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U.S. Consumer Durables Industry Analysis

UpdatedJun 01, 2024
DataAggregated Company Financials
Companies91
  • 7D1.7%
  • 3M0.4%
  • 1Y34.3%
  • YTD7.0%

Lennar is up 2.5%, leading the way for the Consumer Durables industry, which has gained 1.7%. In the last 12 months, the industry was up 34%. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 01 Jun 2024US$302.0bUS$249.5bUS$21.9b11.5x13.8x1.2x
Mon, 29 Apr 2024US$298.1bUS$248.9bUS$21.9b12x13.6x1.2x
Wed, 27 Mar 2024US$320.7bUS$251.9bUS$21.7b12.5x14.8x1.3x
Fri, 23 Feb 2024US$294.8bUS$251.3bUS$21.6b11.1x13.6x1.2x
Sun, 21 Jan 2024US$284.4bUS$248.5bUS$19.5b11.5x14.6x1.1x
Tue, 19 Dec 2023US$282.3bUS$248.0bUS$19.4b11x14.5x1.1x
Thu, 16 Nov 2023US$242.9bUS$243.5bUS$19.2b9.3x12.6x1x
Sat, 14 Oct 2023US$213.1bUS$244.0bUS$19.9b7.8x10.7x0.9x
Mon, 11 Sep 2023US$235.2bUS$244.6bUS$20.4b8.4x11.6x1x
Wed, 09 Aug 2023US$250.6bUS$244.6bUS$20.3b9.3x12.3x1x
Fri, 07 Jul 2023US$228.7bUS$242.0bUS$20.8b8.2x11x0.9x
Sun, 04 Jun 2023US$217.9bUS$242.4bUS$21.3b7.3x10.2x0.9x
Tue, 02 May 2023US$216.2bUS$243.8bUS$21.7b7.1x9.9x0.9x
Thu, 30 Mar 2023US$200.1bUS$244.4bUS$23.4b7.1x8.6x0.8x
Sat, 25 Feb 2023US$197.2bUS$244.3bUS$23.4b7.6x8.4x0.8x
Mon, 23 Jan 2023US$195.0bUS$243.7bUS$25.9b6.6x7.5x0.8x
Wed, 21 Dec 2022US$176.9bUS$243.5bUS$25.8b6.3x6.8x0.7x
Fri, 18 Nov 2022US$172.3bUS$241.0bUS$25.4b6.7x6.8x0.7x
Sun, 16 Oct 2022US$156.8bUS$237.6bUS$26.3b6.1x6x0.7x
Tue, 13 Sep 2022US$177.9bUS$235.2bUS$26.1b7.2x6.8x0.8x
Thu, 11 Aug 2022US$190.6bUS$235.0bUS$26.2b8x7.3x0.8x
Sat, 09 Jul 2022US$181.5bUS$230.6bUS$25.9b7.4x7x0.8x
Mon, 06 Jun 2022US$192.6bUS$228.2bUS$25.4b8.5x7.6x0.8x
Wed, 04 May 2022US$197.0bUS$226.4bUS$25.6b8.9x7.7x0.9x
Fri, 01 Apr 2022US$208.5bUS$228.1bUS$25.1b8.4x8.3x0.9x
Sun, 27 Feb 2022US$226.8bUS$226.4bUS$25.5b9.4x8.9x1x
Tue, 25 Jan 2022US$239.2bUS$220.6bUS$24.8b9x9.7x1.1x
Thu, 23 Dec 2021US$274.3bUS$220.1bUS$24.8b10x11.1x1.2x
Sat, 20 Nov 2021US$274.4bUS$215.8bUS$23.7b10.8x11.6x1.3x
Mon, 18 Oct 2021US$258.0bUS$210.0bUS$22.5b10.8x11.5x1.2x
Wed, 15 Sep 2021US$269.0bUS$209.0bUS$21.6b10.7x12.5x1.3x
Fri, 13 Aug 2021US$283.7bUS$208.6bUS$21.7b12x13x1.4x
Tue, 08 Jun 2021US$277.2bUS$195.2bUS$18.4b15.4x15x1.4x
Price to Earnings Ratio

15x


Total Market Cap: US$277.2bTotal Earnings: US$18.4bTotal Revenue: US$195.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Durables Industry Price to Earnings3Y Average 10.3x202220232024
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 13.8x which is higher than its 3-year average PE of 10.3x.
  • The 3-year average PS ratio of 0.99x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 5.9% 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-0.63%
Consumer Discretionary-0.47%
Consumer Durables1.67%
Home Furnishings4.11%
Household Appliances1.86%
Homebuilding1.78%
Consumer Electronics-0.12%
Housewares and Specialties-1.45%
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 13.6%, 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?

CompanyLast Price7D1YValuation
LEN LennarUS$160.352.5%
+US$1.1b
43.2%PE11.1x
DHI D.R. HortonUS$147.802.2%
+US$1.0b
31.9%PE9.8x
NVR NVRUS$7.68k3.6%
+US$828.4m
34.5%PE14.7x
PHM PulteGroupUS$117.322.6%
+US$635.2m
69.1%PE9.1x
WHR WhirlpoolUS$93.037.5%
+US$355.7m
-31.4%PE12.7x
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Latest News

TOL

US$121.64

Toll Brothers

7D

-1.0%

1Y

70.5%

DHI

US$147.80

D.R. Horton

7D

2.2%

1Y

31.9%

IBP

US$211.84

Installed Building Products

7D

-0.2%

1Y

86.2%

PHM

US$117.32

PulteGroup

7D

2.6%

1Y

69.1%

SKY

US$69.61

Skyline Champion

7D

-2.9%

1Y

11.6%

SN

US$76.62

SharkNinja

7D

-0.3%

1Y

n/a

LSEA

US$9.92

Landsea Homes

7D

-4.5%

1Y

36.6%