The housing industry appears to be on much more firm ground than other sections of the economy in the wake of the coronavirus pandemic.
However, not every housing-related stock has been on a winning streak. Many have been battered and bruised, but Barron’s recently reported that there are more than a handful of shares likely to rise in the near future.
To find stocks with solid growth potential, Barron’s started with the SPDR S&P Homebuilders exchange-traded fund (XHB)–which includes housing, home good, and home builder-related stocks—and screened for stocks trading in the negative year-to-date as of June 24’s market close, the financial publication explained.
Barron’s then filtered for stocks with positive earnings per share growth rate from 2019 to 2021 estimates, searching for companies that could emerge from the pandemic stronger than they entered.
“The seven stocks that made the cut range from builders to supply manufacturers to furniture and appliance purveyors. While all are down year-to-date, analysts expect their earnings per share to grow in 2021 compared with 2019, before the companies were impacted by the virus,” Barron’s said.
Despite a rocky start to 2020, analysts expect these seven stocks' earnings to surpass 2019 levels in 2021:
- Tempur Sealy Int’l (TPX)
- Taylor Morrison Home (TMHC)
- Masco (MAS)
- Johnson Controls Int’l (JCI)
- Aaron’s (AAN)
- Installed Building Products (IBP)
- A. O. Smith (AOS)
Meanwhile, U.S. home prices gains accelerated in April even as sales have stumbled, a sign the coronavirus outbreak has had little impact on real estate values, the Associated Press reported.
The S&P CoreLogic Case-Shiller 20-city home price index climbed 4% in April compared with a year earlier, the largest gain since December 2018, up from 3.9% in March.
Home sales have fallen sharply for three straight months to their lowest annual pace in nearly a decade in May. Yet the supply of available houses for sale has also declined, compared with a year ago, forcing remaining buyers to bid up prices.
“The price trend that was in place pre-pandemic seems so far to be undisturbed, at least at the national level,” said Craig Lazzara, managing director of S&P Dow Jones Industries. “Prices in 12 of the 20 cities in our survey were at an all-time high in April.”
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