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Construction Stocks Ranked And Rated By ValuEngine

|Includes: BLD, DHI, DY, HW, IBP, MTZXF, PGEM, THO, TPC, UFPI, US Concrete Inc. (USCR)

VALUATION WATCH: Overvalued stocks now make up 40.7% of our stocks assigned a valuation and 14.47% of those equities are calculated to be overvalued by 20% or more. Five sectors are calculated to be overvalued.

ValuEngine Index Overview

 

 

 

 

 

Index Week Open Friday AM Change % Change YTD
DJIA 17355.21 17936 580.79 3.35% 2.93%
NASDAQ 4664.43 4844.18 179.75 3.85% -3.26%
RUSSELL 2000 1123.81 1151.92 28.11 2.50% 1.41%
S&P 500 2031.45 2100.16 68.71 3.38% 2.75%

 

ValuEngine Market Overview

 

 


 

Summary of VE Stock Universe
Stocks Undervalued 59.3%
Stocks Overvalued 40.7%
Stocks Undervalued by 20% 27.9%
Stocks Overvalued by 20% 14.47%
ValuEngine Sector Overview

 
















Sector Change MTD YTD Valuation Last 12-MReturn P/E Ratio
Consumer Staples 1.21% 0.65% 5.28% 10.19% overvalued 5.32% 24.15
Basic Materials 1.60% 3.75% 34.63% 9.72% overvalued 27.05% 29.49
Utilities 1.56% 1.42% 7.26% 8.42% overvalued 9.29% 24.12
Oils-Energy 2.42% 2.20% 13.44% 1.56% overvalued -27.48% 22.52
Multi-Sector Conglomerates 0.84% -1.95% 2.51% 0.92% overvalued -6.78% 17.79
Industrial Products 1.43% -1.66% 3.86% 0.60% undervalued -7.99% 21.41
Aerospace 1.34% -4.47% -5.96% 2.91% undervalued -2.27% 19.53
Computer and Technology 1.27% -2.52% 3.18% 4.10% undervalued -8.73% 27.36
Finance 1.35% -2.49% -0.16% 5.24% undervalued -4.20% 15.83
Consumer Discretionary 1.50% -1.98% 0.63% 5.60% undervalued -10.54% 22.16
Business Services 1.90% -1.53% 8.98% 5.96% undervalued -10.91% 22.71
Construction 1.32% -2.62% 16.90% 6.03% undervalued -2.85% 20.67
Transportation 1.63% -4.25% -2.01% 10.60% undervalued -27.09% 13.04
Medical 1.46% -1.90% -7.44% 11.68% undervalued -23.96% 26.93
Retail-Wholesale 1.95% -0.85% -4.44% 12.40% undervalued -14.75% 22.10
Auto-Tires-Trucks 1.29% -6.23% -6.30% 14.13% undervalued -15.58% 11.42

 

Sector Talk--Construction

Below, we present the latest data on Construction stocks from our Professional Stock Analysis Service Top five lists are provided for each category. We applied some basic liquidity criteria--share price greater than $3 and average daily volume in excess of 100k shares. We have been following the sector closely of late because it has been correlated so tightly to overall equity price moves.

Top-Five Construction Stocks--Short-Term Forecast Returns

 

 

 

 

 

 

Ticker Name Mkt Price Valuation (%) Last 12-M Return (%)
USCR US CONCRETE INC 60.91 3.02% 60.75%
THO THOR INDS INC 64.74 -9.41% 15.03%
PGEM PLY GEM HOLDING 14.57 2.42% 23.58%
DHI D R HORTON INC 31.48 -1.54% 15.06%
DY DYCOM INDS 89.76 -5.31% 52.52%

Top-Five Construction Stocks--Long-Term Forecast Returns

 

 

 

 

 

 

Ticker Name Mkt Price Valuation (%) Last 12-M Return (%)
USCR US CONCRETE INC 60.91 3.02% 60.75%
THO THOR INDS INC 64.74 -9.41% 15.03%
PGEM PLY GEM HOLDING 14.57 2.42% 23.58%
DHI D R HORTON INC 31.48 -1.54% 15.06%
DY DYCOM INDS 89.76 -5.31% 52.52%

Top-Five Construction Stocks--Composite Score

 

 

 

 

 

 

Ticker Name Mkt Price Valuation (%) Last 12-M Return (%)
THO THOR INDS INC 64.74 -9.41% 15.03%
DHI D R HORTON INC 31.48 -1.54% 15.06%
DY DYCOM INDS 89.76 -5.31% 52.52%
PHM PULTE GROUP ONC 19.49 -13.60% -3.28%
HW HEADWATERS INC 17.94 -17.15% -1.54%

Top-Five Construction Stocks--Most Overvalued

 

 

 

 

 

 

Ticker Name Mkt Price Valuation (%) Last 12-M Return (%)
IBP INSTALLED BUILD 36.29 44.28% 48.24%
TPC TUTOR PERINI CP 23.55 34.61% 9.13%
BLD TOPBUILD CORP 36.2 23.75% N/A
UFPI UNIVL FST PRODS 92.69 18.99% 78.15%
MTZ MASTEC INC 22.32 13.29% 12.33%

Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.