Geo Group (The) REIT (GEO) vs Meritage Homes (MTH)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Geo Group (The) REIT (GEO) has outperformed Meritage Homes (MTH) over the past year, gaining 61.9% versus a loss of 13.9%. Over five years, GEO leads with a +267.3% price change compared with +18.3% for MTH. Geo Group (The) REIT is the larger company by market cap ($4.07 billion vs $3.90 billion), about 1.0 times the size.
On valuation, Meritage Homes trades at a lower forward P/E (10.7x vs 18.0x for Geo Group (The) REIT). Meritage Homes pays a dividend yielding 3.04%, while Geo Group (The) REIT does not currently pay one.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | GEO | MTH |
|---|---|---|
| Share price | $30.92 | $59.90 |
| Market cap | $4.07B | $3.90B |
| 1-day change | +1.31% | -0.28% |
| YTD return | +89.33% | -8.71% |
| 1-year return | +61.91% | -13.85% |
| 5-year return | +267.27% | +18.33% |
| P/E ratio (TTM) | 14.52 | 12.51 |
| Forward P/E | 18.00 | 10.67 |
| EPS (TTM) | $2.13 | $4.79 |
| Dividend yield | 0.00% | 3.04% |
| Annual dividend | $0.00 | $1.82 |
| Revenue (latest FY) | $2.63B | — |
| Revenue growth (YoY) | +8.58% | — |
| Net income (latest FY) | $254.37M | $453.01M |
| Operating margin | 9.78% | — |
| Net margin | 9.67% | — |
| 52-week high | $33.17 | $85.38 |
| 52-week low | $12.51 | $58.03 |
| Distance from 52-week high | -6.78% | -29.84% |
| Analyst consensus | strong_buy | buy |
| Avg. price target upside | +22.09% | +30.22% |
| Average volume | 2.14M | 818.14K |
| Shares outstanding | 131.62M | 65.17M |
| Employees | 18,000 | 1,860 |
| Sector | Consumer Discretionary | Consumer Discretionary |
| Industry | Homebuilding | Homebuilding |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- GEO has outperformed MTH by 75.8 percentage points over the past year.
- Meritage Homes offers a meaningfully higher dividend yield (3.04% vs 0.00%).
About Geo Group (The) REIT
GEO stock →The GEO Group, Inc. a diversified government service provider, specializing in design, financing, development, and support services for secure facilities, processing centers, and community reentry centers in the United States, Australia, South Africa, and the United Kingdom.
Consumer Discretionary · Homebuilding · 18,000 employees
About Meritage Homes
MTH stock →Meritage Homes Corporation, together with its subsidiaries, designs and builds single-family attached and detached homes in the United States. The company operates through two segments: Homebuilding and Financial Services.
Consumer Discretionary · Homebuilding · 1,860 employees
GEO vs MTH FAQ
Which is bigger, Geo Group (The) REIT or Meritage Homes?
Geo Group (The) REIT (GEO) is larger, with a market capitalization of $4.07B compared with $3.90B for Meritage Homes (MTH).
Which stock has performed better over the past year, GEO or MTH?
GEO returned +61.91% over the past 12 months, compared with -13.85% for MTH (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, GEO or MTH?
MTH has the lower trailing P/E at 12.5, versus 14.5 for GEO. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Geo Group (The) REIT or Meritage Homes?
Meritage Homes pays a dividend yielding 3.04%, while Geo Group (The) REIT does not currently pay a regular dividend.
Are Geo Group (The) REIT and Meritage Homes in the same industry?
Yes. Both are classified in the Homebuilding industry within the Consumer Discretionary sector.