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U.S. Home Improvement Retail Industry Analysis

UpdatedMay 09, 2026
DataAggregated Company Financials
Companies6
  • 7D-1.9%
  • 3M-17.7%
  • 1Y-12.8%
  • YTDn/a

Over the last 7 days, the Home Improvement Retail industry has dropped 1.9%, driven by Home Depot declining 1.9%. Meanwhile, Floor & Decor Holdings actually outperformed within the industry, gaining 6.4% in the last week. The industry has fallen 13% in the last year. 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
Sat, 09 May 2026US$327.7bUS$170.7bUS$14.4b22.3x22.8x1.9x
Mon, 06 Apr 2026US$326.3bUS$170.7bUS$14.4b22.6x22.7x1.9x
Wed, 04 Mar 2026US$377.2bUS$170.7bUS$14.4b25.8x26.2x2.2x
Fri, 30 Jan 2026US$382.0bUS$172.2bUS$14.8b25.4x25.8x2.2x
Sun, 28 Dec 2025US$355.7bUS$172.1bUS$14.8b23.9x24x2.1x
Tue, 25 Nov 2025US$349.2bUS$172.1bUS$14.8b23x23.6x2x
Thu, 23 Oct 2025US$397.8bUS$170.9bUS$14.8b26.5x26.8x2.3x
Sat, 20 Sep 2025US$425.8bUS$170.9bUS$14.8b28.3x28.7x2.5x
Mon, 18 Aug 2025US$407.2bUS$168.8bUS$14.8b27.1x27.5x2.4x
Wed, 16 Jul 2025US$377.8bUS$168.7bUS$14.8b32.9x25.5x2.2x
Fri, 13 Jun 2025US$367.4bUS$168.7bUS$14.8b32.6x24.8x2.2x
Sun, 11 May 2025US$369.3bUS$165.3bUS$15.0b32x24.6x2.2x
Tue, 08 Apr 2025US$360.2bUS$165.2bUS$15.0b30.5x24x2.2x
Thu, 06 Mar 2025US$389.3bUS$165.2bUS$15.0b35.9x26x2.4x
Sat, 01 Feb 2025US$423.7bUS$160.2bUS$14.8b41.5x28.6x2.6x
Mon, 30 Dec 2024US$401.8bUS$160.2bUS$14.8b40.8x27.1x2.5x
Wed, 27 Nov 2024US$443.1bUS$161.1bUS$14.7b72x30.2x2.8x
Fri, 25 Oct 2024US$12.0bUS$6.5bUS$104.2m53.2x115.3x1.9x
Sun, 22 Sep 2024US$13.7bUS$6.5bUS$105.6m54.9x130.2x2.1x
Tue, 20 Aug 2024US$12.2bUS$6.5bUS$107.9m51x113.4x1.9x
Thu, 18 Jul 2024US$11.2bUS$6.6bUS$127.9m34.7x87.8x1.7x
Sat, 15 Jun 2024US$14.1bUS$6.5bUS$125.2m32.1x112.4x2.1x
Mon, 13 May 2024US$14.2bUS$6.6bUS$131.5m32.2x107.8x2.1x
Wed, 10 Apr 2024US$14.3bUS$6.7bUS$170.0m30.9x83.9x2.1x
Fri, 08 Mar 2024US$14.7bUS$7.1bUS$49.9m29.7x295.2x2.1x
Sun, 04 Feb 2024US$12.2bUS$7.1bUS$75.1m25.8x162.1x1.7x
Tue, 02 Jan 2024US$13.0bUS$7.1bUS$75.5m30.1x172.4x1.8x
Thu, 30 Nov 2023US$11.0bUS$7.1bUS$74.5m26.5x147.4x1.5x
Sat, 28 Oct 2023US$9.1bUS$7.2bUS$118.3m16.8x76.7x1.3x
Mon, 25 Sep 2023US$10.7bUS$7.2bUS$112.5m18.9x95x1.5x
Wed, 23 Aug 2023US$11.5bUS$7.2bUS$113.2m19.7x102x1.6x
Fri, 21 Jul 2023US$13.2bUS$7.3bUS$184.7m14.4x71.3x1.8x
Sun, 18 Jun 2023US$11.4bUS$7.3bUS$177.2m14.4x64.1x1.5x
Tue, 16 May 2023US$10.9bUS$7.3bUS$176.4m13x61.7x1.5x
Price to Earnings Ratio

61.7x


Total Market Cap: US$10.9bTotal Earnings: US$176.4mTotal Revenue: US$7.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Home Improvement Retail Industry Price to Earnings3Y Average 73x202420252026
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 22.8x which is lower than its 3-year average PE of 73.0x.
  • 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 334% per year over the last three years.
  • Revenues for these companies have grown 186% 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 Market2.14%
Consumer Discretionary1.97%
Specialty Stores-1.60%
Home Improvement Retail-1.91%
Home Furnishing Retail1.58%
Automotive Retail1.38%
Apparel Retail-2.39%
Specialty Stores-2.45%
Computer and Electronics Retail-4.88%
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$51.526.4%
+US$337.3m		-31.5%PE27.9x
GRWG GrowGenerationUS$1.427.6%
+US$6.0m		15.4%PS0.5x

Latest News

HD
US$322.64
Home Depot
7D
-1.9%
1Y
-11.6%
FND
US$51.52
Floor & Decor Holdings
7D
6.4%
1Y
-31.5%
Narrative Update • May 07

FND: Reset Expectations And Store Expansion Will Support Fair Value Through 2026

Analysts lowered the updated price target on Floor & Decor Holdings by about $23 to roughly $55, reflecting more cautious assumptions on revenue growth, margins, valuation multiples, and a series of resets across recent research reports. Analyst Commentary Research coverage on Floor & Decor has turned more cautious, with a broad wave of price target cuts across large and mid sized firms.
BWMX
US$16.76
Betterware de MéxicoP.I. de
7D
-1.5%
1Y
78.7%
GRWG
US$1.42
GrowGeneration
7D
7.6%
1Y
15.4%
LOW
US$230.88
Lowe's Companies
7D
-3.3%
1Y
2.9%
Seeking Alpha • Apr 28

Lowe's: Approaching Fair Value Amid Housing Weakness (Upgrade)

Summary Lowe’s faces ongoing headwinds from a depressed housing market, muted construction, and weak DIY demand, limiting near-term sales growth. Recent M&A has expanded LOW’s Pro segment exposure, but overall construction activity remains subdued, particularly in Sun Belt markets with excess supply. LOW’s 2024 outlook calls for 7%-9% sales growth (M&A-aided) but muted EPS ($12.25-$12.75) and margin pressure; leverage remains above target, pausing buybacks. With shares near fair value (~19x earnings), I shift from "Sell" to "Hold," but see no compelling reason to buy until below $210. Read the full article on Seeking Alpha