Consumer Defensive

Sector Overview

The Consumer Defensive sector plays a pivotal role in the economy by supplying products and services that individuals require regardless of the economic environment. This sector is characterized by its focus on consumer staples—these are items that people consider necessary for everyday living, such as food and beverages, household goods, and personal care products. As a result, companies within this sector, such as Smithfield Foods and McGraw Hill, often experience stable demand even during economic downturns, making them attractive for investors seeking reliability and lower volatility in their portfolios.

Key drivers in the Consumer Defensive sector include changing consumer preferences, demographic shifts, and economic conditions. For instance, as more individuals prioritize healthier choices, companies like Healthy Choice Wellness Corp. and Reliv' International, Inc. may see increased demand for their health-oriented products. Additionally, the inflationary pressures and supply chain challenges have prompted companies to innovate and adapt their offerings. The trend towards online learning and education also indicates a shift in consumer behavior, positioning firms like CIBT Education Group Inc. and National American University Holdings to capitalize on evolving academic needs. Moreover, sustainability and ethical considerations are becoming more prominent, leading companies in this sector to focus more on eco-friendly practices and supply chains.

In conclusion, the Consumer Defensive sector not only provides essential goods but also reflects broader societal trends and consumer behavior. As it continues to adapt to changing preferences and global economic challenges, this sector remains vital for both consumers and investors alike, ensuring a steady stream of products that cater to basic needs while navigating the complexities of modern markets.

Key Metrics

*Weighted by Market Cap Last updated: Nov 08, 2026
Avg P/E Ratio 32.8
Profitable Companies 96%
Avg Growth 53.2%
Avg Dividend Yield 2.07%

Historical Return

Last updated: Nov 01, 2026
1 Year -7.8% +2.1% Div
3 Years Ø -2.7% +2.1% Div
5 Years Ø -1.6% +2.1% Div
1 Year -3.3% +2.1% Div
3 Years Ø -1.1% +2.1% Div
5 Years Ø -0.7% +2.1% Div

Risk & Analysis Metrics

Last updated: Nov 08, 2026

Volatility

25.89% 1 Year
24.38% 3 Years
24.98% 5 Years
25.57% 10 Years

Max Drawdown

-25.59% 1 Year
-25.26% 3 Years
-36.55% 5 Years
-58.47% 10 Years

Sharpe Ratio

0.36 1 Year
0.82 3 Years
0.17 5 Years
0.19 10 Years

Volatility

101.02% 1 Year
105.10% 3 Years
95.79% 5 Years
102.93% 10 Years

Max Drawdown

-20.86% 1 Year
-28.98% 3 Years
-43.42% 5 Years
-56.65% 10 Years

Sharpe Ratio

1.22 1 Year
1.39 3 Years
1.03 5 Years
1.34 10 Years

Return Triangle (Heatmap)

Last updated: Nov 01, 2026
2025
2025 -21.1%
2025
2025 -46.8%

Distributions

Last updated: Nov 01, 2026

Profit Margin Distribution

< 0%
4%
1y 3y 100% N/A
0 - 5%
20%
1y 3y 0% N/A
5 - 10%
32%
1y 3y 0% N/A
10 - 15%
6%
1y 3y 0% N/A
15 - 20%
22%
1y 3y 0% N/A
20 - 30%
9%
1y 3y 0% N/A
30 - 40%
7%
1y 3y 0% N/A
> 40%
0%
1y 3y 0% N/A
< 0%
30%
1y 3y 100% N/A
0 - 5%
33%
1y 3y 0% N/A
5 - 10%
17%
1y 3y 0% N/A
10 - 15%
8%
1y 3y 0% N/A
15 - 20%
4%
1y 3y 0% N/A
20 - 30%
4%
1y 3y 0% N/A
30 - 40%
1%
1y 3y 0% N/A
> 40%
3%
1y 3y 0% N/A

P/E Ratio Distribution

< 0
4%
1y 3y 100% 0%
0 - 10
42%
1y 3y 0% 100%
10 - 15
17%
1y 3y 0% 0%
15 - 20
14%
1y 3y 0% 0%
20 - 25
7%
1y 3y 0% 0%
25 - 35
3%
1y 3y 0% 0%
35 - 50
2%
1y 3y 0% 0%
> 50
11%
1y 3y 0% 0%
< 0
32%
1y 3y 100% 0%
0 - 10
20%
1y 3y 0% 100%
10 - 15
16%
1y 3y 0% 0%
15 - 20
9%
1y 3y 0% 0%
20 - 25
6%
1y 3y 0% 0%
25 - 35
6%
1y 3y 0% 0%
35 - 50
4%
1y 3y 0% 0%
> 50
7%
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
26.5% Top 5 Holdings
41.8% Top 10 Holdings
81.1% Top 50 Holdings
91.4% Top 100 Holdings
Top 5 Companies
PIFFY PT Indofood CBP Sukses Makmur Tbk
7.5%
PGUN.JK PT Pradiksi Gunatama Tbk
5.4%
CPIN.JK PT Charoen Pokphand Indonesia Tbk
4.9%
TAPG.JK PT Triputra Agro Persada Tbk
4.4%
AMRT.JK PT Sumber Alfaria Trijaya Tbk
4.4%

Market Cap Size Distribution

Micro Cap
0.0%
1y 3y 100.0% 100.0%
Small Cap
0.0%
1y 3y 0.0% 0.0%
Mid Cap
0.2%
1y 3y 0.0% 0.0%
Large Cap
2.7%
1y 3y 0.0% 0.0%
Mega Cap
97.0%
1y 3y 0.0% 0.0%
Micro: < $300M Small: $300M–$2B Mid: $2B–$10B Large: $10B–$200B Mega: > $200B
Micro Cap
28.5%
1y 3y 100.0% 100.0%
Small Cap
18.8%
1y 3y 0.0% 0.0%
Mid Cap
21.2%
1y 3y 0.0% 0.0%
Large Cap
21.3%
1y 3y 0.0% 0.0%
Mega Cap
10.1%
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. $3.4T
Dividend Yield Yearly payout to shareholders per share. The percentage indicates the payout in relation to the share price. 2.07 %
Beta Indicates the relationship between the price performance of a share and the market. 0.46
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. 32.79
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. -27.64
Profitable Companies 96%
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. 17.97
Price to Sales Ratio Market cap divided by the revenue in the most recent year. 5.94
Price to Book Ratio Price to Book Ratio is the Market cap divided by the Book value of the company. 5.0
Compare to
Market
Enterprise Value to EBIT Enterprise Value divided by EBIT. 25.4
Enterprise Value to Revenue Enterprise value divided by revenue. 6.06
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. 0.47
Profit Margin Net income divided by revenue of the last 4 quarters. It indicates the company's profitability. 13.13%
Quarterly Earnings Growth (YoY) The rate at which the company's net income has increased to the same quarter one year ago. +53.2%
Return on Equity Equity divided by market cap. 21.84%
Return on Assets Indicates a company's profitability in relation to its total assets. 12.52%
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. 21.27%

Stock Screener

Select filters to narrow down the 2678 companies below

2678 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 $47.77T
Dividends 0.1%
P/E Ratio 247.0
Revenue $261B +71.1%
Net Income $90.9B +408.0%
Profit Margin +34.8%
Employees 2.84K
View Stock
Market Cap $42.94T
Dividends 5.4%
P/E Ratio 12.3
Revenue $33.3T +8.7%
Net Income $378B -12.4%
Profit Margin +1.1%
Employees 98.69K
View Stock
Market Cap $40.18T
Dividends 7.3%
P/E Ratio 5.4
Revenue $20.8T +19.1%
Net Income $1.47T +1.2%
Profit Margin +7.1%
Employees 9.58K
View Stock
Market Cap $40.18T
Dividends 7.3%
P/E Ratio 5.4
Revenue $20.8T +19.1%
Net Income $1.47T +1.2%
Profit Margin +7.1%
Employees 9.58K
View Stock
Market Cap $36.63T
Dividends 12.0%
P/E Ratio 8.1
Revenue $3.59T +33.0%
Net Income $1.47T +48.7%
Profit Margin +40.8%
Employees 17.54K
View Stock
Market Cap $34.04T
Dividends 4.7%
P/E Ratio 15.8
Revenue $3.47T +27.3%
Net Income $546B -10.1%
Profit Margin +15.7%
Employees 1.09K
View Stock
Market Cap $33.26T
Dividends 4.0%
P/E Ratio 9.8
Revenue $10.2T +9.1%
Net Income $718B +5.1%
Profit Margin +7.0%
Employees 2.33K
View Stock
Market Cap $24.83T
Dividends 1.0%
P/E Ratio 18.9
Revenue $2.4T +21.8%
Net Income $320B +15.1%
Profit Margin +13.4%
Employees 14.35K
View Stock
Market Cap $21.78T
Dividends 0.3%
P/E Ratio 55.3
Revenue $1.76T +68.4%
Net Income $190B +199.2%
Profit Margin +10.8%
Employees 2.49K
View Stock
Market Cap $21.73T
Dividends 6.2%
P/E Ratio 11.9
Revenue $2.69T +24.6%
Net Income $382B +6.9%
Profit Margin +14.2%
Employees 1.35K
View Stock
Market Cap $20.32T
Dividends 10.7%
P/E Ratio 4.0
Revenue $25.2T +12.4%
Net Income $1.72T +122.2%
Profit Margin +6.8%
Employees 18.13K
View Stock
Market Cap $18.27T
Dividends 3.8%
P/E Ratio 16.9
Revenue $1.91T +4.3%
Net Income $104B -75.2%
Profit Margin +5.5%
Employees 4.33K
View Stock
Market Cap $18.14T
Dividends 14.8%
P/E Ratio 3.7
Revenue $19.2T +22.7%
Net Income $756B -35.7%
Profit Margin +3.9%
Employees 31.68K
View Stock
Market Cap $17.05T
Dividends 0.0%
P/E Ratio 16.0
Revenue $1.21T +83.4%
Net Income $281B +63.5%
Profit Margin +23.2%
Employees 497
View Stock
Market Cap $13.99T
Dividends 3.6%
P/E Ratio 7.0
Revenue $2.82T -1.6%
Net Income $464B +15.6%
Profit Margin +16.4%
Employees 19.03K
View Stock
Market Cap $13.8T
Dividends 8.6%
P/E Ratio 10.2
Revenue $1.16T +29.1%
Net Income $369B +23.6%
Profit Margin +31.9%
Employees 415
View Stock
Market Cap $11.22T
Dividends 7.3%
P/E Ratio 5.9
Revenue $5.06T +70.3%
Net Income $722B +38.8%
Profit Margin +14.3%
Employees 10.51K
View Stock
Market Cap $11.17T
Dividends 0.0%
P/E Ratio 9.4
Revenue $1.56T +15.2%
Net Income $293B -15.4%
Profit Margin +18.7%
Employees 2.68K
View Stock
Market Cap $9.88T
Dividends 3.5%
P/E Ratio 15.1
Revenue $4.17T +22.7%
Net Income $177B -20.6%
Profit Margin +4.2%
Employees 9.05K
View Stock
Market Cap $9.87T
Dividends 5.9%
P/E Ratio 15.8
Revenue $702B
Net Income $145B
Profit Margin +20.7%
Employees 1.48K
View Stock