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U.S. Homebuilding Industry Analysis

UpdatedJan 14, 2026
DataAggregated Company Financials
Companies34
  • 7D11.4%
  • 3M6.3%
  • 1Y8.0%
  • YTDn/a

Over the last 7 days, the Homebuilding industry has risen 9.9%, driven by gains in D.R. Horton and Lennar of 9.0% and 15%, respectively. In the last 12 months, the industry was up 10%. Earnings are forecast to grow by 1.2% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 14 Jan 2026US$203.3bUS$169.3bUS$16.0b10.7x12.7x1.2x
Fri, 12 Dec 2025US$196.1bUS$170.2bUS$16.7b10.3x11.8x1.2x
Sun, 09 Nov 2025US$189.0bUS$170.3bUS$16.8b9.4x11.2x1.1x
Tue, 07 Oct 2025US$211.7bUS$171.7bUS$17.8b9.9x11.9x1.2x
Thu, 04 Sep 2025US$210.4bUS$172.4bUS$18.4b9.9x11.4x1.2x
Sat, 02 Aug 2025US$181.4bUS$172.3bUS$18.4b8.2x9.8x1.1x
Mon, 30 Jun 2025US$174.7bUS$173.4bUS$19.4b7.3x9x1x
Wed, 28 May 2025US$166.0bUS$175.5bUS$19.9b6.9x8.3x0.9x
Fri, 25 Apr 2025US$170.5bUS$175.5bUS$20.2b6.8x8.4x1x
Sun, 23 Mar 2025US$180.2bUS$176.7bUS$21.1b7x8.5x1x
Tue, 18 Feb 2025US$191.7bUS$176.0bUS$21.1b7.8x9.1x1.1x
Thu, 16 Jan 2025US$204.6bUS$174.2bUS$20.9b8.4x9.8x1.2x
Sat, 14 Dec 2024US$225.2bUS$174.9bUS$21.0b8.9x10.7x1.3x
Mon, 11 Nov 2024US$245.3bUS$174.3bUS$21.0b10.3x11.7x1.4x
Wed, 09 Oct 2024US$255.7bUS$172.4bUS$21.2b10.4x12x1.5x
Fri, 06 Sep 2024US$247.8bUS$171.5bUS$21.2b9.6x11.7x1.4x
Sun, 04 Aug 2024US$244.2bUS$170.8bUS$21.1b9.7x11.6x1.4x
Tue, 02 Jul 2024US$208.3bUS$168.7bUS$20.8b9.1x10x1.2x
Thu, 30 May 2024US$213.4bUS$168.1bUS$20.8b9.4x10.3x1.3x
Sat, 27 Apr 2024US$217.4bUS$167.7bUS$20.6b9.6x10.5x1.3x
Mon, 25 Mar 2024US$238.3bUS$170.1bUS$20.4b10.8x11.7x1.4x
Wed, 21 Feb 2024US$214.4bUS$169.3bUS$20.5b9.7x10.5x1.3x
Fri, 19 Jan 2024US$216.6bUS$171.6bUS$21.0b8.7x10.3x1.3x
Sun, 17 Dec 2023US$212.8bUS$171.1bUS$20.9b9.8x10.2x1.2x
Tue, 14 Nov 2023US$171.9bUS$171.1bUS$21.0b8.1x8.2x1x
Thu, 12 Oct 2023US$162.6bUS$171.3bUS$21.4b7.1x7.6x0.9x
Sat, 09 Sep 2023US$175.6bUS$171.8bUS$21.9b7.8x8x1x
Mon, 07 Aug 2023US$184.3bUS$171.7bUS$21.7b8.7x8.5x1.1x
Wed, 05 Jul 2023US$178.1bUS$171.7bUS$22.6b7.9x7.9x1x
Fri, 02 Jun 2023US$155.1bUS$172.0bUS$23.1b6.7x6.7x0.9x
Sun, 30 Apr 2023US$159.5bUS$172.4bUS$23.2b5.8x6.9x0.9x
Tue, 28 Mar 2023US$141.9bUS$171.9bUS$23.8b4.9x6x0.8x
Thu, 23 Feb 2023US$134.8bUS$171.1bUS$23.7b4.7x5.7x0.8x
Sat, 21 Jan 2023US$133.2bUS$168.7bUS$23.7b4.6x5.6x0.8x
Price to Earnings Ratio

5.6x


Total Market Cap: US$133.2bTotal Earnings: US$23.7bTotal Revenue: US$168.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Homebuilding Industry Price to Earnings3Y Average 9.5x202420252026
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 12.6x which is higher than its 3-year average PE of 9.5x.
  • The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Homebuilding industry have declined 12% 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 Market0.24%
Consumer Discretionary1.71%
Consumer Durables8.78%
Homebuilding11.37%
Housewares and Specialties8.28%
Household Appliances6.70%
Home Furnishings4.25%
Consumer Electronics2.02%
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$160.8511.3%
+US$4.8b		12.4%PE13.1x
LEN LennarUS$123.3215.9%
+US$4.2b		-8.8%PE14.7x
PHM PulteGroupUS$133.6610.3%
+US$2.4b		18.8%PE9.9x
BLD TopBuildUS$489.5310.0%
+US$1.2b		47.0%PE24.1x
NVR NVRUS$7.67k6.0%
+US$1.2b		-5.8%PE15.2x

Latest News

TOL
US$148.81
Toll Brothers
7D
9.3%
1Y
13.7%
LEN
US$123.32
Lennar
7D
15.9%
1Y
-8.8%
BLD
US$489.53
TopBuild
7D
10.0%
1Y
47.0%
MTH
US$78.64
Meritage Homes
7D
16.7%
1Y
0.2%
IBP
US$311.69
Installed Building Products
7D
13.0%
1Y
66.3%

IBP: Higher P/E And Share Buybacks Will Signal Rising Downside Risk

Narrative Update on Installed Building Products Analysts have lifted their price target on Installed Building Products from US$184 to US$203, pointing to updated assumptions for revenue growth, profit margins, and future P/E that reflect their latest view of the company’s risk profile and earnings potential. What's in the News The company completed the repurchase of 700,000 shares, representing 2.55% of shares, for a total of US$134.93 million under the buyback announced on February 27, 2025 (Key Developments).
DHI
US$160.85
D.R. Horton
7D
11.3%
1Y
12.4%

DHI: Housing Affordability And Margin Pressure Will Restrain Returns

The analyst price target in our model for D.R. Horton shifts from US$110.00 to about US$118.96. This reflects updated views from analysts who are trimming Street targets on concerns around housing affordability, margin pressure, and mixed homebuilding conditions into 2026.
LRE
US$1.57
Lead Real Estate
7D
-4.8%
1Y
-23.8%
PHM
US$133.66
PulteGroup
7D
10.3%
1Y
18.8%

PHM: Constrained Housing Supply And Buybacks Will Support Future Earnings Resilience

Analysts have inched their average PulteGroup price target slightly lower to about $159, a trim of roughly $1, as they factor in a modestly higher discount rate and small tweaks to long term margin and P/E assumptions, while still pointing to constrained housing supply and potential macro improvement as key supports for the homebuilder. Analyst Commentary Bullish analysts trimming their PulteGroup price targets slightly while maintaining positive ratings see the recent move as more of a fine tuning of models than a change in conviction.
NVR
US$7,673.32
NVR
7D
6.0%
1Y
-5.8%

NVR, Inc.'s (NYSE:NVR) Earnings Are Not Doing Enough For Some Investors

Jan 01
NVR, Inc.'s (NYSE:NVR) Earnings Are Not Doing Enough For Some Investors
UHG
US$1.65
United Homes Group
7D
-4.6%
1Y
-59.6%

United Homes Group, Inc.'s (NASDAQ:UHG) 41% Price Boost Is Out Of Tune With Revenues

Dec 22
United Homes Group, Inc.'s (NASDAQ:UHG) 41% Price Boost Is Out Of Tune With Revenues