Toll Brothers is priced like an old-school cyclical homebuilder despite becoming an increasingly capital-efficient luxury brand with strong earnings growth. It trades at 10.5x earnings versus a historical norm of about 17.5x. EPS has compounded 18.8% a year since 2016, consensus sees 9% growth in 2027 and 15% in 2028, and dividends have compounded 17.6% since 2017. It is more asset-light, with 57% of controlled lots optioned versus 38% in 2019. x.com 

Home Depot is a best-in-class operator trading near 52-week lows, and it has historically come out of housing cycles stronger. Weak housing turnover has clearly been a headwind, but its balance sheet, scale, dividend and long-term pricing power still look very attractive. x.com 

Sherwin-Williams can earn much more as housing turnover normalizes, because its pricing power holds even while its biggest end market is broken. Paint Stores comps rose 4.2% in Q2 with existing home sales at a 4.06M pace, and FY26 EPS guidance rose to $11.80-12.20. A normal 5.3M year could add about $1.50-2 of EPS, or roughly $14 of earnings power, 24x at $330, with upside past $17 if input costs help. PPG's exit and Kelly Moore's liquidation leave it gaining pro share. x.com  x.com  x.com  x.com  … Show more

Lowe's is a high-quality long-term hold to buy while housing is out of favor. Its five-year chart looks flat because of post-Covid sentiment, but its share count has fallen substantially over the past decade, and it has beaten the S&P 500 over 10 and 20 years. Q1 was a double beat with sales up 10%, though guidance spooked investors. The $210 level was the target for adding, and the timing of a housing recovery is unknown. x.com 

Sherwin-Williams offers the steady, rent-check reliability of its standalone stores in stock form. The predictable paint leader has raised its dividend for 45 consecutive years, making it a Dividend Aristocrat, and its shares have rolled into a buy zone on a FAST Graphs valuation. x.com