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U.K. (FTSE) Homebuilding Industry Analysis

UpdatedMar 02, 2026
DataAggregated Company Financials
Companies12
  • 7D-1.4%
  • 3M7.0%
  • 1Y7.3%
  • YTDn/a

Over the last 7 days, the Homebuilding industry has dropped 1.4%, driven by a pullback from Barratt Redrow of 2.7%. This takes the industry's 12 month performance to a gain of 7.3%. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

Has the U.K. Homebuilding Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 03 Mar 2026UK£25.9bUK£24.1bUK£1.3b16.9x20.5x1.1x
Thu, 29 Jan 2026UK£25.5bUK£23.7bUK£1.2b14.7x22x1.1x
Sat, 27 Dec 2025UK£24.3bUK£23.7bUK£1.2b15.3x20.9x1x
Mon, 24 Nov 2025UK£23.8bUK£23.8bUK£1.2b13.7x20.2x1x
Wed, 22 Oct 2025UK£23.7bUK£23.8bUK£1.2b13.3x20.2x1x
Fri, 19 Sep 2025UK£23.0bUK£23.6bUK£1.2b14x19.8x1x
Sun, 17 Aug 2025UK£23.2bUK£22.7bUK£1.1b13.3x20.4x1x
Tue, 15 Jul 2025UK£24.7bUK£22.4bUK£1.3b13.4x19.2x1.1x
Thu, 12 Jun 2025UK£28.0bUK£22.4bUK£1.3b14x22.3x1.2x
Sat, 10 May 2025UK£26.9bUK£22.4bUK£1.3b16.2x21.5x1.2x
Mon, 07 Apr 2025UK£23.2bUK£22.4bUK£1.3b14x18.5x1x
Wed, 05 Mar 2025UK£24.1bUK£21.8bUK£1.4b14.6x17.3x1.1x
Fri, 31 Jan 2025UK£25.8bUK£21.4bUK£1.5b14.5x17.3x1.2x
Sun, 29 Dec 2024UK£25.3bUK£21.4bUK£1.5b14.8x17x1.2x
Tue, 26 Nov 2024UK£26.8bUK£21.3bUK£1.5b15.2x17.7x1.3x
Thu, 24 Oct 2024UK£31.8bUK£21.3bUK£1.5b18.4x21.1x1.5x
Sat, 21 Sep 2024UK£33.9bUK£21.8bUK£1.6b17.6x21.2x1.6x
Mon, 19 Aug 2024UK£34.5bUK£23.7bUK£1.9b15.3x18.5x1.5x
Wed, 17 Jul 2024UK£32.8bUK£23.7bUK£2.0b14.4x16.7x1.4x
Fri, 14 Jun 2024UK£32.8bUK£23.8bUK£2.1b14.7x15.9x1.4x
Sun, 12 May 2024UK£32.0bUK£23.8bUK£2.1b14.6x15.5x1.3x
Tue, 09 Apr 2024UK£29.5bUK£23.8bUK£2.1b13.5x14.3x1.2x
Thu, 07 Mar 2024UK£30.0bUK£24.4bUK£2.3b12.7x13.2x1.2x
Sat, 03 Feb 2024UK£31.7bUK£27.4bUK£2.8b11.1x11.5x1.2x
Mon, 01 Jan 2024UK£31.4bUK£27.6bUK£2.8b10.3x11.1x1.1x
Wed, 29 Nov 2023UK£28.5bUK£27.6bUK£2.8b9.2x10x1x
Fri, 27 Oct 2023UK£24.1bUK£27.6bUK£2.8b7.4x8.5x0.9x
Sun, 24 Sep 2023UK£27.1bUK£27.7bUK£2.7b9.6x10x1x
Tue, 22 Aug 2023UK£25.0bUK£27.9bUK£2.6b7.8x9.5x0.9x
Thu, 20 Jul 2023UK£26.9bUK£28.8bUK£2.9b8.8x9.1x0.9x
Sat, 17 Jun 2023UK£25.8bUK£28.6bUK£2.9b8.3x8.8x0.9x
Mon, 15 May 2023UK£28.8bUK£28.7bUK£2.9b9.3x10x1x
Wed, 12 Apr 2023UK£27.1bUK£28.7bUK£2.9b8.8x9.4x0.9x
Fri, 10 Mar 2023UK£26.9bUK£28.2bUK£2.9b8.7x9.2x1x
Price to Earnings Ratio

9.2x


Total Market Cap: UK£26.9bTotal Earnings: UK£2.9bTotal Revenue: UK£28.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Homebuilding Industry Price to Earnings3Y Average 15.7x202420252026
Current Industry PE
  • Investors are optimistic on the British Homebuilding industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 20.5x which is higher than its 3-year average PE of 15.7x.
  • The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Homebuilding industry have declined 24% per year over the last three years,
  • Revenues have also declined 5.1% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.K. Homebuilding compare with similar industries?

GB Market1.95%
Consumer Discretionary1.89%
Consumer Durables-1.42%
Homebuilding-1.38%
Housewares and Specialties-1.40%
Household Appliances-2.30%
Home Furnishings-2.52%
Consumer Electronics-4.75%
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?

CompanyLast Price7D1YValuation
CRN Cairn HomesUK£2.061.0%
+UK£12.4m		15.4%PE14.7x

Latest News

BTRW
UK£3.54
Barratt Redrow
7D
-5.6%
1Y
-17.4%

Cost Synergies And Planning Reforms Will Shape Housing Volumes And Margins Over Time

Catalysts About Barratt Redrow Barratt Redrow is a UK housebuilder focused on delivering private, affordable and PRS homes across three brands, supported by a large owned and strategic land bank. What are the underlying business or industry changes driving this perspective?
CRN
UK£2.06
Cairn Homes
7D
1.0%
1Y
15.4%

CRN: Housing Shortage And Policy Support Will Underpin 2026 Guidance

Analysts have nudged their fair value estimate for Cairn Homes higher from £2.13 to £2.23, citing updated assumptions around growth, margins and P/E multiples, alongside supportive housing supply and policy trends highlighted in recent research. Analyst Commentary Recent research points to a more constructive stance on Cairn Homes, with fair value estimates and formal coverage reflecting confidence in the current housing backdrop and policy support.
BKG
UK£42.74
Berkeley Group Holdings
7D
-1.2%
1Y
18.1%

BKG: JPMorgan Upgrade And Ongoing Buybacks Will Support Measured Future Returns

Analysts have raised their price target on Berkeley Group Holdings to about £43.15 from around £42.95, reflecting small adjustments to assumptions on discount rate, profit margin and future P/E following recent research updates, including an upgrade from JPMorgan. Analyst Commentary Bullish Takeaways Bullish analysts view the small uplift in the price target to about £43.15 as support for their case that the shares can still offer upside at current levels, even after recent research updates.
TW.
UK£1.10
Taylor Wimpey
7D
-3.9%
1Y
-1.3%
BWY
UK£27.04
Bellway
7D
-4.0%
1Y
16.3%

BWY: Dividend Policy And Margin Outlook Will Support Future Returns

Analysts have nudged their Bellway price target slightly higher to £31.86 from £31.78, reflecting small adjustments to fair value assumptions, the discount rate, revenue growth, profit margin and expected future P/E. What's in the News Shareholders approved new Articles of Association at the AGM held on 27 November 2025, updating Bellway's corporate bylaws (AGM filing).
CRST
UK£1.46
Crest Nicholson Holdings
7D
-7.3%
1Y
-6.9%

CRST: Future Re Rating Will Hinge On Auditor Flagged Going Concern Risk

Analysts have slightly increased their fair value estimate for Crest Nicholson Holdings to £1.88 per share from £1.87, reflecting updated assumptions on discount rates, revenue growth, profit margins and future P/E multiples. What's in the News On February 17, 2026, Crest Nicholson Holdings plc filed its annual report for the period ending October 31, 2025, providing updated financial disclosures and risk discussions for the latest fiscal year (company filing).
VTY
UK£6.70
Vistry Group
7D
-6.4%
1Y
6.9%

VTY: Higher P/E And Margin Assumptions Will Support A Rerating

Analysts have trimmed their average price target on Vistry Group by about £0.30, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E, as seen in recent target changes from major banks. Analyst Commentary Recent Street research on Vistry Group shows a mix of views, with some bullish analysts lifting fair value assumptions while others trim their numbers to reflect updated modelling on revenues, margins and P/E multiples.
PSN
UK£14.61
Persimmon
7D
-4.1%
1Y
22.2%

PSN: Mixed Rating Shifts And Modest Assumption Tweaks Will Shape Share Price Resilience

Analysts have nudged their fair value estimate for Persimmon slightly higher to £16.26, reflecting small adjustments to assumptions on discount rate, revenue growth and future P/E. The revised estimate also factors in recent Street research, including a modest price target increase from Citi and a downgrade from Deutsche Bank.
SPR
UK£1.25
Springfield Properties
7D
-4.2%
1Y
23.9%

SPR: New SSEN Housing Agreement Will Support Future Margin Expansion

Analysts have modestly raised their price target for Springfield Properties from £1.43 to £1.58, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as key drivers of the revision. What's in the News Springfield Properties issued group revenue guidance for the first half of 2026 of £106.0 million for the six months ending 30 November 2025, compared with £105.6 million for the first half of 2025 (Corporate guidance).