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RBC Capital sees ‘healthy’ long-term runway for Smith Douglas Homes

RBC Capital sees ‘healthy’ long-term runway for Smith Douglas Homes

RBC Capital analyst Mike Dahl keeps a Sector Perform rating and $26 price target for Smith Douglas Homes after its Q4 results. The company’s earnings growth and return on tangible equity trajectory support the stock’s premium multiple, and the firm sees a healthy long-term runway, though the early miss on the FY24 outlook reinforces its wait-and-see approach on execution against strong growth targets, the analyst tells investors in a research note.

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