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CCS Stock Analysis - Century Communities, Inc. AI Rating

CCS NYSE Operative Builders DE CIK: 0001576940
Recently Updated • Analysis: Mar 22, 2026 • SEC Data: 2025-12-31
AI Rating
HOLD
62% Confidence

📊 CCS Key Takeaways

Revenue: $4.1B
Net Margin: 3.6%
Free Cash Flow: $124.3M
Current Ratio: N/A
Debt/Equity: 0.56x
EPS: $4.86
AI Rating: HOLD with 62% confidence

Investment Thesis

Century Communities demonstrates solid operational efficiency with 4.7% operating margins and healthy free cash flow generation of $124.3M, but faces significant headwinds from declining revenues (-6.4% YoY) and sharply compressed net income (-55.8% YoY), suggesting cyclical industry pressures impacting profitability. While balance sheet leverage remains manageable at 0.56x debt-to-equity and operational cash flow remains positive, the company's ability to navigate the residential construction downturn will be critical to recovery.

CCS Strengths

  • + Strong free cash flow generation of $124.3M with 3.0% FCF margin, exceeding net income after capex, indicating quality earnings
  • + Conservative leverage position with debt-to-equity of 0.56x and $1.5B long-term debt manageable relative to $4.5B asset base
  • + Positive operating cash flow of $153.1M demonstrates underlying business generates cash despite top-line contraction

CCS Risks

  • ! Sharp revenue decline of -6.4% YoY with net income plummeting -55.8% YoY signals severe margin compression and cyclical downturn in homebuilding sector
  • ! Critically low gross margin of 2.2% and net margin of 3.6% leave minimal buffer for further cost pressures or market deterioration
  • ! Weak returns on equity (5.7%) and assets (3.3%) with interest coverage of 2.4x suggest limited financial flexibility to weather extended housing market weakness

Key Metrics to Watch

CCS Financial Metrics

Revenue
$4.1B
Net Income
$147.6M
EPS (Diluted)
$4.86
Free Cash Flow
$124.3M
Total Assets
$4.5B
Cash Position
$109.4M

💡 AI Analyst Insight

The relatively thin 3.0% FCF margin may limit capital allocation flexibility. The current ratio below 1.0x warrants monitoring of short-term liquidity.

CCS Profitability Ratios

Gross Margin 2.2%
Operating Margin 4.7%
Net Margin 3.6%
ROE 5.7%
ROA 3.3%
FCF Margin 3.0%

CCS vs Default Sector

How Century Communities, Inc. compares to Default sector averages

Net Margin
CCS 3.6%
vs
Sector Avg 12.0%
CCS Sector
ROE
CCS 5.7%
vs
Sector Avg 15.0%
CCS Sector
Current Ratio
CCS 0.0x
vs
Sector Avg 1.8x
CCS Sector
Debt/Equity
CCS 0.6x
vs
Sector Avg 0.7x
CCS Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

CCS Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.56x
Debt/Assets
41.9%
Interest Coverage
2.39x
Long-term Debt
$1.5B

CCS 5-Year Financial Trend

CCS 5-year financial data: Year 2021: Revenue $4.2B, Net Income $113.0M, EPS $3.62. Year 2022: Revenue $4.5B, Net Income $206.2M, EPS $6.13. Year 2023: Revenue $4.5B, Net Income $498.5M, EPS $14.47. Year 2024: Revenue $4.5B, Net Income $525.1M, EPS $15.92. Year 2025: Revenue $4.4B, Net Income $259.2M, EPS $8.05.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Century Communities, Inc.'s revenue has shown modest growth of 4% over the 5-year period. The most recent EPS of $8.05 reflects profitable operations.

CCS Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
3.0%
Free cash flow / Revenue

CCS Quarterly Performance

Quarterly financial performance data for Century Communities, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $980.3M $37.4M $1.25
Q2 2025 $1.0B $34.9M $1.14
Q1 2025 $903.2M $39.4M $1.26
Q3 2024 $889.4M $83.0M $2.58
Q2 2024 $844.2M $51.4M $1.60
Q1 2024 $753.0M $33.3M $1.04
Q3 2023 $889.4M $83.2M $2.58
Q2 2023 $844.2M $51.4M $1.60

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

CCS Capital Allocation

Operating Cash Flow
$153.1M
Cash generated from operations
Stock Buybacks
$143.6M
Shares repurchased (TTM)
Capital Expenditures
$28.8M
Investment in assets
Dividends Paid
$34.7M
Returned to shareholders

CCS SEC Filings

Access official SEC EDGAR filings for Century Communities, Inc. (CIK: 0001576940)

📋 Recent SEC Filings

Date Form Document Action
Mar 12, 2026 4 xslF345X05/primary_01.xml View →
Feb 13, 2026 4 xslF345X05/primary_01.xml View →
Feb 10, 2026 4 xslF345X05/primary_01.xml View →
Feb 6, 2026 4 xslF345X05/primary_01.xml View →
Feb 6, 2026 4 xslF345X05/primary_01.xml View →

Frequently Asked Questions about CCS

What is the AI rating for CCS?

Century Communities, Inc. (CCS) has an AI rating of HOLD with 62% confidence, based on fundamental analysis of SEC EDGAR filings.

What are CCS's key strengths?

Strong free cash flow generation of $124.3M with 3.0% FCF margin, exceeding net income after capex, indicating quality earnings. Conservative leverage position with debt-to-equity of 0.56x and $1.5B long-term debt manageable relative to $4.5B asset base.

What are the risks of investing in CCS?

Sharp revenue decline of -6.4% YoY with net income plummeting -55.8% YoY signals severe margin compression and cyclical downturn in homebuilding sector. Critically low gross margin of 2.2% and net margin of 3.6% leave minimal buffer for further cost pressures or market deterioration.

What is CCS's revenue and growth?

Century Communities, Inc. reported revenue of $4.1B.

Does CCS pay dividends?

Century Communities, Inc. pays dividends, with $34.7M distributed to shareholders in the trailing twelve months.

Where can I find CCS SEC filings?

Official SEC filings for Century Communities, Inc. (CIK: 0001576940) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CCS's EPS?

Century Communities, Inc. has a diluted EPS of $4.86.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 22, 2026 | Data as of: 2025-12-31 | Powered by Claude AI