Header cover image

U.S. Homebuilding Industry Analysis

UpdatedSep 28, 2024
DataAggregated Company Financials
Companies31
  • 7D1.1%
  • 3M28.8%
  • 1Y73.5%
  • YTDn/a

The Homebuilding industry is up 1.1% in the last week, with Lennar up 2.7%. This takes the industry's 12 month performance to a gain of 74%. As for the next few years, earnings are expected to grow by 3.9% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 28 Sep 2024US$260.0bUS$172.4bUS$21.2b10.9x12.2x1.5x
Mon, 26 Aug 2024US$258.9bUS$171.5bUS$21.2b10.6x12.2x1.5x
Wed, 24 Jul 2024US$246.7bUS$169.0bUS$20.9b11x11.8x1.5x
Fri, 21 Jun 2024US$209.6bUS$168.7bUS$20.8b9.4x10.1x1.2x
Sun, 19 May 2024US$226.0bUS$167.8bUS$20.7b9.7x10.9x1.3x
Tue, 16 Apr 2024US$226.5bUS$170.0bUS$20.5b10.1x11.1x1.3x
Thu, 14 Mar 2024US$231.2bUS$169.6bUS$20.5b10.1x11.3x1.4x
Sat, 10 Feb 2024US$216.4bUS$169.9bUS$20.6b9.2x10.5x1.3x
Mon, 08 Jan 2024US$209.5bUS$171.1bUS$20.9b10.3x10x1.2x
Wed, 06 Dec 2023US$187.6bUS$171.0bUS$21.0b8.8x8.9x1.1x
Fri, 03 Nov 2023US$157.7bUS$169.9bUS$21.0b7.7x7.5x0.9x
Sun, 01 Oct 2023US$161.1bUS$171.3bUS$21.4b7.2x7.5x0.9x
Tue, 29 Aug 2023US$169.3bUS$171.9bUS$21.9b7.9x7.7x1x
Thu, 27 Jul 2023US$184.0bUS$172.7bUS$22.2b8.5x8.3x1.1x
Sat, 24 Jun 2023US$174.3bUS$171.7bUS$22.6b7.9x7.7x1x
Mon, 22 May 2023US$160.7bUS$172.4bUS$23.1b6.7x7x0.9x
Wed, 19 Apr 2023US$152.8bUS$172.3bUS$23.9b5.7x6.4x0.9x
Fri, 17 Mar 2023US$141.8bUS$171.9bUS$23.9b4.9x5.9x0.8x
Sun, 12 Feb 2023US$140.6bUS$171.0bUS$23.6b4.9x6x0.8x
Tue, 10 Jan 2023US$128.1bUS$168.4bUS$23.6b4.2x5.4x0.8x
Thu, 08 Dec 2022US$120.5bUS$166.6bUS$23.4b4x5.1x0.7x
Sat, 05 Nov 2022US$106.5bUS$163.5bUS$22.8b4.2x4.7x0.7x
Mon, 03 Oct 2022US$102.1bUS$160.8bUS$22.0b4.1x4.6x0.6x
Wed, 31 Aug 2022US$111.0bUS$158.3bUS$21.8b4.4x5.1x0.7x
Fri, 29 Jul 2022US$116.3bUS$155.7bUS$21.2b4.9x5.5x0.7x
Sun, 26 Jun 2022US$105.3bUS$153.2bUS$20.3b4.6x5.2x0.7x
Tue, 24 May 2022US$111.6bUS$150.3bUS$20.0b4.8x5.6x0.7x
Thu, 21 Apr 2022US$118.8bUS$146.2bUS$18.8b5.5x6.3x0.8x
Sat, 19 Mar 2022US$138.1bUS$145.9bUS$18.7b7x7.4x0.9x
Mon, 14 Feb 2022US$137.1bUS$143.6bUS$19.0b6.6x7.2x1x
Wed, 12 Jan 2022US$158.9bUS$139.0bUS$17.9b8.4x8.9x1.1x
Fri, 10 Dec 2021US$169.9bUS$134.6bUS$17.0b9.6x10x1.3x
Sun, 07 Nov 2021US$152.2bUS$132.9bUS$16.3b8.7x9.4x1.1x
Tue, 05 Oct 2021US$137.0bUS$130.3bUS$15.7b7.8x8.7x1.1x
Price to Earnings Ratio

8.7x


Total Market Cap: US$137.0bTotal Earnings: US$15.7bTotal Revenue: US$130.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Homebuilding Industry Price to Earnings3Y Average 7.9x202220232024
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 12.2x which is higher than its 3-year average PE of 7.9x.
  • The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Homebuilding industry have grown 11% per year over the last three years.
  • Revenues for these companies have grown 9.8% 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 Market0.86%
Consumer Discretionary3.54%
Consumer Durables1.15%
Homebuilding1.10%
Housewares and Specialties2.11%
Consumer Electronics1.45%
Home Furnishings1.44%
Household Appliances0.91%
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
LEN LennarUS$187.032.7%
+US$1.3b
66.6%PE12.4x
NVR NVRUS$9.73k2.8%
+US$804.9m
63.2%PE18.3x
TOL Toll BrothersUS$155.353.3%
+US$495.8m
110.0%PE10.2x
IBP Installed Building ProductsUS$250.404.7%
+US$314.7m
100.5%PE27.7x
PHM PulteGroupUS$143.170.9%
+US$271.9m
93.3%PE10.5x
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

KBH

US$85.94

KB Home

7D

-1.5%

1Y

85.7%

TOL

US$155.35

Toll Brothers

7D

3.3%

1Y

110.0%

LEN

US$187.03

Lennar

7D

2.7%

1Y

66.6%

HOV

US$206.30

Hovnanian Enterprises

7D

-4.0%

1Y

102.9%

IBP

US$250.40

Installed Building Products

7D

4.7%

1Y

100.5%

LGIH

US$117.74

LGI Homes

7D

-0.8%

1Y

18.3%

BLD

US$409.33

TopBuild

7D

0.8%

1Y

62.7%

DHI

US$190.35

D.R. Horton

7D

-0.8%

1Y

77.1%

SDHC

US$36.90

Smith Douglas Homes

7D

-1.5%

1Y

n/a