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PulteGroup

PHM Consumer Cyclical Unknown Updated July 31, 2026
$126.50
52W $108.49 – $144.50
59/100
$24.41B
12.9
1.19
AI Committee Verdict
Buy
Conviction: Contested · 43% agreement · 7 analysts
+3.8%
-8.0%
0.48:1
Contested
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.

Is PHM Bullish or Bearish?

Bullish. Innellis AI committee rates PulteGroup (PHM) Buy with a composite score of 59/100 , based on 7 analysts with 43% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +15.92 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -4.08 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Risk Analyst sees a compelling case — low leverage (debt-to-equity 0.17) -- balance sheet can absorb a shock. Growth Analyst remains cautious — revenue declining -7.3% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • P/E of 12.5 is inexpensive for the broad market — Value
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Price structure making higher highs and higher lows — Technical
  • MACD histogram positive -- bullish momentum — Technical
  • Low leverage (debt-to-equity 0.17) -- balance sheet can absorb a shock — Risk
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • Revenue declining -7.3% YoY -- this is not a growth story right now — Growth
  • EPS declining -26.8% YoY despite any revenue growth — Growth
  • Daily trend (uptrend) conflicts with the weekly trend (downtrend) -- fighting the larger trend — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of July 31, 2026
Overall Committee Score
59/100
Agreement
43%
Analysts
7
Conviction
Contested
Sector Rank
Top 12%
of 124 Consumer Cyclical peers
Value Analyst bullish
68 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 12.5 is inexpensive for the broad market
Growth Analyst bearish
40 / 100 · High confidence
Growth story is weak, decelerating, or inconsistent
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− Revenue declining -7.3% YoY -- this is not a growth story right now
Technical Analyst neutral
59 / 100 · High confidence
Mixed or range-bound price action
+ Price structure making higher highs and higher lows
− Daily trend (uptrend) conflicts with the weekly trend (downtrend) -- fighting the larger trend
Risk Analyst bullish
80 / 100 · Low confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
+ Low leverage (debt-to-equity 0.17) -- balance sheet can absorb a shock
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
64 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 53 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
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Investment Thesis Evolution

Committee score moved marginally from 61.0 to 59.1.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • News Analyst: stance neutral->bullish; score 60->64 (+4); +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Technical Analyst: stance bullish->neutral; score 69->59 (-10); +1 bearish signal(s).
  • Value Analyst: +1 bullish signal(s).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
44.5
Neutral
MACD Histogram
0.074
Bullish Momentum
Trend Direction
Uptrend
Weekly: Downtrend
Market Structure
Mixed
Support
$116.36
Resistance
$131.34
Bollinger %B
0.46
Inside Bands
Price vs Moving Averages
EMA 9
$128.71 Below
EMA 21
$127.93 Below
EMA 50
$126.07 Above
EMA 200
$123.58 Above

Fundamental Analysis

Valuation
98
Growth
50
Profitability
1
Financial Health
100
Cash Flow
37
Valuation
P/E Ratio 12.9×
P/B Ratio 1.86×
PEG Ratio -0.47
Dividend Yield 0.01%
52W High $144.50
52W Low $108.49
Quality & Growth
ROE 17.1%
ROA 12.3%
Gross Margin 24.5%
Operating Margin 14.6%
Revenue Growth YoY
Debt / Equity 0.18
AI Fundamental Assessment
P/E ratio of 12.9 (inexpensive relative to a 15-40x range); Price-to-book of 1.9x; PEG ratio of -0.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.2%; Return on assets of 0.1%; Net margin of 0.1%; Gross margin of 0.2%; Current ratio of 5.27 (healthy short-term liquidity); Debt-to-equity of 0.18; Free cash flow margin of 0.9% (thin cash generation); Free cash flow per share is positive (7.89); Most recent quarter beat estimates by 3.9%; EPS growth accelerating (-30.1% -> +38.5% QoQ); Average YoY EPS growth of -18.1%; Analyst estimates falling over recent quarters
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📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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