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U.K. (FTSE) Homebuilding Industry Analysis

UpdatedJan 15, 2026
DataAggregated Company Financials
Companies12
  • 7D-3.7%
  • 3M-0.2%
  • 1Y0.7%
  • YTDn/a

Over the last 7 days, the Homebuilding industry has risen 1.6%, and Vistry Group contributed the most with a gain of 3.8%. Meanwhile, Springfield Properties actually underperformed within the industry, shrinking 5.2% in the last week. This means that the industry has gained 9.4% over the past year. Earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 15 Jan 2026UK£24.2bUK£23.7bUK£1.2b15.1x20.8x1x
Sat, 13 Dec 2025UK£23.6bUK£23.7bUK£1.2b14.6x20.4x1x
Mon, 10 Nov 2025UK£23.9bUK£23.8bUK£1.2b12.8x20.3x1x
Wed, 08 Oct 2025UK£23.7bUK£23.6bUK£1.2b13.5x20.3x1x
Fri, 05 Sep 2025UK£22.2bUK£22.7bUK£1.1b12.7x19.4x1x
Sun, 03 Aug 2025UK£23.2bUK£22.5bUK£1.2b13.1x20.1x1x
Tue, 01 Jul 2025UK£26.5bUK£22.4bUK£1.3b14x20.6x1.2x
Thu, 29 May 2025UK£26.7bUK£22.4bUK£1.3b15.8x21.3x1.2x
Sat, 26 Apr 2025UK£25.8bUK£22.4bUK£1.3b15.1x20.6x1.2x
Mon, 24 Mar 2025UK£24.5bUK£22.1bUK£1.4b14.2x17.4x1.1x
Wed, 19 Feb 2025UK£25.2bUK£21.8bUK£1.4b15.3x17.8x1.2x
Fri, 17 Jan 2025UK£24.6bUK£21.4bUK£1.5b14.6x16.5x1.1x
Sun, 15 Dec 2024UK£26.3bUK£21.4bUK£1.5b15.7x17.6x1.2x
Tue, 12 Nov 2024UK£27.5bUK£21.3bUK£1.5b15.8x18.3x1.3x
Thu, 10 Oct 2024UK£31.4bUK£21.8bUK£1.6b16.5x19.6x1.4x
Sat, 07 Sep 2024UK£33.3bUK£21.9bUK£1.6b16.4x20.7x1.5x
Mon, 05 Aug 2024UK£33.3bUK£23.5bUK£1.9b14.6x17.9x1.4x
Wed, 03 Jul 2024UK£30.4bUK£23.7bUK£2.0b13.7x15.4x1.3x
Fri, 31 May 2024UK£32.2bUK£23.8bUK£2.1b14.6x15.6x1.4x
Sun, 28 Apr 2024UK£29.4bUK£23.8bUK£2.1b13.6x14.2x1.2x
Tue, 26 Mar 2024UK£30.0bUK£24.3bUK£2.2b14.1x13.6x1.2x
Thu, 22 Feb 2024UK£30.4bUK£24.8bUK£2.5b12.5x12.3x1.2x
Sat, 20 Jan 2024UK£31.0bUK£27.6bUK£2.8b9.6x11x1.1x
Mon, 18 Dec 2023UK£31.0bUK£27.6bUK£2.8b10.3x10.9x1.1x
Wed, 15 Nov 2023UK£27.8bUK£27.6bUK£2.8b8.6x9.8x1x
Fri, 13 Oct 2023UK£25.5bUK£27.7bUK£2.7b9.4x9.4x0.9x
Sun, 10 Sep 2023UK£25.3bUK£27.4bUK£2.6b8.2x9.7x0.9x
Tue, 08 Aug 2023UK£26.9bUK£28.4bUK£2.9b8.6x9.4x0.9x
Thu, 06 Jul 2023UK£24.1bUK£28.8bUK£2.9b7.9x8.2x0.8x
Sat, 03 Jun 2023UK£27.4bUK£28.6bUK£2.9b9x9.5x1x
Mon, 01 May 2023UK£28.9bUK£28.7bUK£2.9b9.1x10x1x
Wed, 29 Mar 2023UK£26.2bUK£28.6bUK£2.9b8.4x9x0.9x
Fri, 24 Feb 2023UK£27.9bUK£27.5bUK£3.0b9.2x9.2x1x
Sun, 22 Jan 2023UK£27.2bUK£26.9bUK£3.0b8.5x9x1x
Price to Earnings Ratio

9x


Total Market Cap: UK£27.2bTotal Earnings: UK£3.0bTotal Revenue: UK£26.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Homebuilding Industry Price to Earnings3Y Average 15.2x202420252026
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 21.5x which is higher than its 3-year average PE of 15.2x.
  • 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 27% per year over the last three years,
  • Revenues have also declined 4.1% 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 Market1.35%
Consumer Discretionary-1.36%
Consumer Durables-3.63%
Homebuilding-3.72%
Home Furnishings1.93%
Consumer Electronics0.098%
Household Appliances-1.55%
Housewares and Specialties-2.41%
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
BOOT Henry BootUK£2.252.7%
+UK£8.0m		7.1%PE11.6x

Latest News

BKG
UK£38.74
Berkeley Group Holdings
7D
-3.3%
1Y
7.8%

BKG: Share Buybacks And Margin Outlook Will Support Measured Future Returns

Analysts have nudged their price target for Berkeley Group Holdings slightly higher, citing a modest lift in estimated fair value per share to £43.10, a higher assumed discount rate and P/E ratio, and minor adjustments to longer term revenue growth and profit margin expectations. What's in the News Berkeley Group Holdings reported completion of a share buyback tranche covering 3,500,000 shares, equal to 3.66% of its share capital, for a total consideration of £132 million under the programme announced on September 11, 2025 (Key Developments).
VTY
UK£6.21
Vistry Group
7D
-6.8%
1Y
4.3%

VTY: Future Returns Will Likely Stay Capped As Margin Assumptions Weaken

Analysts have nudged their price target for Vistry Group higher, from £5.08 to £5.15. This reflects updated assumptions around revenue growth, profit margin and the future P/E multiple used in their models.
BWY
UK£26.58
Bellway
7D
-3.9%
1Y
12.1%

BWY: Higher P/E Assumptions Will Support A Stronger Future Share Price

Analysts have nudged their price target on Bellway higher, with one recent move taking it to £3,090 from £3,000. This reflects updated assumptions on fair value, discount rate, growth and P/E expectations.
CRST
UK£1.31
Crest Nicholson Holdings
7D
-5.4%
1Y
-22.4%

CRST: Future Re Rating Will Emerge As Assumptions Turn More Conservative

Analysts have trimmed their price target for Crest Nicholson Holdings from £1.89 to £1.85, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. These factors collectively point to a slightly more conservative outlook on the shares.
TW.
UK£1.04
Taylor Wimpey
7D
-3.9%
1Y
-9.1%

TW.: Steady 2025 Guidance And Outlet Expansion Will Support Future Upside

Analysts have trimmed their price target for Taylor Wimpey slightly to £1.28, reflecting modest tweaks to discount rate, revenue growth, profit margin and future P/E assumptions, while keeping their overall view broadly steady. What's in the News Taylor Wimpey has maintained its earnings guidance for the full year 2025, which gives you an updated reference point for market expectations.
PSN
UK£13.52
Persimmon
7D
-2.9%
1Y
16.2%

PSN: Contract Discipline And Higher P/E Assumptions Will Support Future Upside

Analysts have nudged their fair value estimate for Persimmon up from £14.63 to about £15.76, citing slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E, as they refine their models following recent sector research. Analyst Commentary Recent research on a peer in a different sector highlights how markets can react strongly to contract news and changing expectations, which is useful context when thinking about Persimmon's refined fair value range.
BTRW
UK£3.69
Barratt Redrow
7D
-4.2%
1Y
-12.3%

BTRW: Steady Fair Value And Dividend Support Will Drive Future Returns

Analysts have made only minor adjustments to their inputs for Barratt Redrow, keeping the price target effectively unchanged at £4.96. Small tweaks to the discount rate and future P/E assumptions are seen as insufficient to justify a different fair value estimate.
BOOT
UK£2.25
Henry Boot
7D
2.7%
1Y
7.1%
CRN
UK£1.77
Cairn Homes
7D
-1.6%
1Y
2.1%

Investors Will Want Cairn Homes' (LON:CRN) Growth In ROCE To Persist

Nov 25
Investors Will Want Cairn Homes' (LON:CRN) Growth In ROCE To Persist