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U.S. Homebuilding Industry Analysis

UpdatedSep 13, 2026
DataAggregated Company Financials
Companies31
  • 7D-4.8%
  • 3M-8.1%
  • 1Y-23.1%
  • YTDn/a

Over the last 7 days, the Homebuilding industry has dropped 4.8%, driven by declines from every company within the industry. The industry has fallen 23% in the last year. Earnings are forecast to grow by 8.9% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 13 Sep 2026US$144.3bUS$144.0bUS$11.1b12.6x13x1x
Tue, 11 Aug 2026US$173.3bUS$144.3bUS$11.2b13.2x15.5x1.2x
Thu, 09 Jul 2026US$167.4bUS$153.1bUS$12.4b12.9x13.5x1.1x
Sat, 06 Jun 2026US$169.4bUS$159.6bUS$13.2b12x12.9x1.1x
Mon, 04 May 2026US$175.7bUS$163.2bUS$13.5b12.2x13x1.1x
Wed, 01 Apr 2026US$164.4bUS$165.9bUS$14.3b11.6x11.5x1x
Fri, 27 Feb 2026US$199.0bUS$167.1bUS$14.7b12.6x13.5x1.2x
Sun, 25 Jan 2026US$195.2bUS$168.6bUS$15.7b10.8x12.4x1.2x
Tue, 23 Dec 2025US$186.1bUS$169.3bUS$16.0b9.8x11.6x1.1x
Thu, 20 Nov 2025US$181.3bUS$170.3bUS$16.8b9.1x10.8x1.1x
Sat, 18 Oct 2025US$195.7bUS$171.7bUS$17.8b9.5x11x1.1x
Mon, 15 Sep 2025US$218.0bUS$172.4bUS$18.4b10.1x11.8x1.3x
Wed, 13 Aug 2025US$194.6bUS$172.2bUS$18.5b9.1x10.5x1.1x
Fri, 11 Jul 2025US$187.5bUS$173.4bUS$19.4b8x9.7x1.1x
Sun, 08 Jun 2025US$167.9bUS$175.5bUS$19.9b6.8x8.4x1x
Tue, 06 May 2025US$174.8bUS$175.4bUS$20.1b7.1x8.7x1x
Thu, 03 Apr 2025US$179.5bUS$176.6bUS$21.1b7x8.5x1x
Sat, 01 Mar 2025US$182.9bUS$176.6bUS$21.1b7.2x8.7x1x
Mon, 27 Jan 2025US$204.6bUS$174.1bUS$20.7b8.5x9.9x1.2x
Wed, 25 Dec 2024US$204.3bUS$173.9bUS$20.8b8.1x9.8x1.2x
Fri, 22 Nov 2024US$235.9bUS$174.5bUS$21.0b9.8x11.2x1.4x
Sun, 20 Oct 2024US$269.7bUS$172.4bUS$21.2b11x12.7x1.6x
Tue, 17 Sep 2024US$262.0bUS$171.5bUS$21.2b10.7x12.4x1.5x
Thu, 15 Aug 2024US$236.9bUS$171.4bUS$21.2b9.2x11.2x1.4x
Sat, 13 Jul 2024US$220.8bUS$168.7bUS$20.8b9.7x10.6x1.3x
Mon, 10 Jun 2024US$210.8bUS$168.1bUS$20.8b9.3x10.2x1.3x
Wed, 08 May 2024US$223.9bUS$167.7bUS$20.7b9.5x10.8x1.3x
Fri, 05 Apr 2024US$235.8bUS$170.0bUS$20.5b10.5x11.5x1.4x
Sun, 03 Mar 2024US$229.2bUS$169.6bUS$20.5b10.4x11.2x1.4x
Tue, 30 Jan 2024US$210.5bUS$172.1bUS$21.0b9.3x10x1.2x
Thu, 28 Dec 2023US$217.1bUS$171.1bUS$20.9b9.9x10.4x1.3x
Sat, 25 Nov 2023US$181.4bUS$171.0bUS$21.0b8.5x8.6x1.1x
Mon, 23 Oct 2023US$148.2bUS$171.3bUS$21.4b6.7x6.9x0.9x
Wed, 20 Sep 2023US$168.9bUS$171.5bUS$21.5b7.6x7.9x1x
Price to Earnings Ratio

7.9x


Total Market Cap: US$168.9bTotal Earnings: US$21.5bTotal Revenue: US$171.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Homebuilding Industry Price to Earnings3Y Average 10.9x202420252026
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 12.8x which is higher than its 3-year average PE of 10.9x.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.99x.
Past Earnings Growth
  • The earnings for companies in the Homebuilding industry have declined 20% per year over the last three years,
  • Revenues have also declined 5.7% 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-0.94%
Consumer Discretionary-1.25%
Consumer Durables-3.59%
Homebuilding-4.75%
Consumer Electronics1.91%
Housewares and Specialties-4.33%
Home Furnishings-4.72%
Household Appliances-6.82%
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
No data available

Latest News

NVR
US$6,160.76
NVR
7D
-2.2%
1Y
-26.8%
Seeking Alpha • 2h

NVR: The Issues Go Beyond The Company

Summary NVR faces significant headwinds as declining affordability and rising build times compress both volumes and margins, justifying a Sell rating. Despite an asset-light model and pre-sold approach, NVR's revenues and net income have dropped sharply, with little near-term recovery in sight. Average selling prices are falling, but this has not expanded the addressable market meaningfully; revenue per community fell 13.8% YoY. Buybacks totaling 6.22% of market cap are unsustainable, reflecting poor capital allocation rather than genuine upside. Read the full article on Seeking Alpha
TOL
US$134.92
Toll Brothers
7D
-4.8%
1Y
-6.0%
SKY
US$83.16
Champion Homes
7D
-5.2%
1Y
11.3%
IBP
US$204.28
Installed Building Products
7D
-14.4%
1Y
-23.8%
LEN
US$79.60
Lennar
7D
-4.8%
1Y
-42.0%
DHI
US$137.89
D.R. Horton
7D
-3.4%
1Y
-22.5%
PHM
US$118.26
PulteGroup
7D
-5.0%
1Y
-13.7%
CVCO
US$529.64
Cavco Industries
7D
-6.5%
1Y
-2.8%
Seeking Alpha • Aug 05

Cavco Industries: Manufactured Housing's Edge Endures

Summary Cavco Industries, Inc. reported a stable fiscal Q1 sales performance in a weak housing market. CVCO's margin performance did reflect housing market conditions, as the company's retail pricing power is limited. The newly effective housing bill helps CVCO significantly, especially as the bill includes separate provisions for manufactured housing. I estimate CVCO stock to have 18% upside to $645. Read the full article on Seeking Alpha