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U.S. Homebuilding Industry Analysis

UpdatedFeb 28, 2026
DataAggregated Company Financials
Companies34
  • 7D-3.1%
  • 3M1.6%
  • 1Y17.3%
  • YTDn/a

Over the last 7 days, the Homebuilding industry has dropped 3.1%, driven by TopBuild declining 14%. This takes the industry's 12 month performance to a gain of 17%. Earnings are forecast to grow by 3.5% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 28 Feb 2026US$201.0bUS$167.3bUS$14.7b12.6x13.7x1.2x
Mon, 26 Jan 2026US$195.2bUS$168.6bUS$15.7b10.8x12.4x1.2x
Wed, 24 Dec 2025US$184.8bUS$169.3bUS$16.0b9.2x11.5x1.1x
Fri, 21 Nov 2025US$180.3bUS$170.3bUS$16.8b9.1x10.7x1.1x
Sun, 19 Oct 2025US$197.7bUS$171.7bUS$17.8b9.5x11.1x1.2x
Tue, 16 Sep 2025US$218.0bUS$172.4bUS$18.4b9.9x11.8x1.3x
Thu, 14 Aug 2025US$200.6bUS$172.2bUS$18.5b9.9x10.9x1.2x
Sat, 12 Jul 2025US$187.5bUS$173.4bUS$19.4b8x9.7x1.1x
Mon, 09 Jun 2025US$167.9bUS$175.5bUS$19.9b6.8x8.4x1x
Wed, 07 May 2025US$173.2bUS$175.5bUS$20.1b6.8x8.6x1x
Fri, 04 Apr 2025US$181.6bUS$176.6bUS$21.1b6.6x8.6x1x
Sun, 02 Mar 2025US$183.3bUS$176.6bUS$21.1b7.2x8.7x1x
Tue, 28 Jan 2025US$205.6bUS$174.1bUS$20.7b8.7x9.9x1.2x
Thu, 26 Dec 2024US$204.4bUS$173.9bUS$20.8b8.1x9.8x1.2x
Sat, 23 Nov 2024US$236.4bUS$174.5bUS$21.0b10.2x11.3x1.4x
Mon, 21 Oct 2024US$269.7bUS$172.4bUS$21.2b11x12.7x1.6x
Wed, 18 Sep 2024US$262.8bUS$171.5bUS$21.2b10.8x12.4x1.5x
Fri, 16 Aug 2024US$235.2bUS$171.4bUS$21.2b9.3x11.1x1.4x
Sun, 14 Jul 2024US$225.4bUS$168.7bUS$20.8b9.7x10.8x1.3x
Tue, 11 Jun 2024US$213.0bUS$168.1bUS$20.8b9.4x10.3x1.3x
Thu, 09 May 2024US$223.5bUS$167.7bUS$20.7b9.7x10.8x1.3x
Sat, 06 Apr 2024US$232.2bUS$170.0bUS$20.5b10.6x11.3x1.4x
Mon, 04 Mar 2024US$229.2bUS$169.6bUS$20.5b10.4x11.2x1.4x
Wed, 31 Jan 2024US$212.7bUS$170.6bUS$20.8b9.5x10.2x1.2x
Fri, 29 Dec 2023US$217.1bUS$171.1bUS$20.9b10.1x10.4x1.3x
Sun, 26 Nov 2023US$181.4bUS$171.0bUS$21.0b8.5x8.6x1.1x
Tue, 24 Oct 2023US$149.8bUS$171.3bUS$21.4b6.7x7x0.9x
Thu, 21 Sep 2023US$167.3bUS$171.5bUS$21.5b7.5x7.8x1x
Sat, 19 Aug 2023US$171.9bUS$171.7bUS$21.7b8x7.9x1x
Mon, 17 Jul 2023US$188.2bUS$171.7bUS$22.6b8.6x8.3x1.1x
Wed, 14 Jun 2023US$168.9bUS$172.0bUS$23.1b7.2x7.3x1x
Fri, 12 May 2023US$160.5bUS$172.4bUS$23.1b6.7x6.9x0.9x
Sun, 09 Apr 2023US$141.9bUS$172.3bUS$23.9b5x5.9x0.8x
Tue, 07 Mar 2023US$137.3bUS$171.5bUS$23.8b4.8x5.8x0.8x
Price to Earnings Ratio

5.8x


Total Market Cap: US$137.3bTotal Earnings: US$23.8bTotal Revenue: US$171.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Homebuilding Industry Price to Earnings3Y Average 9.8x202420252026
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 13.7x which is higher than its 3-year average PE of 9.8x.
  • 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 15% 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 Market-0.67%
Consumer Discretionary-1.54%
Consumer Durables-2.74%
Homebuilding-3.13%
Consumer Electronics1.54%
Home Furnishings-1.90%
Housewares and Specialties-6.86%
Household Appliances-8.41%
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
IBP Installed Building ProductsUS$327.760.7%
+US$13.6m		91.2%PE33.1x
LRE Lead Real EstateUS$1.385.3%
+US$954.9k		4.7%PE3.5x
LEGH Legacy HousingUS$21.920.09%
+US$477.4k		-11.2%PE10.9x

Latest News

TOL
US$157.24
Toll Brothers
7D
-2.9%
1Y
40.8%
IBP
US$327.76
Installed Building Products
7D
0.7%
1Y
91.2%
BLD
US$448.30
TopBuild
7D
-13.6%
1Y
46.3%
LEN
US$114.36
Lennar
7D
-1.8%
1Y
-4.4%
GRBK
US$73.66
Green Brick Partners
7D
-6.4%
1Y
23.3%
LEGH
US$21.92
Legacy Housing
7D
0.09%
1Y
-11.2%

LEGH: New CFO Appointment Will Support Future Upside Potential

Analysts kept Legacy Housing's fair value estimate steady at about $25.67 per share, citing essentially unchanged assumptions around the discount rate, revenue growth, profit margins and future P/E as the basis for maintaining their price target in line with prior views. What's in the News Legacy Housing appointed Jon Langbert, age 60, as Chief Financial Officer, effective December 18, 2025, following his prior advisory work with early stage companies and leadership roles in hospitality, financial services, and gaming equipment operations (Key Developments).
LRE
US$1.38
Lead Real Estate
7D
5.3%
1Y
4.7%
DFH
US$18.07
Dream Finders Homes
7D
-11.8%
1Y
-24.4%
PHM
US$137.20
PulteGroup
7D
-2.0%
1Y
32.8%
DHI
US$160.39
D.R. Horton
7D
-2.3%
1Y
26.5%

DHI: Persistent Margin Pressure And Antitrust Risk Will Restrain Future Returns

Narrative Update on D.R. Horton The analyst price target framework for D.R. Horton has been modestly adjusted, with fair value moving from $118.96 to $117. This reflects analysts weighing mixed target changes across the Street alongside updated assumptions for revenue growth, margins, and future P/E levels.
SKY
US$93.48
Champion Homes
7D
-4.0%
1Y
-8.8%

SKY: Offsite Rental Communities And Buybacks Will Support Balanced Future Returns

Analysts kept their fair value estimate for Champion Homes steady at $98.60, with only marginal tweaks to assumptions around discount rate, revenue growth, profit margin, and future P/E to reflect refined modeling rather than a change in overall view. What's in the News Grand opening of Blythe Village in Fresno, California, a 67 unit, offsite-built, build-to-rent community using manufactured homes intended to expand attainable housing supply as part of the city’s One Fresno Housing Strategy, with leasing already underway.