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U.K. (FTSE) Homebuilding Industry Analysis

UpdatedApr 30, 2026
DataAggregated Company Financials
Companies12
  • 7D-8.4%
  • 3M-31.4%
  • 1Y-33.5%
  • YTDn/a

Over the last 7 days, the Homebuilding industry has dropped 5.3%, driven by declines from every company within the industry. However, the industry is down 31% over the past year. Earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 30 Apr 2026UK£17.3bUK£24.8bUK£1.4b10.3x12.1x0.7x
Sat, 28 Mar 2026UK£18.4bUK£24.8bUK£1.4b10.9x12.9x0.7x
Mon, 23 Feb 2026UK£26.4bUK£24.1bUK£1.3b17x20.9x1.1x
Wed, 21 Jan 2026UK£24.8bUK£23.7bUK£1.2b14.8x21.4x1x
Fri, 19 Dec 2025UK£24.5bUK£23.7bUK£1.2b14.7x21.1x1x
Sun, 16 Nov 2025UK£24.2bUK£23.8bUK£1.2b13.8x20.6x1x
Tue, 14 Oct 2025UK£23.8bUK£23.6bUK£1.2b12.9x20.4x1x
Thu, 11 Sep 2025UK£22.2bUK£22.6bUK£1.1b13.3x19.6x1x
Sat, 09 Aug 2025UK£23.5bUK£22.5bUK£1.2b13.2x20.4x1x
Mon, 07 Jul 2025UK£24.8bUK£22.4bUK£1.3b13.6x19.3x1.1x
Wed, 04 Jun 2025UK£25.9bUK£22.4bUK£1.3b14.2x20.7x1.2x
Fri, 02 May 2025UK£27.0bUK£22.4bUK£1.3b16x21.5x1.2x
Sun, 30 Mar 2025UK£24.4bUK£22.4bUK£1.3b14.4x19.5x1.1x
Tue, 25 Feb 2025UK£24.7bUK£21.8bUK£1.4b15.1x17.4x1.1x
Thu, 23 Jan 2025UK£25.1bUK£21.4bUK£1.5b14.8x16.8x1.2x
Sat, 21 Dec 2024UK£25.8bUK£21.4bUK£1.5b15.1x17.3x1.2x
Mon, 18 Nov 2024UK£26.6bUK£21.3bUK£1.5b15.9x17.7x1.3x
Wed, 16 Oct 2024UK£32.0bUK£21.3bUK£1.5b18.7x21.2x1.5x
Fri, 13 Sep 2024UK£33.9bUK£21.9bUK£1.6b17x21x1.5x
Sun, 11 Aug 2024UK£33.4bUK£23.7bUK£1.9b14.4x17.9x1.4x
Tue, 09 Jul 2024UK£32.3bUK£23.7bUK£2.0b14.3x16.4x1.4x
Thu, 06 Jun 2024UK£32.8bUK£23.8bUK£2.1b14.9x15.9x1.4x
Sat, 04 May 2024UK£31.0bUK£23.8bUK£2.1b14.1x15x1.3x
Mon, 01 Apr 2024UK£30.2bUK£23.8bUK£2.1b13.9x14.6x1.3x
Wed, 28 Feb 2024UK£29.6bUK£24.8bUK£2.5b12.2x12x1.2x
Fri, 26 Jan 2024UK£31.5bUK£27.4bUK£2.8b11.2x11.4x1.2x
Sun, 24 Dec 2023UK£31.5bUK£27.6bUK£2.8b10.3x11.1x1.1x
Tue, 21 Nov 2023UK£28.4bUK£27.6bUK£2.8b8.9x10x1x
Thu, 19 Oct 2023UK£24.5bUK£27.6bUK£2.8b7.4x8.6x0.9x
Sat, 16 Sep 2023UK£26.8bUK£27.7bUK£2.7b8.3x9.8x1x
Mon, 14 Aug 2023UK£26.6bUK£27.9bUK£2.6b8.4x10.1x1x
Wed, 12 Jul 2023UK£23.9bUK£28.8bUK£2.9b7.9x8.1x0.8x
Fri, 09 Jun 2023UK£26.9bUK£28.6bUK£2.9b8.7x9.1x0.9x
Sun, 07 May 2023UK£29.1bUK£28.7bUK£2.9b9.2x10.1x1x
Price to Earnings Ratio

10.1x


Total Market Cap: UK£29.1bTotal Earnings: UK£2.9bTotal Revenue: UK£28.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Homebuilding Industry Price to Earnings3Y Average 16x202420252026
Current Industry PE
  • Investors are pessimistic on the British Homebuilding industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 12.5x which is lower than its 3-year average PE of 16.0x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.72x.
Past Earnings Growth
  • The earnings for companies in the Homebuilding industry have declined 21% per year over the last three years,
  • Revenues have also declined 4.7% 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 Market-2.70%
Consumer Discretionary-4.74%
Consumer Durables-7.94%
Homebuilding-8.40%
Home Furnishings0.00046%
Household Appliances-0.37%
Housewares and Specialties-2.41%
Consumer Electronics-4.08%
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
No data available

Latest News

TW.
UK£0.76
Taylor Wimpey
7D
-10.7%
1Y
-35.0%
CRN
UK£1.86
Cairn Homes
7D
-3.8%
1Y
13.0%

CRN: Housing Shortage And Policy Support Will Underpin Higher 2026 Earnings Guidance

Narrative update on Cairn Homes The analyst price target for Cairn Homes has been revised to £2.45 from £2.00, with analysts highlighting ongoing housing supply constraints and supportive government policy as key factors behind the change. Analyst Commentary Bullish analysts are lifting their targets for Cairn Homes, reflecting confidence in the company’s ability to execute in a tight housing market supported by government policy.
GLE
UK£2.28
MJ Gleeson
7D
-12.8%
1Y
-55.2%

GLE: Higher Discount Rate And Firmer Margins Will Support Future Upside

Analysts have reduced their price target for MJ Gleeson from £3.75 to £2.75, citing updated assumptions that reflect a higher discount rate, a lower revenue growth outlook, a slightly stronger profit margin and a modestly lower future P/E multiple. Valuation Changes Fair Value: reduced from £3.75 to £2.75, a cut of £1.00 per share.
BKG
UK£31.20
Berkeley Group Holdings
7D
-8.0%
1Y
-25.2%

BKG: Higher Discount Rate And Mixed Ratings Will Shape Future Returns

Analysts have trimmed their average price target on Berkeley Group Holdings by roughly £0.48 per share, citing slightly higher discount rates, a small adjustment to revenue expectations, a modestly higher profit margin, and a marginally lower future P/E assumption. Analyst Commentary Recent research shows a split view on Berkeley Group Holdings, with several firms cutting rating or price targets and others upgrading the stock.
BWY
UK£18.57
Bellway
7D
-6.7%
1Y
-30.8%

BWY: Reset Expectations And Earnings Quality Will Support Future Re Rating

Analysts have reduced their price target for Bellway by £3.40 per share, reflecting revised expectations for revenue growth, profit margins and future P/E multiples following recent research updates from several major banks. Analyst Commentary Recent research on Bellway points to a mixed backdrop, but there are several clear positives that bullish analysts highlight when they look at valuation, execution and potential growth in earnings quality.
PSN
UK£10.27
Persimmon
7D
-9.7%
1Y
-20.7%

PSN: Forward Order Book And Higher Future P E Multiple Will Support Returns

Analysts have trimmed Persimmon's fair value estimate and lowered the average price target by £2.20 to reflect slightly softer assumptions on revenue growth and profit margins, even as recent Street research points to a modest uplift in target prices from £16.00 to £16.10 and from £14.80 to £15.14, along with a higher assumed future P/E multiple. Analyst Commentary Recent Street research on Persimmon offers a mix of cautious tweaks and incremental optimism around valuation, providing a more nuanced picture of how expectations are being reset.
VTY
UK£3.20
Vistry Group
7D
-8.1%
1Y
-49.2%

VTY: Partnership Model And New Leadership Will Shape Outlook Ahead

Vistry Group's updated fair value estimate has shifted lower, tracking a broad reset in analyst price targets now clustered in the £3.85 to £7.15 range, as analysts factor in a higher discount rate, slightly firmer revenue growth assumptions, softer margin expectations, and more conservative future P/E inputs. Analyst Commentary Recent Street research on Vistry Group reflects a reset in expectations, with multiple firms cutting price targets and several shifting to more neutral or cautious ratings.
BTRW
UK£2.45
Barratt Redrow
7D
-8.1%
1Y
-47.5%

BTRW: Leadership Transition And Mixed Ratings Will Shape Future Upside Potential

Narrative update on Barratt Redrow Analysts have trimmed their fair value estimate for Barratt Redrow from about £4.57 to roughly £4.30 per share, reflecting slightly lower assumptions for revenue growth and profit margins, as well as a higher future P/E multiple after recent mixed rating and price target moves across the Street. Analyst Commentary Recent research on Barratt Redrow shows a mix of optimism and caution, with price targets adjusted around £4.30 per share and rating changes both up and down over the past few weeks.