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Tri Pointe Homes, Inc.NYSE:TPH Stock Report

Market Cap US$4.0b
Share Price
US$46.95
US$47
0.1% undervalued intrinsic discount
1Y47.8%
7D0.1%
Portfolio Value
View

Tri Pointe Homes, Inc.

NYSE:TPH Stock Report

Market Cap: US$4.0b

Tri Pointe Homes (TPH) Stock Overview

Engages in the design, construction, and sales of single-family attached and detached homes in the United States. More details

TPH fundamental analysis
Snowflake Score
Valuation0/6
Future Growth0/6
Past Performance1/6
Financial Health4/6
Dividends0/6

TPH Community Fair Values

Create Narrative

See what 9 others think this stock is worth. Follow their fair value or set your own to get alerts.

Tri Pointe Homes, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Tri Pointe Homes
Historical stock prices
Current Share PriceUS$46.95
52 Week HighUS$46.99
52 Week LowUS$28.72
Beta1.16
1 Month Change0.51%
3 Month Change32.40%
1 Year Change47.78%
3 Year Change55.57%
5 Year Change93.37%
Change since IPO192.52%

Recent News & Updates

Narrative Update Apr 27

TPH: $47 Cash Offer Will Shape Returns As Deal Closure Risks Persist

Analysts have aligned Tri Pointe Homes' price target at $47, with recent Street research tying this to Sumitomo Forestry's agreed acquisition price of $47 per share and to a view that the deal has a high likelihood of completion. Analyst Commentary Recent research on Tri Pointe Homes clusters around the agreed US$47 per share acquisition price, with analysts adjusting ratings and targets to reflect that reference point rather than independent long term growth assumptions.
Narrative Update Apr 12

TPH: $47 Cash Offer Will Anchor Returns As Deal Approval Risks Persist

Analysts have reset their price target on Tri Pointe Homes to $47.00, aligning it with the agreed $47 per share cash offer from Sumitomo Forestry and citing a high perceived likelihood that the acquisition will close. Analyst Commentary Street research around the Sumitomo Forestry cash offer has become tightly focused on the US$47 per share deal price, with recent rating and target changes largely reflecting that reference point rather than new views on Tri Pointe Homes as an independent business.
Narrative Update Mar 29

TPH: $47 Cash Offer Will Define Returns As Housing Cycle Risks Persist

Analysts have aligned their price targets for Tri Pointe Homes at $47, citing the agreed acquisition by Sumitomo Forestry at $47 per share and a high perceived likelihood that the deal will be completed. Analyst Commentary Recent research around Tri Pointe Homes centers almost entirely on the agreed cash acquisition at $47 per share, with analysts adjusting ratings and targets to reflect that deal price rather than underlying long term housing fundamentals.

Recent updates

Narrative Update Apr 27

TPH: $47 Cash Offer Will Shape Returns As Deal Closure Risks Persist

Analysts have aligned Tri Pointe Homes' price target at $47, with recent Street research tying this to Sumitomo Forestry's agreed acquisition price of $47 per share and to a view that the deal has a high likelihood of completion. Analyst Commentary Recent research on Tri Pointe Homes clusters around the agreed US$47 per share acquisition price, with analysts adjusting ratings and targets to reflect that reference point rather than independent long term growth assumptions.
Narrative Update Apr 12

TPH: $47 Cash Offer Will Anchor Returns As Deal Approval Risks Persist

Analysts have reset their price target on Tri Pointe Homes to $47.00, aligning it with the agreed $47 per share cash offer from Sumitomo Forestry and citing a high perceived likelihood that the acquisition will close. Analyst Commentary Street research around the Sumitomo Forestry cash offer has become tightly focused on the US$47 per share deal price, with recent rating and target changes largely reflecting that reference point rather than new views on Tri Pointe Homes as an independent business.
Narrative Update Mar 29

TPH: $47 Cash Offer Will Define Returns As Housing Cycle Risks Persist

Analysts have aligned their price targets for Tri Pointe Homes at $47, citing the agreed acquisition by Sumitomo Forestry at $47 per share and a high perceived likelihood that the deal will be completed. Analyst Commentary Recent research around Tri Pointe Homes centers almost entirely on the agreed cash acquisition at $47 per share, with analysts adjusting ratings and targets to reflect that deal price rather than underlying long term housing fundamentals.
Narrative Update Mar 13

TPH: $47 Cash Acquisition Will Balance Deal Certainty Against Housing Cycle Risks

Analysts have raised their price target on Tri Pointe Homes to $47 per share, aligning it with the announced all cash $47 per share acquisition by Sumitomo Forestry and reflecting the view that this deal has a high likelihood of closing. Analyst Commentary Recent research around Tri Pointe Homes has shifted quickly toward the implications of the proposed all cash acquisition at US$47 per share, with most commentary now focused on deal completion rather than long term standalone growth.
Narrative Update Feb 26

TPH: $47 Cash Deal Will Test Resilience To Housing Cycle Risks

Analysts have lifted their price target on Tri Pointe Homes to $47 from $38.20 after the announced $47 per share cash acquisition by Sumitomo Forestry. The updated assumptions reflect a slightly lower discount rate, a less steep revenue decline, modestly higher profit margins, and a higher forward P/E multiple.
Seeking Alpha Feb 12

Tri Ponte Homes: Q4 May Represent A Bottom, But Valuations Still Look Concerning

Summary Despite being well exposed to the premium move-up home market, which is facing less price competition, Tri Ponte Homes has underperformed peers over the past year, returning less than 4% vs. ~15% for homebuilders. TPH is due to announce Q4 results on the 25th of February, and while most trends are likely to remain weak, this quarter could potentially represent the worst. Cash flow should pick up and help ameliorate the damp 9M performance, but it is still unlikely to be strong enough to overshadow what was seen in FY24. TPH's valuations look unappealing relative to its own history as well as other mid-cap home builders, while the risk-reward on the weekly charts does not look attractive. Read the full article on Seeking Alpha
Narrative Update Feb 11

TPH: Customer Mix And Buybacks Will Balance Affordability And Sector Risks

Analysts now peg their average price target for Tri Pointe Homes at $31, down $6 from $37. This reflects cautious views on housing affordability, mixed nonresidential demand, sector volatility, and a contrastingly more positive stance from others who highlight the company’s less rate sensitive customer mix and ongoing share repurchases.
New Narrative Jan 29

Premium Community Expansion And Margin Pressure Will Shape A Cautious Long Term Outlook

Catalysts About Tri Pointe Homes Tri Pointe Homes is a U.S. homebuilder focused on premium move up buyers across Western, Central and Eastern regions. What are the underlying business or industry changes driving this perspective?
Narrative Update Jan 28

TPH: Active Adult Expansion And Buybacks Will Support Future Resilience

Narrative Update: Tri Pointe Homes Analyst Price Target Shift Analysts have reset their view on Tri Pointe Homes with a wider range of price targets, from US$31 at the cautious end to US$46 on the bullish side. This reflects differing opinions on housing affordability risks, volatility in the sector, and potential benefits from the company’s customer mix and share repurchase activity.
Narrative Update Jan 11

TPH: Active Adult Expansion And Buybacks Are Expected To Support Execution

Analysts now estimate fair value for Tri Pointe Homes at about $38.20, up from roughly $37.75. This reflects a blend of more cautious housing sector views from some firms, alongside supportive arguments related to the company’s customer mix, active share repurchases, and updated P/E expectations.
Narrative Update Dec 19

TPH: Active Adult Expansion Is Expected To Drive Future Upside

Analysts have modestly reduced their price target on Tri Pointe Homes to approximately $37.75 from about $38.60, citing slightly higher discount rate assumptions and softer profit margin expectations, partially offset by an improved revenue growth outlook and a marginally higher future earnings multiple. What's in the News Tri Pointe Homes Raleigh division has broken ground on the 8,000 square foot Altis at Serenity clubhouse, the centerpiece of its first 55+ lifestyle community in Fuquay Varina, with opening targeted for fall 2026 and extensive indoor and outdoor resort style amenities planned (Key Developments).
Analysis Article Dec 15

At US$33.74, Is It Time To Put Tri Pointe Homes, Inc. (NYSE:TPH) On Your Watch List?

Tri Pointe Homes, Inc. ( NYSE:TPH ), is not the largest company out there, but it saw a decent share price growth of...
Narrative Update Oct 23

Analysts Weigh Discounted Tri Pointe Homes Valuation Against Growth Slowdown and Conservative Strategy

Analysts have left their price target for Tri Pointe Homes unchanged at $38.60. They cite expectations of near-term earnings declines as the company reduces the number of spec builds, despite its shares' discounted valuation.
Narrative Update Oct 09

US Housing Demand Will Spur Growth Amid Challenges

The analyst price target for Tri Pointe Homes was lowered from $39.40 to $38.60. This change reflects concerns among analysts about near-term earnings declines following the company's reduced speculative home builds.
Analysis Article Sep 08

At US$37.14, Is Tri Pointe Homes, Inc. (NYSE:TPH) Worth Looking At Closely?

Tri Pointe Homes, Inc. ( NYSE:TPH ), is not the largest company out there, but it led the NYSE gainers with a...
Analysis Article Jul 13

Tri Pointe Homes (NYSE:TPH) Seems To Use Debt Rather Sparingly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysis Article May 29

Tri Pointe Homes, Inc.'s (NYSE:TPH) Low P/E No Reason For Excitement

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 18x, you may...
Analysis Article May 14

The Return Trends At Tri Pointe Homes (NYSE:TPH) Look Promising

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
Analysis Article Apr 29

Tri Pointe Homes, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Investors in Tri Pointe Homes, Inc. ( NYSE:TPH ) had a good week, as its shares rose 2.5% to close at US$30.31...
Analysis Article Apr 23

A Look At The Fair Value Of Tri Pointe Homes, Inc. (NYSE:TPH)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Tri Pointe Homes fair value estimate is US$33.10 Current share...
Analysis Article Mar 19

Tri Pointe Homes (NYSE:TPH) Seems To Use Debt Rather Sparingly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysis Article Feb 20

Things Look Grim For Tri Pointe Homes, Inc. (NYSE:TPH) After Today's Downgrade

Market forces rained on the parade of Tri Pointe Homes, Inc. ( NYSE:TPH ) shareholders today, when the analysts...
Seeking Alpha Feb 18

Tri Pointe Homes: Things Get Tougher From Here

Summary Tri Pointe Homes just reported fourth quarter results.  The home builder faces challenges from high mortgage rates and housing affordability, despite posting impressive FY 2024 earnings and revenue growth. The company's Q4 results showed mixed performance, with a slight revenue decline, decreased home deliveries, and a significant drop in order backlog. An updated analysis around Tri Pointe Homes follows in the paragraphs below. Read the full article on Seeking Alpha
Analysis Article Feb 13

When Should You Buy Tri Pointe Homes, Inc. (NYSE:TPH)?

Tri Pointe Homes, Inc. ( NYSE:TPH ), might not be a large cap stock, but it received a lot of attention from a...
Analysis Article Jan 28

Tri Pointe Homes, Inc.'s (NYSE:TPH) Earnings Are Not Doing Enough For Some Investors

Tri Pointe Homes, Inc.'s ( NYSE:TPH ) price-to-earnings (or "P/E") ratio of 7.8x might make it look like a strong buy...
Analysis Article Jan 15

Tri Pointe Homes (NYSE:TPH) Is Looking To Continue Growing Its Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
Analysis Article Dec 08

We Think Tri Pointe Homes (NYSE:TPH) Can Stay On Top Of Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Dec 07

Tri Pointe Homes: Returns Fading, Now At Fair Value

Summary Tri Pointe Homes faces challenges due to low margins + low capital turnover, making it a "value destroyer" with low returns on capital. Despite recent tailwinds and growth, my view is high inflation has overstated TPH's revenues and earnings, with future growth likely to moderate. TPH lacks meaningful competitive advantages and must invest heavily to maintain competitiveness. Read the full article on Seeking Alpha
Analysis Article Nov 10

Estimating The Fair Value Of Tri Pointe Homes, Inc. (NYSE:TPH)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Tri Pointe Homes fair value estimate is US$50.22 With US$42.67...
Analysis Article Oct 27

Tri Pointe Homes, Inc. Just Beat EPS By 10%: Here's What Analysts Think Will Happen Next

Tri Pointe Homes, Inc. ( NYSE:TPH ) just released its latest third-quarter results and things are looking bullish. It...
Analysis Article Sep 16

Returns At Tri Pointe Homes (NYSE:TPH) Are On The Way Up

If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
Seeking Alpha Sep 15

Tri Pointe Homes: Still Building Value Even After Doubling

Summary Tri Pointe Homes has shown impressive growth, with shares up 104.9% since June 2022, outperforming the S&P 500's 37.9% increase. Despite some concerns, revenue, profits, and cash flows are up significantly, and shares remain attractively priced both absolutely and relatively. Key metrics like backlog and net new orders need monitoring, but the long-term outlook for the housing market remains positive. Overall, I maintain a 'buy' rating for Tri Pointe Homes stock, given its strong financial performance and favorable industry conditions. Read the full article on Seeking Alpha
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New Narrative Sep 03

Calculated Expansions And Efficient Capital Management Propel Homebuilder's Growth Amid Market Challenges

Tri Pointe Homes' strategic expansion and operational efficiencies indicate strong future growth potential through geographical diversification and increased revenue from higher home deliveries.
Analysis Article Sep 01

We Think Tri Pointe Homes (NYSE:TPH) Can Stay On Top Of Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysis Article Aug 16

Is There Now An Opportunity In Tri Pointe Homes, Inc. (NYSE:TPH)?

Tri Pointe Homes, Inc. ( NYSE:TPH ), might not be a large cap stock, but it saw a decent share price growth of 15% on...

Shareholder Returns

TPHUS Consumer DurablesUS Market
7D0.1%-2.7%2.1%
1Y47.8%8.7%30.6%

Return vs Industry: TPH exceeded the US Consumer Durables industry which returned 14.3% over the past year.

Return vs Market: TPH exceeded the US Market which returned 31% over the past year.

Price Volatility

Is TPH's price volatile compared to industry and market?
TPH volatility
TPH Average Weekly Movement7.7%
Consumer Durables Industry Average Movement7.3%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stable Share Price: TPH has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: TPH's weekly volatility (8%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
20091,579Doug Bauerwww.tripointehomes.com

Tri Pointe Homes, Inc. engages in the design, construction, and sales of single-family attached and detached homes in the United States. The company operates in two segments, Homebuilding and Financial Services. It operates active selling communities and owns or controls lots.

Tri Pointe Homes, Inc. Fundamentals Summary

How do Tri Pointe Homes's earnings and revenue compare to its market cap?
TPH fundamental statistics
Market capUS$4.00b
Earnings (TTM)US$183.84m
Revenue (TTM)US$3.25b
21.7x
P/E Ratio
1.2x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
TPH income statement (TTM)
RevenueUS$3.25b
Cost of RevenueUS$2.51b
Gross ProfitUS$684.22m
Other ExpensesUS$500.38m
EarningsUS$183.84m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)2.16
Gross Margin21.05%
Net Profit Margin5.65%
Debt/Equity Ratio35.2%

How did TPH perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/07 11:43
End of Day Share Price 2026/05/07 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

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.

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

Tri Pointe Homes, Inc. is covered by 15 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Tyler BatoryBrean Capital Historical (Janney Montgomery)
Alexander RygielB. Riley Securities, Inc.
Jay McCanlessCitizens JMP Securities, LLC