U.S. Construction Industry Analysis
UpdatedAug 07, 2024
DataAggregated Company Financials
Companies51
- 7D-3.9%
- 3M-4.5%
- 1Y24.3%
- YTD20.1%
Over the last 7 days, the Construction industry has dropped 3.9%, driven by pullbacks in WillScot Holdings and APi Group of 15% and 11%, respectively. Meanwhile, IES Holdings actually outperformed within the industry, gaining 13% in the last week. In the past year, the industry has gained 24%. Looking forward, earnings are forecast to grow by 28% annually.
Industry Valuation and Performance
Has the U.S. Construction Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 07 Aug 2024 | US$148.6b | US$144.8b | US$4.0b | 24.7x | 36.9x | 1x |
| Fri, 05 Jul 2024 | US$155.8b | US$141.8b | US$3.4b | 24.4x | 45.3x | 1.1x |
| Sun, 02 Jun 2024 | US$164.0b | US$141.8b | US$3.4b | 25.3x | 47.7x | 1.2x |
| Tue, 30 Apr 2024 | US$152.4b | US$140.4b | US$3.5b | 25.2x | 43.6x | 1.1x |
| Thu, 28 Mar 2024 | US$153.4b | US$136.3b | US$3.5b | 25.6x | 44.3x | 1.1x |
| Sat, 24 Feb 2024 | US$134.9b | US$134.8b | US$3.6b | 25.8x | 37.5x | 1x |
| Mon, 22 Jan 2024 | US$121.0b | US$135.2b | US$3.6b | 23.2x | 33.8x | 0.9x |
| Wed, 20 Dec 2023 | US$127.6b | US$135.2b | US$3.6b | 25x | 35.9x | 0.9x |
| Fri, 17 Nov 2023 | US$112.0b | US$134.9b | US$3.5b | 21.9x | 32x | 0.8x |
| Sun, 15 Oct 2023 | US$108.4b | US$130.5b | US$3.4b | 19.8x | 32.3x | 0.8x |
| Tue, 12 Sep 2023 | US$120.2b | US$130.5b | US$3.4b | 21.7x | 35.7x | 0.9x |
| Thu, 10 Aug 2023 | US$121.3b | US$130.7b | US$3.3b | 21.1x | 36.8x | 0.9x |
| Sat, 08 Jul 2023 | US$117.7b | US$126.6b | US$3.2b | 19.8x | 36.4x | 0.9x |
| Mon, 05 Jun 2023 | US$111.0b | US$126.6b | US$3.2b | 18.9x | 34.3x | 0.9x |
| Wed, 03 May 2023 | US$107.3b | US$123.4b | US$3.3b | 23.1x | 32.8x | 0.9x |
| Fri, 31 Mar 2023 | US$108.4b | US$122.8b | US$3.2b | 23x | 33.6x | 0.9x |
| Sun, 26 Feb 2023 | US$111.4b | US$121.9b | US$3.1b | 22.2x | 35.7x | 0.9x |
| Tue, 24 Jan 2023 | US$105.7b | US$115.1b | US$2.8b | 24.5x | 37.2x | 0.9x |
| Thu, 22 Dec 2022 | US$104.4b | US$115.9b | US$2.9b | 22.8x | 36x | 0.9x |
| Sat, 19 Nov 2022 | US$107.1b | US$115.5b | US$2.9b | 24.6x | 37.1x | 0.9x |
| Mon, 17 Oct 2022 | US$90.2b | US$111.5b | US$2.8b | 25.9x | 32.5x | 0.8x |
| Wed, 14 Sep 2022 | US$99.9b | US$111.4b | US$2.8b | 28.2x | 36.3x | 0.9x |
| Fri, 12 Aug 2022 | US$99.0b | US$111.2b | US$2.8b | 28.4x | 35.6x | 0.9x |
| Sun, 10 Jul 2022 | US$86.2b | US$107.6b | US$2.7b | 23.6x | 32.3x | 0.8x |
| Tue, 07 Jun 2022 | US$93.9b | US$107.6b | US$2.7b | 26.9x | 35.3x | 0.9x |
| Thu, 05 May 2022 | US$89.4b | US$107.3b | US$2.7b | 21x | 33.3x | 0.8x |
| Sat, 02 Apr 2022 | US$99.5b | US$106.1b | US$2.6b | 22.2x | 38.7x | 0.9x |
| Mon, 28 Feb 2022 | US$85.5b | US$99.7b | US$2.1b | 25.9x | 41.6x | 0.9x |
| Wed, 26 Jan 2022 | US$82.4b | US$100.0b | US$1.9b | 25.6x | 42.5x | 0.8x |
| Fri, 24 Dec 2021 | US$92.2b | US$100.0b | US$1.9b | 29.5x | 47.7x | 0.9x |
| Sun, 21 Nov 2021 | US$95.7b | US$99.8b | US$2.0b | 29.5x | 48x | 1x |
| Tue, 19 Oct 2021 | US$83.6b | US$97.9b | US$1.7b | 26.8x | 48x | 0.9x |
| Thu, 16 Sep 2021 | US$83.6b | US$100.1b | US$1.4b | 21.2x | 60.9x | 0.8x |
| Sat, 14 Aug 2021 | US$80.8b | US$98.8b | US$1.7b | 23.5x | 46.2x | 0.8x |
Price to Earnings Ratio
46.2x
Current Industry PE
- Investors are relatively neutral on the American Construction industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 38.7x.
- The 3-year average PS ratio of 0.91x is lower than the industry's current PS ratio of 1.0x.
Past Earnings Growth
- The earnings for companies in the Construction industry have grown 32% per year over the last three years.
- Revenues for these companies have grown 14% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the U.S. Industrials industry?
| US Market | -4.18% | |
| Industrials | -4.01% | |
| Construction | -3.88% | |
| Construction and Engineering | -3.88% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| IESC IES Holdings | US$157.42 | 13.0% +US$325.5m | 136.5% | PE18.1x | |
| FIX Comfort Systems USA | US$309.63 | 1.3% +US$140.1m | 71.0% | PE25.8x | |
| ACM AECOM | US$91.02 | 0.9% +US$107.5m | 6.6% | PE33.4x | |
| SHIM Shimmick | US$3.78 | 22.3% +US$23.2m | n/a | PS0.2x | |
| NWPX Northwest Pipe | US$39.20 | 4.9% +US$18.2m | 21.8% | PE15.5x |
