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: Oct 04, 2026
Avg P/E Ratio 35.1
Profitable Companies 92%
Avg Growth 80.4%
Avg Dividend Yield 1.61%

Historical Return

Last updated: Oct 01, 2026
1 Year -13.3% +1.6% Div
3 Years Ø -8.4% +1.6% Div
5 Years Ø -5.1% +1.6% Div
1 Year -23.0% +1.6% Div
3 Years Ø -10.6% +1.6% Div
5 Years Ø -6.3% +1.6% Div

Risk & Analysis Metrics

Last updated: Oct 04, 2026

Volatility

30.60% 1 Year
193.06% 3 Years
138.71% 5 Years
N/A 10 Years

Max Drawdown

-20.23% 1 Year
-99.99% 3 Years
-99.98% 5 Years
N/A 10 Years

Sharpe Ratio

-0.49 1 Year
-0.86 3 Years
-0.74 5 Years
N/A 10 Years

Volatility

3800.77% 1 Year
172.05% 3 Years
135.69% 5 Years
N/A 10 Years

Max Drawdown

-69.99% 1 Year
-99.96% 3 Years
-99.98% 5 Years
N/A 10 Years

Sharpe Ratio

0.96 1 Year
-0.93 3 Years
-0.76 5 Years
N/A 10 Years

Return Triangle (Heatmap)

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

Distributions

Last updated: Oct 01, 2026

Profit Margin Distribution

< 0%
5%
1y 3y 100% N/A
0 - 5%
51%
1y 3y 0% N/A
5 - 10%
43%
1y 3y 0% N/A
10 - 15%
0%
1y 3y 0% N/A
15 - 20%
1%
1y 3y 0% N/A
20 - 30%
0%
1y 3y 0% N/A
30 - 40%
0%
1y 3y 0% N/A
> 40%
1%
1y 3y 0% N/A
< 0%
52%
1y 3y 100% N/A
0 - 5%
17%
1y 3y 0% N/A
5 - 10%
9%
1y 3y 0% N/A
10 - 15%
0%
1y 3y 0% N/A
15 - 20%
4%
1y 3y 0% N/A
20 - 30%
4%
1y 3y 0% N/A
30 - 40%
0%
1y 3y 0% N/A
> 40%
13%
1y 3y 0% N/A

P/E Ratio Distribution

< 0
7%
1y 3y 100% 0%
0 - 10
39%
1y 3y 0% 100%
10 - 15
5%
1y 3y 0% 0%
15 - 20
0%
1y 3y 0% 0%
20 - 25
2%
1y 3y 0% 0%
25 - 35
12%
1y 3y 0% 0%
35 - 50
1%
1y 3y 0% 0%
> 50
35%
1y 3y 0% 0%
< 0
48%
1y 3y 100% 0%
0 - 10
22%
1y 3y 0% 100%
10 - 15
7%
1y 3y 0% 0%
15 - 20
0%
1y 3y 0% 0%
20 - 25
4%
1y 3y 0% 0%
25 - 35
4%
1y 3y 0% 0%
35 - 50
7%
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: Oct 01, 2026
89.9% Top 5 Holdings
98.1% Top 10 Holdings
100.0% Top 50 Holdings
100.0% Top 100 Holdings
Top 5 Companies
SFD Smithfield Foods, Inc.
36.2%
PRMB Primo Brands Corporation
34.2%
MH McGraw Hill, Inc.
11.8%
PXED Phoenix Education Partners, Inc
4.5%
OFRM Once Upon A Farm Pbc
3.3%

Market Cap Size Distribution

Micro Cap
3.5%
1y 3y 100.0% 100.0%
Small Cap
14.3%
1y 3y 0.0% 0.0%
Mid Cap
82.1%
1y 3y 0.0% 0.0%
Large Cap
0.0%
1y 3y 0.0% 0.0%
Mega Cap
0.0%
1y 3y 0.0% 0.0%
Micro: < $300M Small: $300M–$2B Mid: $2B–$10B Large: $10B–$200B Mega: > $200B
Micro Cap
71.4%
1y 3y 100.0% 100.0%
Small Cap
17.9%
1y 3y 0.0% 0.0%
Mid Cap
10.7%
1y 3y 0.0% 0.0%
Large Cap
0.0%
1y 3y 0.0% 0.0%
Mega Cap
0.0%
1y 3y 0.0% 0.0%
Micro: < $300M Small: $300M–$2B Mid: $2B–$10B Large: $10B–$200B Mega: > $200B

Latest News

View all news →
about 2 months ago • globenewswire.com

Black Rock Coffee Bar, Inc. (BRCB) Notice of August 17, 2026 Deadline in Class Action Lawsuit – Hagens Berman

SAN FRANCISCO, Aug. 14, 2026 (GLOBE NEWSWIRE) -- National shareholder rights firm Hagens Berman is actively investigating claims in a pending secur...
about 2 months ago • prnewswire.com

Black Rock Coffee Bar, Inc. (BRCB) Investors: August 17, 2026 Lead Plaintiff Deadline in Class Action Lawsuit - Hagens Berman

SAN FRANCISCO, Aug. 14, 2026 /PRNewswire/ -- National shareholder rights firm Hagens Berman is actively investigating claims in a pending securitie...
about 2 months ago • newsfilecorp.com

Bronstein, Gewirtz & Grossman LLC Urges Black Rock Coffee Bar, Inc. Investors to Act: Class Action Filed Alleging Investor Harm

New York, New York--(Newsfile Corp. - August 14, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, anno...

Industries

9 total

Average metrics of all companies in sector Last updated: Oct 04, 2026

Compare to
Market
Market Cap The average market value of companies in this sector. $2.24B
Dividend Yield Yearly payout to shareholders per share. The percentage indicates the payout in relation to the share price. 1.61 %
Beta Indicates the relationship between the price performance of a share and the market. -0.09
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. 35.14
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. -37.58
Profitable Companies 92%
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. 28.96
Price to Sales Ratio Market cap divided by the revenue in the most recent year. 1.89
Price to Book Ratio Price to Book Ratio is the Market cap divided by the Book value of the company. 2.06
Compare to
Market
Enterprise Value to EBIT Enterprise Value divided by EBIT. 13.63
Enterprise Value to Revenue Enterprise value divided by revenue. 1.37
Total Debt to Enterprise Value Total debt divided by enterprise value. 0.38
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. 1.46
Profit Margin Net income divided by revenue of the last 4 quarters. It indicates the company's profitability. 4.23%
Quarterly Earnings Growth (YoY) The rate at which the company's net income has increased to the same quarter one year ago. +80.4%
Return on Equity Equity divided by market cap. 10.13%
Return on Assets Indicates a company's profitability in relation to its total assets. 4.64%
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. 10.81%

Stock Screener

Select filters to narrow down the 29 companies below

29 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
Dividends Ratio of dividends in the last 12 months to current share price
P/E Ratio
Revenue Revenue of the last quarter YoY Change
Net income Net income of the last quarter YoY Change
Profit margin Profit margin of the last quarter

Smithfield Foods, Inc.

SFD

Smithfield Foods, Inc.

SFD
Market Cap $7.42B
Dividends 6.3%
P/E Ratio 7.0
Revenue $3.7B -2.9%
Net Income $238M +26.6%
Profit Margin +6.4%
Employees 36.5K
View Stock

Primo Brands Corporation

PRMB

Primo Brands Corporation

PRMB
Market Cap $7.08B
Dividends 2.4%
P/E Ratio 70.7
Revenue $1.8B +3.8%
Net Income $69.2M +150.7%
Profit Margin +3.9%
Employees 13K
View Stock

McGraw Hill, Inc.

MH

McGraw Hill, Inc.

MH
Market Cap $2.46B
Dividends 0.0%
P/E Ratio 27.3
Revenue $550M +2.6%
Net Income $57.9M +11425.9%
Profit Margin +10.5%
Employees 4.2K
View Stock

Phoenix Education Partners, Inc

PXED

Phoenix Education Partners, Inc

PXED
Market Cap $905.15M
Dividends 2.5%
P/E Ratio 10.9
Revenue $272M +21.7%
Net Income $39.2M +142.9%
Profit Margin +14.4%
View Stock

Once Upon A Farm Pbc

OFRM

Once Upon A Farm Pbc

OFRM
Market Cap $681.09M
Dividends 0.0%
P/E Ratio -73.7
Revenue $85.4M +42.3%
Net Income -$4.95M -45.2%
Profit Margin -5.8%
Employees 144
View Stock

Yesway, Inc.

YSWY

Yesway, Inc.

YSWY
Market Cap $640.24M
Dividends 0.0%
P/E Ratio -19.2
Revenue $921M
Net Income $16.3M
Profit Margin +1.8%
Employees 5.66K
View Stock

PZ Cussons Plc

PZC.L

PZ Cussons Plc

PZC.L
Market Cap $398.52M
Dividends 3.9%
P/E Ratio 20.5
Revenue $272M +2.9%
Net Income $13.9M -228.7%
Profit Margin +5.1%
Employees 2.6K
View Stock

Suja Life, Inc.

SUJA

Suja Life, Inc.

SUJA
Market Cap $230.75M
Dividends 0.0%
P/E Ratio 51.1
Revenue $83.9M
Net Income -$3.27M
Profit Margin -3.9%
Employees 590
View Stock

Black Rock Coffee Bar, Inc. Class A Common Stock

BRCB

Black Rock Coffee Bar, Inc. Class A Common Stock

BRCB
Market Cap $125.41M
Dividends 0.0%
P/E Ratio 103.4
Revenue $63M
Net Income $1.22M
Profit Margin +1.9%
Employees 161
View Stock

Legacy Education Inc.

LGCY

Legacy Education Inc.

LGCY
Market Cap $121.21M
Dividends 0.0%
P/E Ratio 13.1
Revenue $20.1M +12.0%
Net Income $1.88M +53.3%
Profit Margin +9.4%
Employees 195
View Stock

Buda Juice Inc.

BUDA

Buda Juice Inc.

BUDA
Market Cap $96.89M
Dividends 0.0%
P/E Ratio 40.2
Revenue $4.51M
Net Income $470k
Profit Margin +10.4%
Employees 40
View Stock

Wing Yip Food Holdings Group Limited American Depositary Shares

WYHG

Wing Yip Food Holdings Group Limited American Depositary Shares

WYHG
Market Cap $46.43M
Dividends 0.0%
P/E Ratio 7.6
Revenue $31.9M -10.0%
Net Income $2.01M -1.2%
Profit Margin +6.3%
Employees 410
View Stock

Youlife Group Inc. American Depositary Shares

YOUL

Youlife Group Inc. American Depositary Shares

YOUL
Market Cap $32.08M
Dividends 0.0%
P/E Ratio 4.7
Revenue $109M
Net Income $912k
Profit Margin +0.8%
Employees 25
View Stock

CIBT Education Group Inc.

MBA.TO

CIBT Education Group Inc.

MBA.TO
Market Cap $30.05M
Dividends 0.0%
P/E Ratio 0.7
Revenue $17.1M
Net Income -$1.17M
Profit Margin -6.8%
Employees 366
View Stock

Ruanyun Edai Technology Inc. Ordinary shares

RYET

Ruanyun Edai Technology Inc. Ordinary shares

RYET
Market Cap $27.2M
Dividends 0.0%
P/E Ratio -3.7
Revenue $7.12M
Net Income -$3.29M
Profit Margin -46.3%
Employees 96
View Stock

LQR House Inc

LQR

LQR House Inc

LQR
Market Cap $8.25M
Dividends 0.0%
P/E Ratio -0.0
Revenue $346k -30.6%
Net Income $2.69M -222.0%
Profit Margin +776.3%
Employees 4
View Stock

LQR House Inc.

YHC

LQR House Inc.

YHC
Market Cap $8.25M
Dividends 0.0%
P/E Ratio -0.0
Revenue $346k -30.6%
Net Income $2.69M -222.0%
Profit Margin +776.3%
Employees 4
View Stock

PURE Bioscience, Inc.

PURE

PURE Bioscience, Inc.

PURE
Market Cap $7.8M
Dividends 0.0%
P/E Ratio -3.0
Revenue $506k +3.1%
Net Income -$624k +7.6%
Profit Margin -123.3%
Employees 11
View Stock

Healthy Choice Wellness Corp.

HCWC

Healthy Choice Wellness Corp.

HCWC
Market Cap $7.36M
Dividends
P/E Ratio
Revenue $0.00 -100.0%
Net Income -$3.07M +803.7%
Profit Margin
Employees 450
View Stock

Truett-Hurst, Inc.

THST

Truett-Hurst, Inc.

THST
Market Cap $2.89M
Dividends 0.0%
P/E Ratio -0.3
Revenue $1.85M
Net Income -$975k
Profit Margin -52.7%
Employees 35
View Stock