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U.K. (FTSE) Homebuilding Industry Analysis

UpdatedJun 16, 2026
DataAggregated Company Financials
Companies12
  • 7D0.4%
  • 3M-14.7%
  • 1Y-35.2%
  • YTDn/a

In the last week, Homebuilding has been flat. As for the longer term, the industry has declined 36% in the last year. As for the next few years, earnings are expected to grow by 11% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Jun 2026UK£17.4bUK£24.8bUK£1.4b10.5x12.2x0.7x
Thu, 14 May 2026UK£17.6bUK£24.8bUK£1.4b10.4x12.3x0.7x
Sat, 11 Apr 2026UK£19.1bUK£24.8bUK£1.4b11.6x13.3x0.8x
Mon, 09 Mar 2026UK£22.1bUK£24.5bUK£1.4b12x15.7x0.9x
Wed, 04 Feb 2026UK£25.6bUK£23.7bUK£1.2b16.2x20.7x1.1x
Fri, 02 Jan 2026UK£24.7bUK£23.7bUK£1.2b15.5x21.3x1x
Sun, 30 Nov 2025UK£24.7bUK£23.8bUK£1.2b14.5x21x1x
Tue, 28 Oct 2025UK£25.2bUK£23.8bUK£1.2b13.5x21.4x1.1x
Thu, 25 Sep 2025UK£23.0bUK£23.6bUK£1.2b14.1x19.8x1x
Sat, 23 Aug 2025UK£23.4bUK£22.7bUK£1.1b13.3x20.4x1x
Mon, 21 Jul 2025UK£23.9bUK£22.4bUK£1.3b12.9x18.6x1.1x
Wed, 18 Jun 2025UK£27.1bUK£22.4bUK£1.3b13.6x21.1x1.2x
Fri, 16 May 2025UK£26.8bUK£22.4bUK£1.3b16.3x21.4x1.2x
Sun, 13 Apr 2025UK£23.3bUK£22.4bUK£1.3b13.4x18.5x1x
Tue, 11 Mar 2025UK£24.2bUK£21.8bUK£1.4b14.6x17.3x1.1x
Thu, 06 Feb 2025UK£25.8bUK£21.4bUK£1.4b14.9x18.2x1.2x
Sat, 04 Jan 2025UK£24.8bUK£21.4bUK£1.5b15.1x16.6x1.2x
Mon, 02 Dec 2024UK£26.4bUK£21.3bUK£1.5b15.3x17.5x1.2x
Wed, 30 Oct 2024UK£31.4bUK£21.3bUK£1.5b18.6x20.8x1.5x
Fri, 27 Sep 2024UK£33.4bUK£21.8bUK£1.6b17.2x20.9x1.5x
Sun, 25 Aug 2024UK£32.9bUK£21.8bUK£1.7b16.9x19.8x1.5x
Tue, 23 Jul 2024UK£32.7bUK£23.7bUK£2.0b14.6x16.6x1.4x
Thu, 20 Jun 2024UK£30.4bUK£23.7bUK£2.0b13.7x15x1.3x
Sat, 18 May 2024UK£33.0bUK£23.8bUK£2.1b15.1x16x1.4x
Mon, 15 Apr 2024UK£29.2bUK£23.8bUK£2.1b13.6x14.1x1.2x
Wed, 13 Mar 2024UK£30.0bUK£24.4bUK£2.3b12.8x13.2x1.2x
Fri, 09 Feb 2024UK£30.0bUK£24.9bUK£2.5b11.6x12.1x1.2x
Sun, 07 Jan 2024UK£31.2bUK£27.6bUK£2.8b10x11x1.1x
Tue, 05 Dec 2023UK£29.0bUK£27.6bUK£2.8b9.6x10.2x1.1x
Thu, 02 Nov 2023UK£24.7bUK£27.6bUK£2.8b7.6x8.7x0.9x
Sat, 30 Sep 2023UK£26.5bUK£27.7bUK£2.7b9.4x9.8x1x
Mon, 28 Aug 2023UK£24.5bUK£27.9bUK£2.6b8x9.3x0.9x
Wed, 26 Jul 2023UK£27.1bUK£28.8bUK£2.9b9x9.2x0.9x
Fri, 23 Jun 2023UK£24.5bUK£28.8bUK£2.9b7.8x8.3x0.9x
Price to Earnings Ratio

8.3x


Total Market Cap: UK£24.5bTotal Earnings: UK£2.9bTotal Revenue: UK£28.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Homebuilding Industry Price to Earnings3Y Average 16.1x202420252026
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 12.0x which is lower than its 3-year average PE of 16.1x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.69x.
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 4.8% 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 Market0.74%
Consumer Discretionary1.98%
Consumer Durables0.65%
Homebuilding0.44%
Housewares and Specialties4.25%
Household Appliances3.48%
Consumer Electronics3.27%
Home Furnishings0.11%
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
BKG Berkeley Group HoldingsUK£34.581.9%
+UK£61.3m		-19.2%PE8.8x
TW. Taylor WimpeyUK£0.771.8%
+UK£48.1m		-36.7%PE26.6x
PSN PersimmonUK£10.531.1%
+UK£35.3m		-23.5%PE11.8x
BWY BellwayUK£17.841.7%
+UK£33.3m		-38.0%PE13.1x
CRST Crest Nicholson HoldingsUK£0.725.8%
+UK£10.0m		-61.3%PE83.7x

Latest News

CRST
UK£0.72
Crest Nicholson Holdings
7D
5.8%
1Y
-61.3%
BWY
UK£17.84
Bellway
7D
1.7%
1Y
-38.0%
VTY
UK£2.24
Vistry Group
7D
-10.5%
1Y
-65.8%
CRN
UK£1.95
Cairn Homes
7D
0.4%
1Y
2.2%
Narrative Update • Jun 14

CRN: Housing Shortage And Dividend Support Will Drive Repricing Through 2026

Analysts have left their £ fair value estimate for Cairn Homes unchanged while making only minor tweaks to the discount rate and future P/E assumptions. As a result, the new price target reflects a steady view of the stock's long term outlook.
BOOT
UK£1.68
Henry Boot
7D
2.4%
1Y
-22.2%
PSN
UK£10.53
Persimmon
7D
1.1%
1Y
-23.5%
GLE
UK£2.35
MJ Gleeson
7D
-3.7%
1Y
-39.9%
Narrative Update • Jun 10

GLE: Steady Fair Value While Margin Pressure And Richer P/E Shape Future Returns

Analysts have kept their MJ Gleeson price target broadly steady around £2.25, with only minor adjustments driven by small changes in discount rate assumptions, modest tweaks to projected revenue growth, and slightly lower expected profit margins alongside a higher future P/E assumption. What's in the News No recent MJ Gleeson specific news items or key developments were identified in the provided sources.
TW.
UK£0.77
Taylor Wimpey
7D
1.8%
1Y
-36.7%
Narrative Update • Jun 10

TW.: Cost Controls And Strong Balance Sheet Will Support Future Upside

Analysts have reduced the Taylor Wimpey fair value estimate from £1.62 to £1.37, as a series of price target cuts and downgrades highlight concerns about rising build costs and softer pricing trends. Analyst Commentary Recent research has tilted more cautious on Taylor Wimpey, with a cluster of downgrades and lower price targets citing rising build costs and softer pricing.
BTRW
UK£2.51
Barratt Redrow
7D
-1.1%
1Y
-46.7%
Narrative Update • Jun 09

BTRW: Margin Discipline And Cost Control Will Underpin Future Upside Potential

The analyst price target for Barratt Redrow has been reduced to £2.60 from £4.82, as analysts factor in margin headwinds, softer pricing assumptions, and slightly lower estimates for fair value, revenue growth, profit margins, and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts point to the upgraded rating earlier in the year as a sign that some see value support at current levels, even as sector sentiment has softened.
BKG
UK£34.58
Berkeley Group Holdings
7D
1.9%
1Y
-19.2%
Narrative Update • Jun 07

BKG: Fair Value View Balances Pipeline Execution With Softer Revenue Expectations

The analyst price target for Berkeley Group Holdings has been reduced by about £1.77 per share, as analysts factor in softer revenue expectations alongside slightly stronger profit margins and a lower assumed P/E multiple. Analyst Commentary Recent Street research on Berkeley Group Holdings shows a mix of upgrades, downgrades, and price target cuts, reflecting a split view on how the stock’s valuation lines up with its execution and growth outlook.
SPR
UK£1.03
Springfield Properties
7D
5.1%
1Y
6.7%
TRAF
UK£0.23
Trafalgar Property Group
7D
-4.3%
1Y
-50.0%