Obermatt

Taylor Morrison Home

NYQ:TMHC · US87724P1066
Household DurablesLarge

360

33
EV / EBIT37
Price / Owner Earnings63
Owner Earnings Yield69
Dividend Yield1
Price/Sales45
EV / Gross Profit34
Price/Book69
Return on Capital63
Cash Return on Capital52
Return on Equity51
EBIT Margin75
Gross Profitability39
Cash Conversion57
Accruals58
Owner Earnings Margin69
Sales growth6
Profit Growth76
Long-Term EPS Growth13
Owner Earnings Growth26
Reinvestment19
Price momentum72
Debt load58
Refinancing85
Debt Payback35
Liquidity70
Analyst ratings31
Opinion Changes14
Price Target Upside8
Market mood73
Value Creation10/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Taylor Morrison Home clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustryHousehold Durables
SizeLarge
TypePublic Company
ExchangeNYSE
Founded2012
ISINUS87724P1066
Last UpdateApr 2, 2026
Themes
Real Estate TechnologyHome Improvement

Description

Taylor Morrison Home Corporation and its consolidated subsidiaries (TMHC) is a primary national homebuilder and land developer in the United States. The company has expanded its market footprint and product positioning through the company’s homebuil…

Analysis

Middle-of-the-road

Taylor Morrison Home Corporation sits in the middle of our grid: average quality, average price, no obvious signal in either direction.

On valuation, the picture is attractive. The owner-earnings multiple stands at 10.0×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around -3% a year, against analyst forecasts of -1%. The price, in other words, assumes less than the experts do.

Growth is tepid; the safety picture is adequate. The company scores 10/20 on our value-creation score: creating some value.

No flags apply to this company at this time: accounts, balance sheet, and cash quality all pass. A clean bill of health is meaningful, not just the absence of a warning. This analysis describes numbers; it is not investment advice.

360° rank · history

1007550250
44
2023202420252026

All-time high

75

Dec 2025

All-time low

44

Jun 2026

Average rank

70

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
45
62
67
89
Price/Earnings
53
93
91
95
Price/Book
69
72
83
90
Dividend Yield
1
1
1
1
Value (overall)
41
63
77
81

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →