What changed
$TOL — BUY 📊
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 communit
🎯 Q1 FY26 | Rev $3B | EPS $2.72 vs $2.59 🟢
💡 Consensus expects housing activity to slow under high rates, but Toll's affluent customer base is less rate-sensitive, and its backlog conversion and ASP strength continue to exceed even raised guidance.
📉 Reward/Risk: 2.1:1
🏢 Business Quality: 8/10 - Premier luxury brand with differentiated land portfolio, strong capital returns, and resilient margins through cycles.
📊 Valuation: fair - Trading at ~11x forward P/E and ~1.5x book, near the middle of its historical range. EV/EBITDA ~9x supports upside if estimates rise.
📊 Our read: BUY. Full analysis →
https://stockduty.xyz/s/TOL0619
Why it matters
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 communit