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U.S. Home Improvement Retail Industry Analysis

UpdatedDec 24, 2025
DataAggregated Company Financials
Companies6
  • 7D-2.1%
  • 3M-15.9%
  • 1Y-13.6%
  • YTDn/a

Over the last 7 days, the Home Improvement Retail industry has dropped 2.9%, driven by Home Depot declining 2.2%. The industry has fallen 12% in the last year. Earnings are forecast to grow by 5.1% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 24 Dec 2025US$352.5bUS$172.1bUS$14.8b23.6x23.8x2x
Fri, 21 Nov 2025US$340.0bUS$172.1bUS$14.8b22.7x23x2x
Sun, 19 Oct 2025US$398.6bUS$170.9bUS$14.8b26.7x26.9x2.3x
Tue, 16 Sep 2025US$431.2bUS$170.9bUS$14.8b28.8x29.1x2.5x
Thu, 14 Aug 2025US$403.9bUS$168.8bUS$14.8b27.7x27.2x2.4x
Sat, 12 Jul 2025US$378.9bUS$168.7bUS$14.8b35.1x25.6x2.2x
Mon, 09 Jun 2025US$373.8bUS$168.7bUS$14.8b31.3x25.2x2.2x
Wed, 07 May 2025US$368.2bUS$165.3bUS$15.0b31.3x24.6x2.2x
Fri, 04 Apr 2025US$378.3bUS$165.2bUS$15.0b30.3x25.2x2.3x
Sun, 02 Mar 2025US$405.2bUS$165.2bUS$15.0b38.5x27x2.5x
Tue, 28 Jan 2025US$423.8bUS$160.2bUS$14.8b43.7x28.6x2.6x
Thu, 26 Dec 2024US$405.3bUS$160.2bUS$14.8b41.5x27.4x2.5x
Sat, 23 Nov 2024US$423.5bUS$161.1bUS$14.7b71.9x28.9x2.6x
Mon, 21 Oct 2024US$12.7bUS$6.5bUS$104.1m56.2x121.9x2x
Wed, 18 Sep 2024US$13.4bUS$6.5bUS$106.4m54.3x126.2x2.1x
Fri, 16 Aug 2024US$12.0bUS$6.5bUS$108.1m50.6x110.8x1.8x
Sun, 14 Jul 2024US$11.2bUS$6.6bUS$128.2m34.7x87.3x1.7x
Tue, 11 Jun 2024US$13.5bUS$6.6bUS$125.8m31.6x107.2x2.1x
Thu, 09 May 2024US$13.7bUS$6.6bUS$134.6m30.3x101.9x2.1x
Sat, 06 Apr 2024US$14.0bUS$6.7bUS$169.8m30.7x82.6x2.1x
Mon, 04 Mar 2024US$14.2bUS$6.7bUS$180.1m30.8x78.6x2.1x
Wed, 31 Jan 2024US$12.2bUS$7.1bUS$75.0m26.9x162.6x1.7x
Fri, 29 Dec 2023US$13.4bUS$7.1bUS$75.5m30.3x178x1.9x
Sun, 26 Nov 2023US$10.9bUS$7.1bUS$75.1m26.5x145.5x1.5x
Tue, 24 Oct 2023US$9.8bUS$7.2bUS$110.1m17.6x89.1x1.4x
Thu, 21 Sep 2023US$11.2bUS$7.2bUS$112.7m18.7x98.9x1.5x
Sat, 19 Aug 2023US$11.5bUS$7.2bUS$112.9m20.6x102x1.6x
Mon, 17 Jul 2023US$12.9bUS$7.4bUS$185.1m14.1x69.9x1.8x
Wed, 14 Jun 2023US$11.5bUS$7.3bUS$176.9m14.5x65.3x1.6x
Fri, 12 May 2023US$11.0bUS$7.3bUS$176.1m12.7x62.3x1.5x
Sun, 09 Apr 2023US$10.8bUS$7.2bUS$195.1m11.3x55.3x1.5x
Tue, 07 Mar 2023US$10.1bUS$6.1bUS$148.4m22.8x68.3x1.7x
Thu, 02 Feb 2023US$10.9bUS$6.0bUS$154.7m14.3x70.3x1.8x
Sat, 31 Dec 2022US$8.1bUS$6.0bUS$154.7m12.4x52.6x1.4x
Price to Earnings Ratio

52.6x


Total Market Cap: US$8.1bTotal Earnings: US$154.7mTotal Revenue: US$6.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Home Improvement Retail Industry Price to Earnings3Y Average 77.6x202320242025
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 23.7x which is lower than its 3-year average PE of 77.6x.
  • 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 357% per year over the last three years.
  • Revenues for these companies have grown 207% 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 Market2.62%
Consumer Discretionary2.35%
Specialty Stores-1.39%
Home Improvement Retail-2.14%
Home Furnishing Retail1.02%
Apparel Retail0.15%
Specialty Stores-0.88%
Automotive Retail-2.87%
Computer and Electronics Retail-3.76%
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
FND Floor & Decor HoldingsUS$62.772.2%
+US$143.3m		-38.7%PE31.2x

Latest News

GRWG
US$1.63
GrowGeneration
7D
-25.9%
1Y
1.2%
TTSH
US$3.70
Tile Shop Holdings
7D
-29.4%
1Y
-43.9%
LOW
US$242.15
Lowe's Companies
7D
-1.8%
1Y
-3.2%

LOW: Pro Segment And Lock-In Effect Will Support Future DemandI updated the title after noticing it did not meet the 7-word minimum.

Analysts have trimmed their blended price target for Lowe's Companies by a few dollars, reflecting slightly higher discount rate assumptions and tempered near term guidance, despite expectations for improving revenue growth, stable margins, and long term demand supported by homeowners' lock in effect and rising home equity. Analyst Commentary Recent Street updates reflect a more nuanced stance on Lowe's, with modestly lower price targets but a generally constructive view on the company’s long term positioning and earnings power.
HD
US$344.97
Home Depot
7D
-2.2%
1Y
-12.9%

HD: Ongoing Investments And New Tools Will Support Post Headwind Share Gains

We are trimming our Home Depot fair value estimate by about $5 to reflect the Street wide reset in price targets, as analysts factor in weaker near term demand, modestly lower growth and margins, and a slightly higher discount rate, even as they largely maintain positive long term ratings on the stock. Analyst Commentary Street commentary on Home Depot has shifted more cautious in the near term but remains broadly constructive on the company’s long-term earnings power and market share opportunity.
FND
US$62.77
Floor & Decor Holdings
7D
2.2%
1Y
-38.7%

FND: Housing Turnover Recovery In 2026 Is Expected To Unlock Upside

Analysts have nudged their fair value estimate for Floor & Decor Holdings slightly lower to $100.00 from $105.00, reflecting more conservative assumptions for revenue growth and discount rates. They still anticipate gradual comp and margin improvement alongside potential market share gains in a stabilizing housing backdrop.
BWMX
US$13.82
Betterware de MéxicoP.I. de
7D
-4.8%
1Y
26.7%

Betterware de MéxicoP.I. de's (NYSE:BWMX) Solid Earnings Are Supported By Other Strong Factors

Oct 31
Betterware de MéxicoP.I. de's (NYSE:BWMX) Solid Earnings Are Supported By Other Strong Factors