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MHO vs. PHM
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between MHO and PHM is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.4

Performance

MHO vs. PHM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in M/I Homes, Inc. (MHO) and PulteGroup, Inc. (PHM). The values are adjusted to include any dividend payments, if applicable.

1,500.00%2,000.00%2,500.00%3,000.00%3,500.00%4,000.00%NovemberDecember2025FebruaryMarchApril
1,460.23%
2,906.73%
MHO
PHM

Key characteristics

Sharpe Ratio

MHO:

-0.30

PHM:

-0.26

Sortino Ratio

MHO:

-0.18

PHM:

-0.16

Omega Ratio

MHO:

0.98

PHM:

0.98

Calmar Ratio

MHO:

-0.29

PHM:

-0.24

Martin Ratio

MHO:

-0.60

PHM:

-0.49

Ulcer Index

MHO:

19.41%

PHM:

18.28%

Daily Std Dev

MHO:

39.07%

PHM:

34.14%

Max Drawdown

MHO:

-91.51%

PHM:

-92.40%

Current Drawdown

MHO:

-39.65%

PHM:

-31.37%

Fundamentals

Market Cap

MHO:

$2.87B

PHM:

$20.42B

EPS

MHO:

$18.91

PHM:

$14.16

PE Ratio

MHO:

5.67

PHM:

7.19

PEG Ratio

MHO:

0.78

PHM:

0.30

PS Ratio

MHO:

0.65

PHM:

1.14

PB Ratio

MHO:

0.94

PHM:

1.68

Total Revenue (TTM)

MHO:

$4.43B

PHM:

$14.00B

Gross Profit (TTM)

MHO:

$1.89B

PHM:

$4.05B

EBITDA (TTM)

MHO:

$546.72M

PHM:

$3.18B

Returns By Period

In the year-to-date period, MHO achieves a -20.59% return, which is significantly lower than PHM's -6.25% return. Over the past 10 years, MHO has underperformed PHM with an annualized return of 16.11%, while PHM has yielded a comparatively higher 19.29% annualized return.


MHO

YTD

-20.59%

1M

-10.48%

6M

-32.91%

1Y

-12.24%

5Y*

40.24%

10Y*

16.11%

PHM

YTD

-6.25%

1M

-3.17%

6M

-22.78%

1Y

-7.85%

5Y*

33.25%

10Y*

19.29%

*Annualized

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Risk-Adjusted Performance

MHO vs. PHM — Risk-Adjusted Performance Rank

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

MHO
The Risk-Adjusted Performance Rank of MHO is 3535
Overall Rank
The Sharpe Ratio Rank of MHO is 3535
Sharpe Ratio Rank
The Sortino Ratio Rank of MHO is 3232
Sortino Ratio Rank
The Omega Ratio Rank of MHO is 3333
Omega Ratio Rank
The Calmar Ratio Rank of MHO is 3333
Calmar Ratio Rank
The Martin Ratio Rank of MHO is 3939
Martin Ratio Rank

PHM
The Risk-Adjusted Performance Rank of PHM is 3636
Overall Rank
The Sharpe Ratio Rank of PHM is 3737
Sharpe Ratio Rank
The Sortino Ratio Rank of PHM is 3333
Sortino Ratio Rank
The Omega Ratio Rank of PHM is 3333
Omega Ratio Rank
The Calmar Ratio Rank of PHM is 3737
Calmar Ratio Rank
The Martin Ratio Rank of PHM is 4141
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

MHO vs. PHM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for M/I Homes, Inc. (MHO) and PulteGroup, Inc. (PHM). 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.


The chart of Sharpe ratio for MHO, currently valued at -0.30, compared to the broader market-2.00-1.000.001.002.003.00
MHO: -0.30
PHM: -0.26
The chart of Sortino ratio for MHO, currently valued at -0.18, compared to the broader market-6.00-4.00-2.000.002.004.00
MHO: -0.18
PHM: -0.16
The chart of Omega ratio for MHO, currently valued at 0.98, compared to the broader market0.501.001.502.00
MHO: 0.98
PHM: 0.98
The chart of Calmar ratio for MHO, currently valued at -0.29, compared to the broader market0.001.002.003.004.005.00
MHO: -0.29
PHM: -0.24
The chart of Martin ratio for MHO, currently valued at -0.60, compared to the broader market-5.000.005.0010.0015.0020.00
MHO: -0.60
PHM: -0.49

The current MHO Sharpe Ratio is -0.30, which is comparable to the PHM Sharpe Ratio of -0.26. The chart below compares the historical Sharpe Ratios of MHO and PHM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.30
-0.26
MHO
PHM

Dividends

MHO vs. PHM - Dividend Comparison

MHO has not paid dividends to shareholders, while PHM's dividend yield for the trailing twelve months is around 0.82%.


TTM20242023202220212020201920182017201620152014
MHO
M/I Homes, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PHM
PulteGroup, Inc.
0.82%0.75%0.66%1.34%1.00%1.16%1.16%1.46%1.08%1.96%1.85%1.07%

Drawdowns

MHO vs. PHM - Drawdown Comparison

The maximum MHO drawdown since its inception was -91.51%, roughly equal to the maximum PHM drawdown of -92.40%. Use the drawdown chart below to compare losses from any high point for MHO and PHM. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-39.65%
-31.37%
MHO
PHM

Volatility

MHO vs. PHM - Volatility Comparison

The current volatility for M/I Homes, Inc. (MHO) is 14.81%, while PulteGroup, Inc. (PHM) has a volatility of 15.86%. This indicates that MHO experiences smaller price fluctuations and is considered to be less risky than PHM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


6.00%8.00%10.00%12.00%14.00%16.00%NovemberDecember2025FebruaryMarchApril
14.81%
15.86%
MHO
PHM

Financials

MHO vs. PHM - Financials Comparison

This section allows you to compare key financial metrics between M/I Homes, Inc. and PulteGroup, Inc.. 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


Values in USD except per share items