Homebuilding Research
Zelman’s Homebuilding research delivers a clear, data-driven view of U.S. housing demand, pricing power, community-level trends, and builder performance. Through proprietary surveys and detailed analytical reports, we help homebuilders, investors, and lenders navigate shifting fundamentals and understand emerging opportunities across national, regional, and local markets.
Homebuilding Comparable Financial Data
Public Company Information and Financial Ratios
Taylor Morrison
Dropping Coverage
Macro Housing Quick Take
June New Home Sales Ahead of Estimates, May Revised Higher
Century Communities
Better Pace-Price Balance in a Volatile Environment
Century Communities Financial Model
NVR
Relative Valuation More Compelling; Maintain Outperform
NVR Financial Model
NVR
Closings Fall Short of Expectations, but All Other Key Metrics Solid
PulteGroup
Wash, Rinse, Repeat
PulteGroup Financial Model
Comprehensive Homebuilding Data and Insights
Zelman’s Homebuilding research blends real-time survey results with deep thematic and company-level analysis to reveal market conditions across every phase of the housing cycle.
The Homebuilding Survey tracks new-home sales, pricing, incentives, absorption rates, cancellations, construction timelines, lot supply, and buyer traffic, providing timely visibility into demand strength and operational performance.
Our Thematic Reports, including regional-focused studies such as Western Markets and granular Community-by-Community analyses, examine demographic drivers, migration patterns, affordability, permitting activity, supply constraints, and competitive dynamics across key metros.
Company-Specific Reports deliver detailed financial modeling, land and community pipeline evaluation, margin frameworks, and growth outlooks tailored to individual public builders and private operators.
Together, these research pillars offer a comprehensive understanding of near-term fundamentals and long-term structural trends shaping the homebuilding industry.