• D.R. Horton Inc. (DHI $156.50)
  • $156.50 P/E (TTM): 12.57X Cap: $46.65B
  • View DHI Profile
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• PulteGroup Inc. (PHM $121.64)
  • $121.64 P/E (TTM): 9.1X Cap: $23.99B
  • View PHM Profile
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• Builders FirstSource Inc. (BLDR $132.20)
  • $132.20 P/E (TTM): 19.92X Cap: $14.16B
  • View BLDR Profile
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• Century Communities Inc. (CCS $60.87)
  • $60.87 P/E (TTM): 7.36X Cap: $1.80B
  • View CCS Profile
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• Simpson Manufacturing Company Inc. (SSD $181.31)
  • $181.31 P/E (TTM): 23.7X Cap: $7.63B
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• TopBuild Corp. (BLD $415.41)
  • $415.41 P/E (TTM): 20.38X Cap: $11.68B
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Q: Hello 5i Team,

Could you please rank these 5 US stocks in the home-building and building materials sector for a 3-5 year hold and include a brief explanation.

Are there any others you would consider (not including HVAC)?

Thanks for your always helpful advice!

Upvote 2

Read Answer Asked by Keith on July 23, 2025

• First Solar Inc. (FSLR $184.65)
  • $184.65 P/E (TTM): 15.78X Cap: $19.80B
  • View FSLR Profile
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• Caterpillar Inc. (CAT $416.52)
  • $416.52 P/E (TTM): 20.35X Cap: $195.13B
  • View CAT Profile
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• D.R. Horton Inc. (DHI $156.50)
  • $156.50 P/E (TTM): 12.57X Cap: $46.65B
  • View DHI Profile
  • View Questions on DHI
• Ford Motor Company (F $11.32)
  • $11.32 P/E (TTM): 14.51X Cap: $45.05B
  • View F Profile
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• General Motors Company (GM $53.53)
  • $53.53 P/E (TTM): 8.21X Cap: $50.96B
  • View GM Profile
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• Lennar Corporation Class A (LEN $120.85)
  • $120.85 P/E (TTM): 10.02X Cap: $31.30B
  • View LEN Profile
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• NextEra Energy Inc. (NEE $72.41)
  • $72.41 P/E (TTM): 25.38X Cap: $149.11B
  • View NEE Profile
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• United Rentals Inc. (URI $858.97)
  • $858.97 P/E (TTM): 22.13X Cap: $55.26B
  • View URI Profile
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• Linamar Corporation (LNR $68.18)
  • $68.18 P/E (TTM): 16.26X Cap: $4.07B
  • View LNR Profile
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• Magna International Inc. (MG $58.48)
  • $58.48 P/E (TTM): 10.03X Cap: $16.76B
  • View MG Profile
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  • View Reports on MG
• Tesla Inc. (TSLA $329.65)
  • $329.65 P/E (TTM): 186.28X Cap: $1.06T
  • View TSLA Profile
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Q: Presuming that the price of steel goes up with tariffs, outside of the steel industry itself, what sectors and specific companies lose out here? Thank-you.

Upvote 4

Read Answer Asked by Alex on February 11, 2025

• D.R. Horton Inc. (DHI $156.50)
  • $156.50 P/E (TTM): 12.57X Cap: $46.65B
  • View DHI Profile
  • View Questions on DHI
• Lennar Corporation Class A (LEN $120.85)
  • $120.85 P/E (TTM): 10.02X Cap: $31.30B
  • View LEN Profile
  • View Questions on LEN
• Cavco Industries Inc. (CVCO $454.21)
  • $454.21 P/E (TTM): 21.77X Cap: $3.59B
  • View CVCO Profile
  • View Questions on CVCO
• KB Home (KBH $59.58)
  • $59.58 P/E (TTM): 7.8X Cap: $4.05B
  • View KBH Profile
  • View Questions on KBH
• Meritage Homes Corporation (MTH $72.16)
  • $72.16 P/E (TTM): 7.26X Cap: $5.13B
  • View MTH Profile
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Q: Fire in California, unfortunate as it is, will create a lot of business for home builders. Is there any you could recommend?
Appreciate your view on that, Peter

Upvote 1

Read Answer Asked by Peter on January 20, 2025