I'm watching it now because it's been beaten up so badly compared with the rest of the market, and I believe rates have to come down at some point. The risk is the flip side: if rates stay higher for longer, this could be a bleak stretch, and a long one.
Home Depot is the name I'd start with. It's a housing-adjacent play that serves both homebuilders and everyday consumers.
— Bartholomew Chupka Jr., October 6, 2026
| # | Ticker | Company | Score |
|---|---|---|---|
| 1 | TREXBuilding Products & Equipment | Trex Company, Inc. | 61.9 |
| 2 | MASBuilding Products & Equipment | Masco Corporation | 59.8 |
| 3 | LOWHome Improvement Retail | Lowe's Companies, Inc. | 54.1 |
| 4 | SHWSpecialty Chemicals | The Sherwin-Williams Company | 53.1 |
| 5 | TOLResidential Construction | Toll Brothers, Inc. | 51.0 |
| 6 | HDHome Improvement Retail | The Home Depot, Inc. | 47.0 |
| 7 | IBPResidential Construction | Installed Building Products, Inc. | 42.9 |
| 8 | DHIResidential Construction | D.R. Horton, Inc. | 39.3 |
| 9 | NVRResidential Construction | NVR, Inc. | 38.6 |
| 10 | ZInternet Content & Information | Zillow Group, Inc. | 38.0 |
| 11 | ZGInternet Content & Information | Zillow Group, Inc. | 36.9 |
| 12 | GRBKResidential Construction | Green Brick Partners, Inc. | 32.0 |
| 13 | PHMResidential Construction | PulteGroup, Inc. | 31.1 |
| 14 | MTHResidential Construction | Meritage Homes Corporation | 30.7 |
| 15 | KBHResidential Construction | KB Home | 29.3 |
| 16 | QXOIndustrial Distribution | QXO, Inc. | 28.5 |
| 17 | BLDRBuilding Products & Equipment | Builders FirstSource, Inc. | 26.9 |
| 18 | OCBuilding Products & Equipment | Owens Corning | 26.0 |
| 19 | LENResidential Construction | Lennar Corporation | 25.3 |
The 19 members report under 6 different industries, which is exactly why no standard sector view groups them:
Average pillar scores across the 19 scored members, against every stock the model scores:
| Pillar | Housing & Homebuilders | Market | Read |
|---|---|---|---|
| Quality | 65.4 | 57.7 | 7.7 above |
| Growth | 36.7 | 58.0 | 21.3 below |
| Value | 33.9 | 38.4 | 4.5 below |
Pillars run 0–100, and Value is judged against sector peers. A low Value reading means this group is expensive relative to what it earns, not that the businesses are weak.
A few names carry this list. TREX reaches 61.9 while the median sits down at 38.0, nearer LEN at 25.3 than the top. A theme is a thesis, not a quality filter — membership says a company is exposed to Housing & Homebuilders, and the score says what the model makes of the business.
Across the 19 Housing & Homebuilders names with a reading, the median forward earnings estimate is being cut — -3.5% over 90 days, behind the market (+0.5%). Downgrades dominate, 15 of the 19 against 2 moving the other way.
Estimates implied by price ÷ forward P/E, captured together each trading day since June 2026, and outside the Bull Rankings score. How this is measured, across the market →
Housing is a bet on rates coming down and the average American finally being able to afford a home. The companies are hand-picked by Bartholomew Chupka Jr., the site's founder, from the stocks in our US coverage.
Each name is scored on the Bull Rankings quality-growth model — one 0–100 score blending business quality, growth, and valuation — the same score used everywhere on the site.
Across the 19 Housing & Homebuilders names with a reading, the median forward earnings estimate is being cut — -3.5% over 90 days, behind the market (+0.5%). Downgrades dominate, 15 of the 19 against 2 moving the other way. Estimates are implied by price divided by forward P/E, captured together each trading day so only a changed forecast moves the figure, and they sit outside the Bull Rankings score.
The universe is re-scored every trading day after the US market close, so the ranking reflects the latest fundamentals and prices.