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U.K. (FTSE) Homebuilding Industry Analysis

UpdatedJul 31, 2026
DataAggregated Company Financials
Companies12
  • 7D3.0%
  • 3M7.2%
  • 1Y-16.4%
  • YTDn/a

Over the last 7 days, the Homebuilding industry has remained flat, although notably Berkeley Group Holdings gained 4.7%. Unfortunately though, the industry is down 17% over the past 12 months. Looking forward, earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 31 Jul 2026UK£19.0bUK£24.8bUK£1.4b11.3x14.1x0.8x
Sun, 28 Jun 2026UK£19.0bUK£24.8bUK£1.4b11x13.7x0.8x
Tue, 26 May 2026UK£17.8bUK£24.8bUK£1.4b10.6x12.5x0.7x
Thu, 23 Apr 2026UK£18.9bUK£24.8bUK£1.4b11x13.2x0.8x
Sat, 21 Mar 2026UK£19.1bUK£24.8bUK£1.4b10.5x13.3x0.8x
Mon, 16 Feb 2026UK£26.6bUK£24.1bUK£1.3b16.6x21.1x1.1x
Wed, 14 Jan 2026UK£24.9bUK£23.7bUK£1.2b15.4x21.5x1.1x
Fri, 12 Dec 2025UK£23.8bUK£23.7bUK£1.2b14.5x20.5x1x
Sun, 09 Nov 2025UK£23.9bUK£23.8bUK£1.2b12.8x20.3x1x
Tue, 07 Oct 2025UK£23.9bUK£23.6bUK£1.2b13.8x20.5x1x
Thu, 04 Sep 2025UK£22.0bUK£22.7bUK£1.1b12.8x19.2x1x
Sat, 02 Aug 2025UK£23.2bUK£22.5bUK£1.2b13.1x20.1x1x
Mon, 30 Jun 2025UK£27.3bUK£22.3bUK£1.3b13.9x21.2x1.2x
Wed, 28 May 2025UK£26.7bUK£22.4bUK£1.3b16x21.3x1.2x
Fri, 25 Apr 2025UK£25.7bUK£22.4bUK£1.3b15x20.5x1.1x
Sun, 23 Mar 2025UK£24.5bUK£22.1bUK£1.4b14.2x17.4x1.1x
Tue, 18 Feb 2025UK£25.4bUK£21.8bUK£1.4b15.4x17.9x1.2x
Thu, 16 Jan 2025UK£24.4bUK£21.4bUK£1.5b14.5x16.4x1.1x
Sat, 14 Dec 2024UK£26.3bUK£21.4bUK£1.5b15.7x17.6x1.2x
Mon, 11 Nov 2024UK£27.5bUK£21.3bUK£1.5b16.3x18.2x1.3x
Wed, 09 Oct 2024UK£31.4bUK£21.8bUK£1.6b16.6x19.7x1.4x
Fri, 06 Sep 2024UK£34.1bUK£21.6bUK£1.6b16.7x21.9x1.6x
Sun, 04 Aug 2024UK£33.3bUK£23.5bUK£1.9b14.6x17.9x1.4x
Tue, 02 Jul 2024UK£30.4bUK£23.7bUK£2.0b13.6x15.4x1.3x
Thu, 30 May 2024UK£31.8bUK£23.8bUK£2.1b14.3x15.4x1.3x
Sat, 27 Apr 2024UK£29.4bUK£23.8bUK£2.1b13.6x14.2x1.2x
Mon, 25 Mar 2024UK£30.5bUK£24.3bUK£2.2b14.2x13.8x1.3x
Wed, 21 Feb 2024UK£30.4bUK£24.9bUK£2.5b12.4x12.3x1.2x
Fri, 19 Jan 2024UK£31.1bUK£27.6bUK£2.8b9.6x11x1.1x
Sun, 17 Dec 2023UK£31.0bUK£27.6bUK£2.8b10.3x10.9x1.1x
Tue, 14 Nov 2023UK£26.6bUK£27.6bUK£2.8b8.2x9.4x1x
Thu, 12 Oct 2023UK£25.9bUK£27.7bUK£2.7b9.3x9.6x0.9x
Sat, 09 Sep 2023UK£25.3bUK£27.4bUK£2.6b8.2x9.7x0.9x
Mon, 07 Aug 2023UK£26.9bUK£28.4bUK£2.9b8.6x9.4x1x
Price to Earnings Ratio

9.4x


Total Market Cap: UK£26.9bTotal Earnings: UK£2.9bTotal Revenue: UK£28.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Homebuilding Industry Price to Earnings3Y Average 16.3x202420252026
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 13.9x which is lower than its 3-year average PE of 16.3x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.76x.
Past Earnings Growth
  • The earnings for companies in the Homebuilding industry have declined 22% per year over the last three years,
  • Revenues have also declined 4.4% 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 Market2.36%
Consumer Discretionary4.96%
Consumer Durables2.84%
Homebuilding3.04%
Housewares and Specialties8.80%
Consumer Electronics1.16%
Home Furnishings1.00%
Household Appliances-1.63%
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£35.284.7%
+UK£143.1m		-3.3%PE10.2x
PSN PersimmonUK£11.113.0%
+UK£102.7m		-3.0%PE12.5x
BWY BellwayUK£20.163.9%
+UK£84.8m		-19.0%PE14.5x
VTY Vistry GroupUK£2.958.7%
+UK£74.9m		-49.4%PE6.8x
TW. Taylor WimpeyUK£0.832.2%
+UK£62.0m		-18.8%PE28.8x

Latest News

CRST
UK£0.62
Crest Nicholson Holdings
7D
-0.2%
1Y
-66.0%
Narrative Update • Jul 24

CRST: Future Upside Will Hinge On Covenant Relaxation And Dividend Reset

Analysts have adjusted their price target for Crest Nicholson Holdings lower to reflect a reduced fair value estimate of £0.83 from £0.96. They cite updated assumptions around revenue growth, profit margins and a higher discount rate, while keeping a slightly higher future P/E in view.
BOOT
UK£1.52
Henry Boot
7D
-0.3%
1Y
-33.9%
Narrative Update • Jul 24

BOOT: Golden Valley Development Progress Will Support Future Upside Potential

Analysts have trimmed their fair value estimate for Henry Boot from £2.19 to £1.70, citing updated assumptions on discount rate, revenue growth, profit margins and future P/E as the key drivers of the new price target range. What’s in the News for Henry Boot HBD, Henry Boot's property investment and development arm, secured forward funding for phase one of the Golden Valley mixed use project in Cheltenham, a £1,000m scheme central to the UK’s National Cyber Strategy and planned to deliver around 1m sq ft of commercial space plus new homes.
BTRW
UK£2.95
Barratt Redrow
7D
1.6%
1Y
-21.1%
TW.
UK£0.83
Taylor Wimpey
7D
2.2%
1Y
-18.8%
Narrative Update • Jul 23

TW.: Cost Discipline And Pricing Recovery Will Support Future Upside Potential

The analyst price target for Taylor Wimpey has been reduced by £0.06, with analysts citing estimate risk around South of England pricing, as well as pressure from rising build costs and lower price targets across several housebuilders. Analyst Commentary Recent research on Taylor Wimpey points to a mixed backdrop, with several firms adjusting ratings and price targets as they reassess risks tied to South of England pricing and build costs.
BWY
UK£20.16
Bellway
7D
3.9%
1Y
-19.0%
Narrative Update • Jul 22

BWY: Margin Execution And Capital Returns Will Support Future Re Rating

Bellway’s updated analyst price target now sits closer to the mid range of recent Street estimates. The shift reflects analysts’ mixed views on sector margins and pricing, alongside more constructive comments on valuation, balance sheet strength and potential capital returns, highlighted by recent target moves around £20.20, £23.00, £24.00, £24.10 and £29.17 per share.
BKG
UK£35.28
Berkeley Group Holdings
7D
4.7%
1Y
-3.3%
Narrative Update • Jul 21

BKG: Index Reclassification And Higher P/E Assumptions May Support Upside

Analysts have reduced their fair value estimate for Berkeley Group Holdings from £50.08 to £48.00. This adjustment reflects recent cuts to Street price targets, slightly lower profit-margin expectations, a shift to declining revenue growth, and a higher assumed future P/E multiple.
VTY
UK£2.95
Vistry Group
7D
8.7%
1Y
-49.4%
Narrative Update • Jul 20

VTY: Future Returns Will Be Pressured By Incentive Driven Margin Risks

Analysts have trimmed their fair value estimate for Vistry Group to £1.60 from £1.80, reflecting a series of reduced price targets across the Street as they reassess revenue growth, profit margins and future P/E expectations. Analyst Commentary Recent research on Vistry Group points to a more cautious tone, with several bearish analysts cutting price targets and, in some cases, downgrading the stock as they reassess revenue, margin and P/E risks.
CRN
UK£2.15
Cairn Homes
7D
1.9%
1Y
14.1%
PSN
UK£11.11
Persimmon
7D
3.0%
1Y
-3.0%
Narrative Update • Jul 08

PSN: Biggleswade Site And 2026 Completions Should Support Premium Earnings Multiple

Persimmon's analyst price target has been trimmed, with recent moves from banks such as Berenberg, Citi, JPMorgan and Morgan Stanley collectively pointing to a reset in fair value to about £16.94 from £18.00. This reflects analysts moderating revenue growth and valuation multiples while allowing for slightly stronger profit margins.
SPR
UK£0.99
Springfield Properties
7D
1.0%
1Y
-1.0%
Narrative Update • Jun 18

SPR: Stable Risk Profile And 2026 Revenue Outlook Will Support Future Upside

Analysts have kept their £1.65 fair value estimate for Springfield Properties steady, pointing to only small tweaks in the discount rate, expected revenue contraction, profit margin outlook and future P/E assumptions as the basis for leaving their price target broadly unchanged. What’s in the News for Springfield Properties Springfield Properties issued earnings guidance for fiscal year 2026, indicating expected total revenue of about £245 million.