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U.S. Homebuilding Industry Analysis

UpdatedJun 15, 2026
DataAggregated Company Financials
Companies31
  • 7D4.4%
  • 3M2.7%
  • 1Y12.0%
  • YTDn/a

Over the last 7 days, the Homebuilding industry has risen 4.4%, driven by gains from D.R. Horton of 6.8%. In the last 12 months, the industry was up 12%. Earnings are forecast to grow by 4.6% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 15 Jun 2026US$175.4bUS$159.2bUS$13.0b13x13.5x1.1x
Wed, 13 May 2026US$168.0bUS$163.0bUS$13.5b11.6x12.5x1x
Fri, 10 Apr 2026US$175.0bUS$165.9bUS$14.3b12.3x12.2x1.1x
Sun, 08 Mar 2026US$184.8bUS$167.3bUS$14.7b11.3x12.6x1.1x
Tue, 03 Feb 2026US$189.8bUS$167.8bUS$14.9b11x12.7x1.1x
Thu, 01 Jan 2026US$183.2bUS$169.3bUS$16.0b9.5x11.5x1.1x
Sat, 29 Nov 2025US$200.6bUS$170.3bUS$16.8b9.8x12x1.2x
Mon, 27 Oct 2025US$199.1bUS$171.0bUS$17.4b9.7x11.4x1.2x
Wed, 24 Sep 2025US$203.4bUS$171.8bUS$17.8b9.6x11.4x1.2x
Fri, 22 Aug 2025US$205.1bUS$172.4bUS$18.5b9.2x11.1x1.2x
Sun, 20 Jul 2025US$177.8bUS$173.4bUS$19.4b7.4x9.2x1x
Tue, 17 Jun 2025US$169.1bUS$175.5bUS$19.9b7x8.5x1x
Thu, 15 May 2025US$178.8bUS$175.5bUS$20.0b7x8.9x1x
Sat, 12 Apr 2025US$165.1bUS$177.0bUS$20.9b6.4x7.9x0.9x
Mon, 10 Mar 2025US$189.0bUS$176.6bUS$21.1b7.3x9x1.1x
Wed, 05 Feb 2025US$196.1bUS$175.6bUS$21.0b8.3x9.3x1.1x
Fri, 03 Jan 2025US$201.8bUS$173.9bUS$20.8b7.9x9.7x1.2x
Sun, 01 Dec 2024US$248.3bUS$174.5bUS$21.0b10.7x11.8x1.4x
Tue, 29 Oct 2024US$246.1bUS$174.0bUS$21.4b10x11.5x1.4x
Thu, 26 Sep 2024US$264.1bUS$172.4bUS$21.2b10.6x12.4x1.5x
Sat, 24 Aug 2024US$249.7bUS$171.5bUS$21.2b10.6x11.8x1.5x
Mon, 22 Jul 2024US$241.3bUS$169.0bUS$20.9b10.7x11.6x1.4x
Wed, 19 Jun 2024US$215.5bUS$168.8bUS$20.8b9.2x10.3x1.3x
Fri, 17 May 2024US$233.8bUS$167.8bUS$20.7b9.6x11.3x1.4x
Sun, 14 Apr 2024US$226.2bUS$170.0bUS$20.5b10.2x11x1.3x
Tue, 12 Mar 2024US$228.3bUS$169.7bUS$20.5b10.1x11.1x1.3x
Thu, 08 Feb 2024US$212.5bUS$169.9bUS$20.6b9.5x10.3x1.3x
Sat, 06 Jan 2024US$208.2bUS$171.1bUS$20.9b10.3x10x1.2x
Mon, 04 Dec 2023US$186.7bUS$171.0bUS$21.0b8.7x8.9x1.1x
Wed, 01 Nov 2023US$151.3bUS$170.2bUS$21.1b7.1x7.2x0.9x
Fri, 29 Sep 2023US$163.1bUS$171.3bUS$21.4b7.4x7.6x1x
Sun, 27 Aug 2023US$169.3bUS$171.9bUS$21.9b7.9x7.7x1x
Tue, 25 Jul 2023US$182.6bUS$172.7bUS$22.3b8.4x8.2x1.1x
Thu, 22 Jun 2023US$173.5bUS$171.7bUS$22.6b7.8x7.7x1x
Price to Earnings Ratio

7.7x


Total Market Cap: US$173.5bTotal Earnings: US$22.6bTotal Revenue: US$171.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Homebuilding Industry Price to Earnings3Y Average 10.4x202420252026
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 13.5x which is higher than its 3-year average PE of 10.4x.
  • 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 17% per year over the last three years,
  • Revenues have also declined 2.5% 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 Market0.50%
Consumer Discretionary-0.13%
Consumer Durables4.71%
Homebuilding4.43%
Housewares and Specialties27.39%
Household Appliances12.12%
Home Furnishings5.99%
Consumer Electronics0.71%
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
DHI D.R. HortonUS$154.096.8%
+US$2.8b		24.6%PE13.8x
PHM PulteGroupUS$123.174.6%
+US$1.0b		20.3%PE11.5x
TOL Toll BrothersUS$147.107.2%
+US$929.1m		35.6%PE10.7x
NVR NVRUS$6.37k3.0%
+US$496.2m		-11.7%PE13.9x
MTH Meritage HomesUS$74.449.1%
+US$413.6m		15.3%PE12.9x

Latest News

LEN
US$90.30
Lennar
7D
-0.5%
1Y
-17.5%
NVR
US$6,374.93
NVR
7D
3.0%
1Y
-11.7%
TOL
US$147.10
Toll Brothers
7D
7.2%
1Y
35.6%
BLD
US$411.08
TopBuild
7D
3.0%
1Y
36.8%
Narrative Update • Jun 12

BLD: QXO Deal Structure And Debt Actions Will Drive Upside Potential

Analysts have maintained their average price target for TopBuild at $473.80. This suggests only minor adjustments in discount rate, revenue growth, profit margin and future P/E assumptions, rather than any major change in their overall view.
DHI
US$154.09
D.R. Horton
7D
6.8%
1Y
24.6%
MTH
US$74.44
Meritage Homes
7D
9.1%
1Y
15.3%
PHM
US$123.17
PulteGroup
7D
4.6%
1Y
20.3%
Seeking Alpha • Jun 11

PulteGroup: A Year Later, You're Paying More For A Dimmer Forecast

Summary I rate PulteGroup, Inc. stock a Sell, as the share price has risen amid a deteriorating earnings outlook and negative estimate revisions. Q1 2026 results showed revenue down 12%, net income down 34%, and gross margin compressed by 310 bps due to heavy incentives. Management expects margin recovery in late 2026 via a build-to-order shift, but timing and backlog shrinkage raise doubts about near-term upside. At ~$120, PHM trades at 1.7x book with no valuation discount, while sector-wide headwinds and lack of rate relief limit catalysts. Read the full article on Seeking Alpha
SKY
US$78.65
Champion Homes
7D
4.6%
1Y
26.2%
CVCO
US$592.76
Cavco Industries
7D
5.3%
1Y
45.9%
Narrative Update • Jun 07

CVCO: Housing Undersupply And Zoning Reforms Will Support Future Upside

Analysts have lifted the Cavco Industries price target from $587.50 to $625.00, reflecting updated assumptions around fair value, discount rate, growth, margins and future P/E. This revision is supported by recent research that sees the company as a potential beneficiary of an affordability challenged and underbuilt U.S. housing market heading into 2026.
SPHL
US$3.66
Springview Holdings
7D
-21.3%
1Y
-6.7%