Latest news with #TaylorMorrisonHome
Yahoo
17-05-2025
- Business
- Yahoo
Taylor Morrison Home Corporation's (NYSE:TMHC) Stock Is Going Strong: Is the Market Following Fundamentals?
Most readers would already be aware that Taylor Morrison Home's (NYSE:TMHC) stock increased significantly by 9.3% over the past month. Given that the market rewards strong financials in the long-term, we wonder if that is the case in this instance. In this article, we decided to focus on Taylor Morrison Home's ROE. ROE or return on equity is a useful tool to assess how effectively a company can generate returns on the investment it received from its shareholders. Put another way, it reveals the company's success at turning shareholder investments into profits. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. ROE can be calculated by using the formula: Return on Equity = Net Profit (from continuing operations) ÷ Shareholders' Equity So, based on the above formula, the ROE for Taylor Morrison Home is: 15% = US$909m ÷ US$6.0b (Based on the trailing twelve months to March 2025). The 'return' is the yearly profit. That means that for every $1 worth of shareholders' equity, the company generated $0.15 in profit. See our latest analysis for Taylor Morrison Home We have already established that ROE serves as an efficient profit-generating gauge for a company's future earnings. We now need to evaluate how much profit the company reinvests or "retains" for future growth which then gives us an idea about the growth potential of the company. Generally speaking, other things being equal, firms with a high return on equity and profit retention, have a higher growth rate than firms that don't share these attributes. To begin with, Taylor Morrison Home seems to have a respectable ROE. And on comparing with the industry, we found that the the average industry ROE is similar at 15%. Consequently, this likely laid the ground for the impressive net income growth of 23% seen over the past five years by Taylor Morrison Home. However, there could also be other drivers behind this growth. For example, it is possible that the company's management has made some good strategic decisions, or that the company has a low payout ratio. Next, on comparing with the industry net income growth, we found that Taylor Morrison Home's growth is quite high when compared to the industry average growth of 12% in the same period, which is great to see. The basis for attaching value to a company is, to a great extent, tied to its earnings growth. The investor should try to establish if the expected growth or decline in earnings, whichever the case may be, is priced in. This then helps them determine if the stock is placed for a bright or bleak future. One good indicator of expected earnings growth is the P/E ratio which determines the price the market is willing to pay for a stock based on its earnings prospects. So, you may want to check if Taylor Morrison Home is trading on a high P/E or a low P/E, relative to its industry. Taylor Morrison Home doesn't pay any regular dividends to its shareholders, meaning that the company has been reinvesting all of its profits into the business. This is likely what's driving the high earnings growth number discussed above. On the whole, we feel that Taylor Morrison Home's performance has been quite good. Particularly, we like that the company is reinvesting heavily into its business, and at a high rate of return. Unsurprisingly, this has led to an impressive earnings growth. That being so, according to the latest industry analyst forecasts, the company's earnings are expected to shrink in the future. To know more about the company's future earnings growth forecasts take a look at this free report on analyst forecasts for the company to find out more. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Yahoo
17-05-2025
- Business
- Yahoo
Taylor Morrison Home Corporation's (NYSE:TMHC) Stock Is Going Strong: Is the Market Following Fundamentals?
Most readers would already be aware that Taylor Morrison Home's (NYSE:TMHC) stock increased significantly by 9.3% over the past month. Given that the market rewards strong financials in the long-term, we wonder if that is the case in this instance. In this article, we decided to focus on Taylor Morrison Home's ROE. ROE or return on equity is a useful tool to assess how effectively a company can generate returns on the investment it received from its shareholders. Put another way, it reveals the company's success at turning shareholder investments into profits. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. ROE can be calculated by using the formula: Return on Equity = Net Profit (from continuing operations) ÷ Shareholders' Equity So, based on the above formula, the ROE for Taylor Morrison Home is: 15% = US$909m ÷ US$6.0b (Based on the trailing twelve months to March 2025). The 'return' is the yearly profit. That means that for every $1 worth of shareholders' equity, the company generated $0.15 in profit. See our latest analysis for Taylor Morrison Home We have already established that ROE serves as an efficient profit-generating gauge for a company's future earnings. We now need to evaluate how much profit the company reinvests or "retains" for future growth which then gives us an idea about the growth potential of the company. Generally speaking, other things being equal, firms with a high return on equity and profit retention, have a higher growth rate than firms that don't share these attributes. To begin with, Taylor Morrison Home seems to have a respectable ROE. And on comparing with the industry, we found that the the average industry ROE is similar at 15%. Consequently, this likely laid the ground for the impressive net income growth of 23% seen over the past five years by Taylor Morrison Home. However, there could also be other drivers behind this growth. For example, it is possible that the company's management has made some good strategic decisions, or that the company has a low payout ratio. Next, on comparing with the industry net income growth, we found that Taylor Morrison Home's growth is quite high when compared to the industry average growth of 12% in the same period, which is great to see. The basis for attaching value to a company is, to a great extent, tied to its earnings growth. The investor should try to establish if the expected growth or decline in earnings, whichever the case may be, is priced in. This then helps them determine if the stock is placed for a bright or bleak future. One good indicator of expected earnings growth is the P/E ratio which determines the price the market is willing to pay for a stock based on its earnings prospects. So, you may want to check if Taylor Morrison Home is trading on a high P/E or a low P/E, relative to its industry. Taylor Morrison Home doesn't pay any regular dividends to its shareholders, meaning that the company has been reinvesting all of its profits into the business. This is likely what's driving the high earnings growth number discussed above. On the whole, we feel that Taylor Morrison Home's performance has been quite good. Particularly, we like that the company is reinvesting heavily into its business, and at a high rate of return. Unsurprisingly, this has led to an impressive earnings growth. That being so, according to the latest industry analyst forecasts, the company's earnings are expected to shrink in the future. To know more about the company's future earnings growth forecasts take a look at this free report on analyst forecasts for the company to find out more. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
Yahoo
16-05-2025
- Business
- Yahoo
Winners And Losers Of Q1: LGI Homes (NASDAQ:LGIH) Vs The Rest Of The Home Builders Stocks
Let's dig into the relative performance of LGI Homes (NASDAQ:LGIH) and its peers as we unravel the now-completed Q1 home builders earnings season. Traditionally, homebuilders have built competitive advantages with economies of scale that lead to advantaged purchasing and brand recognition among consumers. Aesthetic trends have always been important in the space, but more recently, energy efficiency and conservation are driving innovation. However, these companies are still at the whim of the macro, specifically interest rates that heavily impact new and existing home sales. In fact, homebuilders are one of the most cyclical subsectors within industrials. The 10 home builders stocks we track reported a slower Q1. As a group, revenues were in line with analysts' consensus estimates. While some home builders stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 1.4% since the latest earnings results. Based in Texas, LGI Homes (NASDAQ:LGIH) is a homebuilding company specializing in constructing affordable, entry-level single-family homes in desirable communities across the United States. LGI Homes reported revenues of $351.4 million, down 10.1% year on year. This print fell short of analysts' expectations by 5%. Overall, it was a disappointing quarter for the company with a significant miss of analysts' adjusted operating income estimates. 'During the quarter, we continued to see strong demand for new homes,' said Eric Lipar, Chairman and Chief Executive Officer of LGI Homes. Unsurprisingly, the stock is down 3.4% since reporting and currently trades at $57.21. Read our full report on LGI Homes here, it's free. Named 'America's Most Trusted Home Builder' in 2019, Taylor Morrison Home (NYSE:TMHC) builds single family homes and communities across the United States. Taylor Morrison Home reported revenues of $1.90 billion, up 11.5% year on year, outperforming analysts' expectations by 5.7%. The business had a strong quarter with a solid beat of analysts' EBITDA estimates. Taylor Morrison Home pulled off the biggest analyst estimates beat and fastest revenue growth among its peers. However, the results were likely priced into the stock as it's traded sideways since reporting. Shares currently sit at $58.94. Is now the time to buy Taylor Morrison Home? Access our full analysis of the earnings results here, it's free. The first homebuilder to be listed on the NYSE, KB Home (NYSE:KB) is a homebuilding company targeting the first-time home buyer and move-up buyer markets. KB Home reported revenues of $1.39 billion, down 5.2% year on year, falling short of analysts' expectations by 6.5%. It was a disappointing quarter as it posted full-year revenue guidance missing analysts' expectations. KB Home delivered the weakest performance against analyst estimates in the group. As expected, the stock is down 12% since the results and currently trades at $54.39. Read our full analysis of KB Home's results here. Established in 2015 following a spinoff from Masco Corporation, TopBuild (NYSE:BLD) is a distributor and installer of insulation and other building products. TopBuild reported revenues of $1.23 billion, down 3.6% year on year. This result met analysts' expectations. Aside from that, it was a satisfactory quarter as it also logged an impressive beat of analysts' adjusted operating income estimates. The stock is up 1.6% since reporting and currently trades at $296.42. Read our full, actionable report on TopBuild here, it's free. Established in 2009 in California, Tri Pointe Homes (NYSE:TPH) is a United States homebuilder recognized for its innovative and sustainable approach to creating premium, life-enhancing homes. Tri Pointe Homes reported revenues of $740.9 million, down 21.1% year on year. This number beat analysts' expectations by 4%. Overall, it was a strong quarter as it also produced an impressive beat of analysts' EPS estimates and a solid beat of analysts' EBITDA estimates. Tri Pointe Homes had the slowest revenue growth among its peers. The stock is up 2.8% since reporting and currently trades at $31.69. Read our full, actionable report on Tri Pointe Homes here, it's free. Thanks to the Fed's series of rate hikes in 2022 and 2023, inflation has cooled significantly from its post-pandemic highs, drawing closer to the 2% goal. This disinflation has occurred without severely impacting economic growth, suggesting the success of a soft landing. The stock market thrived in 2024, spurred by recent rate cuts (0.5% in September and 0.25% in November), and a notable surge followed Donald Trump's presidential election win in November, propelling indices to historic highs. Nonetheless, the outlook for 2025 remains clouded by potential trade policy changes and corporate tax discussions, which could impact business confidence and growth. The path forward holds both optimism and caution as new policies take shape. Want to invest in winners with rock-solid fundamentals? Check out our Hidden Gem Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. Join Paid Stock Investor Research Help us make StockStory more helpful to investors like yourself. Join our paid user research session and receive a $50 Amazon gift card for your opinions. Sign up here.
Yahoo
08-05-2025
- Business
- Yahoo
Earnings To Watch: Installed Building Products (IBP) Reports Q1 Results Tomorrow
Building products installation services company Installed Building Products (NYSE:IBP) will be announcing earnings results tomorrow morning. Here's what to look for. Installed Building Products missed analysts' revenue expectations by 1.6% last quarter, reporting revenues of $750.2 million, up 4.1% year on year. It was a slower quarter for the company, with a significant miss of analysts' organic revenue estimates. Is Installed Building Products a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Installed Building Products's revenue to decline 2.7% year on year to $674.4 million, a reversal from the 5.1% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $2.20 per share. Installed Building Products Total Revenue Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Installed Building Products has missed Wall Street's revenue estimates four times over the last two years. Looking at Installed Building Products's peers in the home builders segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Taylor Morrison Home delivered year-on-year revenue growth of 11.5%, beating analysts' expectations by 5.7%, and Tri Pointe Homes reported a revenue decline of 21.1%, topping estimates by 4%. Taylor Morrison Home traded down 1.1% following the results while Tri Pointe Homes was also down 1.6%. Read our full analysis of Taylor Morrison Home's results here and Tri Pointe Homes's results here. There has been positive sentiment among investors in the home builders segment, with share prices up 15.1% on average over the last month. Installed Building Products is up 5% during the same time and is heading into earnings with an average analyst price target of $193.18 (compared to the current share price of $165.57). When a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we've found one, a low-priced stock that is gushing free cash flow AND buying back shares. Click here to claim your Special Free Report on a fallen angel growth story that is already recovering from a setback.
Yahoo
05-05-2025
- Business
- Yahoo
TopBuild (BLD) Reports Q1: Everything You Need To Know Ahead Of Earnings
Building services and installation company TopBuild (NYSE:BLD) will be announcing earnings results tomorrow morning. Here's what investors should know. TopBuild met analysts' revenue expectations last quarter, reporting revenues of $1.31 billion, up 2% year on year. It was a slower quarter for the company, with full-year revenue guidance missing analysts' expectations. Is TopBuild a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting TopBuild's revenue to decline 3.9% year on year to $1.23 billion, a reversal from the 1.1% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $4.40 per share. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. TopBuild has missed Wall Street's revenue estimates five times over the last two years. Looking at TopBuild's peers in the home builders segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Taylor Morrison Home delivered year-on-year revenue growth of 11.5%, beating analysts' expectations by 5.7%, and Tri Pointe Homes reported a revenue decline of 21.1%, topping estimates by 4%. Taylor Morrison Home traded down 1.1% following the results while Tri Pointe Homes was also down 1.6%. Read our full analysis of Taylor Morrison Home's results here and Tri Pointe Homes's results here. There has been positive sentiment among investors in the home builders segment, with share prices up 13% on average over the last month. TopBuild is up 4.9% during the same time and is heading into earnings with an average analyst price target of $365.18 (compared to the current share price of $301.21). Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we've identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link.
