Returns On Capital Are A Standout For Installed Building Products (NYSE:IBP)
Jun 01
U.S. Homebuilding Industry Analysis
UpdatedJun 01, 2023
DataAggregated Company Financials
Companies33
- 7D-0.5%
- 3M12.1%
- 1Y32.4%
- YTD24.4%
Over the last 7 days, the Homebuilding industry has dropped 1.6%, driven by a pullback from Cavco Industries of 6.9%. On the other hand Toll Brothers is actually up 7.5%. This takes the industry's 12 month performance to a gain of 32%. As for the next few years, earnings are forecast to decline by 4.6% per annum.
Industry Valuation and Performance
Has the U.S. Homebuilding Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 01 Jun 2023 | US$153.1b | US$172.0b | US$23.1b | 6.7x | 6.6x | 0.9x |
| Sat, 29 Apr 2023 | US$159.5b | US$172.4b | US$23.2b | 5.8x | 6.9x | 0.9x |
| Mon, 27 Mar 2023 | US$142.6b | US$171.9b | US$23.8b | 4.9x | 6x | 0.8x |
| Wed, 22 Feb 2023 | US$133.3b | US$171.0b | US$23.6b | 4.7x | 5.6x | 0.8x |
| Fri, 20 Jan 2023 | US$130.4b | US$168.7b | US$23.7b | 4.4x | 5.5x | 0.8x |
| Sun, 18 Dec 2022 | US$124.2b | US$168.4b | US$23.6b | 4x | 5.3x | 0.7x |
| Tue, 15 Nov 2022 | US$113.9b | US$166.0b | US$23.2b | 4.2x | 4.9x | 0.7x |
| Thu, 13 Oct 2022 | US$105.7b | US$160.8b | US$22.0b | 4.2x | 4.8x | 0.7x |
| Sat, 10 Sep 2022 | US$111.9b | US$158.4b | US$21.9b | 4.5x | 5.1x | 0.7x |
| Mon, 08 Aug 2022 | US$118.4b | US$158.1b | US$21.8b | 4.6x | 5.4x | 0.7x |
| Wed, 06 Jul 2022 | US$112.9b | US$153.2b | US$20.3b | 5x | 5.6x | 0.7x |
| Fri, 03 Jun 2022 | US$118.8b | US$151.0b | US$20.2b | 5.3x | 5.9x | 0.8x |
| Sun, 01 May 2022 | US$113.3b | US$149.2b | US$19.9b | 5.3x | 5.7x | 0.8x |
| Tue, 29 Mar 2022 | US$122.7b | US$146.2b | US$18.7b | 5.7x | 6.5x | 0.8x |
| Thu, 24 Feb 2022 | US$130.4b | US$144.3b | US$19.1b | 6.5x | 6.8x | 0.9x |
| Sat, 22 Jan 2022 | US$143.2b | US$139.5b | US$18.0b | 7.5x | 8x | 1x |
| Mon, 20 Dec 2021 | US$161.0b | US$139.0b | US$18.0b | 8.8x | 9x | 1.2x |
| Wed, 17 Nov 2021 | US$156.7b | US$134.7b | US$16.8b | 8.5x | 9.3x | 1.2x |
| Fri, 15 Oct 2021 | US$141.6b | US$130.3b | US$15.7b | 8x | 9x | 1.1x |
| Sun, 12 Sep 2021 | US$147.5b | US$128.2b | US$14.8b | 9x | 9.9x | 1.2x |
| Tue, 10 Aug 2021 | US$153.8b | US$128.2b | US$14.9b | 9.4x | 10.3x | 1.2x |
| Mon, 03 May 2021 | US$157.9b | US$119.5b | US$12.9b | 11.3x | 12.2x | 1.3x |
| Thu, 04 Feb 2021 | US$127.3b | US$113.2b | US$11.1b | 11.6x | 11.5x | 1.1x |
| Sun, 08 Nov 2020 | US$108.2b | US$107.9b | US$9.9b | 10.2x | 10.9x | 1x |
| Sat, 01 Aug 2020 | US$108.6b | US$104.6b | US$9.0b | 10.8x | 12.1x | 1x |
Price to Earnings Ratio
10.4x
Current Industry PE
- Investors are pessimistic on the American Homebuilding industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 6.7x which is lower than its 3-year average PE of 8.5x.
- The industry is trading close to its 3-year average PS ratio of 0.97x.
Past Earnings Growth
- The earnings for companies in the Homebuilding industry have grown 39% per year over the last three years.
- Revenues for these companies have grown 19% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Comparison
How does U.S. Homebuilding compare with similar industries?
| US Market | 1.05% | |
| Consumer Discretionary | 2.34% | |
| Consumer Durables | -0.69% | |
| Homebuilding | -0.53% | |
| Consumer Electronics | 0.42% | |
| Household Appliances | -1.17% | |
| Home Furnishings | -3.01% | |
| Housewares and Specialties | -4.58% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TOL Toll Brothers | US$67.70 | 4.0% +US$289.0m | 35.7% | PE5.3x | |
| DHI D.R. Horton | US$106.84 | 0.4% +US$136.4m | 42.3% | PE7x | |
| DFH Dream Finders Homes | US$18.54 | 5.8% +US$94.1m | 4.6% | PE6.8x | |
| PHM PulteGroup | US$66.08 | 0.5% +US$71.4m | 47.1% | PE5.5x | |
| TPH Tri Pointe Homes | US$29.21 | 1.2% +US$35.0m | 38.7% | PE5.2x |
