Tri Pointe Homes Stock vs Competition: Who Wins?
Tri Pointe Homes (TPH) stock has delivered a strong 12-month return of 29%, outpacing several peers as of February 13, 2026. However, while its free cash flow margin is relatively robust and valuation is moderate, TPH faces headwinds with a notable negative revenue growth over the last twelve months and operating margins trailing top performers. This suggests that while profitability is sound, sustained upside may depend on re-accelerating growth amidst a stabilizing but still challenged US homebuilding market, where affordability concerns persist for buyers despite rising inventory and modest home price growth.
- TPH’s 10.4% operating margin, below PHM’s 17.2%, suggests varied cost management or market segment focus, hindering relative profitability.
- TPH’s -16.6% revenue drop, trailing all peers, indicates higher interest rate sensitivity or concentrated market weakness affecting demand.
- TPH’s 28.9% stock gain, below DHI/PHM/TOL, with a 13.0 PE, hints at investor concerns about cyclicality or future growth prospects.
Here’s how Tri Pointe Homes stacks up across size, valuation, and profitability versus key peers.
| TPH | DHI | LEN | PHM | TOL | TMHC | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 4.0 | 49.0 | 30.9 | 27.7 | 16.1 | 6.8 |
| Revenue ($ Bil) | 3.8 | 33.5 | 34.2 | 17.3 | 11.0 | 8.4 |
| PE Ratio | 13.0 | 14.7 | 14.8 | 12.5 | 11.9 | 8.0 |
| LTM Revenue Growth | -16.6% | -8.6% | -3.5% | -3.5% | 1.1% | 7.0% |
| LTM Operating Margin | 10.4% | 12.3% | 8.0% | 17.2% | 15.7% | 14.6% |
| LTM FCF Margin | 7.2% | 10.4% | 0.1% | 10.1% | 9.4% | 6.8% |
| 12M Market Return | 28.9% | 31.3% | 0.6% | 34.7% | 35.6% | 7.7% |
For more details on Tri Pointe Homes, read Buy or Sell TPH Stock. Below we compare TPH’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
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| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| TPH | -16.6% | – | 20.9% | -14.6% | 9.2% |
| DHI | -8.6% | -6.9% | 3.8% | 5.9% | |
| LEN | -3.5% | -3.5% | 3.5% | 1.7% | |
| PHM | -3.5% | -3.5% | 11.7% | 0.4% | |
| TOL | 1.1% | 1.1% | 8.5% | -2.7% | |
| TMHC | 7.0% | – | 10.1% | -9.8% | 9.6% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| TPH | 10.4% | – | 12.8% | 11.5% | 17.7% |
| DHI | 12.3% | 12.9% | 16.1% | 17.2% | |
| LEN | 8.0% | 8.0% | 13.7% | 15.9% | |
| PHM | 17.2% | 17.2% | 21.7% | 21.1% | |
| TOL | 15.7% | 15.7% | 18.8% | 17.3% | |
| TMHC | 14.6% | – | 14.9% | 14.6% | 17.6% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| TPH | 13.0 | – | 6.5 | 10.4 | 6.3 |
| DHI | 14.7 | 12.4 | 9.7 | 10.9 | |
| LEN | 14.8 | 12.7 | 9.4 | 10.7 | |
| PHM | 12.5 | 10.5 | 7.4 | 8.7 | |
| TOL | 11.9 | 9.9 | 8.3 | 8.2 | |
| TMHC | 8.0 | – | 7.0 | 8.6 | 5.8 |
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