Lennar (NYSE:LEN) Will Pay A Dividend Of $0.50
Jan 20
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U.S. Consumer Durables Industry Analysis
UpdatedJan 21, 2025
DataAggregated Company Financials
Companies93
- 7D6.2%
- 3M-6.5%
- 1Y9.2%
- YTD7.0%
In the last week, the Consumer Durables industry is up 6.2%, with Lennar leading the way, up 4.7%. In the same time, Springview Holdings was down 35%. This means that the industry has gained 9.2% over the past year. Looking forward, earnings are forecast to grow by 7.8% annually.
Industry Valuation and Performance
Has the U.S. Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 21 Jan 2025 | US$312.2b | US$247.4b | US$22.7b | 11.1x | 13.7x | 1.3x |
| Thu, 19 Dec 2024 | US$313.8b | US$248.1b | US$23.0b | 10.6x | 13.7x | 1.3x |
| Sat, 16 Nov 2024 | US$338.1b | US$249.5b | US$22.9b | 11.5x | 14.8x | 1.4x |
| Mon, 14 Oct 2024 | US$345.1b | US$247.9b | US$21.9b | 11.9x | 15.8x | 1.4x |
| Wed, 11 Sep 2024 | US$339.5b | US$247.2b | US$21.8b | 12x | 15.6x | 1.4x |
| Fri, 09 Aug 2024 | US$311.8b | US$246.4b | US$21.7b | 11.5x | 14.4x | 1.3x |
| Sun, 07 Jul 2024 | US$280.6b | US$245.3b | US$21.8b | 9.9x | 12.9x | 1.1x |
| Tue, 04 Jun 2024 | US$306.3b | US$249.5b | US$21.9b | 11.3x | 14x | 1.2x |
| Thu, 02 May 2024 | US$294.2b | US$249.0b | US$22.0b | 11.7x | 13.4x | 1.2x |
| Sat, 30 Mar 2024 | US$330.2b | US$251.9b | US$21.7b | 13x | 15.2x | 1.3x |
| Mon, 26 Feb 2024 | US$301.0b | US$251.4b | US$21.6b | 11.3x | 13.9x | 1.2x |
| Wed, 24 Jan 2024 | US$291.9b | US$248.5b | US$19.5b | 11.1x | 15x | 1.2x |
| Fri, 22 Dec 2023 | US$281.3b | US$248.0b | US$19.4b | 11.6x | 14.5x | 1.1x |
| Sun, 19 Nov 2023 | US$241.2b | US$243.4b | US$19.2b | 9.3x | 12.5x | 1x |
| Tue, 17 Oct 2023 | US$214.6b | US$244.0b | US$19.9b | 7.8x | 10.8x | 0.9x |
| Thu, 14 Sep 2023 | US$230.9b | US$244.5b | US$20.3b | 8.1x | 11.3x | 0.9x |
| Sat, 12 Aug 2023 | US$244.1b | US$244.6b | US$20.2b | 9x | 12.1x | 1x |
| Mon, 10 Jul 2023 | US$229.5b | US$242.0b | US$20.8b | 8.2x | 11x | 0.9x |
| Wed, 07 Jun 2023 | US$224.0b | US$242.4b | US$21.3b | 7.6x | 10.5x | 0.9x |
| Fri, 05 May 2023 | US$214.2b | US$243.6b | US$21.6b | 7.1x | 9.9x | 0.9x |
| Sun, 02 Apr 2023 | US$205.3b | US$244.4b | US$23.4b | 7.5x | 8.8x | 0.8x |
| Tue, 28 Feb 2023 | US$197.8b | US$244.3b | US$23.4b | 7.7x | 8.5x | 0.8x |
| Thu, 26 Jan 2023 | US$198.8b | US$243.9b | US$25.7b | 6.8x | 7.7x | 0.8x |
| Sat, 24 Dec 2022 | US$179.3b | US$243.5b | US$25.8b | 6.2x | 6.9x | 0.7x |
| Mon, 21 Nov 2022 | US$172.2b | US$241.0b | US$25.4b | 6.8x | 6.8x | 0.7x |
| Wed, 19 Oct 2022 | US$164.6b | US$237.6b | US$26.3b | 6.4x | 6.3x | 0.7x |
| Fri, 16 Sep 2022 | US$164.3b | US$235.2b | US$26.1b | 6.7x | 6.3x | 0.7x |
| Sun, 14 Aug 2022 | US$193.7b | US$234.9b | US$26.1b | 8.2x | 7.4x | 0.8x |
| Tue, 12 Jul 2022 | US$179.7b | US$230.6b | US$25.9b | 7.3x | 6.9x | 0.8x |
| Thu, 09 Jun 2022 | US$193.1b | US$228.2b | US$25.8b | 8.4x | 7.5x | 0.8x |
| Sat, 07 May 2022 | US$194.3b | US$227.3b | US$25.7b | 8.5x | 7.6x | 0.9x |
| Mon, 04 Apr 2022 | US$203.3b | US$228.1b | US$25.1b | 8.5x | 8.1x | 0.9x |
| Wed, 02 Mar 2022 | US$224.6b | US$226.4b | US$25.5b | 9.2x | 8.8x | 1x |
| Fri, 28 Jan 2022 | US$232.2b | US$220.7b | US$24.6b | 9.5x | 9.4x | 1.1x |
Price to Earnings Ratio
9.4x
Current Industry PE
- Investors are optimistic on the American Consumer Durables industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 13.7x which is higher than its 3-year average PE of 10.9x.
- The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have declined 2.6% per year over the last three years.
- Meanwhile revenues for these companies have grown 3.9% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the U.S. Consumer Discretionary industry?
| US Market | 3.13% | |
| Consumer Discretionary | 3.97% | |
| Consumer Durables | 6.20% | |
| Homebuilding | 7.13% | |
| Household Appliances | 5.39% | |
| Home Furnishings | 5.09% | |
| Housewares and Specialties | 4.43% | |
| Consumer Electronics | 3.17% | |
Industry PE
- Investors are most optimistic about the Home Furnishings industry which is trading above its 3-year average PE ratio of 26.2x.
- Analysts are expecting annual earnings growth of 17.9%, which is higher than its past year's earnings decline of 8.7% per year.
Forecasted Growth
- Analysts are most optimistic on the Housewares and Specialties industry, expecting annual earnings growth of 82% over the next 5 years.
- In contrast, the Homebuilding industry is expected to see its earnings grow by 2.8% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| LEN Lennar | US$141.54 | 4.7% +US$1.7b | -4.1% | PE9.8x | |
| DHI D.R. Horton | US$147.65 | 3.1% +US$1.4b | 3.2% | PE10x | |
| PHM PulteGroup | US$117.03 | 4.0% +US$929.0m | 13.0% | PE8.3x | |
| NVR NVR | US$8.36k | 2.7% +US$666.4m | 20.5% | PE15.6x | |
| GRMN Garmin | US$215.70 | 1.6% +US$658.6m | 69.8% | PE27.3x |
