U.S. Consumer Durables Industry Analysis
UpdatedAug 01, 2024
DataAggregated Company Financials
Companies84
- 7D4.3%
- 3M13.4%
- 1Y39.1%
- YTD21.0%
Over the last 7 days, the Consumer Durables industry has risen 4.3%, driven by gains from D.R. Horton of 4.2%. This takes the industry's 12 month performance to a gain of 39%. Earnings are forecast to grow by 8.3% 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, 01 Aug 2024 | US$342.6b | US$245.9b | US$22.2b | 11.9x | 15.4x | 1.4x |
| Sat, 29 Jun 2024 | US$290.1b | US$245.4b | US$21.8b | 10.5x | 13.3x | 1.2x |
| Mon, 27 May 2024 | US$301.3b | US$249.5b | US$21.9b | 11.2x | 13.8x | 1.2x |
| Wed, 24 Apr 2024 | US$299.6b | US$248.8b | US$21.7b | 12.1x | 13.8x | 1.2x |
| Fri, 22 Mar 2024 | US$318.0b | US$251.8b | US$21.7b | 11.8x | 14.7x | 1.3x |
| Sun, 18 Feb 2024 | US$290.0b | US$251.2b | US$21.4b | 11.3x | 13.6x | 1.2x |
| Tue, 16 Jan 2024 | US$284.4b | US$248.5b | US$19.5b | 11.2x | 14.6x | 1.1x |
| Thu, 14 Dec 2023 | US$263.6b | US$247.2b | US$19.3b | 10.9x | 13.6x | 1.1x |
| Sat, 11 Nov 2023 | US$226.0b | US$243.3b | US$19.3b | 8.9x | 11.7x | 0.9x |
| Mon, 09 Oct 2023 | US$215.1b | US$244.0b | US$19.9b | 7.9x | 10.8x | 0.9x |
| Wed, 06 Sep 2023 | US$232.6b | US$244.6b | US$20.4b | 8.2x | 11.4x | 1x |
| Fri, 04 Aug 2023 | US$244.3b | US$244.8b | US$20.4b | 9x | 12x | 1x |
| Sun, 02 Jul 2023 | US$238.4b | US$242.0b | US$20.8b | 8.6x | 11.5x | 1x |
| Tue, 30 May 2023 | US$209.9b | US$242.6b | US$21.4b | 7.1x | 9.8x | 0.9x |
| Thu, 27 Apr 2023 | US$208.8b | US$244.8b | US$22.4b | 7.4x | 9.3x | 0.9x |
| Sat, 25 Mar 2023 | US$199.1b | US$244.4b | US$23.4b | 7.4x | 8.5x | 0.8x |
| Mon, 20 Feb 2023 | US$200.6b | US$244.1b | US$23.2b | 6.9x | 8.6x | 0.8x |
| Wed, 18 Jan 2023 | US$196.6b | US$243.7b | US$25.9b | 6.7x | 7.6x | 0.8x |
| Fri, 16 Dec 2022 | US$184.7b | US$243.5b | US$25.9b | 6.3x | 7.1x | 0.8x |
| Sun, 13 Nov 2022 | US$180.3b | US$241.0b | US$25.5b | 6.9x | 7.1x | 0.7x |
| Tue, 11 Oct 2022 | US$163.6b | US$237.6b | US$26.3b | 6x | 6.2x | 0.7x |
| Thu, 08 Sep 2022 | US$167.4b | US$235.2b | US$26.1b | 6.9x | 6.4x | 0.7x |
| Sat, 06 Aug 2022 | US$187.0b | US$235.1b | US$26.3b | 8x | 7.1x | 0.8x |
| Mon, 04 Jul 2022 | US$175.0b | US$230.6b | US$26.0b | 7.2x | 6.7x | 0.8x |
| Wed, 01 Jun 2022 | US$193.8b | US$228.2b | US$25.8b | 8.5x | 7.5x | 0.8x |
| Fri, 29 Apr 2022 | US$194.3b | US$230.3b | US$25.9b | 8.5x | 7.5x | 0.8x |
| Sun, 27 Mar 2022 | US$207.7b | US$228.1b | US$25.1b | 8.6x | 8.3x | 0.9x |
| Tue, 22 Feb 2022 | US$229.6b | US$225.4b | US$25.4b | 9.6x | 9x | 1x |
| Thu, 20 Jan 2022 | US$248.6b | US$220.6b | US$24.8b | 9.1x | 10x | 1.1x |
| Sat, 18 Dec 2021 | US$268.2b | US$220.1b | US$24.8b | 9.7x | 10.8x | 1.2x |
| Mon, 15 Nov 2021 | US$273.5b | US$215.6b | US$23.8b | 11.1x | 11.5x | 1.3x |
| Wed, 13 Oct 2021 | US$252.9b | US$210.0b | US$22.5b | 10.5x | 11.2x | 1.2x |
| Fri, 10 Sep 2021 | US$272.9b | US$209.0b | US$21.6b | 10.7x | 12.6x | 1.3x |
| Sun, 08 Aug 2021 | US$278.3b | US$208.6b | US$21.7b | 11.7x | 12.8x | 1.3x |
Price to Earnings Ratio
12.8x
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 15.4x which is higher than its 3-year average PE of 10.4x.
- The 3-year average PS ratio of 1.00x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 5.6% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the U.S. Consumer Discretionary industry?
| US Market | 2.08% | |
| Consumer Discretionary | 3.59% | |
| Consumer Durables | 4.29% | |
| Housewares and Specialties | 32.37% | |
| Home Furnishings | 8.98% | |
| Household Appliances | 4.43% | |
| Homebuilding | 4.35% | |
| Consumer Electronics | -1.13% | |
Industry PE
- Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 27.3x.
- Analysts are expecting annual earnings growth of 9.9%, which is lower than the prior year's growth of 54.1% per year.
Forecasted Growth
- Analysts are most optimistic on the Housewares and Specialties industry, expecting annual earnings growth of 65% over the next 5 years.
- In contrast, the Homebuilding industry is expected to see its earnings grow by 3.6% 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 | |
|---|---|---|---|---|---|
| DHI D.R. Horton | US$179.93 | 4.2% +US$2.4b | 46.1% | PE11.8x | |
| MHK Mohawk Industries | US$161.07 | 19.8% +US$1.6b | 54.7% | PS0.9x | |
| LEN Lennar | US$176.93 | 3.3% +US$1.6b | 44.3% | PE11.9x | |
| PHM PulteGroup | US$132.00 | 5.6% +US$1.5b | 62.1% | PE9.7x | |
| BLD TopBuild | US$478.54 | 7.5% +US$1.1b | 67.9% | PE24x |
