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Oct 30
U.S. Consumer Durables Industry Analysis
UpdatedOct 30, 2023
DataAggregated Company Financials
Companies97
- 7D-1.6%
- 3M-19.5%
- 1Y16.1%
- YTD8.3%
Over the last 7 days, the Consumer Durables industry has dropped 1.6%, driven by Whirlpool declining 20%. Meanwhile, M/I Homes actually outperformed within the industry, gaining 5.8% in the last week. In the past year, the industry has gained 16%. As for the next few years, earnings are expected to grow by 7.2% per annum.
Industry Valuation and Performance
Has the U.S. Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 30 Oct 2023 | US$201.2b | US$242.5b | US$19.1b | 8.3x | 10.6x | 0.8x |
| Wed, 27 Sep 2023 | US$219.1b | US$244.1b | US$19.9b | 7.8x | 11x | 0.9x |
| Fri, 25 Aug 2023 | US$232.5b | US$244.6b | US$20.4b | 8.4x | 11.4x | 1x |
| Sun, 23 Jul 2023 | US$242.0b | US$242.9b | US$20.5b | 8.8x | 11.8x | 1x |
| Tue, 20 Jun 2023 | US$229.6b | US$242.1b | US$20.9b | 8.3x | 11x | 0.9x |
| Thu, 18 May 2023 | US$217.9b | US$242.9b | US$21.4b | 7.6x | 10.2x | 0.9x |
| Sat, 15 Apr 2023 | US$205.0b | US$244.9b | US$23.4b | 7.4x | 8.7x | 0.8x |
| Mon, 13 Mar 2023 | US$193.8b | US$244.2b | US$23.4b | 7.2x | 8.3x | 0.8x |
| Wed, 08 Feb 2023 | US$206.9b | US$244.8b | US$23.9b | 7.1x | 8.7x | 0.8x |
| Fri, 06 Jan 2023 | US$186.4b | US$243.6b | US$25.8b | 6.2x | 7.2x | 0.8x |
| Sun, 04 Dec 2022 | US$180.0b | US$241.0b | US$25.4b | 6.5x | 7.1x | 0.7x |
| Tue, 01 Nov 2022 | US$168.2b | US$238.3b | US$25.5b | 6.4x | 6.6x | 0.7x |
| Thu, 29 Sep 2022 | US$163.3b | US$237.6b | US$26.3b | 6.3x | 6.2x | 0.7x |
| Sat, 27 Aug 2022 | US$176.8b | US$235.1b | US$26.1b | 7.5x | 6.8x | 0.8x |
| Mon, 25 Jul 2022 | US$190.3b | US$232.1b | US$26.5b | 8x | 7.2x | 0.8x |
| Wed, 22 Jun 2022 | US$160.8b | US$230.2b | US$25.9b | 7x | 6.2x | 0.7x |
| Fri, 20 May 2022 | US$181.4b | US$227.6b | US$25.6b | 8.4x | 7.1x | 0.8x |
| Sun, 17 Apr 2022 | US$196.8b | US$228.1b | US$25.1b | 9x | 7.9x | 0.9x |
| Tue, 15 Mar 2022 | US$208.2b | US$226.5b | US$25.5b | 8.8x | 8.2x | 0.9x |
| Thu, 10 Feb 2022 | US$242.8b | US$224.9b | US$25.6b | 9.8x | 9.5x | 1.1x |
| Sat, 08 Jan 2022 | US$260.1b | US$220.1b | US$24.7b | 9.4x | 10.5x | 1.2x |
| Mon, 06 Dec 2021 | US$269.3b | US$215.2b | US$23.7b | 9.7x | 11.4x | 1.3x |
| Wed, 03 Nov 2021 | US$262.1b | US$212.9b | US$22.9b | 10.8x | 11.4x | 1.2x |
| Fri, 01 Oct 2021 | US$253.4b | US$210.0b | US$22.5b | 10.8x | 11.2x | 1.2x |
| Sun, 29 Aug 2021 | US$284.6b | US$208.6b | US$21.7b | 11.7x | 13.1x | 1.4x |
| Mon, 05 Jul 2021 | US$269.1b | US$204.6b | US$21.1b | 13.8x | 12.7x | 1.3x |
| Thu, 08 Apr 2021 | US$261.2b | US$191.8b | US$17.6b | 17.3x | 14.9x | 1.4x |
| Sun, 10 Jan 2021 | US$201.4b | US$177.8b | US$13.4b | 12.2x | 15x | 1.1x |
Price to Earnings Ratio
14.2x
Current Industry PE
- Investors are relatively neutral on the American Consumer Durables 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 10.7x.
- The 3-year average PS ratio of 1.0x is higher than the industry's current PS ratio of 0.83x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have grown 14% per year over the last three years.
- Revenues for these companies have grown 12% 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. Consumer Discretionary industry?
| US Market | -2.42% | |
| Consumer Discretionary | -0.39% | |
| Consumer Durables | -1.62% | |
| Homebuilding | 0.27% | |
| Housewares and Specialties | -4.00% | |
| Home Furnishings | -4.31% | |
| Consumer Electronics | -4.43% | |
| Household Appliances | -10.76% | |
Industry PE
- Investors are most optimistic about the Consumer Electronics industry, which is trading close to its 3-year average PE ratio of 25.8x.
- Analysts are expecting annual earnings growth of 14.6%, which is higher than its past year's earnings decline of 1.7% per year.
Forecasted Growth
- Analysts are most optimistic on the Housewares and Specialties industry, expecting annual earnings growth of 54% over the next 5 years.
- In contrast, the Homebuilding industry is expected to see its earnings growth to stay flat over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MHO M/I Homes | US$81.32 | 5.8% +US$123.1m | 96.0% | PE4.6x | |
| CCS Century Communities | US$60.85 | 2.1% +US$25.4m | 36.7% | PE7.8x | |
| PHM PulteGroup | US$71.92 | 1.9% +US$19.3m | 79.8% | PE5.6x | |
| DFH Dream Finders Homes | US$19.15 | 0.8% +US$14.9m | 72.5% | PE6.9x | |
| BZH Beazer Homes USA | US$23.43 | 1.9% +US$13.1m | 107.2% | PE3.8x |
