WallStSmart

Smith Douglas Homes Corp. (SDHC)vsCorporación Inmobiliaria Vesta, S.A.B de C.V. (VTMX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Smith Douglas Homes Corp. generates 225% more annual revenue ($952.84M vs $292.84M). VTMX leads profitability with a 112.0% profit margin vs 0.9%. VTMX trades at a lower P/E of 9.0x. VTMX earns a higher WallStSmart Score of 60/100 (C+).

SDHC

Hold

40

out of 100

Grade: D

Growth: 3.3Profit: 5.0Value: 6.0Quality: 7.5
Piotroski: 2/9Altman Z: 5.55

VTMX

Buy

60

out of 100

Grade: C+

Growth: 8.0Profit: 8.0Value: 5.7Quality: 7.5
Piotroski: 4/9Altman Z: 1.70
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for SDHC.

VTMXSignificantly Overvalued (-68.6%)

Margin of Safety

-68.6%

Fair Value

$19.55

Current Price

$34.65

$15.10 premium

UndervaluedFair: $19.55Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SDHC3 strengths · Avg: 8.7/10
Altman Z-ScoreHealth
5.5510/10

Safe zone — low bankruptcy risk

P/E RatioValuation
16.3x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

VTMX5 strengths · Avg: 10.0/10
P/E RatioValuation
9.0x10/10

Attractively priced relative to earnings

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Profit MarginProfitability
112.0%10/10

Keeps 112 of every $100 in revenue as profit

Operating MarginProfitability
77.6%10/10

Strong operational efficiency at 77.6%

EPS GrowthGrowth
584.0%10/10

Earnings expanding 584.0% YoY

Areas to Watch

SDHC4 concerns · Avg: 3.0/10
Market CapQuality
$128.88M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.9%3/10

0.9% margin — thin

Operating MarginProfitability
2.7%3/10

Operating margin of 2.7%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

VTMX1 concerns · Avg: 4.0/10
Altman Z-ScoreHealth
1.704/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : SDHC

The strongest argument for SDHC centers on Altman Z-Score, P/E Ratio, Price/Book.

Bull Case : VTMX

The strongest argument for VTMX centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 112.0% and operating margin at 77.6%. Revenue growth of 14.3% demonstrates continued momentum.

Bear Case : SDHC

The primary concerns for SDHC are Market Cap, Profit Margin, Operating Margin. Thin 0.9% margins leave little buffer for downturns.

Bear Case : VTMX

The primary concerns for VTMX are Altman Z-Score.

Key Dynamics to Monitor

SDHC profiles as a value stock while VTMX is a mature play — different risk/reward profiles.

SDHC carries more volatility with a beta of 0.88 — expect wider price swings.

VTMX is growing revenue faster at 14.3% — sustainability is the question.

VTMX generates stronger free cash flow (11M), providing more financial flexibility.

Bottom Line

VTMX scores higher overall (60/100 vs 40/100), backed by strong 112.0% margins and 14.3% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Smith Douglas Homes Corp.

REAL ESTATE · REAL ESTATE - DEVELOPMENT · USA

Smith Douglas Homes Corp. The company is headquartered in Woodstock, Georgia.

Corporación Inmobiliaria Vesta, S.A.B de C.V.

REAL ESTATE · REAL ESTATE - DEVELOPMENT · USA

Corporacin Inmobiliaria Vesta, S.A.B. de C.V., acquires, develops, manages, operates, and leases industrial buildings and distribution centers in Mexico. The company is headquartered in Mexico City, Mexico.

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