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MRP

Millrose Properties, Inc.

MRP

NYSE·Real Estate·REIT - Residential·Mkt cap $4.9B

$32.02

+0.95%

P/E

11.16

Mkt Cap

$4.9B

52-Wk Range

$26.30–$35.45

52-Week Range

$26.30 - $35.45

P/E

11.16

Fwd P/E

10.31

Beta

0.30

Div Yield

9.40%

Avg Vol

1.5M

Shares Out

154.2M

Mkt Cap

$4.9B

Price action

Price chart

Down 6.6% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Proprietary homesite option platform technology
  • Capital-efficient business model reducing developer leverage
  • Institutional-grade real estate deals available to retail investors
  • Strong alignment with homebuilder growth strategies

Bear Case

1 risk

  • Low volatility (beta 0.3).

Growth

Stable outlook

Increasing homebuilder demand for capital-efficient land solutions

Value

Trading at 0.4x sector peers — a discount despite the growth profile.

Momentum

Strong

+10.7% over 3m

Quality

Excellent

Emerging growth company (31% revenue growth). Early stage with higher risk.

Dividend

High yield

9.40% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 22, 2026

Q3 26 RECAP

AUG 4, 2026

Reported EPS of $0.76 vs $0.75 consensus (+0.9% surprise). Revenue of $196.9M vs $202.0M expected (-2.5%).

EPS beat +0.9%
Revenue miss

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+0.9%

Revenue trend · last 8Q

-34%

+45%

+154%

+136%

+32%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$123.7M

-$348.1M

$82.7M

$149.0M

$179.3M

$189.5M

$194.9M

$196.9M

Margins · last 8Q

Gross

-99.0%

Operating

85.2%

Profit

64.0%

Wall Street consensus

Analyst coverage

Live ratings and price targets aggregated across covering analysts.

vs Industry

How MRP stacks vs REIT - Residential

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.