Beazer Homes USA Inc (BZH)vsToll Brothers Inc (TOL)
BZH
Beazer Homes USA Inc
$19.34
-0.15%
CONSUMER CYCLICAL · Cap: $550.33M
TOL
Toll Brothers Inc
$136.91
+0.33%
CONSUMER CYCLICAL · Cap: $12.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Toll Brothers Inc generates 397% more annual revenue ($11.25B vs $2.27B). TOL leads profitability with a 12.3% profit margin vs 0.4%. TOL appears more attractively valued with a PEG of 0.99. TOL earns a higher WallStSmart Score of 75/100 (B+).
BZH
Hold43
out of 100
Grade: D
TOL
Strong Buy75
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1256.8%
Fair Value
$1.97
Current Price
$19.34
$17.37 premium
Margin of Safety
+74.4%
Fair Value
$629.93
Current Price
$136.91
$493.02 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Attractively priced relative to earnings
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
15.4% revenue growth
Earnings expanding 25.1% YoY
Areas to Watch
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of 0.8% — below average capital efficiency
0.4% margin — thin
Weak financial health signals
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : BZH
The strongest argument for BZH centers on Price/Book.
Bull Case : TOL
The strongest argument for TOL centers on P/E Ratio, Altman Z-Score, PEG Ratio. Revenue growth of 15.4% demonstrates continued momentum. PEG of 0.99 suggests the stock is reasonably priced for its growth.
Bear Case : BZH
The primary concerns for BZH are PEG Ratio, Market Cap, Return on Equity. A P/E of 64.3x leaves little room for execution misses. Thin 0.4% margins leave little buffer for downturns.
Bear Case : TOL
The primary concerns for TOL are Piotroski F-Score, Free Cash Flow.
Key Dynamics to Monitor
BZH profiles as a value stock while TOL is a growth play — different risk/reward profiles.
BZH carries more volatility with a beta of 2.15 — expect wider price swings.
TOL is growing revenue faster at 15.4% — sustainability is the question.
TOL generates stronger free cash flow (-12M), providing more financial flexibility.
Bottom Line
TOL scores higher overall (75/100 vs 43/100) and 15.4% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Beazer Homes USA Inc
CONSUMER CYCLICAL · RESIDENTIAL CONSTRUCTION · USA
Beazer Homes USA, Inc. is a home builder in the United States. The company is headquartered in Atlanta, Georgia.
Toll Brothers Inc
CONSUMER CYCLICAL · RESIDENTIAL CONSTRUCTION · USA
Toll Brothers, Inc. designs, builds, markets, sells and manages the financing of a variety of detached and attached homes in luxury residential communities in the United States. The company is headquartered in Horsham, Pennsylvania.
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