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Taylor Morrison Home Corporation Stock Price

NYSE:TMHC Community·US$5.4b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 15 Fair Values set on narratives written by author

TMHC Share Price Performance

US$57.79
1.27 (2.25%)
US$70.22
Fair Value
US$57.79
1.27 (2.25%)
17.7% undervalued intrinsic discount
US$70.22
Fair Value
Price US$57.79
AnalystConsensusTarget US$70.22
AnalystHighTarget US$94.54
AnalystLowTarget US$62.00

TMHC Community Narratives

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Fair Value US$70.22 17.7% undervalued intrinsic discount

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

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·
Fair Value US$94.54 38.9% undervalued intrinsic discount

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

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Fair Value US$62 6.8% undervalued intrinsic discount

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

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US$70.22
17.7% undervalued intrinsic discount
Revenue
-6.28% p.a.
Profit Margin
7.07%
Future PE
15.59x
Price in 2029
US$91.7
US$62
6.8% undervalued intrinsic discount
Revenue
-9.03% p.a.
Profit Margin
11.26%
Future PE
9.92x
Price in 2029
US$81.33
US$94.54
38.9% undervalued intrinsic discount
Revenue
-5.21% p.a.
Profit Margin
10.61%
Future PE
14.17x
Price in 2029
US$123.9

Trending Discussion

Updated Narratives

TMHC logo

TMHC: Long Term Closing Run Rate Progress Will Support Future P/E Multiple

Fair Value: US$70.22 17.7% undervalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
TMHC logo

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

Fair Value: US$62 6.8% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
TMHC logo

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

Fair Value: US$94.54 38.9% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet and fair value.

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
7.15
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

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.

Recent updates

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