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IPO Date
Mar 29, 2021

Highlights

Market Cap
$71.73M
Enterprise Value
$273.73M
EPS (TTM)
-$0.28
Total Revenue (TTM)
$406.69M
Gross Profit (TTM)
$71.74M
EBITDA (TTM)
-$24.17M
Year Range
$0.99 - $4.78
ROA (TTM)
-5.87%
ROE (TTM)
-28.33%

Share Price Chart


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United Homes Group Inc.

Performance

UHG Performance Chart


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S&P 500 Index

Returns By Period


United Homes Group Inc.

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-1.44%
1M
-1.45%
YTD
7.60%
6M
6.59%
1Y
22.24%
3Y*
19.20%
5Y*
11.54%
10Y*
13.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UHG Monthly Returns History


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202626.92%-40.91%-0.85%0.86%4.27%-21.79%
2025-1.89%-10.36%-24.73%-30.36%54.87%-3.97%29.31%11.20%-0.96%-63.44%-29.14%45.79%-63.12%
2024-10.79%-7.18%0.14%-4.43%-16.92%2.52%9.14%-1.93%0.82%-12.21%18.37%-33.70%-49.82%
20230.50%0.40%105.13%-40.00%-11.78%1.36%1.88%-26.39%-33.09%19.64%15.82%8.63%-16.12%
2022-0.26%0.46%0.31%0.20%-0.00%0.20%0.20%0.05%-0.05%0.61%1.06%0.35%3.18%
2021-4.13%-0.10%-0.72%0.21%0.52%-0.82%0.52%0.21%0.62%-0.61%-4.32%

Benchmark Metrics

United Homes Group Inc. has an annualized alpha of -12.02%, beta of 0.61, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since March 29, 2021.

  • This stock participated in 181.07% of S&P 500 Index downside but only -4.08% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.61 may look defensive, but with R2 of 0.01 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
  • R2 of 0.01 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-12.02%
Beta
0.61
0.01
Upside Capture
-4.08%
Downside Capture
181.07%

Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for United Homes Group Inc. (UHG) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


UHGBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.32

Calmar ratioReturn relative to maximum drawdown

2.46

Martin ratioReturn relative to average drawdown

10.92

Dividends

Dividend History


United Homes Group Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the United Homes Group Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the United Homes Group Inc. was 95.05%, occurring on Nov 20, 2025. The portfolio has not yet recovered.


Related event

Drawdown

Fall

Recovery

Underwater

2025 bear market2025
-95.05%Nov 2025
2y 7mo
3y 2moApr 2023 - now
2023 bear market2023
-32.98%Mar 2023
6d1d
7dMar 2023 - Mar 2023
2021 pullback2021
-5.60%May 2021
1mo 22d1y 8mo
1y 10moMar 2021 - Feb 2023
2023 pullback2023
-4.67%Mar 2023
1d5d
6dMar 2023 - Mar 2023
2023 pullback2023
-2.91%Mar 2023
0s1d
1dMar 2023 - Mar 2023

Drawdown Indicators


UHGBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-56.78%

Max Drawdown (1Y)

Largest decline over 1 year

-9.10%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-3.21%

Average Drawdown

Average peak-to-trough decline

-10.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.04%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of United Homes Group Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how United Homes Group Inc. is priced in the market compared to other companies in the Residential Construction industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for UHG relative to other companies in the Residential Construction industry. Currently, UHG has a P/S ratio of 0.2. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for UHG in comparison with other companies in the Residential Construction industry. Currently, UHG has a P/B value of 1.3. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
Portfolio Analyzer

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