Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Homebuilding Industry Analysis

UpdatedAug 27, 2025
DataAggregated Company Financials
Companies32
  • 7D-0.03%
  • 3M31.9%
  • 1Y-11.9%
  • YTDn/a

Last week, the Homebuilding industry hasn't moved much but Toll Brothers is up 4.2% in that time. Unfortunately though, the industry is down 11% over the past 12 months. Looking forward, earnings are forecast to decline by 3.4% per year.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 27 Aug 2025US$212.2bUS$172.4bUS$18.4b9.7x11.5x1.2x
Fri, 25 Jul 2025US$191.6bUS$172.4bUS$18.6b8x10.3x1.1x
Sun, 22 Jun 2025US$165.2bUS$175.2bUS$19.4b6.9x8.5x0.9x
Tue, 20 May 2025US$176.8bUS$175.5bUS$20.0b7x8.8x1x
Thu, 17 Apr 2025US$166.8bUS$177.0bUS$20.9b6.2x8x0.9x
Sat, 15 Mar 2025US$177.6bUS$176.7bUS$21.1b7x8.4x1x
Mon, 10 Feb 2025US$189.9bUS$175.6bUS$21.0b7.9x9x1.1x
Wed, 08 Jan 2025US$200.3bUS$173.9bUS$20.8b7.8x9.6x1.2x
Fri, 06 Dec 2024US$239.6bUS$174.6bUS$21.0b10x11.4x1.4x
Sun, 03 Nov 2024US$238.4bUS$174.0bUS$21.2b9.6x11.3x1.4x
Tue, 01 Oct 2024US$265.3bUS$172.4bUS$21.2b10.9x12.5x1.5x
Thu, 29 Aug 2024US$254.4bUS$171.5bUS$21.2b10.3x12x1.5x
Sat, 27 Jul 2024US$243.0bUS$170.2bUS$21.1b10.6x11.5x1.4x
Mon, 24 Jun 2024US$210.4bUS$168.7bUS$20.8b8.8x10.1x1.2x
Wed, 22 May 2024US$224.9bUS$167.8bUS$20.7b9.6x10.9x1.3x
Fri, 19 Apr 2024US$215.9bUS$171.2bUS$20.7b9.7x10.4x1.3x
Sun, 17 Mar 2024US$225.2bUS$170.0bUS$20.4b10.7x11x1.3x
Tue, 13 Feb 2024US$222.5bUS$169.9bUS$20.6b9.5x10.8x1.3x
Thu, 11 Jan 2024US$212.8bUS$171.1bUS$20.9b10.5x10.2x1.2x
Sat, 09 Dec 2023US$194.0bUS$170.3bUS$20.8b9.2x9.3x1.1x
Mon, 06 Nov 2023US$170.5bUS$169.8bUS$20.9b7.9x8.1x1x
Wed, 04 Oct 2023US$159.7bUS$171.3bUS$21.4b7x7.5x0.9x
Fri, 01 Sep 2023US$178.0bUS$171.8bUS$21.8b8.3x8.1x1x
Sun, 30 Jul 2023US$182.0bUS$172.1bUS$21.9b8.7x8.3x1.1x
Tue, 27 Jun 2023US$173.4bUS$171.7bUS$22.6b7.9x7.7x1x
Thu, 25 May 2023US$153.7bUS$172.1bUS$23.1b6.4x6.6x0.9x
Sat, 22 Apr 2023US$155.7bUS$172.3bUS$23.4b5.9x6.7x0.9x
Mon, 20 Mar 2023US$140.9bUS$171.9bUS$23.9b4.8x5.9x0.8x
Wed, 15 Feb 2023US$142.6bUS$171.0bUS$23.6b5x6x0.8x
Fri, 13 Jan 2023US$133.3bUS$168.7bUS$23.7b4.4x5.6x0.8x
Sun, 11 Dec 2022US$119.3bUS$166.7bUS$23.5b3.9x5.1x0.7x
Tue, 08 Nov 2022US$106.6bUS$164.2bUS$22.8b4x4.7x0.6x
Thu, 06 Oct 2022US$110.5bUS$160.8bUS$22.0b4.4x5x0.7x
Sat, 03 Sep 2022US$108.6bUS$158.4bUS$21.8b4.3x5x0.7x
Price to Earnings Ratio

5x


Total Market Cap: US$108.6bTotal Earnings: US$21.8bTotal Revenue: US$158.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Homebuilding Industry Price to Earnings3Y Average 8.7x202320242025
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 11.6x which is higher than its 3-year average PE of 8.7x.
  • The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Homebuilding industry have declined 5.5% per year over the last three years.
  • Meanwhile revenues for these companies have grown 2.9% 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 Comparison

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

US Market1.32%
Consumer Discretionary3.08%
Consumer Durables0.28%
Homebuilding-0.026%
Home Furnishings2.61%
Household Appliances0.91%
Consumer Electronics-0.09%
Housewares and Specialties-0.77%
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
TOL Toll BrothersUS$137.704.2%
+US$533.0m		-4.2%PE9.7x
CVCO Cavco IndustriesUS$520.626.4%
+US$248.2m		29.2%PE21.9x
IBP Installed Building ProductsUS$276.882.6%
+US$191.0m		23.2%PE30.1x
PHM PulteGroupUS$131.130.6%
+US$149.9m		-0.3%PE9.4x
DHI D.R. HortonUS$168.370.2%
+US$77.5m		-10.2%PE12.7x

Latest News

BLD
US$425.54
TopBuild
7D
-1.8%
1Y
8.6%
PHM
US$131.13
PulteGroup
7D
0.6%
1Y
-0.3%
DHI
US$168.37
D.R. Horton
7D
0.2%
1Y
-10.2%
TMHC
US$67.38
Taylor Morrison Home
7D
-2.0%
1Y
0.4%

Is Now The Time To Look At Buying Taylor Morrison Home Corporation (NYSE:TMHC)?

Aug 24
Is Now The Time To Look At Buying Taylor Morrison Home Corporation (NYSE:TMHC)?
TOL
US$137.70
Toll Brothers
7D
4.2%
1Y
-4.2%
LEN
US$133.27
Lennar
7D
-0.7%
1Y
-26.9%
HOV
US$140.99
Hovnanian Enterprises
7D
-9.2%
1Y
-36.3%
LGIH
US$63.41
LGI Homes
7D
-4.8%
1Y
-43.0%
MHO
US$145.34
M/I Homes
7D
1.6%
1Y
-10.5%
GRBK
US$69.62
Green Brick Partners
7D
0.6%
1Y
-11.3%
CVCO
US$520.62
Cavco Industries
7D
6.4%
1Y
29.2%
CCS
US$65.41
Century Communities
7D
-1.0%
1Y
-35.7%
NVR
US$8,068.25
NVR
7D
-2.2%
1Y
-11.1%
IBP
US$276.88
Installed Building Products
7D
2.6%
1Y
23.2%

Declining Housing Starts And Robust Backlog Will Shape Industry Trends

Despite a decline in revenue growth forecasts, Installed Building Products’ consensus price target has risen sharply—reflecting higher expected valuation multiples as indicated by the increased future P/E. What's in the News Installed Building Products, Inc.
UHG
US$4.35
United Homes Group
7D
8.5%
1Y
-30.6%

United Homes Group Presents Poor Value Even After Extensive Decline In Share Price

Aug 05
BZH
US$25.31
Beazer Homes USA
7D
-2.5%
1Y
-20.1%