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Upturn AI SWOT - About
TOL 
Toll Brothers Inc (TOL)
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Upturn Advisory Summary
03/20/2025: TOL (5-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 106.14% | Avg. Invested days 62 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 03/20/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 10.86B USD | Price to earnings Ratio 7.52 | 1Y Target Price 146.32 |
Price to earnings Ratio 7.52 | 1Y Target Price 146.32 | ||
Volume (30-day avg) 2087751 | Beta 1.76 | 52 Weeks Range 102.49 - 169.20 | Updated Date 03/27/2025 |
52 Weeks Range 102.49 - 169.20 | Updated Date 03/27/2025 | ||
Dividends yield (FY) 0.92% | Basic EPS (TTM) 14.46 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 14.03% | Operating Margin (TTM) 12.78% |
Management Effectiveness
Return on Assets (TTM) 9.71% | Return on Equity (TTM) 20.33% |
Valuation
Trailing PE 7.52 | Forward PE 7.61 | Enterprise Value 13118151970 | Price to Sales(TTM) 1.01 |
Enterprise Value 13118151970 | Price to Sales(TTM) 1.01 | ||
Enterprise Value to Revenue 1.22 | Enterprise Value to EBITDA 6.45 | Shares Outstanding 99437000 | Shares Floating 98686251 |
Shares Outstanding 99437000 | Shares Floating 98686251 | ||
Percent Insiders 0.73 | Percent Institutions 90.71 |
Analyst Ratings
Rating 3.89 | Target Price 157.89 | Buy 2 | Strong Buy 9 |
Buy 2 | Strong Buy 9 | ||
Hold 6 | Sell 1 | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Toll Brothers Inc
Company Overview
History and Background
Toll Brothers Inc. was founded in 1967 by brothers Robert and Bruce Toll. Initially focused on building luxury homes in the Philadelphia area, the company expanded geographically and diversified its product offerings, becoming a leading national builder of luxury homes.
Core Business Areas
- Home Building: Toll Brothers' primary business is the design, construction, and sale of single-family detached and attached homes, as well as master-planned communities, serving move-up, empty-nester, and active adult homebuyers.
- Apartment Living: The company develops and manages luxury rental apartments in select urban and suburban markets.
- Student Living: Develops and manages luxury student housing communities
- Commercial: Develops and manages commercial properties.
Leadership and Structure
Douglas C. Yearley, Jr. serves as the Chairman and Chief Executive Officer. The company operates with a functional organizational structure, with regional presidents overseeing operations in various geographic areas.
Top Products and Market Share
Key Offerings
- Luxury Single-Family Homes: Toll Brothers' core product is luxury single-family homes in planned communities, with a focus on customization and high-end finishes. Market share information is difficult to ascertain precisely but Toll Brothers is a leading player in the luxury segment. Competitors include PulteGroup and Lennar (although they are not as focused on custom).
- Active Adult Communities: Homes and communities tailored to the needs of active adults (55+), featuring amenities and lifestyle programs. Competitors include Del Webb (PulteGroup).
- Luxury Apartments: High-end apartment rentals in desirable urban and suburban locations. Competitors include AvalonBay Communities and Equity Residential.
Market Dynamics
Industry Overview
The homebuilding industry is cyclical, influenced by economic conditions, interest rates, demographics, and consumer confidence. Demand is currently facing headwinds due to high mortgage rates but remains resilient due to limited existing inventory.
Positioning
Toll Brothers is positioned as a premium luxury homebuilder, differentiating itself through design, quality, customization options, and location. Its competitive advantage lies in its brand reputation, land acquisition expertise, and customer service.
Total Addressable Market (TAM)
The total addressable market for new home sales in the US is estimated to be in the hundreds of billions of dollars. Toll Brothers' is positioned in the higher-end portion of the TAM.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Focus on the luxury market
- Land acquisition expertise
- High customization options
- Strong financial performance
Weaknesses
- Exposure to cyclicality of the housing market
- Higher price points may limit market reach
- Reliance on skilled labor
- Sensitive to supply chain disruptions
Opportunities
- Expansion into new geographic markets
- Development of new product lines (e.g., smaller, more affordable homes)
- Increased focus on sustainability
- Leveraging technology to enhance the customer experience
Threats
- Rising interest rates
- Economic downturn
- Increased competition
- Land scarcity and rising land costs
- Supply chain disruptions and inflation
Competitors and Market Share
Key Competitors
- D.R. Horton (DHI)
- Lennar (LEN)
- PulteGroup (PHM)
Competitive Landscape
Toll Brothers differentiates itself through its focus on the luxury segment, higher customization options, and strong brand reputation. However, it faces competition from larger builders like D.R. Horton and Lennar, which have a broader market reach due to lower price points.
Major Acquisitions
Shapell Homes
- Year: 2013
- Acquisition Price (USD millions): 1600
- Strategic Rationale: Expanded Toll Brother's presence in the California market.
Growth Trajectory and Initiatives
Historical Growth: Toll Brothers has experienced growth through geographic expansion and product diversification. Cyclical factors influence short-term growth.
Future Projections: Analyst estimates are needed to determine future growth. However, analysts forecast that the market will remain stable, with an increased focus on the high-end market.
Recent Initiatives: Toll Brothers has focused on expanding its product offerings, including active adult communities and luxury apartments, and leveraging technology to improve the customer experience.
Summary
Toll Brothers is a leading luxury homebuilder with a strong brand and expertise in land acquisition and customization. Its focus on the high-end market and geographic diversification have contributed to its growth. However, the company faces risks associated with the cyclical nature of the housing market, rising interest rates, and competition from larger builders. While a leading company it is exposed to market pressures.
Similar Companies
- DHI
- LEN
- PHM
- NVR
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Analyst Research Reports
- Company Website
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market share estimates are approximate.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Toll Brothers Inc
Exchange NYSE | Headquaters Fort Washington, PA, United States | ||
IPO Launch date 1987-12-30 | Chairman & CEO Mr. Douglas C. Yearley Jr. | ||
Sector Consumer Cyclical | Industry Residential Construction | Full time employees 4900 | Website https://www.tollbrothers.com |
Full time employees 4900 | Website https://www.tollbrothers.com | ||
Toll Brothers, Inc., together with its subsidiaries, designs, builds, markets, sells, and arranges finance for a range of detached and attached homes in luxury residential communities in the United States. It designs, builds, markets, and sells condominiums through Toll Brothers City Living. The company also develops a range of single-story living and first-floor primary bedroom suite home designs, as well as communities with recreational amenities, such as golf courses, marinas, pool complexes, country clubs, and fitness and recreation centers; and develops, operates, and rents apartments. In addition, it provides various interior fit-out options, such as flooring, wall tile, plumbing, cabinets, fixtures, appliances, lighting, and home-automation and security technologies. Further, the company owns and operates architectural, engineering, mortgage, title, land development, insurance, smart home technology, landscaping, lumber distribution, house component assembly, and component manufacturing operations. It serves luxury first-time, move-up, empty-nester, active-adult, and second-home buyers. The company was founded in 1967 and is headquartered in Fort Washington, Pennsylvania.
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