Tri Pointe Homes, Inc. (TPH)
NYSEConsumer DiscretionaryResidential ConstructionSnapshot 2026-09-15
NYSEConsumer DiscretionaryResidential ConstructionSnapshot 2026-09-15
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: GM guidance 21.8% vs 21.8% target.
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 growth depends on maintaining gross margins above 21.8% to justify its price. Revenue fell 29.7% year over year, and the last quarter missed expectations. TPH trades at a valuation that is below typical for its sector peers. This suggests that the market may not fully reflect the risks associated with its recent performance. A specific risk is the 28% probability of missing outlooks in the next quarter. Peer multiples imply a price about 21% below where it trades. Our 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 TPH 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 |
|---|---|---|---|---|---|
| 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 2026-09-15. 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.