Key Metrics
Avg P/E Ratio
33.3
Profitable Companies
40%
Avg Growth
-29.7%
Avg Dividend Yield
0.80%
Historical Return
1 Year
-11.7%
+0.8% Div
3 Years Ø
+7.8%
+0.8% Div
5 Years Ø
-9.5%
+0.8% Div
1 Year
-13.0%
+0.8% Div
3 Years Ø
+7.6%
+0.8% Div
5 Years Ø
-3.2%
+0.8% Div
Risk & Analysis Metrics
Volatility
32.98%
1 Year
34.69%
3 Years
31.90%
5 Years
29.78%
10 Years
Max Drawdown
-18.06%
1 Year
-47.25%
3 Years
-53.32%
5 Years
-54.14%
10 Years
Sharpe Ratio
0.26
1 Year
0.23
3 Years
-0.21
5 Years
0.00
10 Years
Volatility
61.62%
1 Year
35.43%
3 Years
32.63%
5 Years
30.46%
10 Years
Max Drawdown
-25.33%
1 Year
-47.49%
3 Years
-55.43%
5 Years
-56.75%
10 Years
Sharpe Ratio
1.43
1 Year
0.25
3 Years
-0.22
5 Years
0.00
10 Years
Return Triangle (Heatmap)
| 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011 | 1.7% | 6.1% | 25.8% | 2.8% | 0.6% | -1.7% | 0.0% | -2.0% | -0.9% | 2.8% | 4.1% | 0.1% | 1.2% | 2.4% | 2.8% |
| 2012 | 10.8% | 40.0% | 3.2% | 0.3% | -2.4% | -0.3% | -2.5% | -1.2% | 3.0% | 4.3% | 0.0% | 1.1% | 2.4% | 2.8% | |
| 2013 | 76.9% | -0.4% | -3.0% | -5.4% | -2.4% | -4.6% | -2.8% | 2.0% | 3.6% | -1.0% | 0.3% | 1.7% | 2.3% | ||
| 2014 | -43.9% | -28.1% | -23.2% | -15.8% | -15.7% | -12.1% | -5.7% | -3.1% | -7.2% | -5.2% | -3.2% | -2.3% | |||
| 2015 | -8.0% | -10.2% | -3.7% | -6.7% | -3.8% | 2.8% | 4.8% | -1.2% | 0.4% | 2.2% | 2.7% | ||||
| 2016 | -12.4% | -1.5% | -6.2% | -2.7% | 5.2% | 7.1% | -0.2% | 1.5% | 3.4% | 3.9% | |||||
| 2017 | 10.9% | -2.9% | 0.7% | 10.1% | 11.5% | 2.0% | 3.7% | 5.5% | 5.9% | ||||||
| 2018 | -15.0% | -4.0% | 9.8% | 11.6% | 0.4% | 2.6% | 4.8% | 5.3% | |||||||
| 2019 | 8.5% | 24.8% | 22.2% | 4.6% | 6.5% | 8.5% | 8.5% | ||||||||
| 2020 | 43.6% | 29.8% | 3.4% | 6.0% | 8.5% | 8.5% | |||||||||
| 2021 | 17.3% | -12.3% | -4.2% | 1.2% | 2.6% | ||||||||||
| 2022 | -34.4% | -13.4% | -3.7% | -0.8% | |||||||||||
| 2023 | 14.2% | 16.7% | 13.9% | ||||||||||||
| 2024 | 19.2% | 13.8% | |||||||||||||
| 2025 | 8.6% |
| 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| 2012 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | |
| 2013 | - | - | - | - | - | - | - | - | - | - | - | - | - | ||
| 2014 | - | - | - | - | - | - | - | - | - | - | - | - | |||
| 2015 | -1.0% | -6.6% | -1.5% | -5.2% | -4.1% | 1.5% | 3.8% | -0.7% | 0.3% | 4.5% | 4.8% | ||||
| 2016 | -11.9% | -1.7% | -6.5% | -4.8% | 2.1% | 4.7% | -0.6% | 0.5% | 5.1% | 5.4% | |||||
| 2017 | 9.6% | -3.7% | -2.3% | 5.9% | 8.3% | 1.4% | 2.4% | 7.5% | 7.5% | ||||||
| 2018 | -15.4% | -7.8% | 4.7% | 8.0% | -0.2% | 1.3% | 7.2% | 7.2% | |||||||
| 2019 | 0.5% | 16.5% | 17.2% | 4.1% | 5.0% | 11.5% | 10.9% | ||||||||
| 2020 | 34.9% | 26.5% | 5.3% | 6.1% | 13.9% | 12.7% | |||||||||
| 2021 | 18.7% | -7.0% | -2.1% | 9.1% | 8.7% | ||||||||||
| 2022 | -27.1% | -11.0% | 6.1% | 6.4% | |||||||||||
| 2023 | 8.6% | 28.1% | 20.7% | ||||||||||||
| 2024 | 50.9% | 27.2% | |||||||||||||
| 2025 | 7.2% |
Distributions
Last updated: Jul 01, 2026Profit Margin Distribution
P/E Ratio Distribution
Discounted Cash Flow
Weighted Average Undervaluation
N/A
Undervalued
Overvalued
Equal Weight Average Undervaluation
N/A
Undervalued
Overvalued
Portfolio Concentration
98.8%
Top 5 Holdings
100.0%
Top 10 Holdings
100.0%
Top 50 Holdings
100.0%
Top 100 Holdings
Top 5 Companies
Market Cap Size Distribution
Micro: < $300M
Small: $300M–$2B
Mid: $2B–$10B
Large: $10B–$200B
Mega: > $200B
Micro: < $300M
Small: $300M–$2B
Mid: $2B–$10B
Large: $10B–$200B
Mega: > $200B
Latest News
View all news →
about 2 months ago
• Reuters
UK consumer services sector sentiment falls to lowest in over a year
Sentiment among Britain's consumer-facing services businesses fell to its lowest since February 2025 this month and a recent rebound in business s...
3 months ago
• Zacks Investment Research
AXP Q1 Earnings Beat Estimates on Strong US Consumer Services Unit
American Express beats Q1 2026 EPS estimates with $4.28, as Card Member spending drives 11% revenue growth to $18.9B.
4 months ago
• Zacks Investment Research
How AmEx's U.S. Consumer Services Unit Sustains its Growth Momentum
AXP's U.S. Consumer Services unit drives growth with rising spending, younger users and strong credit trends, fueling revenue and profit gains.
Average metrics of all companies in sector Last updated: Jul 12, 2026
Compare to Market
| Market Cap The average market value of companies in this sector. | $8.2B | |
| Dividend Yield Yearly payout to shareholders per share. The percentage indicates the payout in relation to the share price. | 0.8 % | |
| Beta Indicates the relationship between the price performance of a share and the market. | 0.75 | |
| 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. | 33.26 | |
| 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. | -14.09 | |
| Profitable Companies | 40% | |
| 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. | -8.61 | |
| Price to Sales Ratio Market cap divided by the revenue in the most recent year. | 1.22 | |
| Price to Book Ratio Price to Book Ratio is the Market cap divided by the Book value of the company. | 0.31 |
Compare to Market
| Enterprise Value to EBIT Enterprise Value divided by EBIT. | 7.37 | |
| Enterprise Value to Revenue Enterprise value divided by revenue. | 0.92 | |
| Total Debt to Enterprise Value Total debt divided by enterprise value. | 0.23 | |
| 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. | 2.18 | |
| Profit Margin Net income divided by revenue of the last 4 quarters. It indicates the company's profitability. | -2.49% | |
| Quarterly Earnings Growth (YoY) The rate at which the company's net income has increased to the same quarter one year ago. | -29.7% | |
| Return on Equity Equity divided by market cap. | -4.20% | |
| Return on Assets Indicates a company's profitability in relation to its total assets. | 0.17% | |
| 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. | 4.80% |
Stock Screener
Select filters to narrow down the 13 companies below
13 companies
Market Cap
$12.85B
Dividends
38.4%
P/E Ratio
33.3
Revenue
$1.38B
-118.5%
Net Income
$108M
-105.6%
Profit Margin
+7.8%
Market Cap
$10.89B
Dividends
0.0%
P/E Ratio
-14.1
Revenue
$655B
+16.5%
Net Income
-$19B
-74.2%
Profit Margin
-2.9%
Market Cap
$10.89B
Dividends
0.0%
P/E Ratio
-14.1
Revenue
$655B
+16.5%
Net Income
-$19B
-74.2%
Profit Margin
-2.9%
Market Cap
$8.22B
Dividends
1.9%
P/E Ratio
-14.0
Revenue
$1.55B
-22.9%
Net Income
-$5.57B
+147.8%
Profit Margin
-358.7%
Market Cap
$8.22B
Dividends
1.9%
P/E Ratio
-14.0
Revenue
$1.55B
-22.9%
Net Income
-$5.57B
+147.8%
Profit Margin
-358.7%
Market Cap
$498.3M
Dividends
32.6%
P/E Ratio
-24.6
Revenue
$2.1B
-15.6%
Net Income
-$195M
-556.6%
Profit Margin
-9.3%
Market Cap
$394.29M
Dividends
0.0%
P/E Ratio
-2.9
Revenue
$2.98M
+577.5%
Net Income
-$49M
+270.8%
Profit Margin
-1642.2%
Employees
12K
View Stock
Market Cap
$256.4K
Dividends
0.1%
P/E Ratio
-36.7
Revenue
$98.1M
Net Income
-$136M
Profit Margin
-139.0%
Employees
9.2K
View Stock
Market Cap
$
Dividends
P/E Ratio
0.0
Revenue
$28.8M
Net Income
-$378M
Profit Margin
-1312.6%
Employees
340
View Stock
Market Cap
$
Dividends
P/E Ratio
0.0
Revenue
$1.38B
Net Income
-$926M
Profit Margin
-67.2%
Employees
15.5K
View Stock
Market Cap
$
Dividends
P/E Ratio
0.0
Revenue
$629M
Net Income
$94.1M
Profit Margin
+15.0%
Employees
13K
View Stock
Market Cap
$
Dividends
P/E Ratio
0.0
Revenue
$136M
-26.2%
Net Income
$31.2M
-29.1%
Profit Margin
+23.0%
Employees
2.55K
View Stock
Market Cap
$
Dividends
P/E Ratio
0.0
Revenue
$131M
Net Income
-$34.7M
Profit Margin
-26.5%
Employees
2.8K
View Stock