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U.S. Homebuilding Industry Analysis

UpdatedJul 30, 2026
DataAggregated Company Financials
Companies30
  • 7D0.4%
  • 3M-6.4%
  • 1Y-5.9%
  • YTDn/a

The Homebuilding is pretty flat in the last 7 days, but D.R. Horton has stood out, gaining 3.3%. As for the longer term, the industry has declined 5.9% in the last year. Earnings are forecast to grow by 7.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 30 Jul 2026US$172.4bUS$144.7bUS$11.3b13x15.2x1.2x
Sat, 27 Jun 2026US$189.1bUS$158.7bUS$12.9b14.4x14.6x1.2x
Mon, 25 May 2026US$164.1bUS$159.6bUS$13.2b11.3x12.5x1x
Wed, 22 Apr 2026US$188.1bUS$165.7bUS$14.1b12.5x13.3x1.1x
Fri, 20 Mar 2026US$171.2bUS$166.2bUS$14.4b11x11.9x1x
Sun, 15 Feb 2026US$213.8bUS$167.6bUS$14.9b12.6x14.4x1.3x
Tue, 13 Jan 2026US$201.4bUS$169.3bUS$16.0b10.7x12.6x1.2x
Thu, 11 Dec 2025US$192.4bUS$170.2bUS$16.7b10.1x11.5x1.1x
Sat, 08 Nov 2025US$187.5bUS$170.3bUS$16.8b9.4x11.2x1.1x
Mon, 06 Oct 2025US$211.7bUS$171.7bUS$17.8b10x11.9x1.2x
Wed, 03 Sep 2025US$211.0bUS$172.4bUS$18.4b9.7x11.5x1.2x
Fri, 01 Aug 2025US$182.7bUS$172.2bUS$18.5b7.8x9.9x1.1x
Sun, 29 Jun 2025US$174.7bUS$173.4bUS$19.4b7.3x9x1x
Tue, 27 May 2025US$166.0bUS$175.5bUS$19.9b6.7x8.3x0.9x
Thu, 24 Apr 2025US$171.0bUS$175.7bUS$20.3b6.6x8.4x1x
Sat, 22 Mar 2025US$184.3bUS$176.7bUS$21.1b7x8.7x1x
Mon, 17 Feb 2025US$191.7bUS$176.0bUS$21.1b7.8x9.1x1.1x
Wed, 15 Jan 2025US$204.6bUS$174.2bUS$20.9b8.2x9.8x1.2x
Fri, 13 Dec 2024US$228.3bUS$174.9bUS$21.0b9.1x10.8x1.3x
Sun, 10 Nov 2024US$245.3bUS$174.3bUS$21.0b10.3x11.7x1.4x
Tue, 08 Oct 2024US$256.6bUS$172.4bUS$21.2b10.4x12.1x1.5x
Thu, 05 Sep 2024US$248.0bUS$171.5bUS$21.2b9.8x11.7x1.4x
Sat, 03 Aug 2024US$248.3bUS$170.8bUS$21.1b9.7x11.8x1.5x
Mon, 01 Jul 2024US$208.3bUS$168.7bUS$20.8b9.3x10x1.2x
Wed, 29 May 2024US$215.8bUS$168.1bUS$20.8b9.5x10.4x1.3x
Fri, 26 Apr 2024US$214.6bUS$167.7bUS$20.6b9.6x10.4x1.3x
Sun, 24 Mar 2024US$238.4bUS$170.1bUS$20.4b10.8x11.7x1.4x
Tue, 20 Feb 2024US$213.5bUS$169.5bUS$20.5b9.5x10.4x1.3x
Thu, 18 Jan 2024US$213.6bUS$171.6bUS$21.0b8.6x10.2x1.2x
Sat, 16 Dec 2023US$212.8bUS$171.1bUS$20.9b9.8x10.2x1.2x
Mon, 13 Nov 2023US$172.6bUS$171.1bUS$21.0b8.2x8.2x1x
Wed, 11 Oct 2023US$160.8bUS$171.3bUS$21.4b7.2x7.5x0.9x
Fri, 08 Sep 2023US$175.6bUS$171.8bUS$21.9b7.9x8x1x
Sun, 06 Aug 2023US$184.3bUS$171.7bUS$21.7b8.7x8.5x1.1x
Price to Earnings Ratio

8.5x


Total Market Cap: US$184.3bTotal Earnings: US$21.7bTotal Revenue: US$171.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Homebuilding Industry Price to Earnings3Y Average 10.7x202420252026
Current Industry PE
  • Investors are optimistic on the American Homebuilding industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 15.2x which is higher than its 3-year average PE of 10.7x.
  • The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Homebuilding industry have declined 19% per year over the last three years,
  • Revenues have also declined 5.5% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.S. Homebuilding compare with similar industries?

US Market-2.63%
Consumer Discretionary-4.83%
Consumer Durables4.36%
Homebuilding0.41%
Consumer Electronics22.38%
Household Appliances7.12%
Housewares and Specialties2.44%
Home Furnishings-0.76%
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
DHI D.R. HortonUS$147.163.3%
+US$1.2b		2.7%PE13.5x
PHM PulteGroupUS$132.314.4%
+US$1.0b		16.7%PE13x
LEN LennarUS$84.562.9%
+US$580.6m		-24.7%PE12.7x
CCS Century CommunitiesUS$69.577.8%
+US$143.3m		23.1%PE14.8x
MHO M/I HomesUS$154.483.8%
+US$143.3m		27.9%PE11x

Latest News

MTH
US$71.61
Meritage Homes
7D
-0.9%
1Y
5.4%
TOL
US$150.20
Toll Brothers
7D
0.8%
1Y
25.7%
PHM
US$132.31
PulteGroup
7D
4.4%
1Y
16.7%
Narrative Update • Jul 29

PHM: Inventory Discipline And Buybacks Will Support Future Margin Repricing

The analyst fair value estimate for PulteGroup has shifted to $166 from $159, reflecting updated views on revenue growth, discount rate, and future P/E assumptions in light of mixed but generally higher Street price targets around recent research. Analyst Commentary Recent Street research on PulteGroup shows a mix of views on the stock, with several bullish analysts lifting their price targets and highlighting solid execution in key regions and customer segments.
CVCO
US$565.24
Cavco Industries
7D
-0.8%
1Y
40.2%
CCS
US$69.57
Century Communities
7D
7.8%
1Y
23.1%
NVR
US$6,381.79
NVR
7D
0.5%
1Y
-16.4%
KBH
US$57.04
KB Home
7D
1.0%
1Y
3.4%
IBP
US$230.33
Installed Building Products
7D
2.3%
1Y
13.5%
SKY
US$80.32
Champion Homes
7D
-2.1%
1Y
30.5%
DHI
US$147.16
D.R. Horton
7D
3.3%
1Y
2.7%
LEN
US$84.56
Lennar
7D
2.9%
1Y
-24.7%
Narrative Update • Jul 22

LEN: Asset Light Land Approach Will Support Margins Through Housing Recovery

Lennar's updated analyst price target edges lower to $114.14 from $116.82 as analysts factor in slightly higher discount rates, modest tweaks to profit margin expectations, and a higher assumed future P/E multiple following recent research that has broadly trimmed targets on the stock. Analyst Commentary Recent Street research on Lennar presents a mixed picture, with several firms trimming price targets and leaning cautious on margins, incentives, and exposure to entry-level buyers.
BXBL
US$4.98
Boxabl
7D
-18.4%
1Y
-49.7%
BZH
US$32.49
Beazer Homes USA
7D
-1.5%
1Y
38.7%
MHO
US$154.48
M/I Homes
7D
3.8%
1Y
27.9%
Narrative Update • Jul 03

MHO: Balance Sheet Strength And Buybacks Will Support Future Risk Reward Balance

The analyst price target for M/I Homes has been raised from $157 to about $163, as analysts incorporate a slightly lower discount rate, updated profit margin assumptions, and a higher future P/E multiple, supported by recent research highlighting the company's balance sheet and ongoing share buybacks. Analyst Commentary Recent research on M/I Homes highlights a mix of optimism around balance sheet strength and capital returns, alongside some caution that has led to at least one downgrade.
SPHL
US$2.58
Springview Holdings
7D
-1.5%
1Y
-40.6%
LRE
US$1.29
Lead Real Estate
7D
-9.9%
1Y
-26.7%