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May 22
U.S. Consumer Durables Industry Analysis
UpdatedMay 23, 2024
DataAggregated Company Financials
Companies91
- 7D-6.9%
- 3M2.8%
- 1Y37.0%
- YTD5.0%
Last week, the Consumer Durables industry hasn't moved much but SharkNinja is up 4.2% in that time. The past year has been better, since the industry has gained 41% in that time. Earnings are forecast to grow by 8.4% annually.
Industry Valuation and Performance
Has the U.S. Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 23 May 2024 | US$311.1b | US$249.6b | US$21.9b | 11.4x | 14.2x | 1.2x |
| Sat, 20 Apr 2024 | US$295.3b | US$252.9b | US$21.9b | 11.8x | 13.5x | 1.2x |
| Mon, 18 Mar 2024 | US$307.7b | US$251.7b | US$21.7b | 11.7x | 14.2x | 1.2x |
| Wed, 14 Feb 2024 | US$288.7b | US$251.5b | US$21.5b | 11.2x | 13.4x | 1.1x |
| Fri, 12 Jan 2024 | US$287.0b | US$248.5b | US$19.5b | 11.3x | 14.7x | 1.2x |
| Sun, 10 Dec 2023 | US$263.9b | US$247.2b | US$19.3b | 10.5x | 13.6x | 1.1x |
| Tue, 07 Nov 2023 | US$229.8b | US$242.2b | US$18.9b | 8.8x | 12.2x | 0.9x |
| Thu, 05 Oct 2023 | US$220.1b | US$244.0b | US$19.9b | 7.8x | 11.1x | 0.9x |
| Sat, 02 Sep 2023 | US$243.9b | US$244.6b | US$20.3b | 8.7x | 12x | 1x |
| Mon, 31 Jul 2023 | US$245.5b | US$241.4b | US$20.2b | 8.9x | 12.1x | 1x |
| Wed, 28 Jun 2023 | US$237.9b | US$242.0b | US$20.8b | 8.6x | 11.4x | 1x |
| Fri, 26 May 2023 | US$209.2b | US$242.6b | US$21.4b | 7.1x | 9.8x | 0.9x |
| Sun, 23 Apr 2023 | US$213.7b | US$244.9b | US$22.9b | 7.4x | 9.3x | 0.9x |
| Tue, 21 Mar 2023 | US$197.5b | US$244.5b | US$23.4b | 7.4x | 8.4x | 0.8x |
| Thu, 16 Feb 2023 | US$206.6b | US$244.1b | US$23.2b | 7x | 8.9x | 0.8x |
| Sat, 14 Jan 2023 | US$197.0b | US$243.7b | US$25.9b | 6.7x | 7.6x | 0.8x |
| Mon, 12 Dec 2022 | US$178.3b | US$241.8b | US$25.7b | 6.4x | 6.9x | 0.7x |
| Wed, 09 Nov 2022 | US$162.2b | US$239.7b | US$25.4b | 6.5x | 6.4x | 0.7x |
| Fri, 07 Oct 2022 | US$168.4b | US$237.7b | US$26.3b | 6x | 6.4x | 0.7x |
| Sun, 04 Sep 2022 | US$170.4b | US$235.2b | US$26.1b | 7.2x | 6.5x | 0.7x |
| Tue, 02 Aug 2022 | US$190.1b | US$233.4b | US$26.0b | 8.2x | 7.3x | 0.8x |
| Thu, 30 Jun 2022 | US$168.9b | US$230.6b | US$26.0b | 7x | 6.5x | 0.7x |
| Sat, 28 May 2022 | US$194.7b | US$228.3b | US$25.8b | 8.4x | 7.5x | 0.9x |
| Mon, 25 Apr 2022 | US$194.9b | US$228.1b | US$25.1b | 8.9x | 7.8x | 0.9x |
| Wed, 23 Mar 2022 | US$221.3b | US$227.8b | US$25.1b | 9.5x | 8.8x | 1x |
| Fri, 18 Feb 2022 | US$231.8b | US$225.3b | US$25.4b | 8.9x | 9.1x | 1x |
| Sun, 16 Jan 2022 | US$265.4b | US$220.6b | US$24.8b | 9.6x | 10.7x | 1.2x |
| Tue, 14 Dec 2021 | US$277.5b | US$218.5b | US$24.4b | 10.2x | 11.4x | 1.3x |
| Thu, 11 Nov 2021 | US$268.0b | US$215.6b | US$23.7b | 10.9x | 11.3x | 1.2x |
| Sat, 09 Oct 2021 | US$252.8b | US$210.0b | US$22.5b | 10.4x | 11.2x | 1.2x |
| Mon, 06 Sep 2021 | US$281.6b | US$209.6b | US$21.6b | 11.5x | 13x | 1.3x |
| Wed, 04 Aug 2021 | US$276.6b | US$208.6b | US$21.7b | 11.3x | 12.7x | 1.3x |
Price to Earnings Ratio
15x
Current Industry PE
- Investors are optimistic on the American Consumer Durables industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 14.4x which is higher than its 3-year average PE of 10.4x.
- The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have grown 5.7% per year over the last three years.
- Revenues for these companies have grown 8.5% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the U.S. Consumer Discretionary industry?
| US Market | -0.19% | |
| Consumer Discretionary | -1.24% | |
| Consumer Durables | -6.87% | |
| Household Appliances | -1.49% | |
| Housewares and Specialties | -4.69% | |
| Consumer Electronics | -4.69% | |
| Home Furnishings | -5.00% | |
| Homebuilding | -8.00% | |
Industry PE
- Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 26.5x.
- Analysts are expecting annual earnings growth of 13.3%, which is lower than the prior year's growth of 55.5% per year.
Forecasted Growth
- Analysts are most optimistic on the Housewares and Specialties industry, expecting annual earnings growth of 59% over the next 5 years.
- In contrast, the Homebuilding industry is expected to see its earnings grow by 3.5% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SN SharkNinja | US$75.19 | 4.2% +US$427.8m | n/a | PE55.4x | |
| LRE Lead Real Estate | US$4.79 | 33.1% +US$16.2m | n/a | PE22.1x | |
| VZIO VIZIO Holding | US$10.58 | 0.6% +US$11.9m | 54.0% | PE124.9x | |
| TUP Tupperware Brands | US$2.02 | 12.2% +US$10.2m | 146.3% | PS0.08x | |
| MDC M.D.C. Holdings | US$62.98 | 0.1% +US$5.3m | 59.4% | PE11.9x |
