Taylor Morrison Home (TMHC) Stock Overview
Operates as a homebuilder and land developer in the United States. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 0/6 |
| Past Performance | 2/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
TMHC Community Fair Values
Create NarrativeSee what 15 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Taylor Morrison Home Corporation Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$71.55 |
| 52 Week High | US$72.50 |
| 52 Week Low | US$54.15 |
| Beta | 1.51 |
| 1 Month Change | 18.48% |
| 3 Month Change | 12.55% |
| 1 Year Change | 28.11% |
| 3 Year Change | 61.66% |
| 5 Year Change | 144.28% |
| Change since IPO | 210.55% |
Recent News & Updates
Seeking Alpha • May 16
Taylor Morrison Home Remains Deeply Undervalued Even As Havoc Reigns
Summary Taylor Morrison Home Corporation remains a compelling buy in the homebuilding sector despite near-term headwinds and recent operational softness. TMHC's differentiation through resort lifestyle communities and a high-credit, high-income customer base positions it well for future demand recovery. Financials show revenue and unit declines, but shares remain attractively valued both absolutely and relative to peers, supporting a continued buy rating. Long-term catalysts include a persistent US housing shortage and anticipated interest rate declines, which should drive renewed homebuyer activity and profit growth. Read the full article on Seeking Alpha
Narrative Update • May 13
TMHC: Long Term Closing Run Rate Progress Will Support Future P/E Multiple
Analyst fair value for Taylor Morrison Home has been nudged higher to $70.22 from $70.11, as recent price target revisions, including both increases and cuts across several firms, point to mixed views on growth, profitability and the appropriate P/E multiple for the stock. Analyst Commentary Recent Street research on Taylor Morrison Home highlights a split view on where the stock should trade, with some firms lifting price targets and others trimming them or lowering ratings.Narrative Update • Apr 25
TMHC: Long Term Closing Run Rate Aims And Buybacks Will Shape Future Multiple
Analysts have trimmed the consolidated price target for Taylor Morrison Home to about $70.11 from roughly $70.67. This reflects slightly lower fair value estimates and modestly softer assumptions for revenue growth, profit margins, and future P/E, even as several recent target increases have occurred alongside a downgrade and target cuts from other firms.Recent updates
Seeking Alpha • May 16
Taylor Morrison Home Remains Deeply Undervalued Even As Havoc Reigns
Summary Taylor Morrison Home Corporation remains a compelling buy in the homebuilding sector despite near-term headwinds and recent operational softness. TMHC's differentiation through resort lifestyle communities and a high-credit, high-income customer base positions it well for future demand recovery. Financials show revenue and unit declines, but shares remain attractively valued both absolutely and relative to peers, supporting a continued buy rating. Long-term catalysts include a persistent US housing shortage and anticipated interest rate declines, which should drive renewed homebuyer activity and profit growth. Read the full article on Seeking AlphaNarrative Update • May 13
TMHC: Long Term Closing Run Rate Progress Will Support Future P/E Multiple
Analyst fair value for Taylor Morrison Home has been nudged higher to $70.22 from $70.11, as recent price target revisions, including both increases and cuts across several firms, point to mixed views on growth, profitability and the appropriate P/E multiple for the stock. Analyst Commentary Recent Street research on Taylor Morrison Home highlights a split view on where the stock should trade, with some firms lifting price targets and others trimming them or lowering ratings.Narrative Update • Apr 25
TMHC: Long Term Closing Run Rate Aims And Buybacks Will Shape Future Multiple
Analysts have trimmed the consolidated price target for Taylor Morrison Home to about $70.11 from roughly $70.67. This reflects slightly lower fair value estimates and modestly softer assumptions for revenue growth, profit margins, and future P/E, even as several recent target increases have occurred alongside a downgrade and target cuts from other firms.Narrative Update • Apr 10
TMHC: Long Term Closing Run Rate Ambitions Will Support Multiple Re Rating
Narrative Update Analysts have trimmed their price expectations for Taylor Morrison Home, with the updated fair value estimate moving from about $73.63 to roughly $70.67 as they factor in slightly higher discount rates, modestly softer revenue assumptions, and a lower future P/E multiple, partly offset by a small improvement in expected profit margin. Analyst Commentary Recent Street research on Taylor Morrison Home shows a mix of optimism around the company’s long term plans and caution around nearer term earnings risk and valuation assumptions.Narrative Update • Feb 28
TMHC: Buyer Mix And Margin Resilience Will Support Re Rating Potential
Analysts have raised their average price target on Taylor Morrison Home by $6. They suggest the stock's previous valuation discount may be overly severe, even as they continue to highlight ongoing risks related to earnings and housing affordability.Narrative Update • Feb 14
TMHC: Fair Value View Balances EPS Risk And Peer Discount Potential
Narrative Update Analysts have nudged their price target on Taylor Morrison Home to about $73.63. This reflects updated assumptions on discount rates, revenue trends, profit margins, and a higher future P/E, supported by recent research that highlights both EPS risk and an unwarranted valuation discount versus peers.Analysis Article • Feb 01
The Return Trends At Taylor Morrison Home (NYSE:TMHC) Look Promising
What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
New Narrative • Jan 25
Cautious Land Investment And Rental Expansion Will Constrain Margins Yet Keep Outlook Balanced
Catalysts About Taylor Morrison Home Taylor Morrison Home is a U.S. homebuilder focused on entry level, move up and resort lifestyle buyers, along with single family rental communities through its Yardly platform. What are the underlying business or industry changes driving this perspective?Narrative Update • Jan 06
TMHC: Share Repurchases Will Support Future Earnings Power And Capital Returns
Analysts kept their price target for Taylor Morrison Home steady at US$73.00, citing updated assumptions that include a slightly higher discount rate and a modestly higher future P/E multiple to reflect their current view of the stock’s risk and earnings profile. What's in the News From July 1, 2025 to September 30, 2025, Taylor Morrison Home repurchased 1,277,533 shares for US$83.03 million, representing 1.29% of its shares.Analysis Article • Jan 02
Are Investors Undervaluing Taylor Morrison Home Corporation (NYSE:TMHC) By 22%?
Key Insights The projected fair value for Taylor Morrison Home is US$75.92 based on 2 Stage Free Cash Flow to Equity...Narrative Update • Dec 22
TMHC: Share Repurchases Will Support Earnings Power Amid Modest Margin Pressure
Analysts have trimmed their price target on Taylor Morrison Home by 1.7 percent, from 74.25 dollars to 73.00 dollars, citing slightly higher discount rates, marginally lower profit margin expectations, and a modestly reduced future price to earnings multiple. What's in the News Taylor Morrison Home completed a share repurchase tranche between July 1, 2025 and September 30, 2025, buying back 1,277,533 shares, or about 1.29 percent of its outstanding stock, for 83.03 million dollars (Key Developments) Under the buyback program announced on October 23, 2024, the company has now repurchased a total of 6,473,036 shares, representing roughly 6.39 percent of its share base, for an aggregate 399.01 million dollars (Key Developments) Valuation Changes Fair Value Estimate, reduced slightly from 74.25 dollars to 73.00 dollars, reflecting a modestly lower projected intrinsic value per share.Narrative Update • Dec 08
TMHC: Sector Tailwinds Will Support Earnings Power Despite Limited Fed Cut Impact
Analysts have modestly increased their fair value estimate for Taylor Morrison Home to $74.25 from $73.63, citing updated price targets that reflect supportive sector dynamics, despite expectations that the recent Fed rate cut will not materially alter near term housing market trends. Analyst Commentary Analyst commentary on Taylor Morrison Home reflects a broadly constructive stance on the company’s execution and earnings outlook, even as the macro backdrop for housing remains largely unchanged following the recent Fed rate cut.Narrative Update • Nov 24
TMHC: Recent Fed Cut Will Maintain Resilient Sector Performance Through Year End
Narrative Update on Taylor Morrison Home Analysts have raised their price target for Taylor Morrison Home by $3 to $75. They cite updated homebuilder sector valuations and expectations that recent changes in interest rates are unlikely to significantly shift the near-term housing market outlook.Narrative Update • Nov 07
TMHC: Recent Fed Rate Cut Will Support Near-Term Housing Demand
Narrative Update on Taylor Morrison Home Analysts have slightly lowered their fair value estimate for Taylor Morrison Home from $74.63 to $73.63. This change reflects updated views on market growth and profit expectations following recent industry assessments.Narrative Update • Oct 23
Analysts Adjust Taylor Morrison Home Outlook Amid Modest Valuation Decline and Buyback Activity
Analysts have modestly lowered their fair value estimate for Taylor Morrison Home to $74.63 from $76. This change is based on updated price targets and expectations that recent interest rate changes will have limited impact on the housing market's trajectory.Analysis Article • Oct 02
An Intrinsic Calculation For Taylor Morrison Home Corporation (NYSE:TMHC) Suggests It's 44% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, Taylor Morrison Home fair value estimate is US$119 Current...Analysis Article • Sep 07
The Return Trends At Taylor Morrison Home (NYSE:TMHC) Look Promising
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Narrative Update • Aug 27
Order Declines And Discounting Will Erode Future Performance
Despite a significantly lower consensus revenue growth forecast and a notable rise in future P/E, the consensus analyst price target for Taylor Morrison Home has increased from $72.52 to $76.00. What's in the News Repurchased 1,729,436 shares (1.72%) for $110.07 million from April 1 to June 30, 2025.Analysis Article • Aug 24
Is Now The Time To Look At Buying Taylor Morrison Home Corporation (NYSE:TMHC)?
Taylor Morrison Home Corporation ( NYSE:TMHC ), is not the largest company out there, but it received a lot of...Analysis Article • Jul 20
Insufficient Growth At Taylor Morrison Home Corporation (NYSE:TMHC) Hampers Share Price
With a price-to-earnings (or "P/E") ratio of 6.9x Taylor Morrison Home Corporation ( NYSE:TMHC ) may be sending very...Analysis Article • Jun 19
These 4 Measures Indicate That Taylor Morrison Home (NYSE:TMHC) Is Using Debt Reasonably Well
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Mar 16
Taylor Morrison Home: Buying This Dip Makes Sense
Summary Recent months have not been kind to Taylor Morrison Home Corporation, even as the company continues to grow and trade on the cheap. The firm has seen strong financial performance with revenue up 16.7%, net income rising from $172.6M to $242.5M, and significant operating cash flow improvements. Concerns include a drop in backlog homes, rising cancellation rates, and potential labor shortages, but net new orders and share buybacks indicate confidence. Shares are attractively priced, making Taylor Morrison Home Corporation a compelling opportunity, despite market uncertainties and potential economic challenges. Read the full article on Seeking AlphaSeeking Alpha • Sep 01
Taylor Morrison Home Corporation: Despite Weaknesses, Picture For The Business Is Bullish
Summary Taylor Morrison Home Corporation has seen significant stock appreciation despite mediocre financial performance, driven by undervaluation and a growing backlog of home orders. Revenue, profits, and cash flows have declined due to high interest rates impacting home prices, but the company remains attractively priced compared to peers. Improved cancellation rates and a potential future cut in interest rates could boost housing demand and home prices, supporting a continued 'buy' rating. Read the full article on Seeking Alpha
New Narrative • Aug 28
Sustaining Growth In Shifting Housing Markets
Diversified consumer and geographic strategies, and a commitment to affordable financing options, are set to stabilize demand and enhance revenue.Seeking Alpha • May 26
Taylor Morrison Home Corporation: After Rising Through The Roof, Shares Offer Additional Upside
Summary Taylor Morrison Home Corporation shares have outperformed the broader market, up 26.3% since August 2023 and 101.6% since January 2022. Despite mixed financial performance, shares of Taylor Morrison still appear attractive on an absolute and relative basis. Positive indicators, such as net new orders and lower cancellation rates, suggest that demand for homes is increasing, benefiting the company and its investors. Read the full article on Seeking AlphaSeeking Alpha • Mar 11
Taylor Morrison Home: Fairly Priced As Momentum Builds For 2025
Summary Taylor Morrison Home Corporation's stock has seen a 54% increase due to a bounce back from a low valuation. The company's guidance for 2024 shows modest growth in home closings and a shift towards more affordable homes. Until evidence supports guidance for strong growth in 2025, TMHC stock looks fairly priced. Read the full article on Seeking AlphaShareholder Returns
| TMHC | US Consumer Durables | US Market | |
|---|---|---|---|
| 7D | 23.4% | 1.7% | 1.6% |
| 1Y | 28.1% | 11.2% | 28.2% |
Return vs Industry: TMHC exceeded the US Consumer Durables industry which returned 11.2% over the past year.
Return vs Market: TMHC matched the US Market which returned 28.2% over the past year.
Price Volatility
| TMHC volatility | |
|---|---|
| TMHC Average Weekly Movement | 4.8% |
| Consumer Durables Industry Average Movement | 7.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
Stable Share Price: TMHC has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: TMHC's weekly volatility (8%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1936 | 2,800 | Sheryl Palmer | www.taylormorrison.com |
Taylor Morrison Home Corporation, together with its subsidiaries, operates as a homebuilder and land developer in the United States. It designs, builds, and sells single, and multifamily detached and attached homes in markets for entry-level, move-up, and resort lifestyle buyers under the Taylor Morrison and Esplanade brand names; and develops lifestyle and master-planned communities with single, and multi-family detached and attached homes. The company is also involved in the Build-to-Rent homebuilding business under the Yardly brand name; and provision of financial services, title insurance, and closing settlement services.
Taylor Morrison Home Corporation Fundamentals Summary
| TMHC fundamental statistics | |
|---|---|
| Market cap | US$5.47b |
| Earnings (TTM) | US$667.66m |
| Revenue (TTM) | US$7.61b |
10.0x
P/E Ratio0.9x
P/S RatioIs TMHC overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| TMHC income statement (TTM) | |
|---|---|
| Revenue | US$7.61b |
| Cost of Revenue | US$5.79b |
| Gross Profit | US$1.72b |
| Other Expenses | US$1.05b |
| Earnings | US$667.66m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 7.15 |
| Gross Margin | 22.61% |
| Net Profit Margin | 8.77% |
| Debt/Equity Ratio | 37.5% |
How did TMHC perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/01 22:05 |
| End of Day Share Price | 2026/06/01 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Taylor Morrison Home Corporation is covered by 19 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Matthew Bouley | Barclays |
| Rafe Jadrosich | BofA Global Research |
| Tyler Batory | Brean Capital Historical (Janney Montgomery) |