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U.S. Construction Industry Analysis
UpdatedNov 28, 2021
DataAggregated Company Financials
Companies66
- 7D-2.5%
- 3M10.7%
- 1Y51.7%
- YTD45.0%
Over the last 7 days, the Construction industry has dropped 2.5%, driven by a decline by Quanta Services of 2.9%. Meanwhile, Dycom Industries actually outperformed within the industry, gaining 14% in the last week. This takes the industry's 12 month performance to a gain of 52%.
Industry Valuation and Performance
Has the U.S. Construction Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Sun, 28 Nov 2021 | US$93.3b | US$99.9b | US$2.0b | 28.5x |
| Tue, 26 Oct 2021 | US$88.2b | US$98.0b | US$1.8b | 24.4x |
| Thu, 23 Sep 2021 | US$81.4b | US$97.9b | US$1.7b | 25.9x |
| Sat, 21 Aug 2021 | US$78.8b | US$98.8b | US$1.7b | 23.1x |
| Sat, 05 Jun 2021 | US$83.6b | US$96.9b | US$1.5b | 25.3x |
| Tue, 09 Mar 2021 | US$74.2b | US$97.0b | US$1.3b | 23.5x |
| Mon, 30 Nov 2020 | US$59.0b | US$96.3b | US$976.8m | 18.6x |
| Thu, 03 Sep 2020 | US$47.5b | US$97.4b | US$288.2m | 16.3x |
| Sun, 07 Jun 2020 | US$38.0b | US$99.0b | -US$294,301,497.45 | 12x |
| Sat, 29 Feb 2020 | US$42.3b | US$99.0b | -US$118,360,832.18 | 13.7x |
| Tue, 03 Dec 2019 | US$47.4b | US$94.8b | US$129.1m | 17.4x |
| Fri, 06 Sep 2019 | US$41.8b | US$94.4b | US$1.1b | 15x |
| Mon, 10 Jun 2019 | US$42.3b | US$92.8b | US$1.8b | 15.7x |
| Sun, 03 Mar 2019 | US$47.3b | US$97.0b | US$1.8b | 17.5x |
| Wed, 05 Dec 2018 | US$49.0b | US$87.5b | US$2.0b | 16.1x |
PE Ratio
16.1x
Current Industry PE: Investors are more optimistic on the industry, considering it's trading at a PE ratio of 28.5x which is higher than its 3-year average PE of 18.2x. It appears they are confident that earnings will grow faster in the future than they have historically.
Past Earnings Growth: The earnings for companies in the Construction industry have remained mostly flat over the last three years, while revenues for these companies have grown 4.5% per year.This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the U.S. Construction industry?
| Construction and Engineering | -2.50% | |
Industry PE: Investors are most optimistic about the Construction and Engineering industry which is trading above its 3-year average PE ratio of 18.2x. This is likely because analysts are expecting annual earnings growth of 30%, which is higher than its past year's earnings growth of 18% per year.
Forecasted Growth: Analysts are most optimistic on the Construction and Engineering industry, expecting annual earnings growth of 30% over the next 5 years. This is better than it's past earnings growth rate of 18% per year.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | 7D | 1Y | Valuation | |
|---|---|---|---|---|
| DY Dycom Industries | 13.6%+US$349.4m | 52.9% | PE66.7x | |
| NVEE NV5 Global | 17.4%+US$300.3m | 75.2% | PE55.8x | |
| BWMN Bowman Consulting Group | 1.5%+US$2.9m | n/a | PE216.1x | |
| OEG Orbital Energy Group | 1.6%+US$2.6m | 85.8% | PS2.5x |
