Taylor Morrison (TMHC)
NYSEConsumer DiscretionaryResidential ConstructionSnapshot 2026-09-04
$72.45-0.03%
Close 2026-07-23 · 1-day change
NYSEConsumer DiscretionaryResidential ConstructionSnapshot 2026-09-04
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 growth depends on completing its merger with Berkshire Hathaway. Recent financial performance is strong, with a 33% earnings surprise in Q1 FY2026. TMHC trades at typical peer multiples, reflecting a market that expects continued growth. The next-quarter miss probability is 17%, indicating a risk of earnings guidance cuts. Peer multiples imply a price about 0% below where it trades. Our read remains intact.
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).
Based on 3 Wall Street analysts offering 12-month price targets for TMHC in the last 4 months.
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Compare TMHC with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| 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 2026-09-04. 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.
Current $72.45
The last 12 months of price, then the range of analyst 12-month targets from today’s $72.45.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average 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.