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KBH · NASDAQ · STOCK

KB Home

Consumer Cyclical Updated August 08, 2026
$58.65
52W $44.03 – $68.71
62/100
$3.59B
13.9
1.33
AI Committee Verdict
Buy
62/100
Conviction: Moderate · 60% agreement · 5 analysts
+8.2%
-1.0%
8.49:1
Moderate

Is KBH Bullish or Bearish?

Bullish. Innellis AI committee rates KB Home (KBH) Buy with a composite score of 62/100 , based on 5 analysts with 60% agreement. Last updated August 08, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +13.45 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 — -6.55 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 primary driver is p/e of 13.2 is inexpensive for the broad market. The main limiting factor is revenue declining -17.5% yoy -- this is not a growth story right now. The committee is constructive but not yet at full conviction.

Bull & Bear Case

Bull Case
  • P/E of 13.2 is inexpensive for the broad market — Value
  • Price-to-book of 1.1x is a discount to asset value — Value
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • Revenue declining -17.5% YoY -- this is not a growth story right now — Growth
  • EPS declining -45.5% YoY despite any revenue growth — Growth
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 August 08, 2026
Overall Committee Score
62/100
Agreement
60%
Analysts
5
Conviction
Moderate
Sector Rank
Top 25%
of 124 Consumer Cyclical peers
Value Analyst bullish
77 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 13.2 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 -17.5% YoY -- this is not a growth story right now
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ MACD histogram positive -- bullish momentum
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst neutral
60 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
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Investment Thesis Evolution

Committee score weakened from 69.0 to 61.5.

Analyst-level changes:
  • Growth Analyst: stance bullish->bearish; score 85->40 (-45); +2 bearish signal(s).
  • Macro Analyst: +1 bullish signal(s).
  • Value Analyst joined: bullish at 77.

Comparing 2026-08-07 to 2026-08-08 (1 day apart).

Technical Analysis

RSI (14)
58.7
Neutral
MACD Histogram
0.105
Bullish Momentum
Trend Direction
Sideways
Weekly: Sideways
Market Structure
Hh Hl
Support
$58.08
Resistance
$63.48
Bollinger %B
0.91
Inside Bands
Price vs Moving Averages
EMA 9
$57.43 Above
EMA 21
$56.99 Above
EMA 50
$55.92 Above
EMA 200
$56.60 Above

Fundamental Analysis

Valuation
100
Growth
55
Profitability
36
Financial Health
99
Cash Flow
70
Valuation
P/E Ratio 13.9×
P/B Ratio 0.96×
PEG Ratio -0.30
Dividend Yield 1.71%
52W High $68.71
52W Low $44.03
Quality & Growth
ROE 1099.2%
ROA 638.0%
Gross Margin 1693.4%
Operating Margin 596.5%
Revenue Growth YoY
Debt / Equity 0.53
AI Fundamental Assessment
P/E ratio of 13.9 (inexpensive relative to a 15-40x range); Price-to-book of 1.0x; PEG ratio of -0.3 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 11.0%; Return on assets of 6.4%; Net margin of 4.9%; Gross margin of 16.9%; Current ratio of 6.80 (healthy short-term liquidity); Debt-to-equity of 0.53; Free cash flow per share is positive (5.83); Most recent quarter missed estimates by 5.9%; EPS growth accelerating (-70.8% -> -23.2% QoQ); 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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