Industrials Sector Overview

Key Metrics

*Weighted by Market Cap Last updated: Jul 12, 2026

Avg P/E Ratio 42.4

Profitable Companies 100%

Avg Growth -5.8%

Avg Dividend Yield 0.82%

Historical Return

Last updated: Jul 01, 2026

1 Year +8.6% +0.8% Div

3 Years Ø +2.7% +0.8% Div

5 Years Ø +1.6% +0.8% Div

1 Year +38.8% +0.8% Div

3 Years Ø +8.3% +0.8% Div

5 Years Ø +0.3% +0.8% Div

Risk & Analysis Metrics

Last updated: Jul 12, 2026

Volatility

94.93% 1 Year

79.46% 3 Years

71.35% 5 Years

102.80% 10 Years

Max Drawdown

-89.05% 1 Year

-72.59% 3 Years

-92.14% 5 Years

-98.99% 10 Years

Sharpe Ratio

-0.43 1 Year

-0.07 3 Years

-0.31 5 Years

-0.09 10 Years

Volatility

97.91% 1 Year

97.61% 3 Years

178.63% 5 Years

99.88% 10 Years

Max Drawdown

-92.34% 1 Year

-79.78% 3 Years

-96.54% 5 Years

-98.91% 10 Years

Sharpe Ratio

-1.22 1 Year

-0.18 3 Years

0.16 5 Years

-0.05 10 Years

Return Triangle (Heatmap)

Last updated: Jul 01, 2026

	2025
2025	23.8%

	2025
2025	-

Distributions

Last updated: Jul 01, 2026

Profit Margin Distribution

< 0%

13%

1y 3y N/A N/A

0 - 5%

46%

1y 3y N/A N/A

5 - 10%

31%

1y 3y N/A N/A

10 - 15%

1y 3y N/A N/A

15 - 20%

1y 3y N/A N/A

20 - 30%

1y 3y N/A N/A

30 - 40%

1y 3y N/A N/A

> 40%

1y 3y N/A N/A

< 0%

47%

1y 3y N/A N/A

0 - 5%

15%

1y 3y N/A N/A

5 - 10%

17%

1y 3y N/A N/A

10 - 15%

1y 3y N/A N/A

15 - 20%

1y 3y N/A N/A

20 - 30%

1y 3y N/A N/A

30 - 40%

1y 3y N/A N/A

> 40%

1y 3y N/A N/A

P/E Ratio Distribution

< 0

13%

1y 3y N/A N/A

0 - 10

1y 3y N/A N/A

10 - 15

12%

1y 3y N/A N/A

15 - 20

16%

1y 3y N/A N/A

20 - 25

1y 3y N/A N/A

25 - 35

1y 3y N/A N/A

35 - 50

1y 3y N/A N/A

> 50

50%

1y 3y N/A N/A

< 0

50%

1y 3y N/A N/A

0 - 10

23%

1y 3y N/A N/A

10 - 15

1y 3y N/A N/A

15 - 20

1y 3y N/A N/A

20 - 25

1y 3y N/A N/A

25 - 35

1y 3y N/A N/A

35 - 50

1y 3y N/A N/A

> 50

16%

1y 3y N/A N/A

Discounted Cash Flow

Weighted Average Undervaluation

N/A

Undervalued

> 60%

1y 3y N/A N/A

45 - 60%

1y 3y N/A N/A

30 - 45%

1y 3y N/A N/A

15 - 30%

1y 3y N/A N/A

Fair (±15%)

1y 3y N/A N/A

Overvalued

15 - 30%

1y 3y N/A N/A

30 - 45%

1y 3y N/A N/A

45 - 60%

1y 3y N/A N/A

> 60%

1y 3y N/A N/A

Equal Weight Average Undervaluation

N/A

Undervalued

> 60%

1y 3y N/A N/A

45 - 60%

1y 3y N/A N/A

30 - 45%

1y 3y N/A N/A

15 - 30%

1y 3y N/A N/A

Fair (±15%)

1y 3y N/A N/A

Overvalued

15 - 30%

1y 3y N/A N/A

30 - 45%

1y 3y N/A N/A

45 - 60%

1y 3y N/A N/A

> 60%

1y 3y N/A N/A

Portfolio Concentration

*by Market Cap Last updated: Jul 01, 2026

97.2% Top 5 Holdings

99.0% Top 10 Holdings

100.0% Top 50 Holdings

100.0% Top 100 Holdings

Top 5 Companies

SPCX Space Exploration Technologies Corp.

92.3%

DSDVY DSV A/S

2.6%

KUBTY Kubota Corporation

0.9%

NJDCY Nidec Corporation

0.8%

FPS Forgent Power Solutions, Inc.

0.6%

Market Cap Size Distribution

Micro Cap

0.1%

1y 3y N/A N/A

Small Cap

0.4%

1y 3y N/A N/A

Mid Cap

2.3%

1y 3y N/A N/A

Large Cap

4.9%

1y 3y N/A N/A

Mega Cap

92.3%

1y 3y N/A N/A

Micro: < $300M Small: $300M–$2B Mid: $2B–$10B Large: $10B–$200B Mega: > $200B

Micro Cap

67.7%

1y 3y N/A N/A

Small Cap

12.3%

1y 3y N/A N/A

Mid Cap

12.3%

1y 3y N/A N/A

Large Cap

6.2%

1y 3y N/A N/A

Mega Cap

1.5%

1y 3y N/A N/A

Micro: < $300M Small: $300M–$2B Mid: $2B–$10B Large: $10B–$200B Mega: > $200B

Latest News

View all news →

about 14 hours ago • fool.com

SpaceX's Recent Move Should Have Investors Worried

SpaceX is quickly changing its balance sheet, moving it far from what investors saw before its IPO. These major decisions began happening far soone...

1 day ago • fool.com

J.P. Morgan Called a Potential Elon Musk SpaceX-Tesla Merger "Strategically Coherent"

The Tesla-SpaceX combination is plausible but faces major regulatory, governance, and execution hurdles. Investors should prioritize fundamentals; ...

1 day ago • fool.com

Prediction: SpaceX Shares Can Reach $220 by End of 2026

SpaceX's post-IPO pullback has shifted investor focus toward the company's next phase of growth. Starlink, AI compute contracts, and Starship progr...

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.	$402B
Dividend Yield Yearly payout to shareholders per share. The percentage indicates the payout in relation to the share price.	0.82 %
Beta Indicates the relationship between the price performance of a share and the market.	0.07
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.	42.37
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.	-
Profitable Companies	100%
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.	-3.8
Price to Sales Ratio Market cap divided by the revenue in the most recent year.	1.72
Price to Book Ratio Price to Book Ratio is the Market cap divided by the Book value of the company.	14.0

Compare to
Market

Enterprise Value to EBIT Enterprise Value divided by EBIT.	16.95
Enterprise Value to Revenue Enterprise value divided by revenue.	1.97
Total Debt to Enterprise Value Total debt divided by enterprise value.	0.05
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.	0.91
Profit Margin Net income divided by revenue of the last 4 quarters. It indicates the company's profitability.	4.18%
Quarterly Earnings Growth (YoY) The rate at which the company's net income has increased to the same quarter one year ago.	-5.8%
Return on Equity Equity divided by market cap.	5.60%
Return on Assets Indicates a company's profitability in relation to its total assets.	2.32%
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.	6.43%