Tri Pointe Homes, Inc. (TPH)
NYSEConsumer DiscretionaryResidential ConstructionSnapshot 2026-10-30
NYSEConsumer DiscretionaryResidential ConstructionSnapshot 2026-10-30
Research Workspace
Put TPH beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Primary pillar under pressure — Gross margin stays above 21.8% in 2025: Gross margin: -14.47%.
View ThesisRevenue is contracting — down about 25% over the past year.
View GrowthManagement screens weak on capital allocation, margins, market reaction to earnings.
View ManagementModerate volatility — typically moves about 0% a day.
View RiskTPH's case depends on revenue recovering after a sharp contraction, though its latest quarter missed. Q1 FY2026 revenue fell 29.7% year over year, and reported GAAP EPS missed consensus. No valuation bridge or priced-in assessment is available, so the market's expectations are unclear. Reported profits are weakly backed by cash, and management is described as unsteady. Our model puts the next-quarter miss probability near 29%. Gross margin remains above its 2025 threshold, but the margin pillar is under pressure. Our standing thesis is on watch; this read is provisional.
Trailing returns as of 2026-05-13. TPH is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 6 analysts currently covering TPH (as of May 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| TPH 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 2026-10-30. 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 TPH next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
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 2026-05-13. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.