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U.S. Home Improvement Retail Industry Analysis

UpdatedMar 24, 2026
DataAggregated Company Financials
Companies6
  • 7D-3.5%
  • 3M-4.3%
  • 1Y-9.7%
  • YTDn/a

Over the last 7 days, the Home Improvement Retail industry has dropped 3.5%, driven by a pullback from Home Depot of 3.4%. Overall the industry is down 9.7% in 12 months. As for the next few years, earnings are expected to grow by 6.0% per annum.

Industry Valuation and Performance

Has the U.S. Home Improvement Retail Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 24 Mar 2026US$325.7bUS$170.7bUS$14.4b23.3x22.6x1.9x
Thu, 19 Feb 2026US$389.7bUS$172.2bUS$14.8b26.2x26.3x2.3x
Sat, 17 Jan 2026US$386.5bUS$172.2bUS$14.8b26x26.1x2.2x
Mon, 15 Dec 2025US$365.6bUS$172.1bUS$14.8b24.6x24.7x2.1x
Wed, 12 Nov 2025US$376.1bUS$171.0bUS$14.9b25.5x25.3x2.2x
Fri, 10 Oct 2025US$390.5bUS$170.9bUS$14.8b25.7x26.3x2.3x
Sun, 07 Sep 2025US$419.6bUS$170.9bUS$14.8b28.5x28.3x2.5x
Tue, 05 Aug 2025US$381.1bUS$168.8bUS$14.8b33.7x25.7x2.3x
Thu, 03 Jul 2025US$380.7bUS$168.7bUS$14.8b34.4x25.7x2.3x
Sat, 31 May 2025US$374.9bUS$168.7bUS$14.8b31.4x25.3x2.2x
Mon, 28 Apr 2025US$363.9bUS$165.2bUS$15.0b31x24.3x2.2x
Wed, 26 Mar 2025US$371.6bUS$165.2bUS$15.0b33.8x24.8x2.2x
Fri, 21 Feb 2025US$403.9bUS$160.2bUS$14.8b38.9x27.3x2.5x
Sun, 19 Jan 2025US$418.2bUS$160.2bUS$14.8b41.3x28.3x2.6x
Tue, 17 Dec 2024US$430.2bUS$161.1bUS$14.7b71.1x29.3x2.7x
Thu, 14 Nov 2024US$415.7bUS$161.1bUS$14.7b71.1x28.3x2.6x
Sat, 12 Oct 2024US$12.9bUS$6.5bUS$105.9m53.9x121.8x2x
Mon, 09 Sep 2024US$12.2bUS$6.5bUS$103.7m49.1x117.4x1.9x
Wed, 07 Aug 2024US$11.3bUS$6.5bUS$109.2m29.6x103.6x1.7x
Fri, 05 Jul 2024US$11.4bUS$6.6bUS$126.6m33.7x90x1.7x
Sun, 02 Jun 2024US$13.6bUS$6.6bUS$130.8m31.8x104.2x2.1x
Tue, 30 Apr 2024US$13.0bUS$6.7bUS$174.0m29.6x74.6x1.9x
Thu, 28 Mar 2024US$15.2bUS$6.7bUS$169.4m30.8x89.5x2.3x
Sat, 24 Feb 2024US$13.6bUS$7.1bUS$43.6m27x311.3x1.9x
Mon, 22 Jan 2024US$12.5bUS$7.1bUS$75.2m28.9x165.8x1.8x
Wed, 20 Dec 2023US$13.1bUS$7.1bUS$75.3m28.6x173.9x1.8x
Fri, 17 Nov 2023US$10.5bUS$7.2bUS$76.2m26x138.2x1.5x
Sun, 15 Oct 2023US$10.0bUS$7.2bUS$110.4m17.7x90.2x1.4x
Tue, 12 Sep 2023US$11.2bUS$7.2bUS$112.2m17.9x100x1.6x
Thu, 10 Aug 2023US$12.3bUS$7.3bUS$149.2m20.7x82.6x1.7x
Sat, 08 Jul 2023US$11.8bUS$7.3bUS$177.0m14.7x66.8x1.6x
Mon, 05 Jun 2023US$11.1bUS$7.3bUS$176.1m14.4x63.1x1.5x
Wed, 03 May 2023US$11.6bUS$7.3bUS$191.3m12.5x60.6x1.6x
Fri, 31 Mar 2023US$11.1bUS$7.2bUS$195.2m11.7x56.7x1.5x
Price to Earnings Ratio

56.7x


Total Market Cap: US$11.1bTotal Earnings: US$195.2mTotal Revenue: US$7.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Home Improvement Retail Industry Price to Earnings3Y Average 74.5x202420252026
Current Industry PE
  • Investors are pessimistic on the American Home Improvement Retail industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 22.6x which is lower than its 3-year average PE of 74.5x.
  • The industry is trading close to its 3-year average PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Home Improvement Retail industry have grown 319% per year over the last three years.
  • Revenues for these companies have grown 187% 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. Home Improvement Retail compare with similar industries?

US Market-1.74%
Consumer Discretionary-2.68%
Specialty Stores-1.12%
Home Improvement Retail-3.50%
Apparel Retail1.23%
Computer and Electronics Retail-0.083%
Automotive Retail-0.60%
Specialty Stores-0.77%
Home Furnishing Retail-1.74%
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
BWMX Betterware de MéxicoP.I. deUS$17.061.2%
+US$7.8m		43.8%PE10.8x
GRWG GrowGenerationUS$1.159.5%
+US$6.3m		-10.2%PS0.4x

Latest News

FND
US$52.37
Floor & Decor Holdings
7D
-9.2%
1Y
-38.9%
HD
US$330.90
Home Depot
7D
-3.4%
1Y
-9.0%
LOW
US$234.25
Lowe's Companies
7D
-3.2%
1Y
0.6%
GRWG
US$1.15
GrowGeneration
7D
9.5%
1Y
-10.2%

GRWG: Updated P/E Outlook And Buyback Plan Will Shape Future Returns

Analysts have reduced their price target on GrowGeneration by $0.25. This adjustment reflects updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E expectations.
BWMX
US$17.06
Betterware de MéxicoP.I. de
7D
1.2%
1Y
43.8%

BWMX: 2026 Revenue Plans And Higher P/E Expectations Will Support Upside

Analysts have adjusted their price target for Betterware de México P.I. de from about $19.98 to about $19.31, reflecting updated views that combine a higher assumed revenue growth rate with a lower projected profit margin and a slightly higher future P/E multiple. What's in the News Revenue guidance for 2026 points to expected net revenue in a range of MXN 14,800 million to MXN 15,400 million, giving a sense of the scale management is planning around for that year (Key Developments).