Opinions
The Panic-Proof Portfolio (Stockchase Research)
Taylor Morrison Home Corp.
TMHC-N
TOP PICK
May 06, 2025
$57.690
Stock price when the opinion was issued
REAL ESTATE
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TOP PICK
Stockchase Research Editor: Michael O’Reilly
New home building was on the rise in the US again in February. The company expects to build 20,000 home annually thru to 2028 while supporting ROE and margin over 15%. We like that cash reserves are growing, while shares are aggressively bought back and debt is retired. It trades at 7x earnings, 1.1x book and supports a ROE of 15%. We recommend setting a stop-loss at $47, looking to achieve $81 — upside potential over 30%. Yield 0%
(Analysts’ price target is $80.86)
REAL ESTATE
Housing starts have slowed in the US due to tariff uncertainty; however, with trade talks with Canada getting underway in a positive way the fear of rising home building costs may be subsiding. It trades at 7x earnings, at book value and supports a 16% ROE. We recommend trailing up the stop (from $47) to $52, looking to achieve $73 -- upside potential of 25%. Yield 0%
(Analysts’ price target is $73.38)