Can CCS sustain its EPS momentum into 2025?
4/5/2025 01:17pm
**Century Communities' (CCS) ability to sustain its EPS momentum into 2025 is uncertain** based on several factors:
1. **Recent Performance**: CCS has recently reported an EPS of $3.49 for Q4 2024, which beats the forecast by $0.31. This indicates a strong performance in the immediate term.
|code|Ticker|Name|Date|Diluted EPS YoY|Diluted EPS|market_code|
|---|---|---|---|---|---|---|
|CCS|CCS.N|Century Communities|2024 Q1|92.3076923076923|2|169|
|CCS|CCS.N|Century Communities|2024 Q2|63.124999999999986|2.61|169|
|CCS|CCS.N|Century Communities|2024 Q3|0.3875968992247979|2.59|169|
2. **Growth Rate Considerations**: However, the 3-year EPS CAGR is negative at -20.27%, and the 3-year net income CAGR is also negative at -1.2%. This suggests a decline in earnings over the medium term, which could be a concern for sustainability.
3. **Analyst Expectations**: There are no available data on analyst expectations for CCS' EPS in 2025. The absence of an EPS growth rate or target makes it difficult to assess sustainability.
4. **Dividend Yield**: The dividend yield of CCS is 1.67% as of April 4, 2025. While this is not a high yield, it does indicate that the company is returning capital to shareholders, which could be a positive sign for its financial health.
|code|Ticker|Name|Date|Payout Ratio|Dividend Yield (TTM)|market_code|
|---|---|---|---|---|---|---|
|CCS|CCS.N|Century Communities|20240405|1.64784115116587|1.0861754985754986|169|
|CCS|CCS.N|Century Communities|20240406|1.64784115116587||169|
|CCS|CCS.N|Century Communities|20240407|1.64784115116587||169|
|CCS|CCS.N|Century Communities|20240408|1.64784115116587|1.0846921588710594|169|
|CCS|CCS.N|Century Communities|20240409|1.64784115116587|1.0740579220193824|169|
|CCS|CCS.N|Century Communities|20240410|1.64784115116587|1.1387323775388292|169|
|CCS|CCS.N|Century Communities|20240411|1.64784115116587|1.1372377997852285|169|
|CCS|CCS.N|Century Communities|20240412|1.64784115116587|1.144612705656299|169|
|CCS|CCS.N|Century Communities|20240413|1.64784115116587||169|
|CCS|CCS.N|Century Communities|20240414|1.64784115116587||169|
5. **Strategic Initiatives**: CCS has been actively expanding its market presence through new community launches and affordable housing initiatives. These strategic moves could positively influence its financial performance and potentially its EPS if these new initiatives contribute significantly to revenue growth.
In conclusion, while CCS has shown a strong performance recently, the negative trend in EPS and net income over the last three years, along with the lack of available analyst expectations, makes it challenging to confidently predict EPS sustainability into 2025. The company's strategic initiatives and dividend yield are positive indicators, but they do not guarantee continued EPS growth. Therefore, close monitoring of CCS' financial performance and market conditions will be necessary to assess its EPS momentum in 2025.