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U.S. Consumer Durables Industry Analysis

UpdatedNov 28, 2022
DataAggregated Company Financials
Companies95
  • 7D2.2%
  • 3M0.8%
  • 1Y-29.5%
  • YTD-31.4%

In the last week, the Consumer Durables industry is up 2.2%, with D.R. Horton up 3.1%. During this same period, the Traeger underperformed, falling 9.9%. In the past year, the industry is down 29%. In the next few years, earnings are forecast to decline by 5.6% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 28 Nov 2022US$176.0bUS$241.0bUS$25.4b6.8x6.9x0.7x
Wed, 26 Oct 2022US$167.8bUS$236.9bUS$25.9b6.5x6.5x0.7x
Fri, 23 Sep 2022US$161.7bUS$237.6bUS$26.3b6.4x6.2x0.7x
Sun, 21 Aug 2022US$184.3bUS$234.9bUS$26.1b8.1x7.1x0.8x
Tue, 19 Jul 2022US$179.9bUS$230.6bUS$25.9b7.5x6.9x0.8x
Thu, 16 Jun 2022US$169.4bUS$228.3bUS$25.4b7.8x6.7x0.7x
Sat, 14 May 2022US$188.5bUS$227.5bUS$25.6b8.6x7.4x0.8x
Mon, 11 Apr 2022US$194.5bUS$228.1bUS$25.1b8.8x7.8x0.9x
Wed, 09 Mar 2022US$211.6bUS$226.4bUS$25.5b8.7x8.3x0.9x
Fri, 04 Feb 2022US$240.5bUS$223.5bUS$25.3b9.9x9.5x1.1x
Sun, 02 Jan 2022US$281.6bUS$220.2bUS$24.8b10.2x11.4x1.3x
Tue, 30 Nov 2021US$267.0bUS$215.2bUS$23.7b10.8x11.3x1.2x
Thu, 28 Oct 2021US$258.1bUS$210.9bUS$22.7b10.6x11.4x1.2x
Sat, 25 Sep 2021US$268.0bUS$210.0bUS$22.5b11.1x11.9x1.3x
Mon, 23 Aug 2021US$276.1bUS$208.6bUS$21.7b11.4x12.7x1.3x
Sat, 10 Jul 2021US$269.1bUS$204.6bUS$21.1b13.8x12.7x1.3x
Fri, 02 Apr 2021US$261.2bUS$191.8bUS$17.6b17.3x14.9x1.4x
Mon, 04 Jan 2021US$201.4bUS$177.8bUS$13.4b12.2x15x1.1x
Thu, 08 Oct 2020US$191.5bUS$172.9bUS$12.8b13.2x15x1.1x
Wed, 01 Jul 2020US$154.7bUS$168.6bUS$10.4b10.4x14.9x0.9x
Sat, 04 Apr 2020US$102.2bUS$167.3bUS$10.5b8.3x9.8x0.6x
Tue, 07 Jan 2020US$164.1bUS$167.9bUS$12.0b12.7x13.7x1x
Price to Earnings Ratio

16.1x


Total Market Cap: US$167.0bTotal Earnings: US$10.3bTotal Revenue: US$166.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 12.1x202020212022
Current Industry PE
  • Investors are pessimistic on the American Consumer Durables 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 6.9x which is lower than its 3-year average PE of 12.1x.
  • The 3-year average PS ratio of 1.0x is higher than the industry's current PS ratio of 0.73x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 35% per year over the last three years.
  • Revenues for these companies have grown 13% 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 Discretionary industry?

US Market1.26%
Consumer Discretionary-0.15%
Consumer Durables2.18%
Homebuilding2.95%
Home Furnishings2.23%
Household Appliances0.38%
Consumer Electronics0.17%
Housewares and Specialties-0.11%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry, which is trading close to its 3-year average PE ratio of 25.1x.
    • Analysts are expecting annual earnings growth of 19.8%, which is higher than its past year's earnings decline of 57.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Household Appliances industry, expecting annual earnings growth of 35% over the next 5 years.
  • This is better than its past earnings decline of 40% per year.
  • In contrast, the Homebuilding industry is expected to see its earnings decline by 19% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
DHI D.R. HortonUS$83.893.1%
+US$860.9m
-15.0%PE4.9x
LEN LennarUS$86.382.0%
+US$486.2m
-19.3%PE5.7x
PHM PulteGroupUS$44.523.9%
+US$380.5m
-13.7%PE4.3x
NVR NVRUS$4.50k2.4%
+US$341.0m
-15.0%PE9x
TMHC Taylor Morrison HomeUS$29.356.3%
+US$189.6m
-8.7%PE3x
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