Taylor Morrison (TMHC)
NYSEConsumer DiscretionaryResidential ConstructionSnapshot 2026-10-29
$72.45-0.03%
Close 2026-07-23 · 1-day change
NYSEConsumer DiscretionaryResidential ConstructionSnapshot 2026-10-29
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 reported profits are not well backed by cash, despite strong recent performance. Revenue fell 26.8% year over year in Q1 FY2026, despite an earnings beat. The latest non-GAAP earnings were 1.12 versus consensus of 0.84. No valuation-bridge data or priced-in expectations are available for TMHC. Our model puts the next-quarter miss probability at 17%. The thesis remains intact, though frequent corporate change adds risk. The 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.
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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 2026-10-29. 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.