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Taylor Morrison Home Corporation Stock Price

NYSE:TMHC Community·US$6.6b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 17 Fair Values set on narratives written by author

TMHC Share Price Performance

US$72.13
9.96 (16.02%)
US$66.60
Fair Value
US$72.13
9.96 (16.02%)
8.3% overvalued intrinsic discount
US$66.60
Fair Value
Price US$72.13
AnalystConsensusTarget US$66.60
AnalystLowTarget US$62.00
AnalystHighTarget US$72.50

TMHC Community Narratives

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Fair Value US$66.6 8.3% overvalued intrinsic discount

Analysts Adjust Taylor Morrison Home Outlook Amid Modest Valuation Decline and Buyback Activity

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Fair Value US$62 16.3% overvalued intrinsic discount

Cautious Land Investment And Rental Expansion Will Constrain Margins Yet Keep Outlook Balanced

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Fair Value US$72.5 0.5% undervalued intrinsic discount

Asset Lighter Lot Strategy And New Communities Will Support Long Term Housing Demand

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US$72.5
0.5% undervalued intrinsic discount
Revenue
-2.52% p.a.
Profit Margin
8.06%
Future PE
12.91x
Price in 2029
US$92.99
US$66.6
8.3% overvalued intrinsic discount
Revenue
-5.82% p.a.
Profit Margin
6.51%
Future PE
16.35x
Price in 2029
US$85.78
US$62
16.3% overvalued intrinsic discount
Revenue
-9.03% p.a.
Profit Margin
11.26%
Future PE
9.92x
Price in 2029
US$81.33

Trending Discussion

No trending discussion available.

Updated Narratives

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TMHC: Berkshire Deal Price Will Frame Trading And Completion Risks

Fair Value: US$72.5 0.5% undervalued intrinsic discount
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TMHC: Berkshire Cash Offer And Housing Headwinds Will Guide Future P E Multiple

Fair Value: US$66.6 8.3% overvalued intrinsic discount
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Cautious Land Investment And Rental Expansion Will Constrain Margins Yet Keep Outlook Balanced

Fair Value: US$62 16.3% overvalued intrinsic discount
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Snowflake Analysis

Flawless balance sheet and undervalued.

1 Risk
2 Rewards

Taylor Morrison Home Corporation Key Details

US$7.6b

Revenue

US$5.8b

Cost of Revenue

US$1.7b

Gross Profit

US$1.1b

Other Expenses

US$667.7m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
7.26
22.61%
8.77%
37.5%
View Full Analysis

About TMHC

Founded
1936
Employees
2800
CEO
Sheryl Palmer
WebsiteView website
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 was founded in 1936 and is headquartered in Scottsdale, Arizona.

Recent TMHC News & Updates

Narrative Update Jul 09

TMHC: Berkshire Deal Price Will Frame Trading And Completion Risks

Analysts have reset the primary price anchor for Taylor Morrison Home to the $72.50 acquisition level, trimming the fair value estimate from about $94.54 to $72.50 as research now centers on the agreed all cash offer, reduced revenue growth and profit margin assumptions, and a lower expected future P/E multiple. Analyst Commentary Street research on Taylor Morrison Home has converged around the proposed US$72.50 per share all cash acquisition by Berkshire Hathaway, with most coverage shifting from growth focused ratings toward views that now center on deal terms, timing, and completion risk.

Recent updates

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