Toll Brothers prides itself on controlling an ample supply of some of the best land in the industry. Premier land inventory, combined with luxurious, customizable designs, allows the company to charge industry-leading average selling prices (among public peers).
The housing supply/demand imbalance will take years to address and should support pricing power for homebuilders.
High home prices, rising interest rates, and economic uncertainty could cause a prolonged slowdown in U.S. housing demand.
|
Metric
|
TOL
|
DHI
|
LEN
|
|---|---|---|---|
Price/Earnings (Normalized) | 9.32 | 9.95 | 10.66 |
Price/Book Value | 1.76 | 2.03 | 1.63 |
Price/Sales | 1.28 | 1.33 | 1.25 |
Price/Cash Flow | 7.80 | 9.45 | 9.10 |
|
Metric
|
TOL
|
DHI
|
LEN
|
|---|---|---|---|
Quick Ratio | 0.36 | 1.34 | 5.48 |
Current Ratio | 4.32 | 12.77 | 19.81 |
Interest Coverage | — | 44.71 | 347.55 |
|
Metric
|
TOL
|
DHI
|
LEN
|
|---|---|---|---|
Return on Assets (Normalized) | 12.05% | 15.71% | 11.38% |
Return on Equity (Normalized) | 22.32% | 22.98% | 16.77% |
Return on Invested Capital (Normalized) | 15.29% | 18.42% | 14.09% |
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|
DHI
| D.R. Horton Inc | Szymqlhp | Pph | $48.1 Bil | |
LEN
| Lennar Corp Class A | Csyxkgcnn | Rhzvf | $42.9 Bil | |
LEN.B
| Lennar Corp Class B | — | Dfdc | $42.5 Bil | |
NVR
| NVR Inc | Dhdxwwtvg | Mctz | $25.0 Bil | |
PHM
| PulteGroup Inc | Lzybqmyq | Khcmv | $23.6 Bil | |
SKHSY
| Sekisui House Ltd ADR | — | Zphd | $14.5 Bil | |
SKHSF
| Sekisui House Ltd | — | Zyyyd | $14.5 Bil | |
IBP
| Installed Building Products Inc | — | Kvbmdj | $6.7 Bil | |
BKGFY
| Berkeley Group Holdings (The) PLC ADR | — | Svljj | $6.1 Bil |
