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BZH vs TMHC
Which Stock Would AI Choose? Beazer Homes USA (BZH) vs. Taylor Morrison Home Corporation (TMHC) Stock Comparison
Key Takeaways
- Both BZH and TMHC operate as homebuilders, focusing on single-family homes amid a challenging housing market influenced by interest rates.
- TMHC boasts a larger market capitalization of approximately $5.7 billion and stronger profitability with TTM EPS of $6.71, compared to BZH's $584 million market cap and mixed EPS.
- Recent earnings for BZH showed a Q2 loss narrower than expected at -$0.03 per share, while TMHC beat Q1 revenue estimates despite sales declines.
- TMHC shares have shown relative stability with YTD gains around 5%, outperforming BZH's declines.
- Forward P/E ratios are comparable (BZH at 12.89, TMHC around 12.67), suggesting similar growth expectations despite scale differences.
Introduction
Beazer Homes USA (BZH) and Taylor Morrison Home Corporation (TMHC) are key players in the U.S. residential homebuilding sector, designing and selling single-family homes during a period of elevated mortgage rates and fluctuating buyer demand. This comparison is relevant for traders monitoring sector momentum and investors assessing relative performance in cyclical markets. Both stocks reflect broader housing trends, including supply constraints and affordability challenges, offering insights into risk-reward trade-offs for portfolios exposed to construction and real estate cycles.
BZH Overview and Recent Performance
Beazer Homes USA, Inc. (BZH) is a homebuilder operating primarily in the Southeast and West regions, constructing single-family homes, townhomes, and condominiums. In recent market activity, BZH shares have traded around $20.63, experiencing volatility with declines amid broader homebuilder pressures. The company's second-quarter fiscal 2026 results aligned with expectations on key operating metrics, reporting a narrower-than-forecasted loss of $0.03 per share (EPS, or earnings per share), supported by cost reductions of about $3,000 per home. Sentiment has been influenced by housing affordability issues and interest rate sensitivity, contributing to year-to-date underperformance of roughly -6%.
TMHC Overview and Recent Performance
Taylor Morrison Home Corporation (TMHC) designs, builds, and sells single-family detached and attached homes across multiple U.S. markets, with a focus on lifestyle communities. Shares have hovered near $60.39 in recent weeks, showing resilience with modest gains. First-quarter 2026 results exceeded revenue expectations, though home sales fell 26.8% year-over-year due to market headwinds; adjusted EPS came in strong at $1.12. Performance reflects steady demand in select segments, with shares up about 5% year-to-date and benefiting from the company's larger scale and diversified operations. Investor sentiment remains cautious amid macroeconomic factors like mortgage rates.
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Head-to-Head Comparison
Both BZH and TMHC share similar business models centered on residential homebuilding, exposed to interest-sensitive demand and land acquisition costs. However, TMHC differentiates with greater scale—TTM revenue of $7.61 billion versus BZH's $2.11 billion—and superior profitability (TTM net income $668 million vs. $30 million). Recent momentum favors TMHC with positive YTD returns, while BZH lags; price growth ratings are comparable at 46-52. Risk factors include cyclical housing downturns for both, but BZH's smaller size amplifies volatility. Market sentiment leans toward TMHC for its lower trailing P/E (9.42 vs. 74) and growth drivers like community developments.
Tickeron AI Verdict
Tickeron’s AI analysis currently favors TMHC over BZH, driven by its larger scale, consistent profitability, positive relative momentum, and stronger positioning in a rate-sensitive sector. Factors like higher EPS stability and comparable forward valuations suggest higher probability of outperformance in prevailing conditions, though both remain tied to housing recovery catalysts.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BZH is a Hold and TMHC is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BZH’s FA Score shows that 1 FA rating(s) are green whileTMHC’s FA Score has 1 green FA rating(s).
- BZH’s FA Score: 1 green, 4 red.
- TMHC’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BZH’s TA Score shows that 7 TA indicator(s) are bullish while TMHC’s TA Score has 4 bullish TA indicator(s).
- BZH’s TA Score: 7 bullish, 3 bearish.
- TMHC’s TA Score: 4 bullish, 6 bearish.
Price Growth
BZH (@Homebuilding) experienced а +17.85% price change this week, while TMHC (@Homebuilding) price change was -8.68% for the same time period.
The average weekly price growth across all stocks in the @Homebuilding industry was -5.07%. For the same industry, the average monthly price growth was -6.05%, and the average quarterly price growth was -10.69%.
Reported Earning Dates
BZH is expected to report earnings on Jul 30, 2026.
TMHC is expected to report earnings on Jul 29, 2026.
Industries' Descriptions
@Homebuilding (-5.07% weekly)Homebuilding includes companies residential home construction companies, renovators and repair firms. The companies may be building single-family or multifamily homes, condominiums or mobile homes. Over the five years to 2019, the Home Builders industry is estimated to have grown at an annualized rate of 2.5% to reach $89.4 billion, (including expected growth of 2.6% in 2019), according to a study by IbisWorld. After having suffered one of its worst crises a decade ago during the last macroeconomic recession–which had much of its origins in U.S. real estate – the homebuilding industry has been recovering steadily so far. Higher disposable incomes and improving economic activity have bolstered consumers’ purchases of homes. While revenue of the Home Builders industry remains well below its prerecession high, demand growth estimates show promise.
| BZH | TMHC | BZH / TMHC | |
| Capitalization | 605M | 5.12B | 12% |
| EBITDA | -11.12M | 1.03B | -1% |
| Gain YTD | 9.127 | -6.931 | -132% |
| P/E Ratio | 74.45 | 8.17 | 912% |
| Revenue | 2.11B | 7.61B | 28% |
| Total Cash | 116M | 653M | 18% |
| Total Debt | 1.25B | 2.42B | 52% |
BZH | TMHC | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 10 | 62 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 97 Overvalued | 67 Overvalued | |
PROFIT vs RISK RATING 1..100 | 88 | 44 | |
SMR RATING 1..100 | 90 | 66 | |
PRICE GROWTH RATING 1..100 | 57 | 76 | |
P/E GROWTH RATING 1..100 | 1 | 31 | |
SEASONALITY SCORE 1..100 | 50 | n/a |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
TMHC's Valuation (67) in the Homebuilding industry is in the same range as BZH (97). This means that TMHC’s stock grew similarly to BZH’s over the last 12 months.
TMHC's Profit vs Risk Rating (44) in the Homebuilding industry is somewhat better than the same rating for BZH (88). This means that TMHC’s stock grew somewhat faster than BZH’s over the last 12 months.
TMHC's SMR Rating (66) in the Homebuilding industry is in the same range as BZH (90). This means that TMHC’s stock grew similarly to BZH’s over the last 12 months.
BZH's Price Growth Rating (57) in the Homebuilding industry is in the same range as TMHC (76). This means that BZH’s stock grew similarly to TMHC’s over the last 12 months.
BZH's P/E Growth Rating (1) in the Homebuilding industry is in the same range as TMHC (31). This means that BZH’s stock grew similarly to TMHC’s over the last 12 months.
| BZH | TMHC | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 72% | 2 days ago 71% |
| Stochastic ODDS (%) | 2 days ago 74% | 2 days ago 73% |
| Momentum ODDS (%) | 2 days ago 85% | 2 days ago 65% |
| MACD ODDS (%) | 2 days ago 83% | 2 days ago 58% |
| TrendWeek ODDS (%) | 2 days ago 78% | 2 days ago 63% |
| TrendMonth ODDS (%) | 2 days ago 77% | 2 days ago 60% |
| Advances ODDS (%) | 6 days ago 75% | 11 days ago 71% |
| Declines ODDS (%) | 2 days ago 76% | 4 days ago 62% |
| BollingerBands ODDS (%) | 2 days ago 86% | 2 days ago 80% |
| Aroon ODDS (%) | 2 days ago 69% | 2 days ago 64% |
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BZH and
Correlation & Price change
A.I.dvisor indicates that over the last year, BZH has been closely correlated with TMHC. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if BZH jumps, then TMHC could also see price increases.
| Ticker / NAME | Correlation To BZH | 1D Price Change % | ||
|---|---|---|---|---|
| BZH | 100% | -3.78% | ||
| TMHC - BZH | 77% Closely correlated | -3.79% | ||
| TOL - BZH | 76% Closely correlated | -4.38% | ||
| LEN - BZH | 75% Closely correlated | -3.46% | ||
| LGIH - BZH | 75% Closely correlated | -7.62% | ||
| DFH - BZH | 74% Closely correlated | -3.61% | ||
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