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U.S. Home Improvement Retail Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies6
  • 7D-0.1%
  • 3M-6.9%
  • 1Y-9.6%
  • YTDn/a

In the last week, the Home Improvement Retail industry is flat overall, with Floor & Decor Holdings standing out by going down 5.6%. As for the longer term, the industry has declined 9.6% in the last year. Earnings are forecast to grow by 6.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$326.3bUS$170.7bUS$14.4b22.6x22.7x1.9x
Tue, 03 Mar 2026US$387.3bUS$170.7bUS$14.4b26.8x26.9x2.3x
Thu, 29 Jan 2026US$387.3bUS$172.2bUS$14.8b25.6x26.1x2.2x
Sat, 27 Dec 2025US$353.4bUS$172.1bUS$14.8b23.9x23.9x2.1x
Mon, 24 Nov 2025US$349.2bUS$172.1bUS$14.8b23.4x23.6x2x
Wed, 22 Oct 2025US$395.7bUS$170.9bUS$14.8b26.6x26.7x2.3x
Fri, 19 Sep 2025US$425.3bUS$170.9bUS$14.8b28.4x28.7x2.5x
Sun, 17 Aug 2025US$407.2bUS$168.8bUS$14.8b27.1x27.5x2.4x
Tue, 15 Jul 2025US$377.9bUS$168.7bUS$14.8b34.2x25.5x2.2x
Thu, 12 Jun 2025US$374.9bUS$168.7bUS$14.8b32x25.3x2.2x
Sat, 10 May 2025US$371.5bUS$165.3bUS$15.0b32x24.8x2.2x
Mon, 07 Apr 2025US$360.2bUS$165.2bUS$15.0b30.5x24x2.2x
Wed, 05 Mar 2025US$397.8bUS$165.2bUS$15.0b35.5x26.5x2.4x
Fri, 31 Jan 2025US$422.5bUS$160.2bUS$14.8b42.5x28.5x2.6x
Sun, 29 Dec 2024US$401.8bUS$160.2bUS$14.8b40.8x27.1x2.5x
Tue, 26 Nov 2024US$433.6bUS$161.1bUS$14.7b73.7x29.5x2.7x
Thu, 24 Oct 2024US$12.1bUS$6.5bUS$104.2m53x115.6x1.9x
Sat, 21 Sep 2024US$13.9bUS$6.5bUS$105.6m54.9x131.4x2.1x
Mon, 19 Aug 2024US$12.2bUS$6.5bUS$108.1m51x113.1x1.9x
Wed, 17 Jul 2024US$10.8bUS$6.6bUS$128.1m34.8x84x1.6x
Fri, 14 Jun 2024US$14.1bUS$6.5bUS$125.2m31.9x112.4x2.1x
Sun, 12 May 2024US$14.2bUS$6.6bUS$132.3m29.5x107.1x2.1x
Tue, 09 Apr 2024US$14.0bUS$6.7bUS$170.3m30.9x82.2x2.1x
Thu, 07 Mar 2024US$14.1bUS$7.1bUS$49.8m30.1x282.1x2x
Sat, 03 Feb 2024US$12.2bUS$7.1bUS$75.1m25.8x162.1x1.7x
Mon, 01 Jan 2024US$13.0bUS$7.1bUS$75.5m30.1x172.4x1.8x
Wed, 29 Nov 2023US$10.9bUS$7.1bUS$75.1m25.9x144.7x1.5x
Fri, 27 Oct 2023US$9.3bUS$7.2bUS$110.1m16.8x84.4x1.3x
Sun, 24 Sep 2023US$10.7bUS$7.2bUS$112.5m18.9x95x1.5x
Tue, 22 Aug 2023US$11.6bUS$7.2bUS$112.9m20.2x102.9x1.6x
Thu, 20 Jul 2023US$13.4bUS$7.4bUS$185.2m14.6x72.4x1.8x
Sat, 17 Jun 2023US$11.4bUS$7.3bUS$177.2m14.4x64.1x1.5x
Mon, 15 May 2023US$10.9bUS$7.3bUS$176.1m12.5x61.8x1.5x
Wed, 12 Apr 2023US$11.5bUS$7.2bUS$195.0m11.9x59x1.6x
Price to Earnings Ratio

59x


Total Market Cap: US$11.5bTotal Earnings: US$195.0mTotal Revenue: US$7.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Home Improvement Retail Industry Price to Earnings3Y Average 74.1x202420252026
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 22.7x which is lower than its 3-year average PE of 74.1x.
  • The industry is trading close to its 3-year average PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Home Improvement Retail industry have grown 319% per year over the last three years.
  • Revenues for these companies have grown 187% 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 Market3.46%
Consumer Discretionary2.68%
Specialty Stores1.89%
Home Improvement Retail-0.099%
Apparel Retail3.66%
Computer and Electronics Retail2.95%
Home Furnishing Retail2.85%
Automotive Retail2.31%
Specialty Stores2.06%
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
LOW Lowe's CompaniesUS$231.030.3%
+US$403.2m		3.5%PE19.5x
BWMX Betterware de MéxicoP.I. deUS$16.920.3%
+US$1.9m		54.8%PE10.8x
GRWG GrowGenerationUS$1.102.8%
+US$1.8m		14.6%PS0.4x

Latest News

BWMX
US$16.92
Betterware de MéxicoP.I. de
7D
0.3%
1Y
54.8%

BWMX: Higher Revenue Outlook And Lower Discount Rate Will Support Upside

Analysts have raised their price target for Betterware de México P.I. de from about $18.81 to roughly $26.66. This reflects updated views on fair value, discount rates, revenue growth, profit margins and future P/E assumptions.
HD
US$321.63
Home Depot
7D
-0.006%
1Y
-9.1%
GRWG
US$1.10
GrowGeneration
7D
2.8%
1Y
14.6%
LOW
US$231.03
Lowe's Companies
7D
0.3%
1Y
3.5%

LOW: Q4 Execution And AI Adoption Will Support Home Improvement Recovery

Analysts now see Lowe's fair value as broadly unchanged at about $286, with only a fractional shift in the price target despite a wide range of new research views that balance Q4 strength, tempered FY26 guidance, and differing expectations for how quickly the home improvement cycle could improve. Analyst Commentary Recent research paints a mixed but generally constructive picture around Lowe's, with most price targets clustering around the mid to high $200s and a spread of views on how to weigh Q4 strength against FY26 guidance and the broader home improvement backdrop.
FND
US$47.47
Floor & Decor Holdings
7D
-5.6%
1Y
-33.6%