U.S. Homebuilding Industry Analysis
UpdatedMay 08, 2024
DataAggregated Company Financials
Companies31
- 7D4.9%
- 3M7.6%
- 1Y46.6%
- YTDn/a
Over the last 7 days, the Homebuilding industry has risen 4.9%, driven by gains in D.R. Horton and Lennar of 6.3% and 6.3%, respectively. Meanwhile, Dream Finders Homes actually underperformed within the industry, shrinking 13% in the last week. In the last 12 months, the industry was up 47%. As for the next few years, earnings are expected to grow by 3.6% per annum.
Industry Valuation and Performance
Has the U.S. Homebuilding Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 09 May 2024 | US$223.9b | US$167.7b | US$20.7b | 9.5x | 10.8x | 1.3x |
| Sat, 06 Apr 2024 | US$232.2b | US$170.0b | US$20.5b | 10.6x | 11.3x | 1.4x |
| Mon, 04 Mar 2024 | US$229.2b | US$169.6b | US$20.5b | 10.4x | 11.2x | 1.4x |
| Wed, 31 Jan 2024 | US$212.7b | US$170.6b | US$20.8b | 9.5x | 10.2x | 1.2x |
| Fri, 29 Dec 2023 | US$217.1b | US$171.1b | US$20.9b | 10.1x | 10.4x | 1.3x |
| Sun, 26 Nov 2023 | US$181.4b | US$171.0b | US$21.0b | 8.5x | 8.6x | 1.1x |
| Tue, 24 Oct 2023 | US$149.8b | US$171.3b | US$21.4b | 6.7x | 7x | 0.9x |
| Thu, 21 Sep 2023 | US$167.3b | US$171.5b | US$21.5b | 7.5x | 7.8x | 1x |
| Sat, 19 Aug 2023 | US$171.9b | US$171.7b | US$21.7b | 8x | 7.9x | 1x |
| Mon, 17 Jul 2023 | US$188.2b | US$171.7b | US$22.6b | 8.6x | 8.3x | 1.1x |
| Wed, 14 Jun 2023 | US$168.9b | US$172.0b | US$23.1b | 7.2x | 7.3x | 1x |
| Fri, 12 May 2023 | US$160.5b | US$172.4b | US$23.1b | 6.7x | 6.9x | 0.9x |
| Sun, 09 Apr 2023 | US$141.9b | US$172.3b | US$23.9b | 5x | 5.9x | 0.8x |
| Tue, 07 Mar 2023 | US$137.3b | US$171.5b | US$23.8b | 4.8x | 5.8x | 0.8x |
| Thu, 02 Feb 2023 | US$143.9b | US$170.3b | US$23.7b | 5.1x | 6.1x | 0.8x |
| Sat, 31 Dec 2022 | US$122.1b | US$168.4b | US$23.6b | 3.7x | 5.2x | 0.7x |
| Mon, 28 Nov 2022 | US$117.0b | US$166.0b | US$23.2b | 4.2x | 5x | 0.7x |
| Wed, 26 Oct 2022 | US$110.0b | US$160.8b | US$22.0b | 4.4x | 5x | 0.7x |
| Fri, 23 Sep 2022 | US$104.9b | US$160.8b | US$22.0b | 4.2x | 4.8x | 0.7x |
| Sun, 21 Aug 2022 | US$116.3b | US$158.1b | US$21.8b | 4.6x | 5.3x | 0.7x |
| Tue, 19 Jul 2022 | US$114.1b | US$153.2b | US$20.3b | 5.1x | 5.6x | 0.7x |
| Thu, 16 Jun 2022 | US$103.6b | US$151.0b | US$19.8b | 4.5x | 5.2x | 0.7x |
| Sat, 14 May 2022 | US$114.3b | US$150.3b | US$20.0b | 4.9x | 5.7x | 0.8x |
| Mon, 11 Apr 2022 | US$111.9b | US$146.2b | US$18.8b | 5.1x | 6x | 0.8x |
| Wed, 09 Mar 2022 | US$127.8b | US$144.5b | US$19.1b | 6.3x | 6.7x | 0.9x |
| Fri, 04 Feb 2022 | US$144.4b | US$142.2b | US$18.7b | 7.4x | 7.7x | 1x |
| Sun, 02 Jan 2022 | US$172.1b | US$139.0b | US$18.0b | 9.3x | 9.6x | 1.2x |
| Tue, 30 Nov 2021 | US$157.4b | US$134.1b | US$16.8b | 8.4x | 9.4x | 1.2x |
| Thu, 28 Oct 2021 | US$144.9b | US$130.9b | US$15.8b | 8.8x | 9.1x | 1.1x |
| Sat, 25 Sep 2021 | US$144.2b | US$130.3b | US$15.7b | 8.3x | 9.2x | 1.1x |
| Mon, 23 Aug 2021 | US$151.9b | US$128.2b | US$14.9b | 9.2x | 10.2x | 1.2x |
| Sat, 10 Jul 2021 | US$147.6b | US$127.3b | US$14.7b | 9.1x | 10x | 1.2x |
Price to Earnings Ratio
11.6x
Current Industry PE
- Investors are optimistic on the American Homebuilding industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 10.8x which is higher than its 3-year average PE of 7.8x.
- The 3-year average PS ratio of 0.98x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
- The earnings for companies in the Homebuilding industry have grown 16% per year over the last three years.
- Revenues for these companies have grown 11% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Comparison
How does U.S. Homebuilding compare with similar industries?
| US Market | 3.31% | |
| Consumer Discretionary | 4.33% | |
| Consumer Durables | 5.48% | |
| Homebuilding | 4.88% | |
| Consumer Electronics | 15.03% | |
| Household Appliances | 3.07% | |
| Housewares and Specialties | 0.52% | |
| Home Furnishings | 0.021% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DHI D.R. Horton | US$147.74 | 3.7% +US$1.7b | 35.8% | PE9.8x | |
| LEN Lennar | US$158.47 | 3.9% +US$1.7b | 38.8% | PE11x | |
| PHM PulteGroup | US$115.79 | 3.6% +US$835.1m | 70.8% | PE8.9x | |
| MTH Meritage Homes | US$180.72 | 8.5% +US$514.6m | 43.6% | PE8.3x | |
| TOL Toll Brothers | US$124.05 | 3.8% +US$471.9m | 92.1% | PE9.1x |
