Consumer Cyclical

Sector Overview

The Consumer Cyclical sector plays a crucial role in the economy as it covers a wide array of products and services that are sensitive to economic cycles. This sector includes industries such as retail, automobiles, luxury goods, and residential construction, which thrive during periods of economic expansion when consumers have higher disposable incomes. Key companies in this sector, such as InterContinental Hotels Group PLC and Shenzhou International Group Holdings Limited, reflect the demand for leisure, travel, and stylish goods, which are often considered non-essential and thus fluctuate based on consumer confidence and economic conditions.

A significant driver for the Consumer Cyclical sector is consumer spending, which accounts for a substantial portion of overall economic activity. When employment rates rise and wages increase, consumers are more likely to spend on discretionary items, leading to growth in this sector. Trends influencing consumer behavior include the rise of e-commerce, sustainability concerns, and shifts in consumer preferences towards experiences rather than material goods. Innovations in technology and services also play a vital role, as firms like Faraday Future Intelligent Electric Inc. push boundaries in electric vehicles, catering to environmentally conscious consumers. Overall, this sector not only reflects the pulse of consumer sentiment but also acts as a barometer for economic health, greatly influencing related industries and investment landscapes.

Key Metrics

*Weighted by Market Cap Last updated: Nov 08, 2026
Avg P/E Ratio 21.6
Profitable Companies 86%
Avg Growth -20.6%
Avg Dividend Yield 1.55%

Historical Return

Last updated: Nov 01, 2026
1 Year -5.8% +1.5% Div
3 Years Ø -1.4% +1.5% Div
5 Years Ø -0.9% +1.5% Div
1 Year -3.6% +1.5% Div
3 Years Ø -0.7% +1.5% Div
5 Years Ø -0.7% +1.5% Div

Risk & Analysis Metrics

Last updated: Nov 08, 2026

Volatility

28.31% 1 Year
29.36% 3 Years
26.43% 5 Years
42.68% 10 Years

Max Drawdown

-27.72% 1 Year
-28.59% 3 Years
-38.56% 5 Years
-52.91% 10 Years

Sharpe Ratio

0.10 1 Year
1.16 3 Years
0.52 5 Years
0.60 10 Years

Volatility

7505.45% 1 Year
8261.27% 3 Years
9338.44% 5 Years
16957.48% 10 Years

Max Drawdown

-11.07% 1 Year
-17.10% 3 Years
-20.10% 5 Years
-28.65% 10 Years

Sharpe Ratio

5.38 1 Year
5.16 3 Years
4.72 5 Years
4.85 10 Years

Return Triangle (Heatmap)

Last updated: Nov 01, 2026
2025
2025 15.2%
2025
2025 -1.8%

Distributions

Last updated: Nov 01, 2026

Profit Margin Distribution

< 0%
19%
1y 3y 22% 85%
0 - 5%
16%
1y 3y 78% 0%
5 - 10%
39%
1y 3y 0% 14%
10 - 15%
18%
1y 3y 1% 1%
15 - 20%
3%
1y 3y 0% 0%
20 - 30%
4%
1y 3y 0% 0%
30 - 40%
0%
1y 3y 0% 0%
> 40%
0%
1y 3y 0% 0%
< 0%
30%
1y 3y 82% 80%
0 - 5%
34%
1y 3y 9% 0%
5 - 10%
19%
1y 3y 0% 10%
10 - 15%
8%
1y 3y 9% 10%
15 - 20%
3%
1y 3y 0% 0%
20 - 30%
3%
1y 3y 0% 0%
30 - 40%
1%
1y 3y 0% 0%
> 40%
2%
1y 3y 0% 0%

P/E Ratio Distribution

< 0
19%
1y 3y 100% 0%
0 - 10
41%
1y 3y 0% 100%
10 - 15
10%
1y 3y 0% 0%
15 - 20
7%
1y 3y 0% 0%
20 - 25
3%
1y 3y 0% 0%
25 - 35
6%
1y 3y 0% 0%
35 - 50
7%
1y 3y 0% 0%
> 50
6%
1y 3y 0% 0%
< 0
31%
1y 3y 100% 0%
0 - 10
20%
1y 3y 0% 100%
10 - 15
14%
1y 3y 0% 0%
15 - 20
10%
1y 3y 0% 0%
20 - 25
5%
1y 3y 0% 0%
25 - 35
7%
1y 3y 0% 0%
35 - 50
5%
1y 3y 0% 0%
> 50
9%
1y 3y 0% 0%

Discounted Cash Flow

Weighted Average Undervaluation
N/A
Undervalued
> 60%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
15 - 30%
0%
1y 3y N/A N/A
Fair (&plusmn;15%)
0%
1y 3y N/A N/A
Overvalued
15 - 30%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
> 60%
0%
1y 3y N/A N/A
Equal Weight Average Undervaluation
N/A
Undervalued
> 60%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
15 - 30%
0%
1y 3y N/A N/A
Fair (&plusmn;15%)
0%
1y 3y N/A N/A
Overvalued
15 - 30%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
> 60%
0%
1y 3y N/A N/A

Portfolio Concentration

*by Market Cap Last updated: Nov 01, 2026
24.4% Top 5 Holdings
36.2% Top 10 Holdings
68.4% Top 50 Holdings
80.2% Top 100 Holdings
Top 5 Companies
HYUD.L Hyundai Motor Company
7.6%
000270.KS Kia Corporation
4.9%
BELI.JK PT Global Digital Niaga Tbk
4.7%
012330.KS Hyundai Mobis Co.,Ltd
3.9%
6288.HK Fast Retailing Co., Ltd.
3.1%

Market Cap Size Distribution

Micro Cap
0.0%
1y 3y 22.1% 8.6%
Small Cap
0.1%
1y 3y 77.9% 28.6%
Mid Cap
0.6%
1y 3y 0.0% 62.8%
Large Cap
6.4%
1y 3y 0.0% 0.0%
Mega Cap
92.8%
1y 3y 0.0% 0.0%
Micro: < $300M Small: $300M–$2B Mid: $2B–$10B Large: $10B–$200B Mega: > $200B
Micro Cap
24.2%
1y 3y 90.9% 70.0%
Small Cap
19.3%
1y 3y 9.1% 20.0%
Mid Cap
26.0%
1y 3y 0.0% 10.0%
Large Cap
23.1%
1y 3y 0.0% 0.0%
Mega Cap
7.4%
1y 3y 0.0% 0.0%
Micro: < $300M Small: $300M–$2B Mid: $2B–$10B Large: $10B–$200B Mega: > $200B

Average metrics of all companies in sector Last updated: Nov 08, 2026

Compare to
Market
Market Cap The average market value of companies in this sector. $1.07T
Dividend Yield Yearly payout to shareholders per share. The percentage indicates the payout in relation to the share price. 1.55 %
Beta Indicates the relationship between the price performance of a share and the market. 0.64
P/E Ratio Ratio between share price and earnings per share. A low ratio could indicate that the stock is undervalued or investors aren't expecting high growth. A high ratio could indicate that the stock is overvalued or investors are expecting high growth. 21.57
Negative P/E Ratio A negative P/E ratio shows that the company is not profitable, and it shows how many years it would take the company to lose its entire market capitalisation if it did not change anything. -43.21
Profitable Companies 86%
PEG The ratio between the P/E ratio and the growth rate of the company's earnings per share in the last twelve months. A lower PEG could mean that a stock is undervalued. 3.45
Price to Sales Ratio Market cap divided by the revenue in the most recent year. 3.78
Price to Book Ratio Price to Book Ratio is the Market cap divided by the Book value of the company. 8.22
Compare to
Market
Enterprise Value to EBIT Enterprise Value divided by EBIT. 7.18
Enterprise Value to Revenue Enterprise value divided by revenue. 4.59
Total Debt to Enterprise Value Total debt divided by enterprise value. 0.18
Debt to Equity A higher ratio indicates a higher risk. However, the ratio is difficult to compare between industries where common amounts of debt vary. 0.49
Profit Margin Net income divided by revenue of the last 4 quarters. It indicates the company's profitability. 3.46%
Quarterly Earnings Growth (YoY) The rate at which the company's net income has increased to the same quarter one year ago. -20.6%
Return on Equity Equity divided by market cap. 8.96%
Return on Assets Indicates a company's profitability in relation to its total assets. 3.36%
Return on Invested Capital Return on invested capital (ROIC) is net income after dividends divided by the sum of debt and equity. It shows how effective a company is at turning capital invested by shareholders and other debtholders into profits. 8.22%

Stock Screener

Select filters to narrow down the 5011 companies below

5011 companies
$0B >$1T

Ratio between share price and earnings per share. A low ratio could indicate undervaluation.

<0 >50

Ratio of dividends in the last 12 months to current share price.

0% 3%

Revenue increase compared to the same quarter one year ago.

0% 30%

Net income increase compared to the same quarter one year ago.

0% 30%

Profitability of the last quarter.

<-30% >30%

A higher ratio indicates a higher risk. The ratio is difficult to compare between industries.

<0 >3

Discounted cash flow valuation vs. current price. Positive = undervalued, negative = overvalued.

<-50% >+100%
Market Cap $54.9T
Dividends 3.7%
P/E Ratio 9.4
Revenue $45.1T
Net Income $1.93T
Profit Margin +4.3%
Employees 63.02K
View Stock
Market Cap $54.9T
Dividends 3.7%
P/E Ratio 9.4
Revenue $45.1T
Net Income $1.93T
Profit Margin +4.3%
Employees 63.02K
View Stock
Market Cap $54.9T
Dividends 3.7%
P/E Ratio 9.4
Revenue $45.1T
Net Income $1.93T
Profit Margin +4.3%
Employees 63.02K
View Stock
Market Cap $54.9T
Dividends 3.7%
P/E Ratio 9.4
Revenue $45.1T
Net Income $1.93T
Profit Margin +4.3%
Employees 63.02K
View Stock
Market Cap $54.9T
Dividends 3.7%
P/E Ratio 9.4
Revenue $45.1T
Net Income $1.93T
Profit Margin +4.3%
Employees 63.02K
View Stock
Market Cap $54.9T
Dividends 3.7%
P/E Ratio 9.4
Revenue $45.1T
Net Income $1.93T
Profit Margin +4.3%
Employees 63.02K
View Stock
Market Cap $54.9T
Dividends 3.7%
P/E Ratio 9.4
Revenue $45.1T
Net Income $1.93T
Profit Margin +4.3%
Employees 63.02K
View Stock
Market Cap $36.77T
Dividends 7.2%
P/E Ratio 5.3
Revenue $31.6T +10.1%
Net Income $1.29T -9.8%
Profit Margin +4.1%
Employees 36.57K
View Stock
Market Cap $35.68T
Dividends 0.0%
P/E Ratio -22.7
Revenue $7.41T +31.3%
Net Income -$403B -31.8%
Profit Margin -5.4%
Employees 5.07K
View Stock
Market Cap $31.7T
Dividends 1.8%
P/E Ratio 9.6
Revenue $15.7T +4.6%
Net Income $598B -35.6%
Profit Margin +3.8%
Employees 11.56K
View Stock
Market Cap $19.14T
Dividends 2.3%
P/E Ratio 15.8
Revenue $2.54T +24.7%
Net Income $303B +6.5%
Profit Margin +11.9%
Employees 12.54K
View Stock
Market Cap $17.24T
Dividends 0.0%
P/E Ratio -528.0
Revenue $13.1B
Net Income -$7.05B
Profit Margin -54.0%
Employees 28
View Stock
Market Cap $17.1T
Dividends 0.7%
P/E Ratio 8.6
Revenue $6.31T +22.5%
Net Income $578B +15.7%
Profit Margin +9.2%
Employees 16.25K
View Stock
Market Cap $17.06T
Dividends 1.9%
P/E Ratio 12.5
Revenue $3.42T +9.5%
Net Income $190B +18.3%
Profit Margin +5.6%
Employees 76.67K
View Stock
Market Cap $16.14T
Dividends 0.0%
P/E Ratio -1392.1
Revenue $418B +38.1%
Net Income $401M -111.3%
Profit Margin +0.1%
Employees 1.49K
View Stock
Market Cap $14.99T
Dividends 7.8%
P/E Ratio 6.2
Revenue $6.17T +18.1%
Net Income $648B +3.0%
Profit Margin +10.5%
Employees 6.91K
View Stock
Market Cap $13.59T
Dividends 0.2%
P/E Ratio -440.1
Revenue $71.5B
Net Income -$87B
Profit Margin -121.8%
Employees 25
View Stock
Market Cap $13.59T
Dividends 0.2%
P/E Ratio -440.1
Revenue $71.5B
Net Income -$87B
Profit Margin -121.8%
Employees 25
View Stock
Market Cap $13.12T
Dividends 3.6%
P/E Ratio 20.6
Revenue $2.04T +2.2%
Net Income $256B -18.7%
Profit Margin +12.6%
Employees 195
View Stock
Market Cap $13.12T
Dividends 3.6%
P/E Ratio 20.6
Revenue $2.04T +2.2%
Net Income $256B -18.7%
Profit Margin +12.6%
Employees 195
View Stock