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U.K. (FTSE) Homebuilding Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies12
  • 7D-0.4%
  • 3M-26.1%
  • 1Y-19.5%
  • YTDn/a

The Homebuilding is pretty flat in the last 7 days, but Bellway has stood out, gaining 5.9%. Unfortunately though, the industry is down 19% over the past 12 months. As for the next few years, earnings are expected to grow by 16% per annum.

Industry Valuation and Performance

Has the U.K. Homebuilding Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026UK£18.4bUK£24.8bUK£1.4b11.2x12.8x0.7x
Tue, 03 Mar 2026UK£25.9bUK£24.1bUK£1.3b16.9x20.5x1.1x
Thu, 29 Jan 2026UK£25.5bUK£23.7bUK£1.2b14.7x22x1.1x
Sat, 27 Dec 2025UK£24.3bUK£23.7bUK£1.2b15.3x20.9x1x
Mon, 24 Nov 2025UK£23.8bUK£23.8bUK£1.2b13.7x20.2x1x
Wed, 22 Oct 2025UK£23.7bUK£23.8bUK£1.2b13.3x20.2x1x
Fri, 19 Sep 2025UK£23.0bUK£23.6bUK£1.2b14x19.8x1x
Sun, 17 Aug 2025UK£23.2bUK£22.7bUK£1.1b13.3x20.4x1x
Tue, 15 Jul 2025UK£24.7bUK£22.4bUK£1.3b13.4x19.2x1.1x
Thu, 12 Jun 2025UK£28.0bUK£22.4bUK£1.3b14x22.3x1.2x
Sat, 10 May 2025UK£26.9bUK£22.4bUK£1.3b16.2x21.5x1.2x
Mon, 07 Apr 2025UK£23.2bUK£22.4bUK£1.3b14x18.5x1x
Wed, 05 Mar 2025UK£24.1bUK£21.8bUK£1.4b14.6x17.3x1.1x
Fri, 31 Jan 2025UK£25.8bUK£21.4bUK£1.5b14.5x17.3x1.2x
Sun, 29 Dec 2024UK£25.3bUK£21.4bUK£1.5b14.8x17x1.2x
Tue, 26 Nov 2024UK£26.8bUK£21.3bUK£1.5b15.2x17.7x1.3x
Thu, 24 Oct 2024UK£31.8bUK£21.3bUK£1.5b18.4x21.1x1.5x
Sat, 21 Sep 2024UK£33.9bUK£21.8bUK£1.6b17.6x21.2x1.6x
Mon, 19 Aug 2024UK£34.5bUK£23.7bUK£1.9b15.3x18.5x1.5x
Wed, 17 Jul 2024UK£32.8bUK£23.7bUK£2.0b14.4x16.7x1.4x
Fri, 14 Jun 2024UK£32.8bUK£23.8bUK£2.1b14.7x15.9x1.4x
Sun, 12 May 2024UK£32.0bUK£23.8bUK£2.1b14.6x15.5x1.3x
Tue, 09 Apr 2024UK£29.5bUK£23.8bUK£2.1b13.5x14.3x1.2x
Thu, 07 Mar 2024UK£30.0bUK£24.4bUK£2.3b12.7x13.2x1.2x
Sat, 03 Feb 2024UK£31.7bUK£27.4bUK£2.8b11.1x11.5x1.2x
Mon, 01 Jan 2024UK£31.4bUK£27.6bUK£2.8b10.3x11.1x1.1x
Wed, 29 Nov 2023UK£28.5bUK£27.6bUK£2.8b9.2x10x1x
Fri, 27 Oct 2023UK£24.1bUK£27.6bUK£2.8b7.4x8.5x0.9x
Sun, 24 Sep 2023UK£27.1bUK£27.7bUK£2.7b9.6x10x1x
Tue, 22 Aug 2023UK£25.0bUK£27.9bUK£2.6b7.8x9.5x0.9x
Thu, 20 Jul 2023UK£26.9bUK£28.8bUK£2.9b8.8x9.1x0.9x
Sat, 17 Jun 2023UK£25.8bUK£28.6bUK£2.9b8.3x8.8x0.9x
Mon, 15 May 2023UK£28.8bUK£28.7bUK£2.9b9.3x10x1x
Wed, 12 Apr 2023UK£27.1bUK£28.7bUK£2.9b8.8x9.4x0.9x
Price to Earnings Ratio

9.4x


Total Market Cap: UK£27.1bTotal Earnings: UK£2.9bTotal Revenue: UK£28.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Homebuilding Industry Price to Earnings3Y Average 15.9x202420252026
Current Industry PE
  • Investors are pessimistic on the British Homebuilding 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 12.8x which is lower than its 3-year average PE of 15.9x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.74x.
Past Earnings Growth
  • The earnings for companies in the Homebuilding industry have declined 21% per year over the last three years,
  • Revenues have also declined 4.7% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.K. Homebuilding compare with similar industries?

GB Market4.54%
Consumer Discretionary4.30%
Consumer Durables-0.61%
Homebuilding-0.36%
Home Furnishings0.50%
Household Appliances-0.24%
Housewares and Specialties-3.35%
Consumer Electronics-15.96%
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
BWY BellwayUK£19.145.9%
+UK£116.3m		-15.2%PE14.1x
PSN PersimmonUK£11.012.4%
+UK£85.8m		-5.6%PE12.4x
BTRW Barratt RedrowUK£2.601.5%
+UK£51.7m		-36.2%PE16.9x
CRN Cairn HomesUK£1.852.4%
+UK£22.0m		16.5%PE9.9x
BOOT Henry BootUK£1.843.7%
+UK£8.8m		-11.5%PE11.6x

Latest News

VTY
UK£3.28
Vistry Group
7D
-4.2%
1Y
-35.8%

Vistry Group's (LON:VTY) Earnings Seem To Be Promising

Apr 04
Vistry Group's (LON:VTY) Earnings Seem To Be Promising
BKG
UK£31.68
Berkeley Group Holdings
7D
-7.6%
1Y
-12.5%

Brownfield Regeneration And Build To Rent Platform Will Drive Long Term Opportunity

Catalysts About Berkeley Group Holdings Berkeley Group Holdings is a UK homebuilder focused on residential-led developments, primarily in London and the South East. What are the underlying business or industry changes driving this perspective?
SPR
UK£1.05
Springfield Properties
7D
-1.4%
1Y
23.5%

SPR: Stable Assumptions Will Support Future Margin Expansion Potential

Analysts have made a minor adjustment to their price target for Springfield Properties, reflecting updated assumptions around discount rate, revenue contraction and profit margin, while keeping fair value effectively unchanged at £1.65 per share. Valuation Changes Fair Value: £1.65 per share is unchanged, reflecting the updated model assumptions without altering the overall valuation outcome.
BWY
UK£19.14
Bellway
7D
5.9%
1Y
-15.2%
BOOT
UK£1.84
Henry Boot
7D
3.7%
1Y
-11.5%

Why Henry Boot's (LON:BOOT) Shaky Earnings Are Just The Beginning Of Its Problems

Apr 01
Why Henry Boot's (LON:BOOT) Shaky Earnings Are Just The Beginning Of Its Problems
PSN
UK£11.01
Persimmon
7D
2.4%
1Y
-5.6%
CRN
UK£1.85
Cairn Homes
7D
2.4%
1Y
16.5%

CRN: Housing Shortage And Policy Support Will Underpin Raised 2026 Guidance

Analysts have nudged their fair value estimate for Cairn Homes higher, with the updated price target moving from about £2.28 to roughly £2.33 per share. This revision is supported by recent £2.45 and £3.00 targets from Deutsche Bank and Berenberg, which cite ongoing housing shortages and supportive government policy.
GLE
UK£2.65
MJ Gleeson
7D
0.8%
1Y
-42.9%

GLE: Higher Margin Assumptions Will Support Attractive Long Term Upside

Analysts have trimmed their price target for MJ Gleeson slightly to £4.62 from £4.69. This reflects updated assumptions on revenue growth, profit margins, the discount rate and the future P/E.
TW.
UK£0.85
Taylor Wimpey
7D
-2.4%
1Y
-18.4%
BTRW
UK£2.60
Barratt Redrow
7D
1.5%
1Y
-36.2%
CRST
UK£1.04
Crest Nicholson Holdings
7D
1.3%
1Y
-31.5%

CRST: Future Re Rating Will Turn On Going Concern Risk

Analysts have slightly reduced their price target on Crest Nicholson Holdings to £1.86 from £1.88, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What's in the News Crest Nicholson Holdings plc filed its annual report on February 17, 2026 for the period ending October 31, 2025.
NTBR
UK£1.03
Northern Bear
7D
-3.8%
1Y
60.2%