What changed
$MRP — BUY 📊
Millrose Properties, Inc. is the premier homesite option platform for residential homebuilders.
🎯 Q2 2026 | Rev $0B | EPS $0.74 vs $0.74 ➖
💡 The market is pricing MRP as if the AFFO ramp will fail or the sector multiple will stay at depressed levels, despite the company's clear catalyst of $1B in near-term deployment. Consensus seems anchored to the in-line EPS print, ignoring the forward guidance that implies a 50%+ AFFO jump.
📉 Reward/risk: 8.2:1
🏢 Business Quality: 7/10
📊 Valuation: cheap — current P/E of 9.9x is well below the sector bear case of 12x and dramatically below the 32.9x base peer multiple; DCF and FCF yield checks...
🔮 Catalyst: Q2 2026 earnings confirming AFFO run rate of at least $0.78
💰 Entry: $29.4, stop $20.05, target $106.27
📊 Our read: BUY. Full analysis →
https://stockduty.xyz/s/MRP0625