Taylor Morrison Home Corp
Rank #365HypergrowthTMHC · NYSE · Consumer Cyclical
Taylor Morrison Home Corp (TMHC) — Rank #365 by gross profitability (GP/assets 0.19) · ROE 12.4% · Piotroski F-Score N/A.
As-of 2026-09-15 · CIK 0001562476 · all metrics point-in-time as of the filing date.
About
Taylor Morrison Home Corporation, together with its subsidiaries, operates as a homebuilder and land developer in the United States.
Show moreShow less
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.
- Industry
- Residential Construction
- Sector
- Consumer Cyclical
- State
- DE
- Filer Category
- Large accelerated filer
- Fiscal Year End
- December 31
- Website
- taylormorrison.com
Price History
Company Snapshot
P/S is the primary valuation lens — earnings are reinvested, not available for P/E.
Market Cap
$6.67B
P/E (annual)
9.3
P/S (annual)
0.8
P/B
1.1
P/OCF (annual)
8.2
Shareholder Yield
12.5%
Employees
2,800
Industry
Residential Construction
Exchange
NYSE
Signal Flags
Quality Profile
Profitability
1/1 passSafety
1/1 passCash Flow
2/3 passGrowth
2/2 passTerry Smith quality gate
Passes 1/5 Terry Smith thresholds3 of 5 thresholds not computable from filed data.
What Growth Is Priced In
Implied revenue growth (10Y)
-2.7%
The annual FCF growth rate today's price requires over a 10-year horizon (discount rate 10%, terminal growth 2.5%).
Buyback tailwind: -12.5% — per-share value needs a total required return of -15.3% once share-count change is priced in.
vs. own 6-year median revenue growth: 28.8%
within its own historyCost-of-equity sensitivity (implied growth at different discount rates)
r = 8%
-6.4%
r = 10% (base)
-2.7%
r = 12%
0.4%
Net debt / market cap: 23.1%
Disclosure regression check
A previously-disclosed line item is no longer reported. Worth checking the filing for why.
Revenue growth and the path to profitability (margin trend) are the primary reads at this stage.
Profitability
Gross profitability (GP / assets)
0.19
Primary signal (Novy-Marx).
Return on equity
12.4%
Gross margin
23.0%
Revenue growth (YoY)
92.1%
Gross margin improving
Margin trend vs prior year.
Operating Leverage
| 2018 | 2019 | 2020 | 2021 | |
|---|---|---|---|---|
| Revenue vs COGS | ||||
| Revenue vs OpEx | ||||
| Op. Income vs Revenue |
Growth
Revenue CAGR (3Y)
—
Revenue CAGR (5Y)
5.8%
Earnings CAGR (3Y)
-9.4%
FCF CAGR (3Y)
—
Anti-fragile safety
Balance-sheet safety
Composite anti-fragile check.
Debt / equity
0.56
Current ratio
—
Quick ratio
—
Net cash
-$1.69B
Cash & equivalents minus total debt.
Cash-flow health
Free cash flow
$776.97M
Operating cash flow minus capex.
Positive free cash flow
FCF / net income
-0.01
Cash-backing of earnings.
FCF/NI divergence
Unfavorable divergence (yellow flag).
Accruals healthy
Cash-backed earnings.
SBC / revenue
0.4%
Stock-based comp intensity.
Piotroski F-Score
F-Score
N/A
Only 8/9 components determinable.