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U.K. (FTSE) Homebuilding Industry Analysis

UpdatedNov 25, 2025
DataAggregated Company Financials
Companies12
  • 7D3.1%
  • 3M14.5%
  • 1Y-4.3%
  • YTDn/a

In the last week, the Homebuilding industry is up 3.1%, with Barratt Redrow up 4.2%. However, the industry is down 4.3% over the past year. As for the next few years, earnings are expected to grow by 20% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 01 Dec 2025UK£24.0bUK£23.8bUK£1.2b14x20.4x1x
Wed, 29 Oct 2025UK£24.8bUK£23.8bUK£1.2b13.6x21.1x1x
Fri, 26 Sep 2025UK£22.8bUK£23.6bUK£1.2b13.9x19.6x1x
Sun, 24 Aug 2025UK£23.5bUK£22.7bUK£1.1b13.3x20.6x1x
Tue, 22 Jul 2025UK£23.9bUK£22.4bUK£1.3b13x18.6x1.1x
Thu, 19 Jun 2025UK£27.1bUK£22.4bUK£1.3b13.7x21.1x1.2x
Sat, 17 May 2025UK£27.0bUK£22.4bUK£1.3b16.4x21.5x1.2x
Mon, 14 Apr 2025UK£23.3bUK£22.4bUK£1.3b13.4x18.5x1x
Wed, 12 Mar 2025UK£24.8bUK£22.1bUK£1.4b14.8x17.6x1.1x
Fri, 07 Feb 2025UK£26.0bUK£21.4bUK£1.4b14.6x18.4x1.2x
Sun, 05 Jan 2025UK£24.8bUK£21.4bUK£1.5b15.1x16.6x1.2x
Tue, 03 Dec 2024UK£26.3bUK£21.3bUK£1.5b15.1x17.5x1.2x
Thu, 31 Oct 2024UK£31.3bUK£21.3bUK£1.5b19.8x20.8x1.5x
Sat, 28 Sep 2024UK£33.6bUK£21.8bUK£1.6b17.5x21.1x1.5x
Mon, 26 Aug 2024UK£32.9bUK£21.8bUK£1.7b16.9x19.8x1.5x
Wed, 24 Jul 2024UK£32.7bUK£23.7bUK£2.0b14.5x16.6x1.4x
Fri, 21 Jun 2024UK£30.6bUK£23.7bUK£2.0b13.7x15.6x1.3x
Sun, 19 May 2024UK£33.0bUK£23.8bUK£2.1b15.1x16x1.4x
Tue, 16 Apr 2024UK£29.2bUK£23.8bUK£2.1b13.6x14.1x1.2x
Thu, 14 Mar 2024UK£29.9bUK£23.9bUK£2.2b13.1x13.6x1.3x
Sat, 10 Feb 2024UK£30.3bUK£24.9bUK£2.5b11.6x12.3x1.2x
Mon, 08 Jan 2024UK£31.2bUK£27.6bUK£2.8b10x11x1.1x
Wed, 06 Dec 2023UK£29.1bUK£27.6bUK£2.8b9.6x10.3x1.1x
Fri, 03 Nov 2023UK£25.5bUK£27.6bUK£2.8b7.9x9x0.9x
Sun, 01 Oct 2023UK£26.5bUK£27.7bUK£2.7b9.4x9.8x1x
Tue, 29 Aug 2023UK£24.5bUK£27.9bUK£2.6b8x9.3x0.9x
Thu, 27 Jul 2023UK£27.2bUK£28.8bUK£2.9b8.9x9.2x0.9x
Sat, 24 Jun 2023UK£23.8bUK£28.8bUK£2.9b7.6x8.1x0.8x
Mon, 22 May 2023UK£28.8bUK£28.7bUK£2.9b9.5x10x1x
Wed, 19 Apr 2023UK£28.5bUK£28.7bUK£2.9b9x9.9x1x
Fri, 17 Mar 2023UK£26.3bUK£28.2bUK£2.9b8.2x9x0.9x
Sun, 12 Feb 2023UK£28.6bUK£27.4bUK£3.0b9x9.5x1x
Tue, 10 Jan 2023UK£26.0bUK£26.8bUK£3.0b8x8.7x1x
Thu, 08 Dec 2022UK£24.8bUK£26.8bUK£3.0b7.7x8.3x0.9x
Price to Earnings Ratio

8.3x


Total Market Cap: UK£24.8bTotal Earnings: UK£3.0bTotal Revenue: UK£26.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Homebuilding Industry Price to Earnings3Y Average 14.7x202320242025
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 20.4x which is higher than its 3-year average PE of 14.7x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 1.0x.
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 3.9% 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 Market2.19%
Consumer Discretionary1.16%
Consumer Durables3.00%
Homebuilding3.11%
Consumer Electronics4.94%
Housewares and Specialties0.12%
Home Furnishings-0.15%
Household Appliances-1.76%
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
BTRW Barratt RedrowUK£3.944.2%
+UK£226.2m		-8.1%PE29.9x
PSN PersimmonUK£13.353.9%
+UK£160.1m		7.5%PE16.7x
VTY Vistry GroupUK£6.667.5%
+UK£149.6m		5.6%PE58.7x
BWY BellwayUK£28.343.5%
+UK£113.1m		12.5%PE21.2x
TW. Taylor WimpeyUK£1.031.4%
+UK£51.4m		-20.6%PE42.8x

Latest News

BTRW
UK£3.94
Barratt Redrow
7D
4.2%
1Y
-8.1%

BTRW: Rising Demand in Key Housing Markets Will Support Share Performance

Analysts have increased their price targets for Barratt Redrow, with recent updates raising expectations by £0.20 to £0.25 per share. This change is attributed to robust revenue growth projections and sustained profitability estimates.
VTY
UK£6.66
Vistry Group
7D
7.5%
1Y
5.6%

VTY: Share Buyback Completion And Housing Venture Will Shape Outlook Ahead

Analysts have modestly increased their average price target for Vistry Group, citing improved revenue growth forecasts and slightly higher profit margin expectations. The new targets range from £5.00 to £6.01 per share compared to previous estimates.
PSN
UK£13.35
Persimmon
7D
3.9%
1Y
7.5%

PSN: Upcoming Contract Wins And Margin Stability Will Support Measured Performance

Analysts have modestly increased their fair value estimate for Persimmon to $14.63, citing improved revenue growth projections and ongoing margin stability based on recent industry research. Analyst Commentary Recent analyst coverage highlights both optimistic and cautious perspectives regarding Persimmon's future performance.
BWY
UK£28.34
Bellway
7D
3.5%
1Y
12.5%
CRST
UK£1.44
Crest Nicholson Holdings
7D
6.4%
1Y
-16.3%
TW.
UK£1.03
Taylor Wimpey
7D
1.4%
1Y
-20.6%

TW.: Improved Outlook Will Drive Near-Term Gains Amid Operating Strength

The analyst price target for Taylor Wimpey has increased from £1.40 to £1.45 per share, with analysts citing an improved outlook that reflects adjustments in expected revenue growth and profit margin dynamics. Analyst Commentary Bullish Takeaways Bullish analysts note that the increased price target reflects confidence in the company's ability to sustain revenue growth in the near term.
CRN
UK£1.78
Cairn Homes
7D
3.2%
1Y
1.5%

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
GLE
UK£3.92
MJ Gleeson
7D
3.2%
1Y
-21.8%
SPR
UK£1.17
Springfield Properties
7D
-2.9%
1Y
33.0%
BKG
UK£37.56
Berkeley Group Holdings
7D
-0.6%
1Y
-9.7%

BKG: Steady Outlook Will Reflect Stable Margins And Earnings Guidance

Narrative Update on Berkeley Group Holdings Analysts have reaffirmed their price target for Berkeley Group Holdings at £43.85, maintaining their previous valuation as expectations for revenue growth and profit margins remain steady. This comes despite a slight uptick in the discount rate and future price-to-earnings ratio.