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U.S. Homebuilding Industry Analysis

UpdatedJun 29, 2026
DataAggregated Company Financials
Companies31
  • 7D5.8%
  • 3M20.4%
  • 1Y17.4%
  • YTDn/a

In the last week, the Homebuilding industry is up 5.8%, with all of the companies up. In the last 12 months, the industry was up 17%. Earnings are forecast to grow by 4.5% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 30 Jun 2026US$190.3bUS$158.7bUS$12.9b14.4x14.7x1.2x
Thu, 28 May 2026US$166.1bUS$159.6bUS$13.2b11.7x12.6x1x
Sat, 25 Apr 2026US$188.7bUS$163.8bUS$13.6b12.2x13.9x1.2x
Mon, 23 Mar 2026US$165.4bUS$166.2bUS$14.4b10.9x11.5x1x
Wed, 18 Feb 2026US$213.7bUS$167.5bUS$14.8b12.6x14.4x1.3x
Fri, 16 Jan 2026US$203.1bUS$169.3bUS$16.0b11.2x12.7x1.2x
Sun, 14 Dec 2025US$196.0bUS$170.2bUS$16.7b10.3x11.8x1.2x
Tue, 11 Nov 2025US$189.0bUS$170.3bUS$16.8b9.4x11.2x1.1x
Thu, 09 Oct 2025US$198.0bUS$171.7bUS$17.8b9.3x11.1x1.2x
Sat, 06 Sep 2025US$219.2bUS$172.4bUS$18.4b10.3x11.9x1.3x
Mon, 04 Aug 2025US$187.9bUS$172.3bUS$18.5b8.4x10.2x1.1x
Wed, 02 Jul 2025US$175.6bUS$173.4bUS$19.4b7.2x9.1x1x
Fri, 30 May 2025US$163.7bUS$175.5bUS$19.9b6.7x8.2x0.9x
Sun, 27 Apr 2025US$170.9bUS$175.4bUS$20.2b6.8x8.5x1x
Tue, 25 Mar 2025US$180.2bUS$176.7bUS$21.1b7.1x8.5x1x
Thu, 20 Feb 2025US$191.7bUS$176.0bUS$21.1b7.7x9.1x1.1x
Sat, 18 Jan 2025US$211.4bUS$174.2bUS$20.9b8.5x10.1x1.2x
Mon, 16 Dec 2024US$220.8bUS$174.9bUS$21.0b8.9x10.5x1.3x
Wed, 13 Nov 2024US$244.7bUS$174.3bUS$21.0b9.7x11.6x1.4x
Fri, 11 Oct 2024US$256.5bUS$172.4bUS$21.2b10.1x12.1x1.5x
Sun, 08 Sep 2024US$248.1bUS$171.5bUS$21.2b9.7x11.7x1.4x
Tue, 06 Aug 2024US$244.2bUS$170.8bUS$21.1b9.3x11.6x1.4x
Thu, 04 Jul 2024US$201.3bUS$168.7bUS$20.8b8.7x9.7x1.2x
Sat, 01 Jun 2024US$216.2bUS$168.1bUS$20.8b9.3x10.4x1.3x
Mon, 29 Apr 2024US$217.5bUS$167.7bUS$20.6b9.6x10.5x1.3x
Wed, 27 Mar 2024US$236.8bUS$170.1bUS$20.4b10.7x11.6x1.4x
Fri, 23 Feb 2024US$215.8bUS$169.5bUS$20.5b9.8x10.5x1.3x
Sun, 21 Jan 2024US$218.3bUS$171.6bUS$21.0b8.7x10.4x1.3x
Tue, 19 Dec 2023US$212.7bUS$171.1bUS$20.9b9.8x10.2x1.2x
Thu, 16 Nov 2023US$182.9bUS$171.1bUS$21.0b8.5x8.7x1.1x
Sat, 14 Oct 2023US$155.4bUS$171.3bUS$21.4b7x7.3x0.9x
Mon, 11 Sep 2023US$174.7bUS$171.8bUS$21.9b7.8x8x1x
Wed, 09 Aug 2023US$186.8bUS$171.7bUS$21.7b8.7x8.6x1.1x
Fri, 07 Jul 2023US$170.4bUS$171.7bUS$22.6b7.6x7.5x1x
Price to Earnings Ratio

7.5x


Total Market Cap: US$170.4bTotal Earnings: US$22.6bTotal Revenue: US$171.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Homebuilding Industry Price to Earnings3Y Average 10.5x202420252026
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 14.7x which is higher than its 3-year average PE of 10.5x.
  • 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 2.6% 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 Market-2.52%
Consumer Discretionary-2.93%
Consumer Durables4.42%
Homebuilding5.83%
Housewares and Specialties15.75%
Home Furnishings4.96%
Household Appliances2.78%
Consumer Electronics-0.97%
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$164.235.3%
+US$2.4b		27.4%PE14.7x
PHM PulteGroupUS$137.949.8%
+US$2.3b		30.8%PE12.9x
NVR NVRUS$6.82k7.4%
+US$1.3b		-7.6%PE14.9x
TOL Toll BrothersUS$164.888.5%
+US$1.2b		44.5%PE12x
LEN LennarUS$90.853.9%
+US$839.9m		-17.9%PE14x

Latest News

PHM
US$137.94
PulteGroup
7D
9.8%
1Y
30.8%
LEN
US$90.85
Lennar
7D
3.9%
1Y
-17.9%
TOL
US$164.88
Toll Brothers
7D
8.5%
1Y
44.5%
BLD
US$359.76
TopBuild
7D
-13.0%
1Y
11.1%
Narrative Update • Jun 26

BLD: Merger Progress And Higher Future P/E Shape Balanced Outlook

The analyst price target for TopBuild has been updated from $390 to $433, with analysts citing revised assumptions around discount rate, revenue growth, profit margin, and a higher future P/E multiple as key drivers of the change. What’s in the News for TopBuild QXO, Inc.
NVR
US$6,821.03
NVR
7D
7.4%
1Y
-7.6%
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
MTH
US$84.31
Meritage Homes
7D
12.3%
1Y
25.9%
IBP
US$227.34
Installed Building Products
7D
7.3%
1Y
26.1%
Narrative Update • Jun 25

IBP: Future Returns Will Reflect Acquisition Momentum And Housing Act Tailwinds

Analysts have slightly reduced their price target on Installed Building Products to about $278. The revision reflects updated views on fair value, discount rates, revenue growth, profit margins, and future P/E assumptions.
DHI
US$164.23
D.R. Horton
7D
5.3%
1Y
27.4%
KBH
US$62.64
KB Home
7D
19.3%
1Y
18.3%