Obermatt

Black Label Collectors

NSQ:LEGH · US52472M1018
Household DurablesSmall

360

81
EV / EBIT67
Price / Owner Earnings25
Owner Earnings Yield60
Dividend Yield1
Price/Sales3
EV / Gross Profit6
Price/Book61
Return on Capital75
Cash Return on Capital62
Return on Equity65
EBIT Margin100
Gross Profitability30
Cash Conversion41
Accruals16
Owner Earnings Margin98
Sales growth98
Profit Growth38
Long-Term EPS Growth85
Owner Earnings Growth32
Reinvestment55
Price momentum52
Debt load100
Refinancing35
Debt Payback100
Liquidity95
Analyst ratings78
Opinion Changes50
Price Target Upside15
Market mood23
Value Creation6/20not creating value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Black Label Collectors doesn't consistently earn more than its cost of capital, so it isn't yet creating shareholder value.

Profile

CountryUSA
IndustryHousehold Durables
SizeSmall
TypePublic Company
ExchangeNASDAQGS
Founded2018
Employees132
ISINUS52472M1018
Last UpdateApr 2, 2026
Themes
Home ImprovementConsumer LendingReal Estate

Description

Legacy Housing Corporation (‘Legacy’) engages in the building, sale, and financing of manufactured homes and 'tiny houses' that are distributed through a network of independent retailers and company-owned stores and are also sold directly to manufact…

Analysis

Middle-of-the-road

Legacy Housing Corporation is a middle-of-the-road business: neither the economics nor the price stand out from the peer group.

The price is fair. You pay 16.8× its owner earnings: the cash an owner could take out each year, which is in the historically fair zone. At today's price, the market is assuming roughly 4% yearly growth; analysts expect 15%. The price, in other words, assumes less than the experts do.

The trajectory is solid and the balance sheet is sturdy. The company scores 6/20 on our value-creation score: not creating value.

Nothing is flagged here: no red or amber gates, no divergence between profits and cash. That is itself information: the numbers are straightforward. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
70
2023202420252026

All-time high

77

Jan 2025

All-time low

55

Jan 2023

Average rank

71

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
3
7
9
11
Price/Earnings
72
42
74
36
Price/Book
61
52
64
50
Dividend Yield
1
1
1
1
Value (overall)
14
17
27
17

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →