Top mid to large cap U.S. homebuilding stocks by Quant rating as builder sentiment falls

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Dougal Waters

The U.S. homebuilding sector is flashing fresh warning signs heading into Q1 2026 earnings season, as builder confidence tumbled four points to 34 in April, the lowest reading since September 2025 and well below the consensus estimate of 37, driven by elevated mortgage rates, surging material costs tied to higher fuel prices, and deepening economic uncertainty.

Against this challenging backdrop, below is a list of U.S. mid to large-cap homebuilding stocks ranked according to their Seeking Alpha Quant Ratings.

Champion Homes, Inc. (SKY [https://seekingalpha.com/symbol/SKY]) tops the list with the only Buy rating at 3.74. Tri Pointe Homes, Inc. (TPH [https://seekingalpha.com/symbol/TPH]) and Installed Building Products, Inc. (IBP [https://seekingalpha.com/symbol/IBP]) follow with Hold ratings of 3.13 and 3.01, respectively.

The list spans major industry players including Toll Brothers (TOL [https://seekingalpha.com/symbol/TOL]), PulteGroup (PHM [https://seekingalpha.com/symbol/PHM]), and D.R. Horton (DHI [https://seekingalpha.com/symbol/DHI]), all carrying Hold ratings. At the bottom, TopBuild Corp. (BLD [https://seekingalpha.com/symbol/BLD]) and Cavco Industries (CVCO [https://seekingalpha.com/symbol/CVCO]) hold Sell ratings of 1.89 and 1.74, indicating bearish assessments from the Quant system.

Seeking Alpha’s Quant Ratings grade stocks on their relative performance across key quantitative measures, including valuation, growth, stock momentum, and profitability. Ratings are given on a scale from 1 to 5, with any rating of 3.5 or above considered bullish and any rating of 2.5 or below considered bearish.

Here is the list:

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Champion Homes, Inc. (SKY [https://seekingalpha.com/symbol/SKY]), Quant Rating: 3.74

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Tri Pointe Homes, Inc. (TPH [https://seekingalpha.com/symbol/TPH]), Quant Rating: 3.13

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Installed Building Products, Inc. (IBP [https://seekingalpha.com/symbol/IBP]), Quant Rating: 3.01

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Toll Brothers, Inc. (TOL [https://seekingalpha.com/symbol/TOL]), Quant Rating: 2.90

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M/I Homes, Inc. (MHO [https://seekingalpha.com/symbol/MHO]), Quant Rating: 2.81

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Taylor Morrison Home Corporation (TMHC [https://seekingalpha.com/symbol/TMHC]), Quant Rating: 2.79

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NVR, Inc. (NVR [https://seekingalpha.com/symbol/NVR]), Quant Rating: 2.79

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PulteGroup, Inc. (PHM [https://seekingalpha.com/symbol/PHM]), Quant Rating: 2.75

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Green Brick Partners, Inc. (GRBK [https://seekingalpha.com/symbol/GRBK]), Quant Rating: 2.74

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D.R. Horton, Inc. (DHI [https://seekingalpha.com/symbol/DHI]), Quant Rating: 2.72

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Lennar Corporation (LEN [https://seekingalpha.com/symbol/LEN]), Quant Rating: 2.71

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Meritage Homes Corporation (MTH [https://seekingalpha.com/symbol/MTH]), Quant Rating: 2.65

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KB Home (KBH [https://seekingalpha.com/symbol/KBH]), Quant Rating: 2.64

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TopBuild Corp. (BLD [https://seekingalpha.com/symbol/BLD]), Quant Rating: 1.89

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Cavco Industries, Inc. (CVCO [https://seekingalpha.com/symbol/CVCO]), Quant Rating: 1.74

MORE ON S&P 500 HOMEBUILDING INDEX

* Builder confidence hits 7-month low: Here's how small cap homebuilding stocks stack up on Quant ratings [https://seekingalpha.com/news/4575399-builder-confidence-hits-seven-month-low-heres-how-homebuilding-stocks-stack-up-on-quant-ratings]