Toll Brothers, Inc.

LSE:0LFS Stock Report

Market Cap: US$12.9b

Toll Brothers Valuation

Is 0LFS undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

5/6

Valuation Score 5/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of 0LFS when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

US$190.84
Fair Value
30.8% undervalued intrinsic discount
15
Number of Analysts

Below Fair Value: 0LFS ($132.03) is trading below our estimate of fair value ($190.84)

Significantly Below Fair Value: 0LFS is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 0LFS?

Key metric: As 0LFS is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for 0LFS. This is calculated by dividing 0LFS's market cap by their current earnings.
What is 0LFS's PE Ratio?
PE Ratio9.4x
EarningsUS$1.38b
Market CapUS$12.88b

Price to Earnings Ratio vs Peers

How does 0LFS's PE Ratio compare to its peers?

The above table shows the PE ratio for 0LFS vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average24.2x
BTRW Barratt Redrow
28.6x23.74%UK£5.3b
BKG Berkeley Group Holdings
9.9x-1.52%UK£3.8b
PSN Persimmon
15x15.11%UK£3.9b
TW. Taylor Wimpey
43.2x34.15%UK£3.7b
0LFS Toll Brothers
9.4x1.33%US$12.9b

Price-To-Earnings vs Peers: 0LFS is good value based on its Price-To-Earnings Ratio (9.4x) compared to the peer average (24.2x).

Price to Earnings Ratio vs Industry

How does 0LFS's PE Ratio compare vs other companies in the European Consumer Durables Industry?

3 CompaniesPrice / EarningsEstimated GrowthMarket Cap
0LFS 9.4xIndustry Avg. 14.6xNo. of Companies13PE01224364860+
3 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: 0LFS is good value based on its Price-To-Earnings Ratio (9.4x) compared to the European Consumer Durables industry average (14.5x).

Price to Earnings Ratio vs Fair Ratio

What is 0LFS's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

0LFS PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio9.4x
Fair PE Ratio18.9x

Price-To-Earnings vs Fair Ratio: 0LFS is good value based on its Price-To-Earnings Ratio (9.4x) compared to the estimated Fair Price-To-Earnings Ratio (18.9x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 0LFS forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$132.03
US$150.73
+14.17%
12.74%US$183.00US$92.00n/a15
Oct ’26US$138.73
US$151.00
+8.84%
12.80%US$183.00US$92.00n/a16
Sep ’26US$137.77
US$149.94
+8.83%
13.05%US$183.00US$92.00n/a16
Aug ’26US$121.76
US$141.44
+16.16%
15.51%US$183.00US$92.00n/a16
Jul ’26US$119.30
US$137.57
+15.32%
16.62%US$183.00US$92.00n/a16
Jun ’26US$103.83
US$137.65
+32.57%
16.63%US$183.00US$92.00n/a16
May ’26US$100.92
US$140.21
+38.92%
16.85%US$183.00US$92.00n/a16
Apr ’26US$104.94
US$146.32
+39.44%
14.16%US$183.00US$101.00n/a16
Mar ’26US$111.29
US$146.63
+31.75%
14.36%US$183.00US$101.00n/a16
Feb ’26US$135.59
US$158.76
+17.09%
12.95%US$191.00US$115.00n/a16
Jan ’26US$126.35
US$160.12
+26.73%
13.17%US$192.00US$108.00n/a17
Dec ’25US$165.66
US$157.95
-4.65%
13.26%US$189.00US$108.00n/a17
Nov ’25US$146.30
US$156.36
+6.88%
12.69%US$181.00US$108.00US$133.9017
Oct ’25US$154.15
US$152.88
-0.83%
12.78%US$181.00US$108.00US$138.7317
Sep ’25US$142.30
US$151.70
+6.61%
12.79%US$181.00US$108.00US$137.7717
Aug ’25US$138.33
US$137.25
-0.78%
13.12%US$180.00US$107.00US$121.7616
Jul ’25US$112.30
US$138.06
+22.94%
12.18%US$177.00US$107.00US$119.3016
Jun ’25US$120.26
US$135.29
+12.50%
13.85%US$177.00US$107.00US$103.8316
May ’25US$118.20
US$128.21
+8.47%
13.92%US$160.00US$100.00US$100.9217
Apr ’25US$129.50
US$124.26
-4.05%
13.87%US$160.00US$96.00US$104.9418
Mar ’25US$116.43
US$121.98
+4.76%
11.10%US$141.00US$96.00US$111.2918
Feb ’25US$100.26
US$110.66
+10.37%
10.47%US$130.00US$87.00US$135.5918
Jan ’25US$103.27
US$104.75
+1.44%
12.11%US$127.00US$78.00US$126.3516
Dec ’24US$87.98
US$90.82
+3.23%
14.23%US$110.00US$66.00US$165.6617
Nov ’24US$73.90
US$90.06
+21.87%
15.06%US$110.00US$66.00US$146.3016
US$148.91
Fair Value
11.3% undervalued intrinsic discount
15
Number of Analysts

Analyst Forecast: Target price is less than 20% higher than the current share price.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/11/06 05:05
End of Day Share Price 2025/11/06 00:00
Earnings2025/07/31
Annual Earnings2024/10/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

Toll Brothers, Inc. is covered by 33 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Christopher GrajaArgus Research Company
Stephen KimBarclays
Matthew BouleyBarclays