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U.S. Consumer Durables Industry Analysis

UpdatedNov 27, 2021
DataAggregated Company Financials
  • 7D-2.5%
  • 3M-5.2%
  • 1Y26.4%
  • YTD28.3%

Over the last 7 days, the Consumer Durables industry has dropped 2.5%, driven by declines in Lennar and D.R. Horton of 3.9% and 3.3%, respectively. This takes the industry's 12 month performance to a gain of 26%.

Industry Valuation and Performance

Has the U.S. Consumer Durables Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPE
Sat, 27 Nov 2021US$267.4bUS$215.2bUS$23.7b10.8x
Mon, 25 Oct 2021US$265.4bUS$210.8bUS$22.7b10.5x
Wed, 22 Sep 2021US$264.5bUS$209.5bUS$22.5b10.7x
Fri, 20 Aug 2021US$275.7bUS$208.6bUS$21.7b11.2x
Fri, 04 Jun 2021US$277.2bUS$195.2bUS$18.4b15.4x
Mon, 08 Mar 2021US$226.9bUS$181.2bUS$14.3b16.5x
Thu, 10 Dec 2020US$200.3bUS$172.9bUS$13.1b14.3x
Wed, 02 Sep 2020US$184.3bUS$168.4bUS$10.6b13.3x
Sat, 06 Jun 2020US$144.0bUS$166.6bUS$10.5b10.3x
Tue, 10 Mar 2020US$155.5bUS$169.3bUS$12.0b11.4x
Mon, 02 Dec 2019US$167.0bUS$166.8bUS$10.3b13.1x
Thu, 05 Sep 2019US$148.8bUS$164.7bUS$4.4b12.2x
Sun, 09 Jun 2019US$136.6bUS$163.6bUS$3.6b11.7x
Sat, 02 Mar 2019US$136.3bUS$161.9bUS$3.3b9.3x
Tue, 04 Dec 2018US$129.6bUS$158.5bUS$3.3b11x
PE Ratio


Total Market Cap: US$129.6bTotal Earnings: US$3.3bTotal Revenue: US$158.5b0%0%0%3 Year10 Year

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 12.3x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Consumer Durables industry have grown 93% per year over the last three years, and revenues for these companies have grown 11% per year. This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Durables industry?

Housewares and Specialties-1.25%
Consumer Electronics-2.33%
Home Furnishings-3.11%
Household Appliances-3.14%

Industry PE: Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 18.1x. This is likely because analysts are expecting annual earnings growth of 18%, which is higher than its past year's earnings decline of 29% per year. Meanwhile, investors are most pessimistic about the Homebuilding industry, which is trading below its 3-year average of 10.1x.

Forecasted Growth: Analysts are most optimistic on the Consumer Electronics industry, expecting annual earnings growth of 18% over the next 5 years. This is better than its past earnings decline of 29% per year. Meanwhile, the Home Furnishings industry is expected to see its earnings grow by 7.8% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

NVR NVR1.4%+US$261.5m28.4%PE15.3x
SONO Sonos1.6%+US$109.2m51.8%PE25.9x
CVCO Cavco Industries2.1%+US$56.2m58.7%PE24.9x
TUP Tupperware Brands3.5%+US$27.4m-53.9%PE4.8x
DXYN Dixie Group9.8%+US$9.0m160.8%PE10.8x
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