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U.S. Homebuilding Industry Analysis

UpdatedDec 07, 2025
DataAggregated Company Financials
Companies34
  • 7D-1.6%
  • 3M-10.7%
  • 1Y-10.0%
  • YTDn/a

Over the last 7 days, the Homebuilding industry has dropped 1.6%, driven by Lennar declining 5.6%. The industry has fallen 10.0% in the last year. Looking forward, earnings are expected to remain mostly flat in the next few years.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 07 Dec 2025US$197.3bUS$170.1bUS$16.7b9.9x11.8x1.2x
Tue, 04 Nov 2025US$189.9bUS$170.5bUS$16.9b9.3x11.2x1.1x
Thu, 02 Oct 2025US$206.7bUS$171.7bUS$17.8b9.8x11.6x1.2x
Sat, 30 Aug 2025US$210.7bUS$172.4bUS$18.4b9.7x11.5x1.2x
Mon, 28 Jul 2025US$187.1bUS$172.2bUS$18.6b8x10.1x1.1x
Wed, 25 Jun 2025US$176.1bUS$173.4bUS$19.4b7.2x9.1x1x
Fri, 23 May 2025US$167.2bUS$175.4bUS$19.9b6.7x8.4x1x
Sun, 20 Apr 2025US$166.4bUS$175.6bUS$20.5b6.4x8.1x0.9x
Tue, 18 Mar 2025US$180.4bUS$176.7bUS$21.1b7x8.5x1x
Thu, 13 Feb 2025US$192.3bUS$176.0bUS$21.1b7.7x9.1x1.1x
Sat, 11 Jan 2025US$200.1bUS$173.9bUS$20.8b7.8x9.6x1.2x
Mon, 09 Dec 2024US$234.9bUS$174.6bUS$21.0b9.9x11.2x1.3x
Wed, 06 Nov 2024US$242.0bUS$174.2bUS$21.2b10.1x11.4x1.4x
Fri, 04 Oct 2024US$263.5bUS$172.4bUS$21.2b10.7x12.4x1.5x
Sun, 01 Sep 2024US$255.0bUS$171.5bUS$21.2b10.4x12x1.5x
Tue, 30 Jul 2024US$251.0bUS$170.2bUS$21.1b10.6x11.9x1.5x
Thu, 27 Jun 2024US$207.6bUS$168.7bUS$20.8b9.3x10x1.2x
Sat, 25 May 2024US$213.1bUS$168.1bUS$20.8b9.6x10.3x1.3x
Mon, 22 Apr 2024US$209.0bUS$166.5bUS$20.3b9.7x10.3x1.3x
Wed, 20 Mar 2024US$229.2bUS$170.0bUS$20.4b10.9x11.2x1.3x
Fri, 16 Feb 2024US$218.0bUS$169.5bUS$20.5b9.5x10.6x1.3x
Sun, 14 Jan 2024US$216.8bUS$171.6bUS$21.0b9.8x10.3x1.3x
Tue, 12 Dec 2023US$196.9bUS$170.3bUS$20.8b9.2x9.4x1.2x
Thu, 09 Nov 2023US$170.6bUS$170.7bUS$20.8b8x8.2x1x
Sat, 07 Oct 2023US$156.5bUS$171.3bUS$21.4b7x7.3x0.9x
Mon, 04 Sep 2023US$180.7bUS$171.8bUS$21.9b8.4x8.3x1.1x
Wed, 02 Aug 2023US$185.2bUS$172.1bUS$21.9b8.7x8.5x1.1x
Fri, 30 Jun 2023US$177.7bUS$171.7bUS$22.6b7.9x7.9x1x
Sun, 28 May 2023US$154.3bUS$172.1bUS$23.1b6.5x6.7x0.9x
Tue, 25 Apr 2023US$157.4bUS$172.3bUS$23.4b5.9x6.7x0.9x
Thu, 23 Mar 2023US$140.5bUS$171.9bUS$23.9b4.8x5.9x0.8x
Sat, 18 Feb 2023US$138.0bUS$171.0bUS$23.6b4.9x5.8x0.8x
Mon, 16 Jan 2023US$133.9bUS$168.7bUS$23.7b4.3x5.7x0.8x
Wed, 14 Dec 2022US$122.9bUS$166.7bUS$23.5b4.2x5.2x0.7x
Price to Earnings Ratio

5.2x


Total Market Cap: US$122.9bTotal Earnings: US$23.5bTotal Revenue: US$166.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Homebuilding Industry Price to Earnings3Y Average 9.3x202320242025
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 11.8x which is higher than its 3-year average PE of 9.3x.
  • The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Homebuilding industry have declined 11% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

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

US Market0.50%
Consumer Discretionary0.94%
Consumer Durables-0.035%
Homebuilding-1.61%
Household Appliances7.46%
Consumer Electronics4.18%
Housewares and Specialties2.69%
Home Furnishings-0.40%
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
NVR NVRUS$7.54k0.4%
+US$87.4m		-15.7%PE14.9x
SDHC Smith Douglas HomesUS$20.676.4%
+US$11.3m		-37.6%PE16.5x
SPHL Springview HoldingsUS$4.5324.8%
+US$10.3m		-87.7%PS8.9x
UHG United Homes GroupUS$1.157.5%
+US$4.7m		-76.5%PS0.2x
IBP Installed Building ProductsUS$268.190.06%
+US$4.6m		25.1%PE28.3x

Latest News

HOV
US$103.66
Hovnanian Enterprises
7D
-21.2%
1Y
-39.0%
UHG
US$1.15
United Homes Group
7D
7.5%
1Y
-76.5%

Is United Homes Group (NASDAQ:UHG) Using Debt In A Risky Way?

Dec 05
Is United Homes Group (NASDAQ:UHG) Using Debt In A Risky Way?
LEN
US$123.91
Lennar
7D
-5.6%
1Y
-24.2%
IBP
US$268.19
Installed Building Products
7D
0.06%
1Y
25.1%
CVCO
US$578.64
Cavco Industries
7D
-2.9%
1Y
15.6%

CVCO: Share Repurchase Activity And Margin Stability Will Likely Maintain a Steady Outlook

Analysts have reiterated their price target for Cavco Industries at $586.67, citing minimal changes in key valuation inputs and maintaining confidence in the company's outlook. What's in the News From June 29, 2025 to September 27, 2025, Cavco Industries completed the repurchase of 15,133 shares, representing 0.19 percent for $8.32 million, as part of the buyback announced on May 22, 2025 (Key Developments).
LEGH
US$19.97
Legacy Housing
7D
0.2%
1Y
-21.7%

LEGH: Founder’s Return and Debt-Free Position Will Support Stock Resilience

Analysts have reduced their fair value price target for Legacy Housing from $27.67 to $25.67. This adjustment is attributed to weaker revenue growth, a lower profit margin outlook, and recent operational uncertainties following third-quarter results.
SDHC
US$20.67
Smith Douglas Homes
7D
6.4%
1Y
-37.6%
BLD
US$437.04
TopBuild
7D
-3.4%
1Y
16.3%

BLD: Share Repurchases And Higher Profit Margins Will Drive Upside

Narrative Update on TopBuild: Analyst Price Target Adjustment Analysts have slightly reduced their price target for TopBuild from $485.08 to $480.93. This adjustment is attributed to a moderation in projected revenue growth, even though higher profit margin expectations remain.
DFH
US$18.80
Dream Finders Homes
7D
-4.9%
1Y
-38.4%

What Is Dream Finders Homes, Inc.'s (NYSE:DFH) Share Price Doing?

Nov 24
What Is Dream Finders Homes, Inc.'s (NYSE:DFH) Share Price Doing?
DHI
US$158.62
D.R. Horton
7D
-0.2%
1Y
0.07%
MHO
US$133.58
M/I Homes
7D
-2.9%
1Y
-16.2%
GRBK
US$65.74
Green Brick Partners
7D
-3.2%
1Y
-3.0%
LRE
US$1.32
Lead Real Estate
7D
2.3%
1Y
-42.9%
NVR
US$7,538.08
NVR
7D
0.4%
1Y
-15.7%
SPHL
US$4.53
Springview Holdings
7D
24.8%
1Y
-87.7%