May. 30 at 6:43 PM
$TOL for the first time ever
$TOL is on the verge of trading at a cheaper valuation than
$KBH. Why? Because
$TOL’s earnings estimates were raised after earnings.
This makes zero sense lol.
$TOL should trade at a 50%+ premium to a builder like
$KBH. Its business is much more resilient.
Buying TOL at a 15% earnings yield with 10% earnings growth is an insanely good deal.