Open contest
16 companies value 121 bn revenue 135 bn margin 7.5% free cash flow 8.5 bn avg. score 5.0
DHI holds 31.2% of the group's value, 1.8x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DHI | D.R. Horton United States · score 7.0 | 31% | 38 bn | 33 bn | 9.2% | 3.2 bn | 8.5% | 1.3% | Largest homebuilder in the United States · Largest US homebuilder by units | |
| 2 | PHM | PulteGroup United States · score 6.7 | 17% | 21 bn | 16 bn | 11.6% | 1.5 bn | 7.3% | 0.9% | Homebuilding for a range of buyers · 3rd largest US homebuilder; best gross margin of the group | |
| 3 | LEN | Lennar United States · score 5.9 | 15% | 18 bn | 32 bn | 4.1% | 0.8 bn | 4.5% | 2.7% | Homebuilding and mortgage financing · 2nd largest; almost no net debt on the balance sheet | |
| 4 | NVR | NVR Inc. United States · score 6.4 | 13% | 16 bn | 9.5 bn | 12.0% | 1.1 bn | 6.7% | — | Homebuilding and mortgage lending · Model with no land inventory: the sector's highest return on capital | |
| 5 | TOL | Toll Brothers United States · score 7.0 | 10% | 12 bn | 11 bn | 11.1% | 1.1 bn | 9.0% | 0.8% | Luxury homebuilding · US luxury homebuilder | |
| 6 | MTH | Meritage Homes CORP United States · score 6.3 | 3% | 3.8 bn | 5.9 bn | 5.6% | 0.4 bn | 10.9% | 3.2% | Single-family homebuilding · Arizona — revenue of $5.9bn | |
| 7 | MHO | M/I HOMES, INC. United States · score 6.4 | 3% | 3.1 bn | 4.3 bn | 7.4% | 0.2 bn | 6.4% | — | Single-family homebuilding · Ohio — revenue of $4.3bn | |
| 8 | KBH | KB Home United States · score 4.6 | 2% | 2.6 bn | 5.2 bn | 4.4% | 0.0 bn | 1.1% | 2.5% | Built-to-order homebuilding · Built-to-order homes for first-time buyers | |
| 9 | GRBK | Green Brick Partners, Inc. United States · score 5.7 | 2% | 2.6 bn | 2.0 bn | 14.8% | 0.1 bn | 4.3% | 0.1% | Homebuilding and land development · Texas — revenue of $2bn | |
| 10 | CCS | Century Communities, Inc. United States · score 3.0 | 1% | 1.5 bn | 3.9 bn | 3.4% | 0.0 bn | 2.3% | 2.3% | Building and selling single-family homes in 16 states · Colorado — revenue of $3.9bn | |
| 11 | LGIH | LGI Homes, Inc. United States · score 4.6 | 1% | 1.0 bn | 1.7 bn | 3.9% | 0.1 bn | 13.7% | — | Homebuilding and sales across 21 states · Texas — revenue of $1.7bn | |
| 12 | BZH | BEAZER HOMES USA INC United States · score 0.3 | 1% | 0.9 bn | 2.1 bn | -0.4% | -0.1 bn | -17.2% | — | Homebuilding focused on sustainability · Georgia — revenue of $2.1bn | |
| 13 | DFH | Dream Finders Homes, Inc. United States · score 0.2 | 1% | 0.8 bn | 4.1 bn | 3.5% | -0.2 bn | -20.4% | — | Homebuilding in high-growth markets, without land inventory · Florida — revenue of $4.1bn | |
| 14 | HOV | HOVNANIAN ENTERPRISES INC United States · score 5.6 | 0% | 0.5 bn | 2.8 bn | 0.6% | 0.2 bn | 36.6% | 2.0% | Homebuilding for a range of buyer profiles · New Jersey — revenue of $2.8bn | |
| 15 | SDHC | Smith Douglas Homes Corp. United States · score 6.3 | 0% | 0.1 bn | 1.0 bn | 0.6% | 0.0 bn | 37.6% | — | Single-family homebuilding in the US Southeast and South · Georgia — revenue of $1bn | |
| 16 | LRE | LEAD REAL ESTATE CO., LTD Japan · score 4.8 | 0% | 0.0 bn | 0.1 bn | 4.5% | 0.0 bn | 34.0% | 1.8% | Luxury residential real estate development in Japan · Japan — revenue of $119m |
Other industries in the same sector
- Sector overview
- Online retail and marketplaces 36 companies
- Automakers 6 companies
- Restaurants 35 companies
- Home improvement retail 4 companies
- Online travel and booking 14 companies
- Apparel and off-price retail 23 companies
- Hotels and cruises 16 companies
- Consumer electronics 15 companies
- Cruise lines 5 companies
- Auto parts retail 7 companies
- Athletic apparel and brands 12 companies
- Branded apparel and accessories 30 companies
and 36 industries more
- Used car retail 5 companies
- Luxury goods 2 companies
- Casinos and resorts 15 companies
- Private education 39 companies
- Resale and handmade marketplaces 7 companies
- Electric vehicles (new entrants) 19 companies
- Casual dining restaurants 13 companies
- Home and decor retail 9 companies
- Beauty retail 7 companies
- Auto dealerships 9 companies
- Online sports betting 10 companies
- Electronics retail 3 companies
- Home appliances 10 companies
- Online classifieds 10 companies
- Car rental 5 companies
- Home and pool distribution 4 companies
- Recreational vehicles and boating 16 companies
- Toys and board games 8 companies
- Gyms and fitness 6 companies
- Sporting goods retail 4 companies
- Outdoor gear and apparel 12 companies
- Pizza and fast delivery 4 companies
- Mattresses and bedding 3 companies
- Grocery delivery 2 companies
- Leisure and entertainment 11 companies
- Movie theaters 5 companies
- Flooring and surfaces 3 companies
- Manufactured housing 4 companies
- Department stores 2 companies
- Automotive services 6 companies
- Education and consumer services 9 companies
- Jewelry retail 5 companies
- Residential furniture 8 companies
- Specialty retail (diversified) 12 companies
- Theme parks 3 companies
- EV charging 10 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.