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15 handpicked stocks

U.S. Homebuilding Expansion

A carefully selected group of companies positioned to benefit from America's strong housing market. These stocks span the entire construction value chain, from homebuilders to material suppliers and component manufacturers, all chosen by our expert analysts.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at July 2

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

BLDR

Builders FirstSource, Inc.

BLDR

Current price

$136.88

As a key supplier of building materials, they directly benefit from increased new construction and remodeling activity.

PHM

PulteGroup, Inc.

PHM

Current price

$128.69

A major homebuilder that profits directly from the strong housing demand that has fueled TopBuild's growth.

NVR

NVR, Inc.

NVR

Current price

$8,235.00

Another leading homebuilder that capitalizes on the robust housing market.

About This Group of Stocks

1

Our Expert Thinking

The impressive decade-long growth of TopBuild signals a resilient U.S. housing market with long-term staying power. This collection taps into the economic ripple effects of strong housing demand, capturing value across the entire construction ecosystem from foundation to finishing touches.

2

What You Need to Know

This group offers diversified exposure to America's housing strength through various business models. These companies benefit from both new construction and the renovation of existing homes, providing balanced opportunities even as housing market conditions naturally fluctuate.

3

Why These Stocks

We've selected companies across the full homebuilding value chain to capture different aspects of market growth. From major homebuilders directly constructing properties to manufacturers of essential components like windows and decking, each company plays a vital role in meeting housing demand.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+36.08%

Group Performance Snapshot

36.08%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 36.08% over the next year.

7 of 14

Stocks Rated Buy by Analysts

7 of 14 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🏘️

America Needs More Homes

The U.S. faces a housing shortage of millions of units. These companies are positioned to fulfill this massive demand, potentially for years to come.

🔄

Double Market Opportunity

These stocks benefit from both new construction AND the renovation boom happening across America's aging housing stock, creating multiple revenue streams.

🌟

Essential Industry Leaders

This collection includes established market leaders who have proven their ability to thrive even through economic cycles, delivering both growth and stability.

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