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U.S. Home Improvement Retail Industry Analysis

UpdatedFeb 06, 2026
DataAggregated Company Financials
Companies6
  • 7D2.7%
  • 3M3.2%
  • 1Y-8.4%
  • YTDn/a

The Home Improvement Retail industry is up 2.7% in the last week, with Home Depot up 2.8%. However, the industry is down 8.4% over the past year. Earnings are forecast to grow by 5.2% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 07 Feb 2026US$393.9bUS$172.2bUS$14.8b26.1x26.6x2.3x
Mon, 05 Jan 2026US$351.9bUS$172.1bUS$14.8b23.6x23.8x2x
Wed, 03 Dec 2025US$363.6bUS$172.1bUS$14.8b24.2x24.5x2.1x
Fri, 31 Oct 2025US$384.6bUS$170.9bUS$14.8b25.8x25.9x2.3x
Sun, 28 Sep 2025US$417.3bUS$170.9bUS$14.8b27.9x28.2x2.4x
Tue, 26 Aug 2025US$420.5bUS$170.9bUS$14.8b27.8x28.4x2.5x
Thu, 24 Jul 2025US$378.5bUS$168.7bUS$14.8b34.2x25.5x2.2x
Sat, 21 Jun 2025US$353.9bUS$168.7bUS$14.8b31.8x23.9x2.1x
Mon, 19 May 2025US$387.7bUS$165.3bUS$15.0b33.7x25.9x2.3x
Wed, 16 Apr 2025US$363.6bUS$165.2bUS$15.0b30.7x24.2x2.2x
Fri, 14 Mar 2025US$372.7bUS$165.2bUS$15.0b44.3x24.9x2.3x
Sun, 09 Feb 2025US$416.3bUS$160.2bUS$14.8b41.6x28.1x2.6x
Tue, 07 Jan 2025US$398.0bUS$160.2bUS$14.8b40x26.9x2.5x
Thu, 05 Dec 2024US$442.9bUS$161.1bUS$14.7b70.3x30.2x2.7x
Sat, 02 Nov 2024US$11.9bUS$6.5bUS$73.2m56.4x163x1.8x
Mon, 30 Sep 2024US$14.1bUS$6.5bUS$104.6m54.8x134.4x2.2x
Wed, 28 Aug 2024US$12.8bUS$6.5bUS$104.6m50.1x122.7x2x
Fri, 26 Jul 2024US$10.8bUS$6.5bUS$125.3m33.7x86.2x1.6x
Sun, 23 Jun 2024US$13.3bUS$6.6bUS$126.4m33.4x105.3x2x
Tue, 21 May 2024US$13.9bUS$6.6bUS$132.5m30.3x104.7x2.1x
Thu, 18 Apr 2024US$12.8bUS$6.7bUS$167.9m29.4x76x1.9x
Sat, 16 Mar 2024US$14.1bUS$6.7bUS$168.9m28.9x83.5x2.1x
Mon, 12 Feb 2024US$12.6bUS$7.1bUS$75.8m26.4x165.9x1.8x
Wed, 10 Jan 2024US$12.2bUS$7.1bUS$75.6m27.8x162x1.7x
Fri, 08 Dec 2023US$11.8bUS$7.1bUS$74.1m26.7x159x1.7x
Sun, 05 Nov 2023US$9.6bUS$7.2bUS$107.9m21.9x88.8x1.3x
Tue, 03 Oct 2023US$10.8bUS$7.2bUS$111.3m18.9x96.7x1.5x
Thu, 31 Aug 2023US$12.0bUS$7.2bUS$113.6m20.2x105.4x1.7x
Sat, 29 Jul 2023US$12.9bUS$7.4bUS$185.3m14.7x69.5x1.8x
Mon, 26 Jun 2023US$11.5bUS$7.3bUS$177.0m14.5x65x1.6x
Wed, 24 May 2023US$10.7bUS$7.3bUS$175.2m13.8x61.3x1.5x
Fri, 21 Apr 2023US$11.5bUS$7.2bUS$195.4m11.4x58.8x1.6x
Sun, 19 Mar 2023US$10.3bUS$6.5bUS$154.6m22.9x66.7x1.6x
Tue, 14 Feb 2023US$11.1bUS$6.0bUS$154.7m15.4x71.9x1.9x
Price to Earnings Ratio

71.9x


Total Market Cap: US$11.1bTotal 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 76.1x202420252026
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 26.6x which is lower than its 3-year average PE of 76.2x.
  • The 3-year average PS ratio of 2.0x is lower than the industry's current PS ratio of 2.3x.
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 Market-2.98%
Consumer Discretionary-5.08%
Specialty Stores1.63%
Home Improvement Retail2.72%
Computer and Electronics Retail4.10%
Apparel Retail3.95%
Home Furnishing Retail3.08%
Specialty Stores2.19%
Automotive Retail-6.12%
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
HD Home DepotUS$382.372.8%
+US$10.5b		-7.7%PE26.1x
LOW Lowe's CompaniesUS$274.893.1%
+US$4.6b		7.0%PE22.8x

Latest News

GRWG
US$1.16
GrowGeneration
7D
-15.3%
1Y
-25.6%

GrowGeneration Corp.'s (NASDAQ:GRWG) 25% Share Price Plunge Could Signal Some Risk

Feb 06
GrowGeneration Corp.'s (NASDAQ:GRWG) 25% Share Price Plunge Could Signal Some Risk
BWMX
US$17.68
Betterware de MéxicoP.I. de
7D
-2.3%
1Y
61.9%

BWMX: Fair Outlook Will Rely On Margin Strength And Higher Future P/E

Analysts have raised their price target for Betterware de México P.I. de from about $14.94 to roughly $19.99. This change reflects updated views that incorporate a slightly lower discount rate, more conservative expectations for revenue growth, marginally higher expected profit margins, and a higher assumed future P/E multiple.
FND
US$66.65
Floor & Decor Holdings
7D
-2.4%
1Y
-35.9%
HD
US$382.37
Home Depot
7D
2.8%
1Y
-7.7%
LOW
US$274.89
Lowe's Companies
7D
3.1%
1Y
7.0%

LOW: Lock-In Housing And AI Tools Will Support Gradual Home Improvement Recovery

Narrative Update The analyst price target for Lowe's Companies has been raised by about US$5 to reflect slightly higher modeled fair value, modest tweaks to revenue growth, profit margins and future P/E assumptions, as analysts point to valuation, pent up demand in home improvement and a healthier mix across do it yourself and pro customers as key supports for the update. Analyst Commentary Recent research on Lowe's highlights a mix of optimism around long term home improvement demand and caution around near term earnings visibility, with several firms adjusting price targets and ratings after the latest results and outlook updates.