Análisis Argos
TMHC
TMHCBarata · ojo al riesgo
Taylor Morrison Home Corporation · Consumer Cyclical
US$ 71.86
precio al 2026-07-04
Valor justo Argos*
US$ 157–188
vs. su valor justo
58% por debajo
Score Argos
67/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 17.4% al año — menos de lo que viene demostrando (10.3%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos. Ojo: tiene señales de riesgo en sus números — es barata con asterisco.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Riesgos
!Crecimiento estancado o en baja.
VALOR4/6FUTURO2/6PASADO2/6SALUD5/6DIVIDENDO5/6
El Iris de calidad
VALOR4/6FUTURO2/6PASADO2/6SALUD5/6DIVIDENDO5/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos67de 100Barata · ojo al riesgo
Ingresos1%
US$ 8.1 B
Margen operativo8%
14%
Flujo de caja libre376%
US$ 0.8 B
Deuda neta
US$ 1.5 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 6.6B
P/E8.4x
EV/EBITDA7.1x
FCF yield12.2%
ROIC11%
Margen operativo14%
Crecim. ingresos-0.6%/año
Piotroski F5/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

globenewswire.com · 30 jun
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Nuvalent, Inc. (Nasdaq – NUVL), Dana Incorporated (NYSE – DAN), SUNation Energy, Inc. (Nasdaq – SUNE), Taylor Morrison Home Corporation (NYSE - TMHC),
BALA CYNWYD, Pa., June 30, 2026 (GLOBE NEWSWIRE) -- Brodsky & Smith reminds investors of the following investigations. If you own shares and wish to discuss the investigation, contact Jason Brodsky (jbrodsky@brodskysmith.com) or Marc Ackerman (mackerman@brodskysmith.com) at 855-576-4847. There is no cost or financial obligation to you.
gurufocus.com · 25 jun
Are NUVL, CPRX, TMHC Obtaining Fair Deals for their Shareholders?
Are NUVL, CPRX, TMHC Obtaining Fair Deals for their Shareholders? PR Newswire NEW YORK, June 25, 2026
fool.com · 19 jun
What Does Berkshire Hathaway See in This Housing Stock?
The seemingly unlikely acquisition actually makes a lot of sense. Here's why.
gurufocus.com · 15 jun
$HAREHOLDER ALERT: The M&A Class Action Firm Continues to Investigate the Merger--TMHC, KORE, RMAX, and EEX
$HAREHOLDER ALERT: The M&A Class Action Firm Continues to Investigate the Merger--TMHC, KORE, RMAX, and EEX PR Newswire
prnewswire.com · 12 jun
Are GBTG, INM, CZR, TMHC Obtaining Fair Deals for their Shareholders?
/PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating the following companies for potential violations of the federal securities laws
globenewswire.com · 11 jun
The M&A Class Action Firm Encourages $hareholders To Contact Monteverde Concerning The Merger—TMHC, CZR, XOMA, and AVNS
NEW YORK, June 11, 2026 (GLOBE NEWSWIRE) -- Class Action Attorney Juan Monteverde with Monteverde and Associates PC (the "M&A Class Action Firm"), has recovered millions of dollars for shareholders and is recognized as a Top 50 Firm in the 2025 ISS Securities Class Action Services Report.
zacks.com · 11 jun
3 Homebuilder Stocks Managing Through Housing Market Headwinds
Although affordability challenges and land/labor costs pose risks, better operating leverage and marketing strategies are likely to drive homebuilders like TOL, TMHC and LGIH.
247wallst.com · 10 jun
Here Are Wednesday’s Top Wall Street Analyst Research Calls: BILL Holdings, Cava Group, Entergy, GlobalFoundries, Hess Midstream, Nike, Pfizer, SharkNinja, STMicroelectronics, and More
Pre-Market Stock Futures: Futures are trading lower after the stock market tried to take a cue from Monday's action, and things didn't work out quite as well on Tuesday. Once again, the market gapped open higher as the "Buy the dip" legions came in to ride what they thought would be another wave higher, only... Here Are Wednesday's Top Wall Street Analyst Research Calls: BILL Holdings, Cava Group, Entergy, GlobalFoundries, Hess Midstream, Nike, Pfizer, SharkNinja, STMicroelectronics, and More

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.