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U.S. Homebuilding Industry Analysis

UpdatedJul 16, 2026
DataAggregated Company Financials
Companies30
  • 7D2.4%
  • 3M5.0%
  • 1Y6.0%
  • YTDn/a

In the last week, the Homebuilding industry is up 2.4%, with D.R. Horton up 2.0%. In the last 12 months, the industry was up 6.0%. Earnings are forecast to grow by 4.7% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 16 Jul 2026US$162.5bUS$153.1bUS$12.4b12.9x13.1x1.1x
Sat, 13 Jun 2026US$177.3bUS$159.2bUS$13.0b13x13.6x1.1x
Mon, 11 May 2026US$170.7bUS$163.0bUS$13.5b12.1x12.7x1x
Wed, 08 Apr 2026US$172.5bUS$165.9bUS$14.3b11.4x12.1x1x
Fri, 06 Mar 2026US$193.5bUS$167.3bUS$14.7b11.5x13.2x1.2x
Sun, 01 Feb 2026US$190.0bUS$167.8bUS$14.9b11x12.7x1.1x
Tue, 30 Dec 2025US$184.1bUS$169.3bUS$16.0b9.7x11.5x1.1x
Thu, 27 Nov 2025US$199.3bUS$170.3bUS$16.8b9.8x11.9x1.2x
Sat, 25 Oct 2025US$200.1bUS$171.0bUS$17.4b9.7x11.5x1.2x
Mon, 22 Sep 2025US$208.7bUS$171.8bUS$17.8b9.8x11.7x1.2x
Wed, 20 Aug 2025US$207.8bUS$172.2bUS$18.5b9.8x11.3x1.2x
Fri, 18 Jul 2025US$179.2bUS$173.4bUS$19.4b7.7x9.3x1x
Sun, 15 Jun 2025US$169.1bUS$175.5bUS$19.9b6.9x8.5x1x
Tue, 13 May 2025US$171.7bUS$175.5bUS$20.1b7.3x8.6x1x
Thu, 10 Apr 2025US$161.3bUS$177.0bUS$20.9b6.6x7.7x0.9x
Sat, 08 Mar 2025US$190.0bUS$176.6bUS$21.1b7.3x9x1.1x
Mon, 03 Feb 2025US$202.8bUS$175.6bUS$21.0b8.4x9.7x1.2x
Wed, 01 Jan 2025US$201.5bUS$173.9bUS$20.8b8x9.7x1.2x
Fri, 29 Nov 2024US$248.4bUS$174.5bUS$21.0b10.7x11.8x1.4x
Sun, 27 Oct 2024US$246.1bUS$174.0bUS$21.4b9.9x11.5x1.4x
Tue, 24 Sep 2024US$262.5bUS$172.2bUS$21.2b10.8x12.4x1.5x
Thu, 22 Aug 2024US$241.7bUS$171.5bUS$21.1b9.8x11.4x1.4x
Sat, 20 Jul 2024US$242.2bUS$169.0bUS$20.9b10.7x11.6x1.4x
Mon, 17 Jun 2024US$214.1bUS$168.1bUS$20.8b9.5x10.3x1.3x
Wed, 15 May 2024US$221.6bUS$167.7bUS$20.7b9.8x10.7x1.3x
Fri, 12 Apr 2024US$223.1bUS$170.0bUS$20.5b10.2x10.9x1.3x
Sun, 10 Mar 2024US$229.7bUS$169.6bUS$20.5b9.7x11.2x1.4x
Tue, 06 Feb 2024US$215.0bUS$170.0bUS$20.7b10x10.4x1.3x
Thu, 04 Jan 2024US$209.1bUS$171.1bUS$20.9b10.2x10x1.2x
Sat, 02 Dec 2023US$181.4bUS$171.0bUS$21.0b8.7x8.6x1.1x
Mon, 30 Oct 2023US$147.8bUS$170.1bUS$21.1b6.9x7x0.9x
Wed, 27 Sep 2023US$159.9bUS$171.3bUS$21.4b7.3x7.5x0.9x
Fri, 25 Aug 2023US$171.6bUS$171.9bUS$21.9b7.9x7.8x1x
Sun, 23 Jul 2023US$181.1bUS$172.7bUS$22.3b8.5x8.1x1x
Price to Earnings Ratio

8.1x


Total Market Cap: US$181.1bTotal Earnings: US$22.3bTotal Revenue: US$172.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Homebuilding Industry Price to Earnings3Y Average 10.6x202420252026
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 13.1x which is higher than its 3-year average PE of 10.6x.
  • 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 18% per year over the last three years,
  • Revenues have also declined 3.9% 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 Market0.81%
Consumer Discretionary2.01%
Consumer Durables1.77%
Homebuilding2.38%
Household Appliances3.08%
Housewares and Specialties2.41%
Home Furnishings1.41%
Consumer Electronics-0.70%
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$151.552.0%
+US$862.1m		15.2%PE13.5x
TOL Toll BrothersUS$153.195.2%
+US$712.2m		31.2%PE11.1x
PHM PulteGroupUS$125.392.0%
+US$466.7m		14.7%PE11.7x
LEN LennarUS$85.292.0%
+US$409.5m		-22.1%PE12.8x
IBP Installed Building ProductsUS$228.596.4%
+US$369.5m		19.6%PE24x

Latest News

TOL
US$153.19
Toll Brothers
7D
5.2%
1Y
31.2%
PHM
US$125.39
PulteGroup
7D
2.0%
1Y
14.7%
Narrative Update • Jul 14

PHM: Overextended Share Price Will Face Ongoing Margin And Earnings Pressure

The analyst price target for PulteGroup has been raised, with the model fair value shifting from about $103.70 to $106.96 as analysts factor in updated revenue growth assumptions, a slightly lower discount rate, and recent target increases from firms adjusting views ahead of upcoming earnings. Analyst Commentary Recent research on PulteGroup shows a mixed backdrop, with several firms lifting price targets while others strike a more cautious tone on the homebuilding group as a whole.
KBH
US$56.42
KB Home
7D
0.1%
1Y
2.9%
DHI
US$151.55
D.R. Horton
7D
2.0%
1Y
15.2%
Narrative Update • Jul 10

DHI: Entry Level Affordability Pressures Will Restrain Future Margin Recovery

The analyst price target for D.R. Horton has been raised from $123.00 to about $125.54. Analysts point to expectations for gross margin stabilization, the company's scale and financial strength, and its position across different buyer segments as key supports for the higher valuation range.
IBP
US$228.59
Installed Building Products
7D
6.4%
1Y
19.6%
Narrative Update • Jul 09

IBP: Housing Bill Tailwinds And Buybacks Will Support Future Returns

Analysts have reduced their price target on Installed Building Products from $250.00 to $200.00. They cited updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E expectations.
TMHC
US$71.86
Taylor Morrison Home
7D
-0.1%
1Y
14.0%
Narrative Update • Jul 09

TMHC: Berkshire Deal Price Will Frame Trading And Completion Risks

Analysts have reset the primary price anchor for Taylor Morrison Home to the $72.50 acquisition level, trimming the fair value estimate from about $94.54 to $72.50 as research now centers on the agreed all cash offer, reduced revenue growth and profit margin assumptions, and a lower expected future P/E multiple. Analyst Commentary Street research on Taylor Morrison Home has converged around the proposed US$72.50 per share all cash acquisition by Berkshire Hathaway, with most coverage shifting from growth focused ratings toward views that now center on deal terms, timing, and completion risk.
LEN
US$85.29
Lennar
7D
2.0%
1Y
-22.1%
SDHC
US$15.17
Smith Douglas Homes
7D
-1.7%
1Y
-23.3%
Narrative Update • Jul 02

SDHC: Neutral Coverage And Margin Pressure Will Weigh On Future Returns

Analysts have trimmed their price target on Smith Douglas Homes from $14.00 to $11.50 as they factor in updated expectations for revenue growth, profit margins and a higher assumed future P/E multiple following recent Neutral-rated coverage from the Street. What’s in the News for Smith Douglas Homes Smith Douglas Homes completed a share repurchase of 449,604 shares from January 1, 2026 to March 31, 2026.
CVCO
US$569.16
Cavco Industries
7D
2.3%
1Y
33.0%
NVR
US$6,497.57
NVR
7D
1.1%
1Y
-11.9%
Seeking Alpha • Jun 26

NVR Is A Diamond In The Rough

Summary NVR earns a Buy rating due to its conservative capitalization and capital-light land strategy amid industry headwinds. NVR’s Q1 saw a 22% revenue drop and 34% net income decline, but new orders rose 7% and backlog remained stable. Recent housing legislation, including restrictions on institutional buyers and incentives for supply, presents both near-term demand risks and long-term tailwinds for NVR. Despite margin compression and affordability pressures, NVR’s net cash position and aggressive share repurchases position it well for long-term value creation. Read the full article on Seeking Alpha
SKY
US$83.71
Champion Homes
7D
5.7%
1Y
29.7%
SPHL
US$2.71
Springview Holdings
7D
-12.3%
1Y
-30.2%