52-week	Earnings	P/E				
 	Stock Price	YTD Change	High	Low	2006	2007	2006	2007	Market Val (bil)	Div Yield	Debt/Capital	Price/Book

HOME BUILDERS	 	 	 	 	 	 	 	 	 	 	 	 
Centex*	 $49.01	–31.4%	 $79.40	 $42.90	 $9.46A	 $6.50	5.2	7.5	 $6.0	0.3%	49.1%	1.1
DR Horton**	21.40	–40.1	41.66	19.52	3.71	2.71	5.8	7.9	6.6	2.8	46.9	1.1
Hovnanian***	26.10	–47.4	61.71	24.79	5.30	3.49	4.9	7.5	1.6	0.0	52.2	0.9
KB Home****	41.18	–43.3	81.99	37.89	9.61	7.74	4.3	5.3	3.8	2.4	54.5	1.3
Lennar****	44.86	–26.5	66.44	38.66	7.55	5.96	5.9	7.5	7.2	1.4	33.5	1.2
Levitt	11.05	–51.4	26.08	9.22	0.36	0.39	31.0	28.7	0.2	0.7	53.8	0.6
MDC Holdings	42.50	–31.4	81.33	42.01	7.03	4.59	6.0	9.3	1.9	2.4	31.9	0.9
Pulte	29.25	–25.7	46.25	26.02	3.93	3.12	7.4	9.4	7.5	0.5	39.4	1.2
Toll Bros***	25.42	–26.6	51.72	22.22	4.43	2.94	5.7	8.7	3.9	0.0	41.3	1.2
WCI Communities	14.61	–45.6	31.54	13.73	2.62	0.96	5.6	15.2	0.6	0.0	62.1	0.6

BUILDING PRODUCTS	 	 	 	 	 	 	 	 	 	 	 	 
Black & Decker	 73.51	–15.5	94.90	66.04	7.24	7.91	10.2	9.3	5.6	2.1	49.4	3.6
Masco	 26.42	–12.5	33.70	25.92	2.44	2.57	10.8	10.3	10.5	3.3	46.3	2.2
Sherwin Williams	49.53	9.0	54.12	37.40	4.08	4.36	12.2	11.3	6.7	2.0	28.6	3.4

HOME-IMPROVEMENT RETAILERS
Lowe's*****	 26.37	–20.9	34.85	26.20	2.02	2.25	13.1	11.7	40.9	0.8	19.8	2.5
Home Depot*****	 33.41	–17.5	43.95	32.85	2.98	3.27	11.2	10.2	69.1	1.8	13.2	2.3

CARPETING
Mohawk Industries	 68.76	–20.9	90.88	62.80	6.36	6.99	10.8	9.8	4.7	0.0	52.2	1.4

APPLIANCES
Whirlpool	78.56	–6.2	96.00	67.89	6.09	8.73	12.9	9.0	6.1	2.2	40.3	2.0

LENDING
Countrywide Financial	 33.26	–2.7	43.67	29.34	4.41	4.94	7.5	6.7	20.2	1.8	89.8	1.4
FURNITURE
Ethan Allen******	 35.56	–2.7	45.43	28.50	2.59A	2.83	13.7	12.6	1.2	2.2	32.7	2.7
Furniture Brands	 19.20	–14.0	25.34	16.07	1.58	1.73	12.2	11.1	0.9	3.3	25.0	1.0

REAL-ESTATE SERVICES
Realogy	 21.17	–17.6	26.20	20.05	1.50	1.72	14.1	12.3	5.3	0.0	–	– 
 
A=Actual

*fiscal year ends in March
**fiscal year ends in September
***fiscal year ends in October 
****fiscal year ends in November 
*****fiscal year ends in January 
******fiscal year ends in June

Sources: Thomson Financial/Baseline; Credit Suisse; Bloomberg

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