D.R. Horton, Inc. vs Toll Brothers, Inc., two Homebuilders stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where DHI and TOL diverge most: on revenue growth, DHI reads -3.8% and TOL reads +0.2%; on ev/ebitda, DHI reads 1333.9 and TOL reads 7.8. The rest of the comparable metrics sit closer together. On valuation, today's DHI price has a different growth bar priced in than TOL (-3.5% implied for DHI vs -3.2% for TOL); the higher figure is the steeper assumption to clear, not a better or worse stock. What TOL's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | DHI | TOL |
|---|---|---|
| Price | $137.91 | $134.94 |
| Market cap | $39.0B | $12.7B |
| Sector | Homebuilders | Homebuilders |
| Stage | Mature | Mature |
| Implied growth (priced in) | -3.5% | -3.2% |
| P/E | 13.2 | 10.8 |
| P/B | 1.60 | 1.49 |
| P/S | 1.17 | 1.18 |
| EV/EBITDA | 1333.9 | 7.8 |
| Revenue growth | -3.8% | +0.2% |
| Operating margin | — | 13.5% |
| Net margin | 9.2% | 11.1% |
| Return on equity | 12.5% | 14.0% |
| Return on assets | 8.4% | 8.2% |
| Return on invested capital | — | 13.8% |
| FCF yield | 8.2% | 8.6% |
| Dividend yield | 1.2% | 0.7% |
| Debt / equity | 0.00 | 0.00 |
| Altman Z (solvency) | 4.11 | 2.94 |
| Piotroski F (quality) | 8 / 9 | 8 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
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.