Narrative Update • Jun 15

The Building industry has stayed flat over the last week. The past year has been better, since the industry has gained 15% in that time. Looking forward, earnings are forecast to grow by 20% annually.
Has the U.S. Building Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 17 Jun 2026 | US$442.0b | US$161.9b | US$11.3b | 21x | 39.2x | 2.7x |
| Fri, 15 May 2026 | US$431.3b | US$162.7b | US$11.4b | 20.9x | 38x | 2.7x |
| Sun, 12 Apr 2026 | US$410.1b | US$158.6b | US$11.8b | 21.1x | 34.7x | 2.6x |
| Tue, 10 Mar 2026 | US$388.5b | US$158.6b | US$12.0b | 21.2x | 32.4x | 2.5x |
| Thu, 05 Feb 2026 | US$404.0b | US$164.2b | US$11.7b | 22.7x | 34.5x | 2.5x |
| Sat, 03 Jan 2026 | US$366.8b | US$163.6b | US$11.6b | 19.5x | 31.7x | 2.2x |
| Mon, 01 Dec 2025 | US$370.7b | US$160.9b | US$11.1b | 19x | 33.5x | 2.3x |
| Wed, 29 Oct 2025 | US$392.1b | US$164.7b | US$12.8b | 20.9x | 30.7x | 2.4x |
| Fri, 26 Sep 2025 | US$380.9b | US$160.9b | US$12.5b | 21.7x | 30.4x | 2.4x |
| Sun, 24 Aug 2025 | US$407.6b | US$160.7b | US$12.9b | 23.6x | 31.7x | 2.5x |
| Tue, 22 Jul 2025 | US$409.7b | US$162.0b | US$14.1b | 20.7x | 29.1x | 2.5x |
| Thu, 19 Jun 2025 | US$386.9b | US$163.5b | US$14.0b | 20x | 27.6x | 2.4x |
| Sat, 17 May 2025 | US$401.0b | US$163.4b | US$14.0b | 22.2x | 28.6x | 2.5x |
| Mon, 14 Apr 2025 | US$345.6b | US$162.6b | US$13.4b | 18.9x | 25.8x | 2.1x |
| Wed, 12 Mar 2025 | US$359.5b | US$162.7b | US$13.4b | 18.6x | 26.8x | 2.2x |
| Fri, 07 Feb 2025 | US$388.1b | US$164.5b | US$14.5b | 19.9x | 26.8x | 2.4x |
| Sun, 05 Jan 2025 | US$392.3b | US$163.6b | US$14.3b | 20.9x | 27.4x | 2.4x |
| Tue, 03 Dec 2024 | US$437.7b | US$162.3b | US$14.3b | 22.4x | 30.6x | 2.7x |
| Thu, 31 Oct 2024 | US$410.9b | US$165.4b | US$14.7b | 21.9x | 28x | 2.5x |
| Sat, 28 Sep 2024 | US$421.1b | US$164.3b | US$16.4b | 22.8x | 25.6x | 2.6x |
| Mon, 26 Aug 2024 | US$393.6b | US$164.4b | US$16.4b | 21.2x | 23.9x | 2.4x |
| Wed, 24 Jul 2024 | US$386.0b | US$162.7b | US$14.2b | 21.3x | 27.1x | 2.4x |
| Fri, 21 Jun 2024 | US$377.7b | US$162.7b | US$14.3b | 20.7x | 26.4x | 2.3x |
| Sun, 19 May 2024 | US$377.3b | US$163.8b | US$14.4b | 20.9x | 26.3x | 2.3x |
| Tue, 16 Apr 2024 | US$365.2b | US$165.2b | US$14.7b | 22.7x | 24.8x | 2.2x |
| Thu, 14 Mar 2024 | US$365.3b | US$166.7b | US$14.8b | 23.2x | 24.6x | 2.2x |
| Sat, 10 Feb 2024 | US$350.2b | US$168.2b | US$14.9b | 21x | 23.5x | 2.1x |
| Mon, 08 Jan 2024 | US$327.2b | US$175.3b | US$14.8b | 20.4x | 22.1x | 1.9x |
| Wed, 06 Dec 2023 | US$305.9b | US$175.2b | US$15.0b | 17.8x | 20.4x | 1.7x |
| Fri, 03 Nov 2023 | US$273.4b | US$175.6b | US$14.1b | 16.8x | 19.3x | 1.6x |
| Sun, 01 Oct 2023 | US$272.4b | US$171.9b | US$14.8b | 16.8x | 18.4x | 1.6x |
| Tue, 29 Aug 2023 | US$280.7b | US$171.9b | US$14.8b | 17.2x | 19x | 1.6x |
| Thu, 27 Jul 2023 | US$294.3b | US$174.3b | US$15.2b | 16.8x | 19.3x | 1.7x |
| Sat, 24 Jun 2023 | US$269.8b | US$174.0b | US$15.2b | 15.9x | 17.7x | 1.6x |
17.7x
Which industries have driven the changes within the U.S. Industrials industry?
| US Market | 2.32% | |
| Industrials | 2.32% | |
| Building | 0.45% | |
| Building Products | 0.45% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TT Trane Technologies | US$475.34 | 1.0% +US$1.0b | 12.7% | PE35.8x | |
| WMS Advanced Drainage Systems | US$143.23 | 5.6% +US$577.5m | 26.1% | PE25.7x | |
| MAS Masco | US$74.80 | 3.4% +US$486.2m | 22.4% | PE17.7x | |
| OC Owens Corning | US$128.37 | 4.5% +US$440.5m | -3.2% | PS1.1x | |
| CSL Carlisle Companies | US$356.78 | 2.6% +US$367.4m | 0.2% | PE19.8x |