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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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 01 Jun 2023US$153.1bUS$172.0bUS$23.1b6.7x6.6x0.9x
Sat, 29 Apr 2023US$159.5bUS$172.4bUS$23.2b5.8x6.9x0.9x
Mon, 27 Mar 2023US$142.6bUS$171.9bUS$23.8b4.9x6x0.8x
Wed, 22 Feb 2023US$133.3bUS$171.0bUS$23.6b4.7x5.6x0.8x
Fri, 20 Jan 2023US$130.4bUS$168.7bUS$23.7b4.4x5.5x0.8x
Sun, 18 Dec 2022US$124.2bUS$168.4bUS$23.6b4x5.3x0.7x
Tue, 15 Nov 2022US$113.9bUS$166.0bUS$23.2b4.2x4.9x0.7x
Thu, 13 Oct 2022US$105.7bUS$160.8bUS$22.0b4.2x4.8x0.7x
Sat, 10 Sep 2022US$111.9bUS$158.4bUS$21.9b4.5x5.1x0.7x
Mon, 08 Aug 2022US$118.4bUS$158.1bUS$21.8b4.6x5.4x0.7x
Wed, 06 Jul 2022US$112.9bUS$153.2bUS$20.3b5x5.6x0.7x
Fri, 03 Jun 2022US$118.8bUS$151.0bUS$20.2b5.3x5.9x0.8x
Sun, 01 May 2022US$113.3bUS$149.2bUS$19.9b5.3x5.7x0.8x
Tue, 29 Mar 2022US$122.7bUS$146.2bUS$18.7b5.7x6.5x0.8x
Thu, 24 Feb 2022US$130.4bUS$144.3bUS$19.1b6.5x6.8x0.9x
Sat, 22 Jan 2022US$143.2bUS$139.5bUS$18.0b7.5x8x1x
Mon, 20 Dec 2021US$161.0bUS$139.0bUS$18.0b8.8x9x1.2x
Wed, 17 Nov 2021US$156.7bUS$134.7bUS$16.8b8.5x9.3x1.2x
Fri, 15 Oct 2021US$141.6bUS$130.3bUS$15.7b8x9x1.1x
Sun, 12 Sep 2021US$147.5bUS$128.2bUS$14.8b9x9.9x1.2x
Tue, 10 Aug 2021US$153.8bUS$128.2bUS$14.9b9.4x10.3x1.2x
Mon, 03 May 2021US$157.9bUS$119.5bUS$12.9b11.3x12.2x1.3x
Thu, 04 Feb 2021US$127.3bUS$113.2bUS$11.1b11.6x11.5x1.1x
Sun, 08 Nov 2020US$108.2bUS$107.9bUS$9.9b10.2x10.9x1x
Sat, 01 Aug 2020US$108.6bUS$104.6bUS$9.0b10.8x12.1x1x
Price to Earnings Ratio

10.4x


Total Market Cap: US$89.7bTotal Earnings: US$8.6bTotal Revenue: US$103.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Homebuilding Industry Price to Earnings3Y Average 8.5x202120222023
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 Market1.05%
Consumer Discretionary2.34%
Consumer Durables-0.69%
Homebuilding-0.53%
Consumer Electronics0.42%
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?

CompanyLast Price7D1YValuation
TOL Toll BrothersUS$67.704.0%
+US$289.0m
35.7%PE5.3x
DHI D.R. HortonUS$106.840.4%
+US$136.4m
42.3%PE7x
DFH Dream Finders HomesUS$18.545.8%
+US$94.1m
4.6%PE6.8x
PHM PulteGroupUS$66.080.5%
+US$71.4m
47.1%PE5.5x
TPH Tri Pointe HomesUS$29.211.2%
+US$35.0m
38.7%PE5.2x
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Latest News

SKY

US$58.13

Skyline Champion

7D

-11.1%

1Y

10.9%

BLD

US$201.66

TopBuild

7D

-1.8%

1Y

4.9%

HCDI

US$3.85

Harbor Custom Development

7D

1.0%

1Y

-89.2%

TOL

US$67.70

Toll Brothers

7D

4.0%

1Y

35.7%

TMHC

US$42.43

Taylor Morrison Home

7D

-0.9%

1Y

47.8%

LSEA

US$7.20

Landsea Homes

7D

4.7%

1Y

-5.9%