Toll Brothers Inc (TOL · NYSE)

Toll Brothers (TOL, NYSE) trades at $137.34 with a market cap of $12.66B, down 12.6% over three months and 17.0% below its 52-week high, though the stock has stabilized recently with a 1.0% daily gain and 3.2% over five days. The luxury homebuilder faces top-line pressure, with revenue down 9.7% YoY and earnings down 20.4%, though sequential quarterly results improved through fiscal 2026 — revenue rose from $2.15B in January to $2.66B in July, and the company beat estimates in three of its last four quarters. Valuation remains modest at a P/E of 11.06 and EV/EBITDA of 9.15, supported by a 14.4% ROE, 24.8% gross margin, and a solid balance sheet with $1.06B in cash, a 3.90 current ratio, and debt/EBITDA of 1.7x. The most recent quarter generated $219.6M in free cash flow, and the company continues to expand its community pipeline with new luxury projects announced in Cumming, Georgia and Venice, Florida.