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Order Declines And Discounting Will Erode Future Performance

Published
28 Aug 24
Updated
27 Aug 25
AnalystConsensusTarget's Fair Value
US$76.00
11.4% undervalued intrinsic discount
27 Aug
US$67.31
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1Y
1.1%
7D
2.3%

Author's Valuation

US$76.0

11.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on27 Aug 25
Fair value Increased 4.80%

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.

Shared on07 May 25
Fair value Decreased 0.62%

Shared on30 Apr 25
Fair value Decreased 8.11%

AnalystConsensusTarget has decreased revenue growth from 4.6% to 0.0% and increased future PE multiple from 8.2x to 9.1x.

Shared on23 Apr 25
Fair value Increased 3.79%

AnalystConsensusTarget has increased revenue growth from 3.3% to 4.6%.

Shared on17 Apr 25
Fair value Decreased 1.19%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 2.87%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 3.80%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 5.91%

AnalystConsensusTarget has decreased revenue growth from 4.7% to 3.3%.