Tri Pointe Homes Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Tri Pointe Homes Inc (TPH) 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: Tri Pointe Homes Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 3,211M vs 134,321M combined for tracked competitors (2.3% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-12.5% annualized vs trailing 12 months), vs accelerating (+5.9%) for its tracked peer group.
- Growth: Tri Pointe Homes Inc generated -28.5% revenue growth year over year in Q2 2026, vs 1.4% for its tracked competitors combined.
- Profitability: Its -22.5% net margin compares with 7.3% for the peer group.
- Peer revenue share: Tri Pointe Homes Inc accounted for 1.9% of combined revenue among its tracked peer group, down from 2.7% a year earlier.
- Peer differentiation: Revenue per employee of $2.03M compares with $1.67M for the peer group (1.2x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
TPH Sales vs. its Competitors, Q2 2026
Tri Pointe Homes Inc reported revenue contraction of 28.54 % year on year in Q2 2026, below its competitors' combined revenue growth of 1.43 %.
With a net margin of -22.46 %, Tri Pointe Homes Inc reported lower profitability than its competitors (7.25 %).
Tri Pointe Homes Inc generated 1.94 % of the combined sales of its peer group, down from 2.73 % a year earlier.
Tri Pointe Homes Inc vs. its Competitors, Q2 2026
Revenue 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 an SEC filing; 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 Tri Pointe Homes Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Tri Pointe Homes Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (4) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Tri Pointe Homes Inc's competitor groups requires a Commercial License.
For context: the Construction Services industry grew revenue 20.1% year over year, combined, vs -28.5% for Tri Pointe Homes Inc. Tri Pointe Homes Inc's share of combined industry revenue moved from 0.78% to 0.46%, a loss of 0.32 percentage points.
Tri Pointe Homes Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Tri Pointe Homes Inc | No | No | No | Yes |
| Competitors combined (19) | ||||
| Similar Growth & Profitability (8) | 62.50 % (5 of 8) | 0.00 % (0 of 8) | 0.00 % (0 of 8) | 25.00 % (2 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.
TPH Stock Performance relative to its Competitors
TPH 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 | Beazer Homes Usa Inc | 282.9% | Outperformed |
| 3 | Landsea Homes Corporation | 282.9% | Outperformed |
| 4 | Dillard s inc | 282.9% | Outperformed |
| 5 | Toll Brothers Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Tri Pointe Homes Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Tri Pointe Homes Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Tri Pointe Homes Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Tri Pointe Homes Inc | - | 3,211.25 |
| D r Horton Inc | 39,587.45 | 33,349.80 |
| Pultegroup Inc | 22,707.96 | 16,407.08 |
| Lennar Corp | 19,888.10 | 32,737.24 |
| Nvr Inc | 17,600.76 | 9,529.53 |
| Toll Brothers Inc | 12,882.30 | 10,759.04 |
| SUBTOTAL | 149,451.49 | 153,365.58 |
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Sources: Tri Pointe Homes Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Tri Pointe Homes Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Tri Pointe Homes Inc's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Landsea Homes Corporation | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Tri Pointe Homes Inc's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Tri Pointe Homes Inc'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 |
|---|---|
| Tri Pointe Homes Inc | Homebuilding 96.40 % |
| D r Horton Inc | HomeBuildingOps 94.14 % |
| Pultegroup Inc | Florida 26.99 % |
| Lennar Corp | Homebuilding West 34.85 % |
| Nvr Inc | Home Building 97.54 % |
| Toll Brothers Inc | South 26.32 % |
Source: operating segment revenue as reported in each company's SEC filings (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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Tri Pointe Homes Inc'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 |
|---|---|---|---|
| Tri Pointe Homes Inc | - | 2,033,726 | -21,919 |
| D r Horton Inc | 39,587 | 2,325,486 | 215,808 |
| Pultegroup Inc | 22,708 | 2,521,838 | 293,029 |
| Lennar Corp | 19,888 | 2,612,291 | 130,806 |
| Nvr Inc | 17,601 | 1,512,624 | 181,162 |
| Toll Brothers Inc | 12,882 | 2,195,722 | 244,591 |
| PEERS TOTAL | 149,451 | 1,670,386 | 132,374 |
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Tri Pointe Homes Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. 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 54.39 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Tri Pointe Homes Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 78 companies in Tri Pointe Homes Inc's industry classification, broader than the peer set above. Market cap in millions of $.Tri Pointe Homes Inc ranks #0 of 78 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 729, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Quanta Services Inc | 99,352 | 19.35 % |
| 2 | Comfort Systems Usa inc | 59,159 | 11.52 % |
| 3 | D r Horton Inc | 39,587 | 7.71 % |
| 4 | Emcor Group Inc | 34,339 | 6.69 % |
| 5 | Pultegroup Inc | 1,234 | 5.2% |
| 6 | Lennar Corp | 1,234 | 5.2% |
| 7 | Nvr Inc | 1,234 | 5.2% |
| 8 | Mastec Inc | 1,234 | 5.2% |
| 9 | Jacobs Solutions Inc | 1,234 | 5.2% |
| 10 | Sterling Infrastructure Inc | 1,234 | 5.2% |
| 0 | Tri Pointe Homes Inc | 3,999 | 0.00 % |
Market cap and industry share for the rest of Tri Pointe Homes Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-05-13.
Tri Pointe Homes Inc'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 (91 companies). See the full Construction Services industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 98.14 % | 23.01 % (avg) | +75.1 pp |
| Operating Margin | 1.76 % | industry median | -5.6 pp |
| EBITDA Margin | 1.77 % | 4.12 % (avg) | -2.3 pp |
| Capital Intensity (Capex / Revenue) | 0.88 % | 4.59 % (avg) | -3.7 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.
Tri Pointe Homes Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 3.82 % | -5.51 % | 5.76 % | 40.71 % | 11.12 % | -18.24 % | 22.02 % | -25.53 % |
| Operating Margin | 10.83 % | 8.23 % | 11.24 % | 13.19 % | 14.64 % | 9.92 % | 10.87 % | 7.97 % |
| Return on Invested Capital | 6.45 % | 4.52 % | 6.29 % | 10.08 % | 10.98 % | 5.33 % | 6.90 % | 3.96 % |
| P/E | 6.6x | - | 8.1x | 6.2x | 3.4x | 9.2x | 8.2x | 12.2x |
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.
Tri Pointe Homes Inc's Strategic Group Map
Every company in Tri Pointe Homes Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Tri Pointe Homes Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
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.
Tri Pointe Homes Inc'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 729 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 0.88 % vs industry average 4.59 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Tri Pointe Homes Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Tri Pointe Homes Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Tri Pointe Homes Inc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Tri Pointe Homes Inc falls in the Low attractiveness / Low strength cell: Harvest / Divest.
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.
Tri Pointe Homes Inc'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
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Operating margin 5.6 points below the industry median.
- Return on equity 12.7 points below the industry aggregate.
- Latest-quarter revenue run-rate is decelerating (-12.5% annualized vs trailing 12 months).
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
- A meaningful share of tracked competitors (84.20 %) show financial-distress signals, a possible opening to gain share.
Threats
No rule matched.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Tri Pointe Homes Inc'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 |
|---|---|---|---|
| Tri Pointe Homes Inc | 1.65 | 9.07 | 0.16 |
| D r Horton Inc | 0.64 | 6.12 | 0.19 |
| Pultegroup Inc | 0.70 | 6.33 | 0.13 |
| 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.
Tri Pointe Homes Inc'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 |
|---|---|---|---|
| Tri Pointe Homes Inc | Q2 2026 | -28.5 % | - |
| D r Horton Inc | Q2 2026 | +0.0 % | -11.1 % |
| Pultegroup Inc | Q2 2026 | -9.6 % | -22.4 % |
| Lennar Corp | Q2 2026 | -5.2 % | -36.0 % |
| Nvr Inc | Q2 2026 | -10.5 % | -29.1 % |
| Toll Brothers Inc | Q2 2026 | -9.7 % | -24.2 % |
| PEERS TOTAL | -0.5 % | -28.5 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Tri Pointe Homes Inc'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 |
|---|---|---|---|
| Tri Pointe Homes Inc | Q2 2026 | +40.4 % | -32.0 % |
| D r Horton Inc | Q2 2026 | +0.9 % | -8.7 % |
| Pultegroup Inc | Q2 2026 | +4,908.2 % | -13.4 % |
| Lennar Corp | Q2 2026 | - | +23.9 % |
| Nvr Inc | Q2 2026 | +83.2 % | -25.9 % |
| Toll Brothers Inc | Q2 2026 | -7.7 % | +20.6 % |
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Tri Pointe Homes Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Tri Pointe Homes Inc | - | - | - |
| D r Horton Inc | 8.66% | 9.84% | 12.62% |
| Pultegroup Inc | 10.54% | 11.33% | 14.73% |
| Lennar Corp | 4.81% | 5.06% | 7.39% |
| 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).
Tri Pointe Homes Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Tri Pointe Homes Inc | 22.29 | - |
| D r Horton Inc | 13.46 | 1.19 |
| Pultegroup Inc | 12.23 | 1.38 |
| Lennar Corp | 13.01 | 0.61 |
| Nvr Inc | 16.34 | 1.85 |
| Toll Brothers Inc | 11.04 | 1.20 |
| PEERS AVERAGE | 12.60 | 0.97 |
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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.