Taylor Morrison (TMHC)
NYSEConsumer DiscretionaryResidential ConstructionSnapshot 2026-11-04
$72.45-0.03%
Close 2026-07-23 · 1-day change
NYSEConsumer DiscretionaryResidential ConstructionSnapshot 2026-11-04
Research Workspace
Put TMHC beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
The reason to own it still holds.
View ThesisRevenue is contracting — down about 9% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 19%.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 0% a day.
View RiskTMHC's strong recent performance has to keep compounding to justify the price. Revenue fell 26.8% year over year in the latest quarter. The company beat earnings expectations by 33.3% in Q1 FY2026. No valuation bridge data is available to compare multiples. Reported profits are not well backed by cash flow. Management is unsteady with frequent disruptive corporate change. The market cycle is currently in a Mania phase. Our model puts the next-quarter miss probability near 20%. The thesis is on watch. This read is provisional.
Trailing returns as of 2026-07-23. TMHC is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 7 analysts currently covering TMHC (as of Aug 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare TMHC with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| TMHC Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Homebuilding — fair value, gap to price, and forward P/E.
Compare the value case
Put TMHC next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Complete merger with Berkshire Hathaway
Berkshire's investment supports merger completion.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-23. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Complete merger with Berkshire Hathaway
Merger completion aligns with management's objective.
Advances: Complete merger with Berkshire Hathaway
Berkshire's investment supports merger completion and management's strategy.
Advances: Complete merger with Berkshire Hathaway
Berkshire's involvement supports merger completion.
Advances: Complete merger with Berkshire Hathaway
Berkshire's commitment solidifies merger and enhances growth potential.
Advances: Complete merger with Berkshire Hathaway
Berkshire's commitment solidifies merger and enhances growth potential.
Advances: Complete merger with Berkshire Hathaway
Berkshire Hathaway's acquisition confirms merger completion.
Advances: Complete merger with Berkshire Hathaway
Shareholder approval confirms merger with Berkshire Hathaway.