D.R. Horton, Inc. vs Taylor Morrison Home Corp, two Homebuilders stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
The industry's largest builder at $48B faces a mid-sized one at $7B: D.R. Horton earns the better returns, 13.11% on equity against Taylor Morrison's 10.69%, on a higher margin, 9.51% against 8.77%. Taylor Morrison is the cheaper stock, 10.7 times earnings against Horton's 15.6, and trades at 1.12 times book against 1.99. Taylor Morrison converts strong free cash, 9.82% against 7.28%, but carries some debt, 0.37 turns, against Horton's clean sheet. The pair contrasts the scaled leader with a mid-cap builder: Horton offers higher returns, a cleaner balance sheet, and a dividend, Taylor Morrison a rock-bottom multiple and heavier cash conversion, weighing Horton's quality against Taylor Morrison's cheapness.
Comparison updated 2026-07-11.
| Metric | DHI | TMHC |
|---|---|---|
| Price | $151.55 | $71.87 |
| Market cap | $43.8B | $7.0B |
| Sector | Homebuilders | Homebuilders |
| Stage | Mature | Mature |
| Implied growth (priced in) | +0.5% | — |
| P/E | 14.2 | 10.7 |
| P/B | 1.81 | 1.12 |
| P/S | 1.31 | 0.92 |
| EV/EBITDA | 1511.9 | 810.3 |
| Revenue growth | -5.6% | -9.2% |
| Gross margin | — | 20.9% |
| Net margin | 9.5% | 8.8% |
| Return on equity | 13.1% | 10.7% |
| Return on assets | 8.9% | 6.8% |
| FCF yield | 8.0% | 9.8% |
| Dividend yield | 1.1% | — |
| Debt / equity | 0.00 | 0.37 |
| Altman Z (solvency) | 4.51 | 1.97 |
| Piotroski F (quality) | 7 / 9 | 4 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.