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U.K. (FTSE) Homebuilding Industry Analysis

UpdatedApr 28, 2026
DataAggregated Company Financials
Companies12
  • 7D-5.4%
  • 3M-27.2%
  • 1Y-28.8%
  • YTDn/a

Over the last 7 days, the Homebuilding industry has dropped 5.4%, driven by pullbacks from every company within the industry. Overall the industry is down 29% in 12 months. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 28 Apr 2026UK£18.2bUK£24.8bUK£1.4b10.3x12.7x0.7x
Thu, 26 Mar 2026UK£19.2bUK£24.8bUK£1.4b10.9x13.4x0.8x
Sat, 21 Feb 2026UK£26.4bUK£24.1bUK£1.3b17x20.9x1.1x
Mon, 19 Jan 2026UK£25.0bUK£23.7bUK£1.2b14.9x21.5x1.1x
Wed, 17 Dec 2025UK£23.8bUK£23.7bUK£1.2b14.6x20.5x1x
Fri, 14 Nov 2025UK£24.4bUK£23.8bUK£1.2b13.9x20.8x1x
Sun, 12 Oct 2025UK£23.1bUK£23.6bUK£1.2b13x19.9x1x
Tue, 09 Sep 2025UK£22.8bUK£22.6bUK£1.1b13.6x20.2x1x
Thu, 07 Aug 2025UK£23.6bUK£22.5bUK£1.2b13.2x20.4x1x
Sat, 05 Jul 2025UK£24.8bUK£22.4bUK£1.3b13.6x19.3x1.1x
Mon, 02 Jun 2025UK£26.8bUK£22.4bUK£1.3b16x21.4x1.2x
Wed, 30 Apr 2025UK£26.3bUK£22.4bUK£1.3b15.4x21x1.2x
Fri, 28 Mar 2025UK£24.1bUK£22.4bUK£1.3b14.1x19.3x1.1x
Sun, 23 Feb 2025UK£24.7bUK£21.8bUK£1.4b15.1x17.4x1.1x
Tue, 21 Jan 2025UK£25.1bUK£21.4bUK£1.5b15.1x16.8x1.2x
Thu, 19 Dec 2024UK£26.1bUK£21.4bUK£1.5b15.2x17.5x1.2x
Sat, 16 Nov 2024UK£26.6bUK£21.3bUK£1.5b15.9x17.7x1.3x
Mon, 14 Oct 2024UK£31.0bUK£21.8bUK£1.6b16.4x19.4x1.4x
Wed, 11 Sep 2024UK£33.6bUK£21.9bUK£1.6b16.9x20.9x1.5x
Fri, 09 Aug 2024UK£32.9bUK£23.5bUK£1.9b14.2x17.6x1.4x
Sun, 07 Jul 2024UK£32.3bUK£23.7bUK£2.0b14.3x16.4x1.4x
Tue, 04 Jun 2024UK£32.7bUK£23.8bUK£2.1b14.8x15.8x1.4x
Thu, 02 May 2024UK£29.3bUK£23.8bUK£2.1b13.6x14.1x1.2x
Sat, 30 Mar 2024UK£30.2bUK£23.8bUK£2.1b13.9x14.6x1.3x
Mon, 26 Feb 2024UK£30.2bUK£24.8bUK£2.5b12.7x12.3x1.2x
Wed, 24 Jan 2024UK£31.3bUK£27.4bUK£2.8b11.1x11.3x1.1x
Fri, 22 Dec 2023UK£31.2bUK£27.6bUK£2.8b10.3x11x1.1x
Sun, 19 Nov 2023UK£28.2bUK£27.6bUK£2.8b8.8x9.9x1x
Tue, 17 Oct 2023UK£25.0bUK£27.7bUK£2.7b9.3x9.3x0.9x
Thu, 14 Sep 2023UK£26.6bUK£27.7bUK£2.7b8.2x9.8x1x
Sat, 12 Aug 2023UK£26.6bUK£27.9bUK£2.6b8.4x10.1x1x
Mon, 10 Jul 2023UK£23.5bUK£28.8bUK£2.9b7.8x8x0.8x
Wed, 07 Jun 2023UK£27.4bUK£28.7bUK£2.9b9x9.5x1x
Fri, 05 May 2023UK£28.8bUK£28.7bUK£2.9b9.1x10x1x
Price to Earnings Ratio

10x


Total Market Cap: UK£28.8bTotal 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 12.7x 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 0.73x.
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-2.59%
Consumer Discretionary-1.68%
Consumer Durables-5.13%
Homebuilding-5.40%
Home Furnishings0.47%
Household Appliances-0.50%
Consumer Electronics-2.44%
Housewares and Specialties-4.23%
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
TRAF Trafalgar Property GroupUK£0.000281.9%
+UK£8.7k		-25.7%PS0.7x

Latest News

GLE
UK£2.31
MJ Gleeson
7D
-12.2%
1Y
-54.0%

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£32.36
Berkeley Group Holdings
7D
-5.4%
1Y
-20.6%

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.
CRST
UK£0.62
Crest Nicholson Holdings
7D
-11.0%
1Y
-65.2%

CRST: Future Upside Will Depend On Resolving Going Concern Audit Warning

Analysts have cut their price target on Crest Nicholson Holdings from £1.80 to £1.32, reflecting updated assumptions of a higher 11.91% discount rate, lower 1.65% revenue growth, a 4.34% profit margin and a slightly reduced future P/E of 17.06x. What's in the News The annual report for the period ending Oct 31, 2025 was filed on Feb 17, 2026.
BWY
UK£19.16
Bellway
7D
-3.8%
1Y
-27.3%

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£10.74
Persimmon
7D
-6.0%
1Y
-16.7%

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£3.26
Vistry Group
7D
-5.9%
1Y
-48.4%

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.
TW.
UK£0.79
Taylor Wimpey
7D
-6.8%
1Y
-33.3%

TW.: Share Repurchases And Outlet Expansion Will Support Future Upside Potential

The analyst price target for Taylor Wimpey has been trimmed to around £1.62 from £1.63, with analysts pointing to slightly softer fair value, higher discount rate assumptions, and more cautious revenue growth and margin forecasts, consistent with a recent cluster of price target cuts and downgrades across the Street. Analyst Commentary Recent research has included a mix of downgrades and price target changes, but there are still several bullish analysts highlighting potential upside in Taylor Wimpey.
BTRW
UK£2.52
Barratt Redrow
7D
-4.7%
1Y
-45.3%

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.
TRAF
UK£0.00028
Trafalgar Property Group
7D
1.9%
1Y
-25.7%