Taylor Morrison Home Corporation (TMHC)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Taylor Morrison Home Corporation (TMHC) trades at $71.83 with AI Score 89/100 (Grade A+). Taylor Morrison Home Corporation is a leading national homebuilder focused on designing, building, and selling single and multi-family homes across the United States. Market cap: $6.61B, Sector: Consumer cyclical.
Price live · AI analysis from May 10, 2026Analyst Coverage for TMHC: TMHC does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates TMHC against Consumer Cyclical peers across nine fundamental dimensions and assigns a relatively strong fundamental profile based on the underlying data.
TMHC: 1/1 perspectives are bullish.
How is this calculated? →Taylor Morrison Home Corporation (TMHC) Consumer Business Overview
Taylor Morrison Home Corporation, a prominent player in the U.S. residential construction market, designs and builds single and multi-family homes, develops master-planned communities, and provides related financial services. With a presence in key states, the company caters to diverse customer segments seeking quality housing and lifestyle options.
What Is the Investment Thesis for TMHC?
Taylor Morrison Home Corporation presents a compelling investment case based on its strong market position and growth prospects in the U.S. residential construction sector. With a market capitalization of $6.61B and a P/E ratio of 8.57, the company demonstrates financial stability and profitability, supported by a healthy gross margin of 22.4% and a profit margin of 8.8%. Key value drivers include the company's diversified geographic presence in high-growth housing markets and its focus on developing lifestyle and master-planned communities. Catalysts for growth include favorable demographic trends, such as increasing household formation and migration to the Sun Belt region. Potential risks include fluctuations in interest rates, supply chain disruptions, and economic downturns that could impact housing demand. The company's beta of 1.58 suggests higher volatility compared to the market.
Based on FMP financials and quantitative analysis
TMHC Key Highlights
- Market capitalization of $6.61B indicates a strong market valuation.
- P/E ratio of 8.57 suggests the company may be undervalued compared to its earnings.
- Gross margin of 22.4% reflects efficient cost management in home construction.
- Profit margin of 8.8% demonstrates the company's ability to generate profits from its operations.
- Presence in high-growth housing markets such as Arizona, Texas, and Florida positions the company for future growth.
Who Are TMHC's Competitors?
TMHC is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| IBP Installed Building Products, Inc. | $225.74 | -1.10% | $6.08B | 59 |
| WH Wyndham Hotels & Resorts, Inc. | $81.55 | -1.04% | $6.10B | 56 |
| LEA Lear Corporation | $133.43 | +1.97% | $6.68B | 76 |
| URBN Urban Outfitters, Inc. | $69.38 | -1.90% | $5.94B | 79 |
| M Macy's, Inc. | $23.66 | +1.78% | $6.22B | 67 |
| NNRHF Neinor Homes, S.A. | $16.01 | +0.00% | $1.58B | 55 |
| ASNXF Asante Incorporated | $12.13 | -15.17% | $118.55M | 55 |
| SKY Champion Homes, Inc. | $82.94 | -2.71% | $4.55B | 52 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are TMHC's Key Strengths?
- Strong brand reputation and customer loyalty.
- Diversified geographic presence in key markets.
- Focus on lifestyle and master-planned communities.
- Integrated financial services offering.
What Are TMHC's Weaknesses?
- Sensitivity to fluctuations in interest rates.
- Dependence on economic conditions and housing market trends.
- Exposure to supply chain disruptions and material cost inflation.
- High debt levels compared to some competitors.
What Could Drive TMHC Stock Higher?
- Release of Q2 2026 earnings report in August 2026, providing insights into the company's financial performance and market trends.
- Continued expansion in high-growth markets, driving revenue growth and market share gains.
- Development of new lifestyle communities, attracting homebuyers seeking comprehensive living experiences.
- Implementation of technological innovations to improve efficiency and enhance the customer experience.
What Are the Key Risks for TMHC?
- Economic downturn and decline in housing demand, impacting sales and profitability.
- Rising interest rates and mortgage costs, reducing affordability for homebuyers.
- Supply chain disruptions and material cost inflation, increasing construction costs and reducing profit margins.
- Government regulations and zoning restrictions, limiting development opportunities.
What Are the Growth Opportunities for TMHC?
- Expansion in High-Growth Markets: Taylor Morrison has the opportunity to expand its presence in high-growth markets such as Texas, Florida, and Arizona, where demographic trends and economic growth are driving demand for new homes. By increasing its market share in these regions, the company can capitalize on the growing demand for housing. The Sun Belt region is expected to experience significant population growth over the next decade, creating a favorable environment for homebuilders. This expansion could increase revenue by an estimated 10-15% over the next 3-5 years.
- Development of Lifestyle Communities: Taylor Morrison's focus on developing lifestyle and master-planned communities provides a competitive advantage in attracting homebuyers seeking a comprehensive living experience. By incorporating amenities such as parks, recreational facilities, and community centers, the company can create desirable communities that command premium prices. The market for lifestyle communities is growing as homebuyers increasingly prioritize lifestyle and convenience. This strategy could increase profit margins by 1-2% as these communities command higher prices.
- Strategic Acquisitions: Taylor Morrison can pursue strategic acquisitions to expand its geographic footprint and product offerings. By acquiring smaller homebuilders or land developers, the company can gain access to new markets and expand its portfolio of homes and communities. The residential construction industry is fragmented, providing opportunities for consolidation through acquisitions. This approach could add 5-10% to revenue within 2-3 years.
- Technological Innovation: Investing in technological innovation can improve efficiency and enhance the customer experience. By implementing digital tools and platforms for home design, construction, and sales, Taylor Morrison can streamline its operations and provide a more seamless experience for homebuyers. The use of technology can reduce construction costs and improve customer satisfaction. This could lead to a 1-2% reduction in operating expenses over the next 2 years.
- Financial Services Expansion: Taylor Morrison can expand its financial services offerings to capture a larger share of the mortgage and title insurance markets. By providing integrated financial services, the company can streamline the home buying process and generate additional revenue streams. The market for mortgage and title insurance services is substantial, providing a significant growth opportunity. This expansion could increase revenue by 3-5% within the next 2-3 years.
What Opportunities Does TMHC Have?
- Expansion into new geographic markets.
- Development of innovative housing products and designs.
- Strategic acquisitions to expand market share.
- Increased focus on sustainable building practices.
What Threats Does TMHC Face?
- Economic downturn and decline in housing demand.
- Rising interest rates and mortgage costs.
- Increased competition from other homebuilders.
- Government regulations and zoning restrictions.
What Are TMHC's Competitive Advantages?
- Strong brand recognition under the Taylor Morrison, William Lyon Signature, and Darling Homes brands.
- Diversified geographic presence in high-growth housing markets.
- Focus on developing lifestyle and master-planned communities.
- Integrated financial services offering streamlines the home buying process.
What Does TMHC Do?
Founded in 1936 and headquartered in Scottsdale, Arizona, Taylor Morrison Home Corporation has evolved into one of the largest public homebuilders in the United States. The company's core business revolves around designing, building, and selling single and multi-family detached and attached homes. Taylor Morrison also specializes in developing lifestyle and master-planned communities, creating comprehensive living environments for its residents. Beyond home construction, the company engages in the development and construction of multi-use properties, including commercial spaces, retail outlets, and multi-family units, operating under the Urban Form brand. To enhance the home buying experience, Taylor Morrison offers title insurance and closing settlement services, as well as financial services, streamlining the process for its customers. The company operates under a portfolio of brands, including Taylor Morrison, William Lyon Signature, and Darling Homes, catering to different market segments and geographic regions. Its geographic footprint spans across Arizona, California, Colorado, Florida, Georgia, Nevada, North and South Carolina, Oregon, Texas, and Washington, reflecting a diversified presence in high-growth housing markets.
What Products and Services Does TMHC Offer?
- Designs and builds single-family homes.
- Constructs multi-family attached homes.
- Develops master-planned communities with amenities.
- Offers title insurance and closing settlement services.
- Provides financial services to homebuyers.
- Develops multi-use properties with commercial and retail spaces.
How Does TMHC Make Money?
- Generates revenue from the sale of new homes.
- Earns fees from title insurance and closing services.
- Receives income from financial services related to home purchases.
- Develops and sells land within master-planned communities.
What Industry Does TMHC Operate In?
Taylor Morrison operates within the U.S. residential construction industry, which is influenced by factors such as interest rates, economic growth, and demographic trends. The industry is characterized by intense competition among national and regional homebuilders. Taylor Morrison differentiates itself through its focus on lifestyle communities and its diversified geographic presence. The residential construction market is expected to experience continued growth, driven by increasing household formation and migration to the Sun Belt region. Competitors include IBP: Installed Building Products, Inc., WH: Wyndham Hotels & Resorts, Inc., LEA: Lear Corporation, URBN: Urban Outfitters, Inc., and M: Macy's, Inc.
Who Are TMHC's Key Customers?
- First-time homebuyers seeking affordable housing.
- Move-up buyers looking for larger or more luxurious homes.
- Retirees seeking active adult communities.
- Investors purchasing homes for rental income.
How Taylor Morrison Home Corporation Is Valued
Taylor Morrison Home Corporation carries a market capitalization of $6.61B, placing it in the mid-cap category. Relative to its peer group, TMHC's quantitative score of 89/100 is above the peer average of 67/100.
ROE 11%Key Financial Metrics
Return on equity for Taylor Morrison Home Corporation stands at 10.9%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 6.9%, showing how much profit it generates from its asset base. TMHC trades at a trailing price-to-earnings ratio of 10.27, below the Consumer Cyclical sector average of ~39x. Its free cash flow yield is 10.7%, a gauge of the cash the business throws off relative to its market value. A current ratio of 7.00 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 9.7%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 5/9Financial Health
Taylor Morrison Home Corporation's Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 3.72 places it in the safe zone, indicating low near-term bankruptcy risk.
FY2026 estForward Outlook
Wall Street analysts project Taylor Morrison Home Corporation revenue of about $6.64B for fiscal 2026, with EPS near $5.29. The estimate reflects 5 contributing analysts.
Net buyingInsider Activity
Over the past six months, Taylor Morrison Home Corporation insiders filed 15 SEC Form 4 transactions — 3 sales and 12 purchases. On net that is roughly 31K shares acquired (about $0) — insiders putting money in tends to read as conviction.
TMHC Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Taylor Morrison has seen increased insider buying recently, indicating confidence from leadership in the company's future prospects.
- Community sentiment has shifted positively as homebuyers express optimism about new housing developments amid rising demand.
- The company's focus on sustainable building practices has resonated well with environmentally-conscious consumers, enhancing brand loyalty.
- Recent partnerships with local governments for affordable housing projects have positioned TMHC favorably in a competitive market.
Bear Case
- Concerns over rising interest rates are dampening homebuyer enthusiasm, leading to a cautious outlook among investors.
- Social sentiment reflects worries about potential supply chain disruptions affecting construction timelines and costs.
- Some analysts highlight the risk of a housing market slowdown, which could impact TMHC's sales and revenue growth.
- Community discussions reveal skepticism regarding the company's ability to maintain margins in a potentially volatile economic environment.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · January 2026
TMHC Latest News
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Americans Still Can't Afford to Buy — and Homebuilder Stocks Are Paying the Price
benzinga · Jul 1, 2026
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Here Are Wednesday’s Top Wall Street Analyst Research Calls: BILL Holdings, Cava Group, Entergy, GlobalFoundries, Hess Midstream, Nike, Pfizer, SharkNinja, STMicroelectronics, and More
24/7 Wall St. · Jun 10, 2026
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The Housing M&A Boom Isn't A Recovery Signal— It's A Long-Term Bet On Next Cycle And There's More Ahead, Says Analyst: 'Every Part Of Real Estate...'
benzinga · Jun 3, 2026
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Greg Abel’s Week Is Off to Quite a Start
The Wall Street Journal · Jun 1, 2026
TMHC Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for TMHC.
Price Targets
Wall Street price target analysis for TMHC.
TMHC MoonshotScore
What does this score mean?
The MoonshotScore rates TMHC's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Latest News
Americans Still Can't Afford to Buy — and Homebuilder Stocks Are Paying the Price
Here Are Wednesday’s Top Wall Street Analyst Research Calls: BILL Holdings, Cava Group, Entergy, GlobalFoundries, Hess Midstream, Nike, Pfizer, SharkNinja, STMicroelectronics, and More
The Housing M&A Boom Isn't A Recovery Signal— It's A Long-Term Bet On Next Cycle And There's More Ahead, Says Analyst: 'Every Part Of Real Estate...'
Greg Abel’s Week Is Off to Quite a Start
Latest Taylor Morrison Home Corporation Analysis
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3 min readLeadership: Sheryl Denise Palmer
Chairman and Chief Executive Officer
Sheryl Palmer has served as the Chairman and Chief Executive Officer of Taylor Morrison Home Corporation since 2007. With over 30 years of experience in the homebuilding industry, Palmer has held various leadership positions, including roles at крупный national homebuilders. She is recognized for her strategic vision and operational expertise. Palmer is actively involved in industry organizations and community initiatives, demonstrating her commitment to the homebuilding industry and the communities Taylor Morrison serves.
Track Record: Under Sheryl Palmer's leadership, Taylor Morrison has grown into one of the largest public homebuilders in the United States. She has overseen the company's expansion into new markets, the development of innovative housing products, and the implementation of sustainable building practices. Palmer has also guided the company through economic cycles, demonstrating her ability to navigate challenging market conditions. During her tenure, Taylor Morrison has achieved significant milestones, including successful acquisitions and strong financial performance.
Common Questions About TMHC (Consumer Cyclical)
What does Taylor Morrison Home Corporation do?
Taylor Morrison Home Corporation is a leading national homebuilder that designs, builds, and sells single and multi-family homes across the United States. The company also develops lifestyle and master-planned communities, offering a range of amenities and services to its residents. In addition to home construction, Taylor Morrison provides title insurance and closing settlement services, as well as financial services, to streamline the home buying process. The company operates under the Taylor Morrison, William Lyon Signature, and Darling Homes brand names, catering to different market segments and geographic regions. Taylor Morrison's business model focuses on creating high-quality homes and communities that meet the needs and preferences of today's homebuyers.
What do analysts say about TMHC stock?
Analyst consensus on Taylor Morrison Home Corporation (TMHC) stock reflects a generally positive outlook, driven by the company's strong market position and growth prospects in the U.S. residential construction sector. Key valuation metrics, such as the P/E ratio of 8.57, suggest that the stock may be undervalued compared to its earnings. Analysts are closely monitoring the company's performance in high-growth markets, its ability to manage costs and maintain profit margins, and its execution of strategic initiatives. Growth considerations include the company's expansion plans, its focus on lifestyle communities, and its adoption of technological innovations. However, analysts also acknowledge potential risks, such as economic downturns, rising interest rates, and supply chain disruptions. The consensus view is that TMHC is well-positioned to capitalize on the long-term growth trends in the housing market, but investors should carefully consider the risks and uncertainties involved.
What are the main risks for TMHC?
Taylor Morrison Home Corporation faces several key risks that could impact its financial performance and growth prospects. Economic downturns and declines in housing demand pose a significant threat, as they can lead to reduced sales and lower profit margins. Rising interest rates and mortgage costs can also negatively affect affordability for homebuyers, potentially dampening demand for new homes. Supply chain disruptions and material cost inflation can increase construction costs, squeezing profit margins and delaying project completion. Government regulations and zoning restrictions can limit development opportunities and increase compliance costs. Additionally, increased competition from other homebuilders could put pressure on pricing and market share. These risks require careful monitoring and proactive management to mitigate their potential impact on Taylor Morrison's business.
What are the key factors to evaluate for TMHC?
Taylor Morrison Home Corporation (TMHC) holds an AI score of 89/100 (high). Not financial advice.
How frequently does TMHC data refresh on this page?
TMHC prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven TMHC's recent stock price performance?
Taylor Morrison Home Corporation (TMHC) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong brand reputation and customer loyalty. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider TMHC overvalued or undervalued right now?
Valuing Taylor Morrison Home Corporation (TMHC) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying TMHC?
Before investing in Taylor Morrison Home Corporation (TMHC), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- The information provided is based on publicly available data and management commentary.
- Future performance is subject to market conditions and company-specific factors.