Taylor Morrison Home's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Taylor Morrison Home (TMHC) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Taylor Morrison Home vs Its Competitors
- TTM: Trailing 12-month revenue of 7,613M vs 144,301M combined for its competitors (5.0% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-27.1% annualized vs trailing 12 months), vs decelerating (-15.3%) for its tracked peer group.
- Growth: Taylor Morrison Home generated -26.8% revenue growth year over year in Q1 2026, vs -9.5% for its competitors combined.
- Profitability: Its 7.2% net margin compares with 7.3% for the peer group.
- Peer revenue share: Taylor Morrison Home accounted for 4.3% of combined revenue among its tracked peer group, down from 5.3% a year earlier.
- Peer differentiation: Revenue per employee of $2.54M compares with $1.63M for the peer group (1.6x).
- Structure: Taylor Morrison Home operates in the following segments: West Homebuilding, East Homebuilding, Central, Mortgage Operations, Corporate and Unallocated.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
TMHC Sales vs. its Competitors, Q1 2026
Taylor Morrison Home reported revenue contraction of 26.84 % year on year in Q1 2026, below its competitors' combined revenue change of -9.53 %.
With a net margin of 7.24 %, Taylor Morrison Home reported lower profitability than its competitors (7.27 %).
Taylor Morrison Home generated 4.34 % of the combined sales of its peer group, down from 5.31 % a year earlier.
API endpoints for this dataset
Taylor Morrison Home vs. its Competitors, Q1 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Taylor Morrison Home reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Taylor Morrison Home and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Taylor Morrison Home Corp | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (6) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Taylor Morrison Home's competitor groups requires a Commercial License.
For context: the Construction Services industry grew revenue 35.0% year over year, combined, vs -26.8% for Taylor Morrison Home. Taylor Morrison Home's share of combined industry revenue moved from 1.57% to 0.85%, a loss of 0.72 percentage points.
Taylor Morrison Home's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Taylor Morrison Home Corp | Yes | No | No | No |
| Competitors combined (21) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 37.50 % (3 of 8) | 0.00 % (0 of 8) | 37.50 % (3 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
TMHC Stock Performance relative to its Competitors
TMHC Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Sekisui House U s Inc | 282.9% | Outperformed |
| 2 | Forestar Group Inc | 282.9% | Outperformed |
| 3 | Beazer Homes Usa Inc | 282.9% | Outperformed |
| 4 | Tri Pointe Homes Inc | 282.9% | Outperformed |
| 5 | Toll Brothers Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Taylor Morrison Home's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Taylor Morrison Home's Comment on Competition and Industry Peers
In order to maximize our sales volumes, profitability and product strategy,
we strive to understand our competition and their pricing, product and sales
volume strategies and results. Competition among residential homebuilders of
all sizes is based on a number of interrelated factors, including location,
reputation, amenities, floor plans, design, quality and price. We believe that
we compare favorably to other homebuilders in the markets in which we operate.
Publicly Traded Peers of Taylor Morrison Home Corp
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Taylor Morrison Home Corp |
7,066.05 | 7,612.57 |
 D r Horton Inc |
43,095.24 | 33,349.80 |
 Pultegroup Inc |
24,886.66 | 15,976.12 |
 Lennar Corp |
21,098.47 | 31,973.08 |
 Nvr Inc |
17,737.84 | 9,529.53 |
 Toll Brothers Inc |
14,408.53 | 10,759.04 |
| SUBTOTAL | 157,128.25 | 151,913.97 |
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Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Taylor Morrison Home Corp versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Taylor Morrison Home's Competitors Named by the Company
Competitive relationships identified from Taylor Morrison Home reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Kb Home | Company report | 85% |
| Nobility Homes Inc | Company report | 85% |
| Toll Brothers Inc | Company report | 85% |
| Green Brick Partners Inc | Company report | 85% |
| Sekisui House U s Inc | Company report | 85% |
| D r Horton Inc | Company report | 85% |
| Lennar Corp | Company report | 85% |
| Nvr Inc | Company report | 85% |
| Mi Homes Inc | Company report | 85% |
| Hovnanian Enterprises Inc | Company report | 85% |
| Meritage Homes Corporation | Company report | 85% |
| Tri Pointe Homes Inc | Company report | 85% |
| Five Point Holdings Llc | Company report | 85% |
| Lgi Homes Inc | Company report | 85% |
| Pultegroup Inc | Company report | 85% |
| New Home Co Inc | Company report | 85% |
| Forestar Group Inc | Company report | 85% |
| My City Builders Inc | Company report | 85% |
| Beazer Homes Usa Inc | Company report | 85% |
| Century Communities Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Taylor Morrison Home's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Taylor Morrison Home's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Taylor Morrison Home Corp | West Homebuilding 41.26 % |
| D r Horton Inc | HomeBuildingOps 94.14 % |
| Pultegroup Inc | Florida 27.75 % |
| Lennar Corp | Homebuilding West 32.20 % |
| Nvr Inc | Home Building 97.79 % |
| Toll Brothers Inc | South 26.32 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
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Taylor Morrison Home's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Taylor Morrison Home Corp | 7,066 | 2,537,524 | 225,987 |
| D r Horton Inc | 43,095 | 2,325,486 | 215,808 |
| Pultegroup Inc | 24,887 | 2,455,599 | 276,105 |
| Lennar Corp | 21,098 | 2,551,315 | 105,595 |
| Nvr Inc | 17,738 | 1,512,624 | 181,162 |
| Toll Brothers Inc | 14,409 | 2,195,722 | 244,591 |
| PEERS TOTAL | 150,062 | 1,626,518 | 121,542 |
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Taylor Morrison Home's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Mi Homes Inc | Southern Homebuilding 52.04 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Taylor Morrison Home's Position in Industry Market Structure
Market-capitalization share and concentration across all 77 companies in Taylor Morrison Home's industry classification, broader than the peer set above. Market cap in millions of $.Taylor Morrison Home ranks #0 of 77 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 673, indicating a unconcentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Quanta Services Inc | 82,454 | 18.34 % |
| 2 | D r Horton Inc | 43,095 | 9.59 % |
| 3 | Comfort Systems Usa inc | 35,871 | 7.98 % |
| 4 | Emcor Group Inc | 27,108 | 6.03 % |
| 5 | Pultegroup Inc | 1,234 | 5.2% |
| 6 | Lennar Corp | 1,234 | 5.2% |
| 7 | Nvr Inc | 1,234 | 5.2% |
| 8 | Jacobs Solutions Inc | 1,234 | 5.2% |
| 9 | Toll Brothers Inc | 1,234 | 5.2% |
| 10 | Mastec Inc | 1,234 | 5.2% |
| 0 | Taylor Morrison Home Corp | 7,066 | 0.00 % |
Market cap and industry share for the rest of Taylor Morrison Home's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-07-23.
Taylor Morrison Home's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Construction Services industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (118 companies). See the full Construction Services industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 22.30 % | 17.91 % (avg) | +4.4 pp |
| Operating Margin | 16.49 % | industry median | +9.3 pp |
| EBITDA Margin | 12.69 % | 2.70 % (avg) | +10.0 pp |
| Capital Intensity (Capex / Revenue) | 0.55 % | 3.50 % (avg) | -2.9 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Taylor Morrison Home's Valuation vs Competitive Position
Valuation multiples vs the Construction Services industry average (118 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Construction Services industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 9.4x | 26.1x | -16.7x |
| EV / EBITDA | 6.6x | 16.5x | -9.9x |
| P/B | 1.0x | 3.9x | -2.9x |
| Return on Equity | 10.93 % | industry aggregate | -2.80 % |
| Return on Invested Capital | 8.45 % | 1.40 % (avg) | 7.05 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Taylor Morrison Home's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 7.16 % | 12.65 % | 28.66 % | 22.31 % | 9.99 % | -10.02 % | 10.11 % | -0.56 % |
| Operating Margin | 7.60 % | 6.77 % | 5.29 % | 11.52 % | 16.90 % | 18.40 % | 18.71 % | 17.35 % |
| Return on Invested Capital | 5.04 % | 4.50 % | 3.05 % | 7.83 % | 11.21 % | 9.97 % | 10.31 % | 9.61 % |
| P/E | 9.2x | 9.9x | 14.1x | 6.2x | 3.3x | 6.4x | 8.3x | 7.9x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Taylor Morrison Home's Strategic Group Map
Taylor Morrison Home is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Taylor Morrison Home's trailing-12-month revenue growth of -9.0% and operating margin of 16.5% compares with an average of -4.3% growth and 11.8% margin across its 8 closest peers by combined growth, margin and ROIC -- Taylor Morrison Home sits below that peer average on growth and above it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Taylor Morrison Home's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 673 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 0.55 % vs industry average 3.50 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Taylor Morrison Home's dedicated Suppliers and Customers pages, not here.
Taylor Morrison Home's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Taylor Morrison Home falls in the Low attractiveness / Medium strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Taylor Morrison Home's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Operating margin 9.3 points above the industry median.
Weaknesses
- Latest-quarter revenue run-rate is decelerating (-27.1% annualized vs trailing 12 months).
Opportunities
- Trades at a lower P/E than the industry average (9.4x vs 26.1x) despite a higher return on invested capital -- a possible re-rating opportunity.
- A meaningful share of competitors (70.00 %) show financial-distress signals, a possible opening to gain share.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-15.3% annualized).
Methodology: see Methodology: SWOT Analysis.
Taylor Morrison Home's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Taylor Morrison Home Corp | 0.49 | 11.93 | 0.12 |
| D r Horton Inc | 0.64 | 6.12 | 0.19 |
| Pultegroup Inc | 0.73 | 6.79 | 0.14 |
| Lennar Corp | 1.30 | 8.87 | 0.22 |
| Nvr Inc | 2.18 | 5.97 | 0.19 |
| Toll Brothers Inc | 0.43 | 4.24 | 0.12 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Taylor Morrison Home's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Taylor Morrison Home Corp | Q1 2026 | -26.8 % | -53.0 % |
| D r Horton Inc | Q2 2026 | +0.0 % | -11.1 % |
| Pultegroup Inc | Q3 2026 | -9.8 % | -18.8 % |
| Lennar Corp | Q3 2026 | -8.7 % | -52.7 % |
| Nvr Inc | Q2 2026 | -10.5 % | -29.1 % |
| Toll Brothers Inc | Q2 2026 | -9.7 % | -24.2 % |
| PEERS TOTAL | +16.4 % | -31.2 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Taylor Morrison Home's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Taylor Morrison Home Corp | Q1 2026 | -23.5 % | +17.0 % |
| D r Horton Inc | Q2 2026 | +0.9 % | -8.7 % |
| Pultegroup Inc | Q3 2026 | +4,939.9 % | -15.9 % |
| Lennar Corp | Q3 2026 | - | - |
| Nvr Inc | Q2 2026 | +83.2 % | -25.9 % |
| Toll Brothers Inc | Q2 2026 | -7.7 % | +20.6 % |
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Taylor Morrison Home's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Taylor Morrison Home Corp | 7.01% | 7.84% | 10.93% |
| D r Horton Inc | 8.66% | 9.84% | 12.62% |
| Pultegroup Inc | 9.84% | 10.81% | 13.80% |
| Lennar Corp | 3.89% | 4.08% | 5.97% |
| Nvr Inc | 19.89% | 21.96% | 31.02% |
| Toll Brothers Inc | 8.23% | 10.36% | 14.27% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Taylor Morrison Home's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Taylor Morrison Home Corp | 10.91 | 0.93 |
| D r Horton Inc | 14.66 | 1.29 |
| Pultegroup Inc | 14.23 | 1.56 |
| Lennar Corp | 16.90 | 0.66 |
| Nvr Inc | 16.46 | 1.86 |
| Toll Brothers Inc | 12.34 | 1.34 |
| PEERS AVERAGE | 13.71 | 1.03 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.