Added to YB: 2025-08-19
Pitch date: 2025-08-16
TOL [bearish]
Toll Brothers, Inc.
-6.6%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$12.2B
Pitch Price
$130.54
Price Target
N/A
Dividend
0.79%
EV/EBITDA
7.41
P/E
9.28
EV/Sales
1.33
Sector
Household Durables
Category
N/A
Deep Dive: Shorting Homebuilders - Toll Brothers, Inc.
TOL (short): Luxury homebuilder (~$1M ASP) partly insulated from affordability issues; Q3 revenue $2.77B (+5% YoY), EPS $4.05 (+8%), GM 27.2% (-70bps). Affluent buyers less rate-sensitive. New orders -6% YoY. FY25 guidance: 9,900-10,200 deliveries, $1-1.02M ASP, 27-27.5% GM. Risk: tariff impacts on imported materials, macro sensitivity.
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