Tearsheet

Legacy Housing (LEGH)


Market Price (4/15/2026): $21.52 | Market Cap: $513.7 Mil
Sector: Consumer Discretionary | Industry: Homebuilding

Legacy Housing (LEGH)


Market Price (4/15/2026): $21.52
Market Cap: $513.7 Mil
Sector: Consumer Discretionary
Industry: Homebuilding

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 8.1%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 4.0%, FCF Yield is 5.5%

Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 29%

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 23%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 17%

Low stock price volatility
Vol 12M is 34%

Megatrend and thematic drivers
Megatrends include Future of Housing, and Demographic & Societal Shifts. Themes include Affordable Housing Solutions, Modular & Prefabricated Construction, Show more.

Weak multi-year price returns
2Y Excs Rtn is -32%, 3Y Excs Rtn is -69%

Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -11%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -13%, Rev Chg QQuarterly Revenue Change % is -29%

Key risks
LEGH key risks include [1] restrictive zoning ordinances that create substantial barriers to the placement and sale of its homes and [2] vulnerability to market share loss due to intense competition and low customer switching costs.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 8.1%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 4.0%, FCF Yield is 5.5%
1 Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 29%
2 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 23%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 17%
3 Low stock price volatility
Vol 12M is 34%
4 Megatrend and thematic drivers
Megatrends include Future of Housing, and Demographic & Societal Shifts. Themes include Affordable Housing Solutions, Modular & Prefabricated Construction, Show more.
5 Weak multi-year price returns
2Y Excs Rtn is -32%, 3Y Excs Rtn is -69%
6 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -11%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -13%, Rev Chg QQuarterly Revenue Change % is -29%
7 Key risks
LEGH key risks include [1] restrictive zoning ordinances that create substantial barriers to the placement and sale of its homes and [2] vulnerability to market share loss due to intense competition and low customer switching costs.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Legacy Housing (LEGH) stock has gained about 10% since 12/31/2025 because of the following key factors:

1. Favorable macroeconomic trends in the manufactured housing sector. The demand for manufactured housing has strengthened due to persistent affordability challenges in the broader housing market, with manufactured homes increasingly recognized as a vital affordable option. This robust demand is coupled with limited new supply in manufactured housing communities due to zoning restrictions, contributing to strong occupancy rates, which are consistently above 95% nationally. The global manufactured housing market is projected to grow from $28.73 billion in 2025 to $30.7 billion in 2026, at a compound annual growth rate (CAGR) of 6.8%.

2. Positive analyst sentiment and upward revised earnings estimates. Despite some earlier earnings misses, Wall Street analysts have demonstrated increasing optimism regarding Legacy Housing's future earnings prospects. This is evidenced by a 5.1% increase in the Zacks Consensus Estimate for the current year over the last 30 days. Analysts have also set an average price target for LEGH, suggesting a potential upside ranging from 5.32% to 26.14% from its recent trading levels. Notably, one analyst upgraded the stock within the last 90 days.

Show more

Stock Movement Drivers

Fundamental Drivers

The 10.3% change in LEGH stock from 12/31/2025 to 4/14/2026 was primarily driven by a 27.0% change in the company's P/E Multiple.
(LTM values as of)123120254142026Change
Stock Price ($)19.5221.5410.3%
Change Contribution By: 
Total Revenues ($ Mil)180165-8.8%
Net Income Margin (%)26.7%25.4%-4.7%
P/E Multiple9.712.327.0%
Shares Outstanding (Mil)24240.0%
Cumulative Contribution10.3%

LTM = Last Twelve Months as of date shown

Market Drivers

12/31/2025 to 4/14/2026
ReturnCorrelation
LEGH10.3% 
Market (SPY)-5.4%39.6%
Sector (XLY)-2.5%52.3%

Fundamental Drivers

The -21.7% change in LEGH stock from 9/30/2025 to 4/14/2026 was primarily driven by a -15.3% change in the company's Net Income Margin (%).
(LTM values as of)93020254142026Change
Stock Price ($)27.5121.54-21.7%
Change Contribution By: 
Total Revenues ($ Mil)184165-10.7%
Net Income Margin (%)30.0%25.4%-15.3%
P/E Multiple12.012.32.8%
Shares Outstanding (Mil)24240.8%
Cumulative Contribution-21.7%

LTM = Last Twelve Months as of date shown

Market Drivers

9/30/2025 to 4/14/2026
ReturnCorrelation
LEGH-21.7% 
Market (SPY)-2.9%17.7%
Sector (XLY)-2.6%38.8%

Fundamental Drivers

The -14.6% change in LEGH stock from 3/31/2025 to 4/14/2026 was primarily driven by a -24.1% change in the company's Net Income Margin (%).
(LTM values as of)33120254142026Change
Stock Price ($)25.2221.54-14.6%
Change Contribution By: 
Total Revenues ($ Mil)184165-10.7%
Net Income Margin (%)33.5%25.4%-24.1%
P/E Multiple9.912.324.4%
Shares Outstanding (Mil)24241.2%
Cumulative Contribution-14.6%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2025 to 4/14/2026
ReturnCorrelation
LEGH-14.6% 
Market (SPY)16.3%27.0%
Sector (XLY)18.6%40.1%

Fundamental Drivers

The -5.4% change in LEGH stock from 3/31/2023 to 4/14/2026 was primarily driven by a -36.0% change in the company's Total Revenues ($ Mil).
(LTM values as of)33120234142026Change
Stock Price ($)22.7621.54-5.4%
Change Contribution By: 
Total Revenues ($ Mil)257165-36.0%
Net Income Margin (%)26.4%25.4%-3.7%
P/E Multiple8.212.350.3%
Shares Outstanding (Mil)24242.1%
Cumulative Contribution-5.4%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2023 to 4/14/2026
ReturnCorrelation
LEGH-5.4% 
Market (SPY)63.3%30.5%
Sector (XLY)59.3%35.5%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
LEGH Return75%-28%33%-2%-21%8%40%
Peers Return82%-31%21%14%4%-1%76%
S&P 500 Return27%-19%24%23%16%-0%81%

Monthly Win Rates [3]
LEGH Win Rate67%50%50%42%33%75% 
Peers Win Rate75%32%53%48%43%55% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
LEGH Max Drawdown-7%-53%-5%-22%-23%-4% 
Peers Max Drawdown-4%-41%-9%-12%-16%-10% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-7% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: SKY, CVCO, SUI, ELS, UMH.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 4/14/2026 (YTD)

How Low Can It Go

Unique KeyEventLEGHS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-54.4%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven119.3%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven745 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-48.4%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven93.7%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven151 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-36.6%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven57.8%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven142 days120 days

Compare to SKY, CVCO, SUI, ELS, UMH

In The Past

Legacy Housing's stock fell -54.4% during the 2022 Inflation Shock from a high on 2/18/2022. A -54.4% loss requires a 119.3% gain to breakeven.

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About Legacy Housing (LEGH)

Legacy Housing Corporation builds, sells, and finances manufactured homes and tiny houses primarily in the southern United States. The company manufactures and provides for the transport of mobile homes; and offers wholesale financing to dealers and mobile home parks, as well as a range of homes, including 1 to 5 bedrooms with 1 to 3 1/2 bathrooms. It also provides floor plan or wholesale financing for independent retailers; consumer financing for its products; and financing to manufactured housing community owners that buy its products for use in their rental housing communities. The company markets its homes under the Legacy brand through a network of 100 independent and 13 company-owned retail locations, as well as direct sales to owners of manufactured home communities in 15 states in the United States. Legacy Housing Corporation was founded in 2005 and is headquartered in Bedford, Texas.

AI Analysis | Feedback

Here are a few brief analogies to describe Legacy Housing (LEGH):

  • They're like Ford or General Motors, but for manufactured homes and tiny houses. They build these specialized homes, sell them through a network of retailers, and also provide various financing options for buyers and dealers.
  • Think of them as an integrated manufacturer and finance company for specialized housing, much like a major automaker handles everything from building vehicles to helping customers finance their purchases.

AI Analysis | Feedback

  • Manufactured Homes and Tiny Houses: The company builds and sells a variety of prefabricated housing units, ranging from 1 to 5 bedrooms.
  • Wholesale Financing: Legacy Housing provides financing to independent retailers (dealers) and mobile home parks for their inventory purchases.
  • Consumer Financing: The company offers direct loans to individual customers for the purchase of its manufactured homes and tiny houses.
  • Community Owner Financing: Financing is provided to owners of manufactured housing communities who purchase Legacy Housing products for use in their rental properties.

AI Analysis | Feedback

Legacy Housing Corporation (LEGH) sells primarily to other companies, which then either resell the homes to individuals or integrate them into their rental operations. The background information provided does not list specific names of these customer companies, but it details the categories of businesses that are its major customers.

Its major business customers fall into the following categories:

  • Independent Retailers/Dealers: These are businesses that purchase manufactured homes and tiny houses from Legacy Housing. Legacy provides wholesale financing (floor plan financing) to these retailers, who then sell the homes to individual consumers through their own retail locations.
  • Manufactured Housing Community Owners: These companies purchase homes directly from Legacy Housing for placement and use within their rental housing communities. Legacy also offers financing to these community owners for their purchases.
  • Mobile Home Parks: Legacy Housing provides wholesale financing to mobile home parks, indicating that these parks are also direct customers who purchase homes from the company for various purposes, potentially including resale or rental within their parks.

AI Analysis | Feedback

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AI Analysis | Feedback

Kenneth E. Shipley
Founder & Interim Chief Executive Officer

Kenneth E. Shipley co-founded Legacy Housing Corporation in 2005 and currently serves as its Interim Chief Executive Officer. Prior to establishing Legacy Housing, he was involved in the manufactured housing industry through ventures such as owning Shipley Brothers Ltd. and Bell Mobile Homes. He also served as a Director at Cavalier Homes, Inc. in 2009. Shipley previously held the role of CEO of Legacy Housing from 2018 to 2022 and then transitioned to Executive Chairman before being re-appointed as interim CEO in October 2025, following the resignation of the previous CEO.

Jon Langbert
Chief Financial Officer

Jon Langbert is the current Chief Financial Officer of Legacy Housing Corporation, as noted in the company's Q4 2025 earnings call on March 13, 2026. This follows a period of transition where Ronald C. Arrington was appointed as interim CFO in October 2025, after Jeffrey M. Fiedelman resigned.

Curtis D. Hodgson
Founder & Executive Chairman of the Board

Curtis D. Hodgson co-founded Legacy Housing Corporation in 2005 alongside Kenneth E. Shipley. He currently serves as the Executive Chairman of the Board. He previously held the role of Co-Chief Executive Officer with Kenneth Shipley until the roles were separated in February 2019, at which point he became Executive Chairman.

Norman Newton
Chief Revenue Officer

Norman Newton was appointed as Legacy Housing Corporation's Chief Revenue Officer in November 2025. In this role, he is responsible for leading the company's revenue strategies and leveraging the integration of the AmeriCasa's FutureHomeX® platform to drive growth and market expansion.

AI Analysis | Feedback

Legacy Housing (symbol: LEGH) faces several key risks to its business, primarily stemming from operational challenges, market dynamics, and internal control deficiencies.

  1. Production and Cost Pressures: Legacy Housing is significantly impacted by labor inefficiencies, which continue to constrain its production capacity and ability to meet demand. Coupled with this, rising labor costs and ongoing tariffs on Chinese-sourced inputs add approximately $1,200 per unit, directly affecting the company's cost structures and ultimately reducing gross margins and profitability.
  2. Financing and Market Demand Risks: The company's commercial segment, which includes sales to mobile home park operators, is experiencing headwinds as these operators scale back capital expenditures due to cost inflation and tighter financing conditions. As Legacy Housing also provides significant consumer and wholesale financing for its products, it is exposed to credit risk where customers' ability to repay loans can be affected by economic conditions.
  3. Internal Control Weaknesses: An independent auditor issued an adverse opinion on Legacy Housing's internal control over financial reporting as of December 31, 2025, citing material weaknesses. This increases the risk of financial reporting errors and could affect investor confidence in the accuracy of the company's financial statements.

AI Analysis | Feedback

The clear emerging threat to Legacy Housing is the rapid development and scaling of **3D printed home construction technology**.

Companies are actively developing and deploying 3D-printed homes designed for affordability, speed, and durability, directly competing with the value proposition of traditional manufactured homes. If this technology continues to mature and scale efficiently, it has the potential to offer a superior, faster, and more cost-effective alternative for mass-market affordable housing, potentially rendering traditional manufactured home construction less competitive in the long term.

AI Analysis | Feedback

Legacy Housing Corporation (LEGH) operates in the manufactured homes and tiny houses markets, primarily in the southern United States. The addressable markets for these products in the U.S. are substantial.

Manufactured Homes Market

The U.S. manufactured homes market size has shown varying but significant valuations across different reports. In 2024, the market was valued between approximately USD 24.451 billion and USD 26.85 billion. Other estimates place the market at around USD 27.28 billion in 2025 and USD 14.6 billion in 2026. Projections indicate continued growth, with the market expected to reach approximately USD 19.8 billion by 2031, USD 37.18 billion by 2029, or as high as USD 45.72 billion by 2035. North America, including the U.S., consistently holds a significant share, with one report indicating North America commands 45% of the global manufactured housing market.

Tiny Houses Market

The market for tiny houses in the U.S. and North America also presents a growing opportunity. The U.S. tiny home market is projected to be around USD 1.42 billion in 2026 and is forecast to reach USD 1.79 billion by 2031. Globally, the tiny homes market was valued at approximately USD 5.95 billion in 2024 and is expected to grow to USD 8.20 billion by 2033. North America is a dominant region in this market, accounting for an estimated 54.3% of the global market share in 2024, or 42.5% of the global market with the U.S. comprising 81.7% of the North American share in 2024, translating to an approximate U.S. market value of USD 2.02 billion in 2024. Some reports project the U.S. tiny home market to increase from USD 20.16 billion in 2025 to USD 25.73 billion by 2030.

AI Analysis | Feedback

Here are 3-5 expected drivers of future revenue growth for Legacy Housing (LEGH) over the next 2-3 years:

  1. Expansion of Financing Solutions: Legacy Housing's strategy includes the continued expansion of its financing solutions for customers. This approach is designed to boost home sales and generate a consistent stream of recurring interest and servicing income. In 2025, the consumer loan portfolio saw significant growth, increasing by 14%.
  2. Focus on Workforce Housing and Data Center Opportunities: Company executives have indicated a strategic shift towards targeting the workforce housing market as a promising area for growth. Legacy Housing offers various floorplans and homes specifically designed for workforce communities, which provides housing solutions for personnel near work sites. The company is also exploring opportunities in the data center sector.
  3. Growth of Company-Owned Retail Locations and Enhanced Sales Technology: Legacy Housing is actively working to accelerate revenue growth through a three-pronged approach that includes expanding its network of company-owned retail locations. The company also aims to increase sales volume through its company-owned stores and affiliates by leveraging advanced technology and sales support. Retail store sales increased by 12.7% in 2025. The acquisition of AmeriCasa Solutions LLC in late 2025 further expanded the company's distribution and financing capabilities in Texas, incorporating the FutureHomeX® Platform to enhance the homebuying experience and drive sales growth.
  4. New Product Initiatives and Features (Legacy 250 Initiative / Legacy Ultimate Series): In October 2025, Legacy Housing launched the "Legacy 250 initiative," which features redesigned manufactured homes aimed at delivering the "American Dream." These homes include modern floorplans and innovative features such as taller roof pitches, wider floors, vaulted ceilings, and an optional 8x12 shed storage module. The "Legacy Ultimate Series" was introduced as part of this initiative, with 2026 models designed to celebrate the nation's 250th anniversary. These new products and enhanced features are expected to attract customers and drive sales.

AI Analysis | Feedback

Share Repurchases

  • In 2025, Legacy Housing repurchased 346,406 shares of common stock for $7.6 million.
  • The company's Board of Directors authorized a share repurchase program of up to $10.0 million in November 2022.
  • An additional $10.0 million in share repurchases was authorized on August 6, 2024, with all repurchase programs expiring by October 31, 2025.

Share Issuance

  • Legacy Housing's Chief Financial Officer received a grant of employee stock options for 25,189 shares of common stock on December 19, 2025, with an exercise price of $19.85 per share.
  • The number of shares outstanding for Legacy Housing slightly decreased by 1.18% in 2025 and 0.97% in 2024.

Outbound Investments

  • Legacy Housing completed the acquisition of certain assets of AmeriCasa Solutions LLC for $19.9 million, effective November 1, 2025.
  • This acquisition aimed to expand the company's retail, financing, and SaaS capabilities, particularly in Texas.

Capital Expenditures

  • Capital expenditures were approximately $9.0 million in 2025.
  • The company reported capital expenditures of $9.2 million in 2024 and $7.7 million in 2023.
  • These expenditures are focused on property, plant, equipment, and development, including significant projects such as the "super project in Austin."

Better Bets vs. Legacy Housing (LEGH)

Trade Ideas

Select ideas related to LEGH.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
SKY_3312026_Dip_Buyer_FCFYield03312026SKYChampion HomesDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
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0.0%0.0%0.0%
DPZ_3272026_Dip_Buyer_FCFYield03272026DPZDomino's PizzaDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
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3.1%3.1%0.0%
ETSY_3272026_Dip_Buyer_FCFYield03272026ETSYEtsyDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
5.6%5.6%0.0%
OLLI_3272026_Dip_Buyer_ValueBuy03272026OLLIOllie's Bargain OutletDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
3.1%3.1%0.0%
PATK_3272026_Insider_Buying_GTE_1Mil_EBITp+DE_V203272026PATKPatrick IndustriesInsiderInsider Buys | Low D/EStrong Insider Buying
Companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap
3.4%3.4%-1.6%

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

LEGHSKYCVCOSUIELSUMHMedian
NameLegacy H.Champion.Cavco In.Sun Comm.Equity L.UMH Prop. 
Mkt Price21.5478.74519.99130.0564.6015.3971.67
Mkt Cap0.54.44.116.012.51.34.2
Rev LTM1652,6362,2032,2581,4672621,835
Op Inc LTM4825821643645848237
FCF LTM2826020586433482232
FCF 3Y Avg1120818683930795197
CFO LTM3729723986457182268
CFO 3Y Avg2025621083957295233

Growth & Margins

LEGHSKYCVCOSUIELSUMHMedian
NameLegacy H.Champion.Cavco In.Sun Comm.Equity L.UMH Prop. 
Rev Chg LTM-10.7%8.7%14.3%0.8%1.2%8.8%4.9%
Rev Chg 3Y Avg-13.2%1.0%1.2%-7.6%2.2%10.2%1.1%
Rev Chg Q-29.4%1.8%11.3%-0.9%3.4%8.2%2.6%
QoQ Delta Rev Chg LTM-8.8%0.4%2.7%-0.2%0.8%2.0%0.6%
Op Mgn LTM29.4%9.8%9.8%19.3%31.2%18.3%18.8%
Op Mgn 3Y Avg32.7%10.0%10.1%20.1%29.5%17.4%18.7%
QoQ Delta Op Mgn LTM-0.3%-0.4%-0.7%-0.6%0.1%0.6%-0.4%
CFO/Rev LTM22.6%11.3%10.8%38.3%38.9%31.3%26.9%
CFO/Rev 3Y Avg11.7%11.0%10.5%37.3%39.5%39.9%24.5%
FCF/Rev LTM17.1%9.9%9.3%38.3%22.8%31.3%19.9%
FCF/Rev 3Y Avg6.8%9.0%9.4%37.3%21.2%39.9%15.3%

Valuation

LEGHSKYCVCOSUIELSUMHMedian
NameLegacy H.Champion.Cavco In.Sun Comm.Equity L.UMH Prop. 
Mkt Cap0.54.44.116.012.51.34.2
P/S3.11.71.87.18.55.04.1
P/EBIT10.115.517.492.623.623.420.4
P/E12.320.622.011.732.449.321.3
P/CFO13.814.817.018.521.915.916.5
Total Yield8.1%4.9%4.5%14.2%6.3%7.5%6.9%
Dividend Yield0.0%0.0%0.0%5.7%3.2%5.5%1.6%
FCF Yield 3Y Avg2.4%4.5%5.2%5.3%2.5%7.7%4.9%
D/E0.00.00.00.30.30.60.1
Net D/E-0.0-0.1-0.10.20.30.50.1

Returns

LEGHSKYCVCOSUIELSUMHMedian
NameLegacy H.Champion.Cavco In.Sun Comm.Equity L.UMH Prop. 
1M Rtn14.6%1.6%4.7%-2.4%-4.0%5.1%3.2%
3M Rtn-0.4%-17.4%-23.3%5.2%6.8%-1.7%-1.1%
6M Rtn-5.3%15.7%1.8%7.4%5.6%9.4%6.5%
12M Rtn-10.2%-4.7%9.4%12.8%1.9%-4.8%-1.4%
3Y Rtn-0.9%12.7%80.5%8.0%10.9%23.8%11.8%
1M Excs Rtn9.6%-3.4%-0.3%-7.5%-9.1%-0.0%-1.9%
3M Excs Rtn-0.4%-16.8%-23.1%5.9%7.1%-1.6%-1.0%
6M Excs Rtn-9.2%16.2%-1.9%0.9%-2.4%5.9%-0.5%
12M Excs Rtn-40.9%-37.1%-20.9%-15.4%-27.4%-34.8%-31.1%
3Y Excs Rtn-69.2%-53.9%17.8%-64.9%-64.2%-51.2%-59.1%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Single Segment189    
Consumer, Mobile Home Parks (MHP) and dealer loans interest 29272522
Other 6444
Product sales 222166148143
Total189257198177169


Price Behavior

Price Behavior
Market Price$21.54 
Market Cap ($ Bil)0.5 
First Trading Date12/14/2018 
Distance from 52W High-23.6% 
   50 Days200 Days
DMA Price$20.71$22.53
DMA Trenddowndown
Distance from DMA4.0%-4.4%
 3M1YR
Volatility37.3%34.0%
Downside Capture0.200.34
Upside Capture57.9235.70
Correlation (SPY)35.8%24.8%
LEGH Betas & Captures as of 3/31/2026

 1M2M3M6M1Y3Y
Beta1.781.131.160.530.490.72
Up Beta5.991.581.860.510.530.82
Down Beta0.651.691.770.700.330.43
Up Capture196%83%85%1%28%41%
Bmk +ve Days7162765139424
Stock +ve Days8192955116351
Down Capture167%82%63%86%82%97%
Bmk -ve Days12233358110323
Stock -ve Days14223369131390

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with LEGH
LEGH-6.9%33.9%-0.17-
Sector ETF (XLY)24.8%19.4%1.0238.5%
Equity (SPY)24.2%12.9%1.4925.6%
Gold (GLD)53.4%27.6%1.55-0.3%
Commodities (DBC)26.8%16.2%1.47-12.4%
Real Estate (VNQ)18.7%13.8%1.0043.4%
Bitcoin (BTCUSD)-6.8%42.9%-0.0513.9%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with LEGH
LEGH3.6%41.3%0.20-
Sector ETF (XLY)6.9%23.7%0.2536.2%
Equity (SPY)11.1%17.0%0.5034.3%
Gold (GLD)22.5%17.8%1.036.1%
Commodities (DBC)11.7%18.8%0.513.4%
Real Estate (VNQ)3.9%18.8%0.1135.4%
Bitcoin (BTCUSD)5.8%56.5%0.3214.8%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with LEGH
LEGH6.2%44.1%0.34-
Sector ETF (XLY)12.7%22.0%0.5338.6%
Equity (SPY)14.0%17.9%0.6737.4%
Gold (GLD)14.3%15.9%0.755.9%
Commodities (DBC)8.8%17.6%0.4211.1%
Real Estate (VNQ)5.4%20.7%0.2336.3%
Bitcoin (BTCUSD)67.7%66.9%1.0715.7%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date3312026
Short Interest: Shares Quantity0.9 Mil
Short Interest: % Change Since 3152026-1.7%
Average Daily Volume0.2 Mil
Days-to-Cover Short Interest6.0 days
Basic Shares Quantity23.9 Mil
Short % of Basic Shares3.8%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
11/7/2025-6.0%-11.7%-8.3%
11/14/2024-1.3%-3.6%-3.2%
8/13/20243.1%4.0%6.1%
5/14/20241.0%-0.6%-2.0%
8/11/20230.0%-4.1%-6.0%
3/20/20231.9%2.1%2.2%
9/27/20220.4%5.6%2.1%
11/12/20211.6%-0.2%-0.5%
...
SUMMARY STATS   
# Positive855
# Negative477
Median Positive1.3%4.0%2.2%
Median Negative-1.9%-3.6%-3.2%
Max Positive5.9%5.6%14.9%
Max Negative-6.0%-11.7%-8.3%

SEC Filings

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Report DateFiling DateFiling
12/31/202503/12/202610-K
09/30/202511/07/202510-Q
06/30/202508/07/202510-Q
03/31/202505/12/202510-Q
12/31/202403/12/202510-K
09/30/202411/12/202410-Q
06/30/202408/08/202410-Q
03/31/202405/09/202410-Q
12/31/202303/15/202410-K
09/30/202311/09/202310-Q
06/30/202308/09/202310-Q
03/31/202305/10/202310-Q
12/31/202203/15/202310-K
09/30/202211/08/202210-Q
06/30/202209/23/202210-Q
03/31/202209/12/202210-Q