Century Communities, Inc. (CCS)
NYSEConsumer DiscretionaryResidential ConstructionSnapshot 2026-10-29
NYSEConsumer DiscretionaryResidential ConstructionSnapshot 2026-10-29
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Put CCS beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Discretionary is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is contracting — down about 8% over the past year.
View GrowthMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 35% in its worst 12-month stretch.
View RiskCentury Communities depends on growing home deliveries and revenue, but its latest quarter missed expectations. That miss challenges the growth case after two earlier quarterly earnings beats. The shares trade at 10.1× P/E versus a 15.2× peer median and 11.8× historical multiple. The price reflects less growth than our forecast, despite the latest miss. A 20% next-quarter miss probability and weak cash backing for reported profits threaten the case. The shares have fallen 16% from their recent high, signaling thesis repricing risk. Peer multiples imply a price about 30% above where it trades. Our read remains intact; this read is provisional.
Trailing returns as of 2026-10-30. CCS is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 2 analysts currently covering CCS (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CCS Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Homebuilding — fair value, gap to price, and forward P/E.
Compare the value case
Put CCS next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase home deliveries and revenue growth
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
2026 delivery and revenue expectations signal growth, though acquisition contribution and execution remain uncertain.

Threatens: Improve operating income
Earnings and revenue misses challenge near-term operating income improvement and revenue growth.

Threatens: Increase home deliveries and revenue growth
Downgrade suggests worsening market conditions affecting growth.

Advances: Disciplined capital allocation with share repurchases and dividends
Increased credit commitments support disciplined capital allocation.

Threatens: Focus on revenue growth
Weak demand outlook may hinder revenue growth.
Advances: Focus on revenue growth
Brand repositioning could drive revenue growth.
Advances: Focus on revenue growth
New projects support revenue growth objectives.