Compare Stocks: TOL vs. LEN vs. SPHL vs. DHI

Market Snapshot

Current market context for the selected companies.

TOL

$141.70

Market Cap $12.97B

Sector Consumer Cyclical

Industry Residential Construction

Data through 2026-09-03

LEN

$84.39

Market Cap $20.13B

Sector Consumer Cyclical

Industry Residential Construction

Data through 2026-09-03

SPHL

$2.46

Market Cap 5.43M

Sector Consumer Cyclical

Industry Residential Construction

Data through 2026-09-03

DHI

$144.33

Market Cap $39.79B

Sector Industrials

Industry Homebuilding

Data through 2026-09-03

Performance

Absolute returns and relative performance versus SPY.

Metric	TOL	LEN	SPHL	DHI
1 Month	-8.5%	-4.0%	-7.0%	-4.7%
1 Month vs SPY	-8.9%	-4.4%	-7.4%	-5.1%
3 Months	+1.3%	-8.2%	+3.2%	-1.4%
3 Months vs SPY	-0.7%	-10.2%	+1.1%	-3.5%
6 Months	-5.3%	-19.1%	-17.7%	-3.7%
6 Months vs SPY	-18.7%	-32.5%	-31.1%	-17.1%
1 Year	+0.6%	-37.1%	-27.3%	-16.2%
1 Year vs SPY	-19.4%	-57.1%	-47.4%	-36.2%
2 Years	-0.4%	-51.7%	—	-22.8%
2 Years vs SPY	-38.8%	-90.1%	—	-61.2%

Growth & Profitability

Operating growth, margins and capital efficiency.

Metric	TOL	LEN	SPHL	DHI
Revenue Growth	-9.7%	-5.2%	5.8%	0.0%
Earnings Growth	-20.4%	-31.5%	—	-4.8%
Gross Margin	24.8%	16.4%	13.7%	21.3%
Operating Margin	14.6%	5.3%	-47.8%	13.0%
Net Margin	11.1%	4.9%	-30.1%	9.2%
Return on Equity	14.4%	7.4%	-35.4%	12.6%
Return on Assets	6.9%	3.9%	-14.0%	6.9%

Valuation

Common valuation multiples shown side by side.

Metric	TOL	LEN	SPHL	DHI
P / E	11.3	13.0	-15.0	13.5
Forward P / E	10.0	12.9	—	12.1
P / S	1.2	0.6	0.7	1.2
P / B	1.5	0.9	5.2	1.7
EV / Sales	1.4	0.8	3.5	1.4
EV / EBIT	9.6	14.4	—	10.4
P / FCF	23.2	18.5	—	16.4
FCF Yield	4.3%	5.4%	—	6.1%

Cash Flow & Balance Sheet

Cash generation and leverage context.

Metric	TOL	LEN	SPHL	DHI
Free Cash Flow	$557.74M	$1.08B	-2.36M	$2.41B
Operating Cash Flow	$1.19B	$882.99M	-2.04M	$3.35B
Debt / Equity	34.1%	28.7%	15.3%	29.5%

Earnings Outlook

Upcoming earnings expectations when available.

Metric	TOL	LEN	SPHL	DHI
Next Earnings	—	2026-09-17	—	2026-10-29
EPS Estimate	—	1.31	—	3.04
Revenue Estimate	—	8.39B	—	9.13B
EPS Growth	—	-34.7%	—	+0.0%
Revenue Growth	—	-4.7%	—	-5.7%
Analyst Coverage	—	10	—	13