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KBH vs. MTH
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

KBH vs. MTH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in KB Home (KBH) and Meritage Homes Corporation (MTH). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, KBH achieves a -7.96% return, which is significantly lower than MTH's 4.31% return. Both investments have delivered pretty close results over the past 10 years, with KBH having a 15.29% annualized return and MTH not far behind at 14.69%.


KBH

1D
0.67%
1M
0.53%
YTD
-7.96%
6M
-19.20%
1Y
2.68%
3Y*
5.68%
5Y*
4.25%
10Y*
15.29%

MTH

1D
-0.73%
1M
2.68%
YTD
4.31%
6M
-5.61%
1Y
10.62%
3Y*
5.35%
5Y*
6.93%
10Y*
14.69%
*Multi-year figures are annualized to reflect compound growth (CAGR)

KBH vs. MTH - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
KBH
KB Home
-7.96%-12.72%6.64%99.04%-27.48%35.29%-0.86%82.31%-39.98%103.05%
MTH
Meritage Homes Corporation
4.31%-12.32%-10.16%90.53%-24.46%47.38%35.53%66.42%-28.28%47.13%

Correlation

The correlation between KBH and MTH is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.87

Correlation (3Y)
Calculated over the trailing 3-year period

0.87

Correlation (5Y)
Calculated over the trailing 5-year period

0.88

Correlation (10Y)
Calculated over the trailing 10-year period

0.84

Correlation (All Time)
Calculated using the full available price history since Dec 19, 1988

0.54

Over the past year, KBH and MTH have become more correlated (0.87) than their long-term average of 0.54, meaning their price movements have been converging.

Fundamentals

Market Cap

KBH:

$3.28B

MTH:

$4.59B

EPS

KBH:

$5.38

MTH:

$5.52

PE Ratio

KBH:

9.56

MTH:

12.35

PS Ratio

KBH:

0.57

MTH:

0.85

PB Ratio

KBH:

0.72

MTH:

0.90

Total Revenue (TTM)

KBH:

$5.92B

MTH:

$5.61B

Gross Profit (TTM)

KBH:

$893.19M

MTH:

$1.05B

EBITDA (TTM)

KBH:

$477.26M

MTH:

$575.32M

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Return for Risk

KBH vs. MTH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

KBH
KBH Risk / Return Rank: 4040
Overall Rank
KBH Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
KBH Sortino Ratio Rank: 3838
Sortino Ratio Rank
KBH Omega Ratio Rank: 3737
Omega Ratio Rank
KBH Calmar Ratio Rank: 4141
Calmar Ratio Rank
KBH Martin Ratio Rank: 4141
Martin Ratio Rank

MTH
MTH Risk / Return Rank: 4848
Overall Rank
MTH Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
MTH Sortino Ratio Rank: 4848
Sortino Ratio Rank
MTH Omega Ratio Rank: 4444
Omega Ratio Rank
MTH Calmar Ratio Rank: 4949
Calmar Ratio Rank
MTH Martin Ratio Rank: 4848
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

KBH vs. MTH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for KB Home (KBH) and Meritage Homes Corporation (MTH). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


KBHMTHDifference

Sharpe ratio

Return per unit of total volatility

0.07

0.28

-0.20

Sortino ratio

Return per unit of downside risk

0.39

0.74

-0.35

Omega ratio

Gain probability vs. loss probability

1.04

1.08

-0.04

Calmar ratio

Return relative to maximum drawdown

0.05

0.36

-0.31

Martin ratio

Return relative to average drawdown

0.11

0.70

-0.59

KBH vs. MTH - Sharpe Ratio Comparison

The current KBH Sharpe Ratio is 0.07, which is lower than the MTH Sharpe Ratio of 0.28. The chart below compares the historical Sharpe Ratios of KBH and MTH, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


KBHMTHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.07

0.28

-0.20

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.11

0.18

-0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.34

0.35

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

0.18

-0.02

Drawdowns

KBH vs. MTH - Drawdown Comparison

The maximum KBH drawdown since its inception was -92.78%, roughly equal to the maximum MTH drawdown of -93.22%. Use the drawdown chart below to compare losses from any high point for KBH and MTH.


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Drawdown Indicators


KBHMTHDifference

Max Drawdown

Largest peak-to-trough decline

-92.78%

-93.22%

+0.44%

Max Drawdown (1Y)

Largest decline over 1 year

-32.85%

-27.68%

-5.17%

Max Drawdown (3Y)

Largest decline over 3 years

-48.27%

-42.95%

-5.32%

Max Drawdown (5Y)

Largest decline over 5 years

-48.27%

-46.77%

-1.50%

Max Drawdown (10Y)

Largest decline over 10 years

-72.38%

-64.27%

-8.11%

Current Drawdown

Current decline from peak

-40.90%

-33.87%

-7.03%

Average Drawdown

Average peak-to-trough decline

-43.55%

-47.59%

+4.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.75%

14.25%

-0.50%

Volatility

KBH vs. MTH - Volatility Comparison

KB Home (KBH) and Meritage Homes Corporation (MTH) have volatilities of 12.02% and 11.70%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


KBHMTHDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.02%

11.70%

+0.32%

Volatility (6M)

Calculated over the trailing 6-month period

26.24%

26.44%

-0.20%

Volatility (1Y)

Calculated over the trailing 1-year period

36.66%

38.58%

-1.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

38.09%

38.71%

-0.62%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

44.68%

42.51%

+2.17%

Dividends

KBH vs. MTH - Dividend Comparison

KBH's dividend yield for the trailing twelve months is around 1.94%, less than MTH's 2.60% yield.


PositionTTM20252024202320222021202020192018201720162015
KBH
KB Home
1.94%1.77%1.45%1.12%1.88%1.34%1.25%1.14%0.52%0.31%0.63%0.81%
MTH
Meritage Homes Corporation
2.60%2.61%1.95%0.62%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

KBH vs. MTH - Financials Comparison

This section allows you to compare key financial metrics between KB Home and Meritage Homes Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


1.00B1.20B1.40B1.60B1.80B2.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
1.08B
1.12B
(KBH) Total Revenue
(MTH) Total Revenue
Values in USD except per share items

KBH vs. MTH - Profitability Comparison

The chart below illustrates the profitability comparison between KB Home and Meritage Homes Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%5.0%10.0%15.0%20.0%25.0%30.0%35.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober20260
17.4%
Portfolio components
KBH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, KB Home reported a gross profit of 0.00 and revenue of 1.08B. Therefore, the gross margin over that period was 0.0%.

MTH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Meritage Homes Corporation reported a gross profit of 193.80M and revenue of 1.12B. Therefore, the gross margin over that period was 17.4%.

KBH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, KB Home reported an operating income of 32.99M and revenue of 1.08B, resulting in an operating margin of 3.1%.

MTH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Meritage Homes Corporation reported an operating income of 142.40M and revenue of 1.12B, resulting in an operating margin of 12.8%.

KBH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, KB Home reported a net income of 33.42M and revenue of 1.08B, resulting in a net margin of 3.1%.

MTH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Meritage Homes Corporation reported a net income of 55.31M and revenue of 1.12B, resulting in a net margin of 5.0%.


Frequently Asked Questions


KBH and MTH have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

KBH has higher volatility (12.02%) compared to MTH (11.70%). In terms of maximum drawdown, KBH dropped -92.78% vs MTH's -93.22%.

MTH currently has the higher Sharpe Ratio (0.28 vs 0.07), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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