot in September was due to the timing of the group's stock performance relative to the S&P 500.
"Early pain" equals "early gain," he wrote in his September note, highlighting that builders typically rebound ahead of the rest of the market.
The S&P Supercomposite Homebuilding Index fell 27% from January through Zener's September call, while the S&P 500 dropped about 15%. Since his pivot, builders have risen about 17% while the broader market is lower by about 1%.
"Our positive sector call is not necessarily an absolute call on the stocks, but their relative performance to the S&P," Zener said.
Interest-rate hikes this year have slammed homebuilder stocks as they emerged from the supply-constrained pandemic era, eroding demand for homes and pressuring orders and builders' margins, sending shares plunging to the lowest level since 2020 in June. How much falling home prices and rising rates have been priced into stocks has been a key question for industry watchers.
Zener is not the only analyst seeing strength. Earlier this month, Matthew Bouley at Barclays turned positive on the group, writing in a note that the "time is now for builders."
Heading into 2023, Zener's favorite names in the group are builders with higher returns on their inventory, such as Lennar, NVR Inc., D.R. Horton and Meritage Homes Corp.
"We think investing in high return on inventory builders will generate better risk-adjusted stock returns," Zener wrote in his September note.
Lennar sparked a rally in the group earlier this month after saying its cancellation rate peaked in October and that it expects gross margins to reach their lowest point of the year in the first quarter of 2023. Investors will be closely watching earnings results and commentary from D.R. Horton come late January.
Bre Bradham and Norah Mulinda report for Bloomberg News.
NOT FOR REPRINT
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
You Might Like
View AllGreenberg Traurig Initiates String of Suits Following JPMorgan Chase's 'Infinite Money Glitch'
Delray Beach Financial Adviser Indicted in Alleged Illegal Tax Shelter Scheme
McGlinchey Opens Third Florida Office in Tampa, Hopes to Tap Region's Talent
2 minute readBuy-Now-Pay-Later Company Affirm Hit With Data Breach Class Action After Cyberattack on Banking Partner
Trending Stories
- 1Infant Formula Judge Sanctions Kirkland's Jim Hurst: 'Overtly Crossed the Lines'
- 2Trump's Return to the White House: The Legal Industry Reacts
- 3Election 2024: Nationwide Judicial Races and Ballot Measures to Watch
- 4Climate Disputes, International Arbitration, and State Court Limitations for Global Issues
- 5Judicial Face-Off: Navigating the Ethical and Efficient Use of AI in Legal Practice [CLE Pending]
- 6How Much Does the Frequency of Retirement Withdrawals Matter?
Who Got The Work
Michael G. Bongiorno, Andrew Scott Dulberg and Elizabeth E. Driscoll from Wilmer Cutler Pickering Hale and Dorr have stepped in to represent Symbotic Inc., an A.I.-enabled technology platform that focuses on increasing supply chain efficiency, and other defendants in a pending shareholder derivative lawsuit. The case, filed Oct. 2 in Massachusetts District Court by the Brown Law Firm on behalf of Stephen Austen, accuses certain officers and directors of misleading investors in regard to Symbotic's potential for margin growth by failing to disclose that the company was not equipped to timely deploy its systems or manage expenses through project delays. The case, assigned to U.S. District Judge Nathaniel M. Gorton, is 1:24-cv-12522, Austen v. Cohen et al.
Who Got The Work
Edmund Polubinski and Marie Killmond of Davis Polk & Wardwell have entered appearances for data platform software development company MongoDB and other defendants in a pending shareholder derivative lawsuit. The action, filed Oct. 7 in New York Southern District Court by the Brown Law Firm, accuses the company's directors and/or officers of falsely expressing confidence in the company’s restructuring of its sales incentive plan and downplaying the severity of decreases in its upfront commitments. The case is 1:24-cv-07594, Roy v. Ittycheria et al.
Who Got The Work
Amy O. Bruchs and Kurt F. Ellison of Michael Best & Friedrich have entered appearances for Epic Systems Corp. in a pending employment discrimination lawsuit. The suit was filed Sept. 7 in Wisconsin Western District Court by Levine Eisberner LLC and Siri & Glimstad on behalf of a project manager who claims that he was wrongfully terminated after applying for a religious exemption to the defendant's COVID-19 vaccine mandate. The case, assigned to U.S. Magistrate Judge Anita Marie Boor, is 3:24-cv-00630, Secker, Nathan v. Epic Systems Corporation.
Who Got The Work
David X. Sullivan, Thomas J. Finn and Gregory A. Hall from McCarter & English have entered appearances for Sunrun Installation Services in a pending civil rights lawsuit. The complaint was filed Sept. 4 in Connecticut District Court by attorney Robert M. Berke on behalf of former employee George Edward Steins, who was arrested and charged with employing an unregistered home improvement salesperson. The complaint alleges that had Sunrun informed the Connecticut Department of Consumer Protection that the plaintiff's employment had ended in 2017 and that he no longer held Sunrun's home improvement contractor license, he would not have been hit with charges, which were dismissed in May 2024. The case, assigned to U.S. District Judge Jeffrey A. Meyer, is 3:24-cv-01423, Steins v. Sunrun, Inc. et al.
Who Got The Work
Greenberg Traurig shareholder Joshua L. Raskin has entered an appearance for boohoo.com UK Ltd. in a pending patent infringement lawsuit. The suit, filed Sept. 3 in Texas Eastern District Court by Rozier Hardt McDonough on behalf of Alto Dynamics, asserts five patents related to an online shopping platform. The case, assigned to U.S. District Judge Rodney Gilstrap, is 2:24-cv-00719, Alto Dynamics, LLC v. boohoo.com UK Limited.
Featured Firms
Law Offices of Gary Martin Hays & Associates, P.C.
(470) 294-1674
Law Offices of Mark E. Salomone
(857) 444-6468
Smith & Hassler
(713) 739-1250