Here’s an overlooked way to play the ‘stuck-at-home’ trend in the stock market

By Philip van Doorn, MarketWatch

Bloomberg

A Lennar Corp. home under construction. The company's class A shares have returned 37% in 2020.

As Americans have been forced to stay at home for work, school and even visits to the doctor, shares of cloud-services providers have soared. But there’s something else going on that points to a long-term trend investors need to know about: a housing shortage outside cities, and a boom in home renovation and improvement.

It’s understandable that at a time when people have to stay home that cloud-services providers such as Zoom Video Communications Inc. /zigman2/quotes/211319643/composite ZM -0.71%  will soar. The stock is up 20% this month and 349% for 2020. The familiar FAANG stocks (plus Microsoft Corp. /zigman2/quotes/207732364/composite MSFT -0.39% ) have also surged this year:

But variety is the spice of life — and an excellent tool to cut risk in your investment portfolio and avoid missing out on opportunities.

As people are stuck inside, they are also improving their homes. Others are trying to move away from cities, leading to incredibly strong markets for home sellers in suburbs and rural areas. That points to a housing shortage and good times for home builders, suppliers to those builders and home-improvement retailers, including Home Depot Inc. /zigman2/quotes/208081807/composite HD -1.32%  and Lowe’s Cos. /zigman2/quotes/205563664/composite LOW -2.00% .

Digging further, consider a company such as Pool Corp. /zigman2/quotes/200443753/composite POOL -0.36% , which bills itself as “the world’s largest wholesale distributor of swimming pool supplies, equipment and related leisure products” and has well over 100,000 wholesale customers. This stock is up 57% this year.

It’s easy to screen the broad indexes for home-builder stocks, but it is difficult to identify companies similar to Pool Corp. /zigman2/quotes/200443753/composite POOL -0.36% , because a company’s industry listing may be something vague like “wholesale distributors” within the consumer discretionary sector.

Of course, an excellent way to play the home construction/renovation trend is through exchange traded funds that focus on appropriate industries. So we looked to three U.S. construction and home improvement-related ETFs, combined their holdings and removed their duplicates for a list of stocks.

Here are the three ETFs:

• The iShares U.S. Home Construction ETF /zigman2/quotes/203468436/composite ITB -2.90%  holds shares of home builders and companies that supply them, including the large home-improvement chains. The portfolio is weighted by market capitalization.

• The SPDR S&P Homebuilders ETF /zigman2/quotes/202739297/composite XHB -2.45% holds an equal-weighted group of companies involved with home building and supplying builders.

• The Invesco Dynamic Building & Construction ETF /zigman2/quotes/202710470/composite PKB -2.73%  holds 30 U.S. construction companies, and isn’t focused only on home construction.

Here’s how the three ETFs have performed this year:

FactSet

Taking the three ETFs together and eliminating duplicate holdings, we are left with a group of 69 stocks, 42 of which have had double-digit returns this year.

So here’s the entire list, sorted by how well the stocks have performed this year. This is a lot of data — scroll the table to see all the information, which includes forward price-to-earnings ratios, percentage of “buy” ratings among sell-side analysts and 12-month price targets:

Click on the tickers for more about each stock, including the companies’ business profiles.

As always, if you are considering direct investments in any of the stocks listed here, you need to do your own homework to form an opinion of how well you expect the company to perform over the next several years.

You can see that many of the best performers have gotten well ahead of the consensus price targets. Then again, there are 25 with majority “buy” ratings, and many are still expected by analysts to should double-digit gains over the next 12 months.

Don’t miss: These ‘Dividend Aristocrat’ stocks have been raising their dividends for decades, and there have been no dividend cuts during the pandemic

/zigman2/quotes/211319643/composite

Add to watchlist ZM

Zoom Video Communications Inc.

US : U.S.: Nasdaq

$ 68.31

-0.49 -0.71%

Volume: 3.41M

Sept. 21, 2023 4:00p

P/E Ratio

151.60

Dividend Yield

N/A

Market Cap

$20.47 billion

Rev. per Employee

$517,793

/zigman2/quotes/207732364/composite

Add to watchlist MSFT

Microsoft Corp.

US : U.S.: Nasdaq

$ 319.53

-1.24 -0.39%

Volume: 35.56M

Sept. 21, 2023 4:00p

P/E Ratio

32.99

Dividend Yield

0.85%

Market Cap

$2383.25 billion

Rev. per Employee

$958,891

/zigman2/quotes/202934861/composite

Add to watchlist AAPL

Apple Inc.

US : U.S.: Nasdaq

$ 173.93

-1.56 -0.89%

Volume: 63.15M

Sept. 21, 2023 4:00p

P/E Ratio

29.23

Dividend Yield

0.55%

Market Cap

$2743.65 billion

Rev. per Employee

$2.34M

/zigman2/quotes/210331248/composite

Add to watchlist AMZN

Amazon.com Inc.

US : U.S.: Nasdaq

$ 129.33

-5.96 -4.41%

Volume: 70.34M

Sept. 21, 2023 4:15p

P/E Ratio

102.85

Dividend Yield

N/A

Market Cap

$1388.12 billion

Rev. per Employee

$349,154

/zigman2/quotes/202353025/composite

Add to watchlist NFLX

Netflix Inc.

US : U.S.: Nasdaq

$ 384.15

-2.15 -0.56%

Volume: 5.56M

Sept. 21, 2023 4:00p

P/E Ratio

40.84

Dividend Yield

N/A

Market Cap

$171.19 billion

Rev. per Employee

$2.51M

/zigman2/quotes/205453964/composite

Add to watchlist GOOG

Alphabet Inc. Cl C

US : U.S.: Nasdaq

$ 131.36

-3.23 -2.40%

Volume: 22.06M

Sept. 21, 2023 4:00p

P/E Ratio

27.79

Dividend Yield

N/A

Market Cap

$1691.26 billion

Rev. per Employee

$1.51M

/zigman2/quotes/202490156/composite

Add to watchlist GOOGL

Alphabet Inc. Cl A

US : U.S.: Nasdaq

$ 130.44

-3.30 -2.47%

Volume: 31.50M

Sept. 21, 2023 4:00p

P/E Ratio

27.59

Dividend Yield

N/A

Market Cap

$1691.26 billion

Rev. per Employee

$1.51M

/zigman2/quotes/207732364/composite

Add to watchlist MSFT

Microsoft Corp.

US : U.S.: Nasdaq

$ 319.53

-1.24 -0.39%

Volume: 35.56M

Sept. 21, 2023 4:00p

P/E Ratio

32.99

Dividend Yield

0.85%

Market Cap

$2383.25 billion

Rev. per Employee

$958,891

/zigman2/quotes/208081807/composite

Add to watchlist HD

Home Depot Inc.

US : U.S.: NYSE

$ 306.76

-4.10 -1.32%

Volume: 2.77M

Sept. 21, 2023 4:00p

P/E Ratio

19.16

Dividend Yield

2.73%

Market Cap

$310.88 billion

Rev. per Employee

$328,405

/zigman2/quotes/205563664/composite

Add to watchlist LOW

Lowe's Cos.

US : U.S.: NYSE

$ 210.61

-4.30 -2.00%

Volume: 2.96M

Sept. 21, 2023 4:01p

P/E Ratio

20.74

Dividend Yield

2.09%

Market Cap

$124.03 billion

Rev. per Employee

$303,671

/zigman2/quotes/200443753/composite

Add to watchlist POOL

Pool Corp.

US : U.S.: Nasdaq

$ 346.37

-1.25 -0.36%

Volume: 364,044

Sept. 21, 2023 4:00p

P/E Ratio

22.96

Dividend Yield

1.27%

Market Cap

$13.58 billion

Rev. per Employee

$1.03M

/zigman2/quotes/200443753/composite

Add to watchlist POOL

Pool Corp.

US : U.S.: Nasdaq

$ 346.37

-1.25 -0.36%

Volume: 364,044

Sept. 21, 2023 4:00p

P/E Ratio

22.96

Dividend Yield

1.27%

Market Cap

$13.58 billion

Rev. per Employee

$1.03M

/zigman2/quotes/203468436/composite

Add to watchlist ITB

iShares U.S. Home Construction ETF

US : U.S.: Cboe BZX

$ 78.76

-2.35 -2.90%

Volume: 7.24M

Sept. 21, 2023 4:00p

/zigman2/quotes/202739297/composite

Add to watchlist XHB

SPDR S&P Homebuilders ETF

US : U.S.: NYSE Arca

$ 76.10

-1.91 -2.45%

Volume: 5.88M

Sept. 21, 2023 4:00p

/zigman2/quotes/202710470/composite

Add to watchlist PKB

Invesco Building & Construction ETF

US : U.S.: NYSE Arca

$ 50.32

-1.41 -2.73%

Volume: 51,672

Sept. 21, 2023 3:59p

/zigman2/quotes/202539569/composite

Add to watchlist LL

LL Flooring Holdings Inc.

US : U.S.: NYSE

$ 2.98

-0.15 -4.79%

Volume: 220,398

Sept. 21, 2023 4:00p

P/E Ratio

N/A

Dividend Yield

N/A

Market Cap

$96.17 million

Rev. per Employee

$439,048

/zigman2/quotes/201322961/composite

Add to watchlist TREX

Trex Co. Inc.

US : U.S.: NYSE

$ 63.21

-1.35 -2.09%

Volume: 1.02M

Sept. 21, 2023 4:00p

P/E Ratio

48.31

Dividend Yield

N/A

Market Cap

$7.01 billion

Rev. per Employee

$596,468

/zigman2/quotes/209069331/composite

Add to watchlist MTH

Meritage Homes Corp.

US : U.S.: NYSE

$ 123.03

-3.60 -2.84%

Volume: 396,234

Sept. 21, 2023 4:00p

P/E Ratio

5.41

Dividend Yield

0.88%

Market Cap

$4.66 billion

Rev. per Employee

$3.35M

/zigman2/quotes/202461766/composite

Add to watchlist LGIH

LGI Homes Inc.

US : U.S.: Nasdaq

$ 103.33

-3.92 -3.66%

Volume: 311,528

Sept. 21, 2023 4:00p

P/E Ratio

11.89

Dividend Yield

N/A

Market Cap

$2.53 billion

Rev. per Employee

$2.28M

/zigman2/quotes/202009274/composite

Add to watchlist TSCO

Tractor Supply Co.

US : U.S.: Nasdaq

$ 204.59

-2.96 -1.43%

Volume: 1.26M

Sept. 21, 2023 4:00p

P/E Ratio

20.43

Dividend Yield

2.01%

Market Cap

$22.58 billion

Rev. per Employee

$301,247

/zigman2/quotes/200443753/composite

Add to watchlist POOL

Pool Corp.

US : U.S.: Nasdaq

$ 346.37

-1.25 -0.36%

Volume: 364,044

Sept. 21, 2023 4:00p

P/E Ratio

22.96

Dividend Yield

1.27%

Market Cap

$13.58 billion

Rev. per Employee

$1.03M

/zigman2/quotes/201668256/composite

Add to watchlist BLD

TopBuild Corp.

US : U.S.: NYSE

$ 248.37

-10.90 -4.20%

Volume: 563,622

Sept. 21, 2023 4:00p

P/E Ratio

13.25

Dividend Yield

N/A

Market Cap

$8.23 billion

Rev. per Employee

$392,411

/zigman2/quotes/206904436/composite

Add to watchlist FND

Floor & Decor Holdings Inc. Cl A

US : U.S.: NYSE

$ 90.55

-3.14 -3.35%

Volume: 2.20M

Sept. 21, 2023 4:00p

P/E Ratio

33.79

Dividend Yield

N/A

Market Cap

$9.97 billion

Rev. per Employee

$367,446

/zigman2/quotes/202815144/composite

Add to watchlist WSO

Watsco Inc.

US : U.S.: NYSE

$ 346.47

-10.10 -2.83%

Volume: 299,905

Sept. 21, 2023 4:00p

P/E Ratio

23.76

Dividend Yield

2.83%

Market Cap

$13.99 billion

Rev. per Employee

$985,669

/zigman2/quotes/205563664/composite

Add to watchlist LOW

Lowe's Cos.

US : U.S.: NYSE

$ 210.61

-4.30 -2.00%

Volume: 2.96M

Sept. 21, 2023 4:01p

P/E Ratio

20.74

Dividend Yield

2.09%

Market Cap

$124.03 billion

Rev. per Employee

$303,671

/zigman2/quotes/204613089/composite

Add to watchlist SITE

SiteOne Landscape Supply Inc.

US : U.S.: NYSE

$ 153.16

-5.61 -3.53%

Volume: 182,800

Sept. 21, 2023 4:00p

P/E Ratio

36.50

Dividend Yield

N/A

Market Cap

$7.15 billion

Rev. per Employee

$597,671

/zigman2/quotes/202032328/composite

Add to watchlist DHI

D.R. Horton Inc.

US : U.S.: NYSE

$ 109.05

-4.15 -3.67%

Volume: 4.80M

Sept. 21, 2023 4:00p

P/E Ratio

7.75

Dividend Yield

0.92%

Market Cap

$38.30 billion

Rev. per Employee

$2.61M

/zigman2/quotes/205100890/composite

Add to watchlist CCS

Century Communities Inc.

US : U.S.: NYSE

$ 66.42

-1.83 -2.68%

Volume: 226,308

Sept. 21, 2023 4:00p

P/E Ratio

6.96

Dividend Yield

1.39%

Market Cap

$2.19 billion

Rev. per Employee

$2.55M

/zigman2/quotes/202536373/composite

Add to watchlist LEN

Lennar Corp. Cl A

US : U.S.: NYSE

$ 113.13

-3.40 -2.92%

Volume: 2.93M

Sept. 21, 2023 4:00p

P/E Ratio

8.39

Dividend Yield

1.33%

Market Cap

$33.09 billion

Rev. per Employee

$2.79M

/zigman2/quotes/207749640/composite

Add to watchlist LEN.B

Lennar Corp. Cl B

US : U.S.: NYSE

$ 102.26

-2.75 -2.62%

Volume: 57,911

Sept. 21, 2023 4:00p

P/E Ratio

7.58

Dividend Yield

1.47%

Market Cap

$33.09 billion

Rev. per Employee

$2.79M

/zigman2/quotes/208081807/composite

Add to watchlist HD

Home Depot Inc.

US : U.S.: NYSE

$ 306.76

-4.10 -1.32%

Volume: 2.77M

Sept. 21, 2023 4:00p

P/E Ratio

19.16

Dividend Yield

2.73%

Market Cap

$310.88 billion

Rev. per Employee

$328,405

/zigman2/quotes/201478958/composite

Add to watchlist DOOR

Masonite International Corp.

US : U.S.: NYSE

$ 93.05

-0.21 -0.23%

Volume: 120,143

Sept. 21, 2023 4:00p

P/E Ratio

11.94

Dividend Yield

N/A

Market Cap

$2.05 billion

Rev. per Employee

$287,146

/zigman2/quotes/204241548/composite

Add to watchlist ROCK

Gibraltar Industries Inc.

US : U.S.: Nasdaq

$ 68.12

-1.49 -2.14%

Volume: 132,407

Sept. 21, 2023 4:00p

P/E Ratio

23.76

Dividend Yield

N/A

Market Cap

$2.12 billion

Rev. per Employee

$637,966

/zigman2/quotes/201314954/composite

Add to watchlist IBP

Installed Building Products Inc.

US : U.S.: NYSE

$ 123.47

-3.40 -2.68%

Volume: 347,785

Sept. 21, 2023 4:00p

P/E Ratio

14.57

Dividend Yield

1.07%

Market Cap

$3.60 billion

Rev. per Employee

$267,671

/zigman2/quotes/206543728/composite

Add to watchlist UFPI

UFP Industries Inc.

US : U.S.: Nasdaq

$ 101.49

-0.17 -0.17%

Volume: 231,626

Sept. 21, 2023 4:00p

P/E Ratio

11.19

Dividend Yield

1.18%

Market Cap

$6.29 billion

Rev. per Employee

$522,771

/zigman2/quotes/203420082/composite

Add to watchlist PWR

Quanta Services Inc.

US : U.S.: NYSE

$ 186.47

-8.78 -4.50%

Volume: 1.38M

Sept. 21, 2023 4:00p

P/E Ratio

47.66

Dividend Yield

0.17%

Market Cap

$28.35 billion

Rev. per Employee

$388,030

/zigman2/quotes/202378347/composite

Add to watchlist SSD

Simpson Manufacturing Co.

US : U.S.: NYSE

$ 146.49

-4.42 -2.93%

Volume: 210,232

Sept. 21, 2023 4:00p

P/E Ratio

18.39

Dividend Yield

0.74%

Market Cap

$6.44 billion

Rev. per Employee

$419,018

/zigman2/quotes/208059744/composite

Add to watchlist PGTI

PGT Innovations Inc.

US : U.S.: NYSE

$ 26.89

+0.30 +1.13%

Volume: 422,668

Sept. 21, 2023 4:00p

P/E Ratio

15.68

Dividend Yield

N/A

Market Cap

$1.55 billion

Rev. per Employee

$270,643

/zigman2/quotes/208924960/composite

Add to watchlist BLDR

Builders FirstSource Inc.

US : U.S.: NYSE

$ 121.02

-6.14 -4.83%

Volume: 2.50M

Sept. 21, 2023 4:00p

P/E Ratio

9.38

Dividend Yield

N/A

Market Cap

$15.90 billion

Rev. per Employee

$639,008

/zigman2/quotes/200296850/composite

Add to watchlist WHR

Whirlpool Corp.

US : U.S.: NYSE

$ 132.65

-3.70 -2.71%

Volume: 410,093

Sept. 21, 2023 4:02p

P/E Ratio

N/A

Dividend Yield

5.28%

Market Cap

$7.47 billion

Rev. per Employee

$313,934

/zigman2/quotes/202067350/composite

Add to watchlist WSM

Williams-Sonoma Inc.

US : U.S.: NYSE

$ 141.25

-1.52 -1.06%

Volume: 1.51M

Sept. 21, 2023 4:00p

P/E Ratio

9.76

Dividend Yield

2.55%

Market Cap

$9.16 billion

Rev. per Employee

$391,645

/zigman2/quotes/202412472/composite

Add to watchlist MAS

Masco Corp.

US : U.S.: NYSE

$ 53.59

-0.98 -1.80%

Volume: 1.93M

Sept. 21, 2023 4:00p

P/E Ratio

15.15

Dividend Yield

2.13%

Market Cap

$12.27 billion

Rev. per Employee

$433,316

/zigman2/quotes/203145113/composite

Add to watchlist MDC

M.D.C. Holdings Inc.

US : U.S.: NYSE

$ 41.41

-1.24 -2.91%

Volume: 525,795

Sept. 21, 2023 4:00p

P/E Ratio

7.69

Dividend Yield

5.31%

Market Cap

$3.18 billion

Rev. per Employee

$3.10M

/zigman2/quotes/202648041/composite

Add to watchlist TT

Trane Technologies PLC

US : U.S.: NYSE

$ 198.02

-3.22 -1.60%

Volume: 795,270

Sept. 21, 2023 4:01p

P/E Ratio

24.44

Dividend Yield

1.51%

Market Cap

$45.96 billion

Rev. per Employee

$431,187

/zigman2/quotes/201694804/composite

Add to watchlist PHM

PulteGroup Inc.

US : U.S.: NYSE

$ 73.90

-2.55 -3.34%

Volume: 2.87M

Sept. 21, 2023 4:02p

P/E Ratio

6.11

Dividend Yield

0.87%

Market Cap

$16.78 billion

Rev. per Employee

$2.59M

/zigman2/quotes/201985817/composite

Add to watchlist LII

Lennox International Inc.

US : U.S.: NYSE

$ 368.19

-5.34 -1.43%

Volume: 360,466

Sept. 21, 2023 4:00p

P/E Ratio

23.75

Dividend Yield

1.20%

Market Cap

$13.27 billion

Rev. per Employee

$363,598

/zigman2/quotes/206784936/composite

Add to watchlist AAON

AAON Inc.

US : U.S.: Nasdaq

$ 56.68

-4.54 -7.42%

Volume: 542,859

Sept. 21, 2023 4:00p

P/E Ratio

31.42

Dividend Yield

0.56%

Market Cap

$5.00 billion

Rev. per Employee

$285,628

/zigman2/quotes/210069062/composite

Add to watchlist SHW

Sherwin-Williams Co.

US : U.S.: NYSE

$ 254.38

-5.43 -2.09%

Volume: 1.21M

Sept. 21, 2023 4:00p

P/E Ratio

28.23

Dividend Yield

0.95%

Market Cap

$66.81 billion

Rev. per Employee

$376,408

/zigman2/quotes/205565021/composite

Add to watchlist HELE

Helen of Troy Ltd.

US : U.S.: Nasdaq

$ 115.80

+1.22 +1.06%

Volume: 483,609

Sept. 21, 2023 4:00p

P/E Ratio

19.75

Dividend Yield

N/A

Market Cap

$2.76 billion

Rev. per Employee

$1.07M

/zigman2/quotes/204620507/composite

Add to watchlist LPX

Louisiana-Pacific Corp.

US : U.S.: NYSE

$ 56.70

-0.92 -1.60%

Volume: 830,433

Sept. 21, 2023 4:00p

P/E Ratio

41.62

Dividend Yield

1.69%

Market Cap

$4.15 billion

Rev. per Employee

$640,000

/zigman2/quotes/200736509/composite

Add to watchlist MHO

M/I Homes Inc.

US : U.S.: NYSE

$ 86.50

-1.35 -1.54%

Volume: 280,665

Sept. 21, 2023 4:00p

P/E Ratio

5.06

Dividend Yield

N/A

Market Cap

$2.44 billion

Rev. per Employee

$2.55M

/zigman2/quotes/201125684/composite

Add to watchlist AGX

Argan Inc.

US : U.S.: NYSE

$ 45.72

+0.99 +2.21%

Volume: 82,538

Sept. 21, 2023 4:00p

P/E Ratio

17.18

Dividend Yield

2.62%

Market Cap

$595.74 million

Rev. per Employee

$489,012

/zigman2/quotes/204302452/composite

Add to watchlist TPH

Tri Pointe Homes Inc.

US : U.S.: NYSE

$ 27.47

-0.89 -3.14%

Volume: 650,844

Sept. 21, 2023 4:00p

P/E Ratio

5.76

Dividend Yield

N/A

Market Cap

$2.81 billion

Rev. per Employee

$2.87M

/zigman2/quotes/209743863/composite

Add to watchlist TMHC

Taylor Morrison Home Corp.

US : U.S.: NYSE

$ 43.19

-1.66 -3.70%

Volume: 1.18M

Sept. 21, 2023 4:00p

P/E Ratio

4.75

Dividend Yield

N/A

Market Cap

$4.91 billion

Rev. per Employee

$2.75M

/zigman2/quotes/209548385/composite

Add to watchlist NVR

NVR Inc.

US : U.S.: NYSE

$ 5,888.47

-243.66 -3.97%

Volume: 25,365

Sept. 21, 2023 4:00p

P/E Ratio

12.57

Dividend Yield

N/A

Market Cap

$20.02 billion

Rev. per Employee

$1.49M

/zigman2/quotes/201912487/composite

Add to watchlist TOL

Toll Brothers Inc.

US : U.S.: NYSE

$ 73.63

-2.98 -3.89%

Volume: 2.98M

Sept. 21, 2023 4:00p

P/E Ratio

5.29

Dividend Yield

1.14%

Market Cap

$8.23 billion

Rev. per Employee

$2.06M

/zigman2/quotes/206220859/composite

Add to watchlist KBH

KB Home

US : U.S.: NYSE

$ 46.00

-2.06 -4.29%

Volume: 3.31M

Sept. 21, 2023 4:00p

P/E Ratio

6.01

Dividend Yield

1.74%

Market Cap

$3.87 billion

Rev. per Employee

$2.92M

/zigman2/quotes/202113551/composite

Add to watchlist OC

Owens Corning

US : U.S.: NYSE

$ 134.73

-1.15 -0.85%

Volume: 885,729

Sept. 21, 2023 4:00p

P/E Ratio

9.55

Dividend Yield

1.54%

Market Cap

$12.21 billion

Rev. per Employee

$510,947

/zigman2/quotes/208962119/composite

Add to watchlist AOS

A.O. Smith Corp.

US : U.S.: NYSE

$ 65.17

-1.18 -1.78%

Volume: 749,527

Sept. 21, 2023 4:00p

P/E Ratio

36.51

Dividend Yield

1.84%

Market Cap

$9.99 billion

Rev. per Employee

$311,458

/zigman2/quotes/200347023/composite

Add to watchlist BECN

Beacon Roofing Supply Inc.

US : U.S.: Nasdaq

$ 75.33

-1.27 -1.66%

Volume: 288,160

Sept. 21, 2023 4:00p

P/E Ratio

14.92

Dividend Yield

N/A

Market Cap

$4.83 billion

Rev. per Employee

$1.15M

/zigman2/quotes/203776087/composite

Add to watchlist JCI

Johnson Controls International PLC

US : U.S.: NYSE

$ 55.22

-1.29 -2.28%

Volume: 3.84M

Sept. 21, 2023 4:00p

P/E Ratio

18.45

Dividend Yield

2.68%

Market Cap

$38.44 billion

Rev. per Employee

$260,902

/zigman2/quotes/206135937/composite

Add to watchlist NX

Quanex Building Products Corp.

US : U.S.: NYSE

$ 27.56

-0.22 -0.79%

Volume: 91,239

Sept. 21, 2023 4:00p

P/E Ratio

11.40

Dividend Yield

1.16%

Market Cap

$916.36 million

Rev. per Employee

$294,870

/zigman2/quotes/206244792/composite

Add to watchlist CVCO

Cavco Industries Inc.

US : U.S.: Nasdaq

$ 261.00

-9.12 -3.38%

Volume: 69,543

Sept. 21, 2023 4:00p

P/E Ratio

10.20

Dividend Yield

N/A

Market Cap

$2.34 billion

Rev. per Employee

$289,979

/zigman2/quotes/207239091/composite

Add to watchlist TPX

Tempur Sealy International Inc.

US : U.S.: NYSE

$ 42.59

-1.28 -2.92%

Volume: 1.75M

Sept. 21, 2023 4:00p

P/E Ratio

18.28

Dividend Yield

1.03%

Market Cap

$7.55 billion

Rev. per Employee

$412,375

/zigman2/quotes/207732987/composite

Add to watchlist EXP

Eagle Materials Inc.

US : U.S.: NYSE

$ 164.09

-7.05 -4.12%

Volume: 423,228

Sept. 21, 2023 4:00p

P/E Ratio

12.52

Dividend Yield

0.61%

Market Cap

$6.06 billion

Rev. per Employee

$911,751

/zigman2/quotes/200134817/composite

Add to watchlist SKY

Skyline Champion Corp.

US : U.S.: NYSE

$ 64.38

-1.68 -2.54%

Volume: 273,606

Sept. 21, 2023 4:00p

P/E Ratio

11.01

Dividend Yield

N/A

Market Cap

$3.77 billion

Rev. per Employee

$304,604

/zigman2/quotes/208279856/composite

Add to watchlist JELD

JELD-WEN Holding Inc.

US : U.S.: NYSE

$ 13.27

-0.17 -1.26%

Volume: 396,317

Sept. 21, 2023 4:00p

P/E Ratio

21.14

Dividend Yield

N/A

Market Cap

$1.14 billion

Rev. per Employee

$212,632

/zigman2/quotes/204198156/composite

Add to watchlist ACM

AECOM

US : U.S.: NYSE

$ 81.79

-1.78 -2.13%

Volume: 709,500

Sept. 21, 2023 4:00p

P/E Ratio

86.31

Dividend Yield

0.88%

Market Cap

$11.59 billion

Rev. per Employee

$279,244

/zigman2/quotes/208808128/composite

Add to watchlist BZH

Beazer Homes USA Inc.

US : U.S.: NYSE

$ 24.79

-0.42 -1.67%

Volume: 456,931

Sept. 21, 2023 4:00p

P/E Ratio

4.02

Dividend Yield

N/A

Market Cap

$790.06 million

Rev. per Employee

$2.12M

/zigman2/quotes/206914223/composite

Add to watchlist VMI

Valmont Industries Inc.

US : U.S.: NYSE

$ 240.56

-6.44 -2.61%

Volume: 154,091

Sept. 21, 2023 4:00p

P/E Ratio

18.68

Dividend Yield

1.00%

Market Cap

$5.19 billion

Rev. per Employee

$381,703

/zigman2/quotes/209470000/composite

Add to watchlist AMWD

American Woodmark Corp.

US : U.S.: Nasdaq

$ 73.47

-0.84 -1.13%

Volume: 103,559

Sept. 21, 2023 4:00p

P/E Ratio

10.98

Dividend Yield

N/A

Market Cap

$1.22 billion

Rev. per Employee

$229,723

/zigman2/quotes/204528914/composite

Add to watchlist GLDD

Great Lakes Dredge & Dock Corp.

US : U.S.: Nasdaq

$ 8.00

-0.26 -3.15%

Volume: 343,948

Sept. 21, 2023 4:00p

P/E Ratio

N/A

Dividend Yield

N/A

Market Cap

$549.22 million

Rev. per Employee

$1.40M

/zigman2/quotes/208053279/composite

Add to watchlist SWX

Southwest Gas Holdings Inc.

US : U.S.: NYSE

$ 62.00

-1.02 -1.62%

Volume: 361,812

Sept. 21, 2023 4:00p

P/E Ratio

N/A

Dividend Yield

4.00%

Market Cap

$4.50 billion

Rev. per Employee

$407,473

/zigman2/quotes/207562898/composite

Add to watchlist ALLE

Allegion PLC

US : U.S.: NYSE

$ 103.85

-0.40 -0.38%

Volume: 736,180

Sept. 21, 2023 4:02p

P/E Ratio

17.79

Dividend Yield

1.73%

Market Cap

$9.15 billion

Rev. per Employee

$293,553

/zigman2/quotes/206009340/composite

Add to watchlist LEG

Leggett & Platt Inc.

US : U.S.: NYSE

$ 24.95

-0.40 -1.58%

Volume: 1.18M

Sept. 21, 2023 4:00p

P/E Ratio

14.66

Dividend Yield

7.37%

Market Cap

$3.38 billion

Rev. per Employee

$247,709

/zigman2/quotes/205703431/composite

Add to watchlist AWI

Armstrong World Industries Inc.

US : U.S.: NYSE

$ 72.10

-1.21 -1.65%

Volume: 134,594

Sept. 21, 2023 4:00p

P/E Ratio

15.59

Dividend Yield

1.41%

Market Cap

$3.28 billion

Rev. per Employee

$421,700

/zigman2/quotes/208827848/composite

Add to watchlist MLM

Martin Marietta Materials Inc.

US : U.S.: NYSE

$ 406.56

-14.35 -3.41%

Volume: 557,562

Sept. 21, 2023 4:01p

P/E Ratio

26.69

Dividend Yield

0.73%

Market Cap

$26.01 billion

Rev. per Employee

$687,564

/zigman2/quotes/207965492/composite

Add to watchlist MTZ

MasTec Inc.

US : U.S.: NYSE

$ 78.13

-3.91 -4.77%

Volume: 965,447

Sept. 21, 2023 4:00p

P/E Ratio

N/A

Dividend Yield

N/A

Market Cap

$6.47 billion

Rev. per Employee

$343,144

/zigman2/quotes/207248913/composite

Add to watchlist MHK

Mohawk Industries Inc.

US : U.S.: NYSE

$ 89.28

-2.26 -2.47%

Volume: 680,685

Sept. 21, 2023 4:00p

P/E Ratio

N/A

Dividend Yield

N/A

Market Cap

$5.83 billion

Rev. per Employee

$276,892

/zigman2/quotes/203159143/composite

Add to watchlist SUM

Summit Materials Inc. Cl A

US : U.S.: NYSE

$ 30.99

-1.22 -3.79%

Volume: 1.14M

Sept. 21, 2023 4:00p

P/E Ratio

21.80

Dividend Yield

N/A

Market Cap

$3.83 billion

Rev. per Employee

$514,491

/zigman2/quotes/217080228/composite

Add to watchlist CARR

Carrier Global Corp.

US : U.S.: NYSE

$ 52.56

-1.27 -2.36%

Volume: 4.19M

Sept. 21, 2023 4:00p

P/E Ratio

20.86

Dividend Yield

1.41%

Market Cap

$45.09 billion

Rev. per Employee

$419,635