Loading…
← CockpitCompetitor Analysis › TW..L Taylor Wimpey plcOpen in the cockpit ↗

Taylor Wimpey plcTW..LCompetitor analysis, valuation and peers

United Kingdom · GBP·Consumer Discretionary›Homebuilding

Large UK homebuilder constructing houses nationwide for first-time buyers through to family homes.

≈ A UK D.R. Horton/Lennar peerMomentum neutral 56
Mkt cap
$3.88B
US dollars, full cap
Free float
98%
of shares outstanding
$/day
$18.0M
20-day average traded
Fwd P/E
16.0×
forward earnings
ROIC−WACC
-6.7 pp
WACC 13.7%
Hurdle
-1 pp
Req g minus delivered
Next earnings
118 days
4 Mar 2027
Close · GBP£83.62
1D-0.8%
1W+4.4%
1M+12.4%
3M+1.0%
6M+5.0%
YTD-22.2%
1Y-19.2%
ATR %3.6%
52w lowhigh28.5% off high

What Taylor Wimpey does

Large UK homebuilder constructing houses nationwide for first-time buyers through to family homes.

Earns by buying land, winning planning permission and building homes on it, so profit depends on selling prices, build costs and how quickly sites sell. Most sales are to private buyers; planning rules require a share of each site as affordable housing, sold to housing associations at lower prices. Mortgage rates and availability drive buyer demand.

In one line: A UK D.R. Horton/Lennar peer.

Products and services

  • New-build housing (private sale)
  • Affordable/partnership housing

Customers

  • UK homebuyers
  • Housing associations

Where it sits in the supply chain

  • Consumer Discretionary
  • Homebuilding
  • Land acquisition, construction, house…

What could go right

  • UK housing demand/undersupply
  • Government housebuilding incentives

What could go wrong

  • Mortgage rate sensitivity
  • Build-cost inflation

Moat: narrow (scale, installed base). Large national land bank and build scale are hard for smaller rivals to match.

Headquarters: High Wycombe, UK · Founded: 1880

Named competitors

Taylor Wimpey at a glance

Size Taylor Wimpey (TW..L) is a United Kingdom Consumer Discretionary company (Homebuilding) with a market value of $3.88B, the 110th largest of 363 United Kingdom companies the cockpit tracks. Shares closed at £83.62 on 6 Nov 2026.

Performance Over six months the shares gained 5.0%, against +6.7% for the median peer and +3.6% for the United Kingdom market (cap-weighted) — 11th highest of 21 in its peer set.

Growth Revenue grew 9.5% over the last twelve months (peer median +7.9%); the operating margin is 9.6% (peer median 9.1%).

Valuation It trades at 16.0× forward earnings against a peer median of 13.8× (7th most expensive of 19).

Price implies For today's price to make sense, revenue must grow about 6% a year for seven years (Req g). Recent delivered growth is +7%, so the hurdle is -1 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 6.7 points below its cost of capital (13.7% WACC).

Next results Next results expected around 4 Mar 2027 (exchange calendar; dates can move).

Relative performance

10011011 May 202611 Aug 20266 Nov 2026Peer median 108TW..L 106
Six months, rebased to 100: Taylor Wimpey against the median of its 20 peers (local-currency closes).

Taylor Wimpey financials

Reported figures in GBP; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue£3.87B£3.84B£3.40B£3.51B£4.42B
Revenue growth—+13%-3%-20%—
Gross profit£630M£657M£648M£715M£1.13B
EBITDA£389M£427M£422M£502M£927M
Net income£249M£100M£220M£349M£644M
Free cash flow£190M£141M£190M£161M£486M
Capital expenditure£4.20M£6.70M£3.40M£6.90M£2.10M
Total debtn/a£124M£121M£127M£116M

Quarterly statements and history in the cockpit →

Taylor Wimpey competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-20%0%+20%-10%0%+10%3291BWYBKG1808MHO0006281911CVCOKBHSKYPSN3288BTRW9945FTDRCRN0063608919CCSTW..L6-month return →1-month return →
Up and to the right = strong over both horizons. Taylor Wimpey is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%+40%10×20×30×3291BWYBKG1808MHO1911CVCOKBHSKYPSN3288BTRWFTDRCRN0063608919CCSTW..LRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Taylor Wimpey is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%+60%0%25%50%BWYBKG1808MHO0006281911CVCOGRBK32889945FTDRCRN006360TW..LGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Taylor Wimpey is the large dot.

Taylor Wimpey competitors and peer comparison

Head to head with its named competitors (TW..L vs PSN.L vs BTRW.L vs BKG.L)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Taylor Wimpey TW..L$3.88B+5%+9%10%16.0×5.9%
Persimmon PSN.L$5.64B+22%+17%11%13.0×n/a
Barratt Redrow BTRW.L$6.07B+32%+9%9%14.5×3.3%
Berkeley BKG.L$4.44B+12%-4%19%13.0×1.2%
Vistry VTY.L$1.12B-19%-8%-9%9.5×n/a

How Taylor Wimpey compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Taylor Wimpey against its 20 peers (data as of 6 Nov 2026)
MeasureTW..LPeer medianRank in peer set
1-month return+12.4%+5.2%7th highest of 21
6-month return+5.0%+6.7%11th highest of 21
Distance from 52-week high-28.5%-20.2%5th lowest of 21
Revenue growth (TTM)+9.5%+7.9%9th highest of 21
Operating margin9.6%9.1%10th highest of 21
Forward P/E16.0×13.8×7th most expensive of 19
Growth the price implies (Req g, 7 yrs)5.9%3.2%8th most demanding of 17
Growth delivered (Del g)+6.6%+8.9%6th lowest of 17
Hurdle (Req g minus delivered)-0.8 pp-2.0 pp8th most demanding of 17
ROIC minus cost of capital-6.7 pp-1.2 pp3rd lowest of 21
EV / EBITDA7.1×9.3×2nd cheapest of 18
Net debt / EBITDA-0.3×1.0×5th least indebted of 19

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Taylor Wimpey TW..LUnited Kingdom$3.88B+5%+9%10%16.0×5.9%+6.6%
Iida 3291.TJapan$3.68B-4%+7%7%8.1×n/an/a
Bellway p.l.c BWY.LUnited Kingdom$3.42B+19%+14%10%15.4×3.2%+0.3%
Berkeley BKG.LUnited Kingdom$4.44B+12%-4%19%13.0×1.2%+1.6%
Haseko 1808.TJapan$4.50B-1%+10%8%9.9×-11.6%+9.5%
M/I Homes MHOUnited States$3.29B0%-6%8%12.8×8.3%+7.7%
Chengdu Hi-Tech Development 000628.SZChina$3.10B-39%-32%4%n/a57.5%-2.1%
Sumitomo Forestry 1911.TJapan$4.87B-10%+14%6%12.5×2.8%+15.2%
Cavco Industries CVCOUnited States$4.87B+32%+12%10%24.2×15.2%+15.2%
KB Home KBHUnited States$3.08B+2%-21%5%14.9×15.2%+8.3%
Champion Homes SKYUnited States$4.96B+25%+3%8%24.2×10.8%+13.4%
Green Brick Partners GRBKUnited States$2.75B-2%-10%19%12.2×7.8%+15.9%
Persimmon PSN.LUnited Kingdom$5.64B+22%+17%11%13.0×n/an/a
Open House 3288.TJapan$5.66B-15%+6%12%7.3×-8.1%+18.2%
Barratt Redrow BTRW.LUnited Kingdom$6.07B+32%+9%9%14.5×3.3%+4.7%
Ruentex Development 9945.TWTaiwan$2.27B+13%+37%19%n/a-1.0%+15.5%
Frontdoor FTDRUnited States$6.69B+50%+9%20%19.0×12.2%+7.3%
Cairn Homes CRN.LUnited Kingdom$1.92B+18%+44%18%11.9×-0.7%+28.6%
GS Engineering & Construction 006360.KSSouth Korea$1.86B-22%-15%3%16.8×-9.8%+4.2%
Katitas 8919.TJapan$1.69B+11%+20%12%18.6×n/an/a
Century Communities CCSUnited States$1.56B0%-7%2%29.2×n/an/a

Questions

Who are Taylor Wimpey's main competitors?
Named competitors: Persimmon (PSN.L), Barratt Redrow (BTRW.L), Berkeley Group (BKG.L), Vistry Group (VTY.L). The cockpit's measured peer set (industry) also includes Iida (3291.T), Bellway p.l.c (BWY.L), Berkeley (BKG.L), Haseko (1808.T), M/I Homes (MHO), Chengdu Hi-Tech Development (000628.SZ).
Is Taylor Wimpey expensive compared with its peers?
On forward p/e it trades at 16.0× against a peer median of 13.8×, 7th most expensive of 19 in its peer set. For today's price to make sense, revenue must grow about 6% a year for seven years (Req g). Recent delivered growth is +7%, so the hurdle is -1 pp: the price already allows for a slowdown.
How has Taylor Wimpey stock performed?
Over six months to 6 Nov 2026 the shares returned +5.0% against +6.7% for the median peer; over one year -19.2%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.