Retail Trade

Sector Overview

The Retail Trade sector is a critical component of the global economy, serving as the primary conduit through which goods and services reach consumers. This sector includes a diverse range of companies from luxury brands like Tiffany & Co. to discount retailers like Walmart and Costco. Retailers operate through various formats, including brick-and-mortar stores, e-commerce platforms, and multi-channel approaches that allow consumers to shop in a way that best suits their preferences. With the growth of online shopping, major players like Amazon have revolutionized the landscape, intensifying competition among traditional and digital retailers alike.

Key drivers of the Retail Trade sector include consumer confidence, disposable income levels, and technological advancements. Economic indicators such as employment rates and wage growth significantly influence consumer purchasing power and behavior. Furthermore, the rise of advanced data analytics and customer relationship management tools empowers retailers to personalize shopping experiences, optimize inventories, and improve customer service. Trends such as sustainability in shopping, the importance of omnichannel experiences, and a focus on health and wellness have gained traction, prompting retailers to adapt their strategies and offerings accordingly.

The significance of the Retail Trade sector extends beyond mere sales figures; it plays a substantial role in job creation and economic growth. With millions of employees working across various retail formats, the sector is a major employer in many countries. As it evolves, the Retail Trade sector faces challenges ranging from shifts in consumer habits to supply chain disruptions, particularly highlighted during recent global events. Retailers that embrace innovation and adaptability are likely to thrive, shaping not only their success but also the consumer experience and the wider economy.

Key Metrics

*Weighted by Market Cap Last updated: Oct 25, 2026
Avg P/E Ratio 44.1
Profitable Companies 100%
Avg Growth 26.0%
Avg Dividend Yield 0.87%

Historical Return

Last updated: Oct 15, 2026
1 Year +4.7% +0.9% Div
3 Years Ø +4.6% +0.9% Div
5 Years Ø +3.6% +0.9% Div
1 Year -4.5% +0.9% Div
3 Years Ø +13.1% +0.9% Div
5 Years Ø -2.8% +0.9% Div

Risk & Analysis Metrics

Last updated: Oct 25, 2026

Volatility

20.58% 1 Year
260.75% 3 Years
92.02% 5 Years
21.53% 10 Years

Max Drawdown

-10.72% 1 Year
-17.25% 3 Years
-31.67% 5 Years
-31.72% 10 Years

Sharpe Ratio

0.59 1 Year
0.82 3 Years
0.53 5 Years
0.65 10 Years

Volatility

288.43% 1 Year
519.84% 3 Years
96.91% 5 Years
372.04% 10 Years

Max Drawdown

-19.29% 1 Year
-50.40% 3 Years
-44.86% 5 Years
-40.27% 10 Years

Sharpe Ratio

1.23 1 Year
1.28 3 Years
0.63 5 Years
0.53 10 Years

Return Triangle (Heatmap)

Last updated: Oct 15, 2026
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
2011 3.3% 20.8% 26.2% 18.3% 24.6% 22.3% 24.7% 22.8% 23.7% 21.1% 19.0% 17.3% 15.8% 14.6% 13.6%
2012 41.4% 39.5% 23.8% 30.6% 26.5% 28.7% 25.9% 26.5% 23.2% 20.7% 18.6% 17.0% 15.6% 14.4%
2013 37.6% 15.8% 27.2% 23.1% 26.2% 23.4% 24.5% 21.1% 18.6% 16.6% 15.0% 13.6% 12.5%
2014 -2.5% 22.3% 18.6% 23.6% 20.8% 22.4% 18.9% 16.4% 14.4% 12.9% 11.7% 10.6%
2015 53.3% 30.8% 33.7% 27.4% 28.1% 22.9% 19.4% 16.8% 14.8% 13.2% 11.9%
2016 11.5% 24.9% 19.8% 22.5% 17.6% 14.5% 12.3% 10.7% 9.4% 8.5%
2017 39.8% 24.2% 26.4% 19.2% 15.1% 12.4% 10.6% 9.2% 8.1%
2018 10.3% 20.2% 13.0% 9.6% 7.6% 6.3% 5.4% 4.7%
2019 30.9% 14.4% 9.4% 7.0% 5.5% 4.6% 3.9%
2020 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
2021 0.0% 0.0% 0.0% 0.0% 0.0%
2022 0.0% 0.0% 0.0% 0.0%
2023 0.0% 0.0% 0.0%
2024 0.0% 0.0%
2025 0.0%
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
2011 - - - - - - - - - - - - - - -
2012 27.6% 36.9% 26.3% 18.1% 18.0% 17.3% 11.9% 12.6% 21.2% 45.4% 35.1% 33.4% 31.5% 29.1%
2013 47.0% 25.6% 15.1% 15.7% 15.3% 9.4% 10.6% 20.5% 47.5% 35.9% 34.0% 31.8% 29.2%
2014 7.3% 1.9% 6.9% 8.5% 3.2% 5.5% 17.1% 47.6% 34.7% 32.7% 30.6% 27.9%
2015 -3.3% 6.6% 8.9% 2.2% 5.2% 18.8% 54.5% 38.6% 35.9% 33.1% 29.9%
2016 17.6% 15.6% 4.1% 7.4% 23.8% 67.0% 45.9% 41.8% 38.0% 33.8%
2017 13.7% -2.1% 4.2% 25.4% 79.2% 51.2% 45.7% 40.7% 35.8%
2018 -15.7% -0.3% 29.6% 100.7% 60.1% 51.8% 45.1% 38.8%
2019 18.0% 60.7% 168.1% 88.0% 70.8% 58.8% 49.0%
2020 118.8% 304.0% 119.5% 87.3% 68.6% 54.9%
2021 646.1% 119.8% 77.8% 57.9% 44.6%
2022 -35.2% -13.2% -5.9% -4.0%
2023 16.3% 13.4% 9.4%
2024 10.6% 6.1%
2025 1.7%

Distributions

Last updated: Oct 15, 2026

Profit Margin Distribution

< 0%
0%
1y 3y 1% 2%
0 - 5%
99%
1y 3y 28% 58%
5 - 10%
0%
1y 3y 18% 12%
10 - 15%
0%
1y 3y 45% 13%
15 - 20%
1%
1y 3y 2% 9%
20 - 30%
0%
1y 3y 3% 2%
30 - 40%
0%
1y 3y 1% 0%
> 40%
0%
1y 3y 2% 3%
< 0%
43%
1y 3y 44% 43%
0 - 5%
30%
1y 3y 31% 32%
5 - 10%
16%
1y 3y 15% 16%
10 - 15%
5%
1y 3y 5% 5%
15 - 20%
2%
1y 3y 1% 1%
20 - 30%
2%
1y 3y 1% 1%
30 - 40%
1%
1y 3y 1% 1%
> 40%
3%
1y 3y 2% 1%

P/E Ratio Distribution

< 0
0%
1y 3y 1% 2%
0 - 10
0%
1y 3y 2% 25%
10 - 15
0%
1y 3y 6% 4%
15 - 20
14%
1y 3y 3% 10%
20 - 25
1%
1y 3y 12% 9%
25 - 35
0%
1y 3y 51% 5%
35 - 50
85%
1y 3y 14% 16%
> 50
0%
1y 3y 10% 30%
< 0
43%
1y 3y 40% 18%
0 - 10
16%
1y 3y 15% 52%
10 - 15
8%
1y 3y 9% 6%
15 - 20
13%
1y 3y 6% 6%
20 - 25
7%
1y 3y 11% 5%
25 - 35
6%
1y 3y 8% 4%
35 - 50
3%
1y 3y 4% 4%
> 50
5%
1y 3y 7% 5%

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 15, 2026
99.5% Top 5 Holdings
99.8% Top 10 Holdings
100.0% Top 50 Holdings
100.0% Top 100 Holdings
Top 5 Companies
CTO.DE Costco Wholesale Corp
85.2%
TGT.BA Target Corp
13.6%
AMZN Amazon.com Inc.
0.5%
WMT.TO Walmart Inc
0.2%
WMMVY Wal-Mart de MĆ©xico SAB de CV
0.1%

Market Cap Size Distribution

Micro Cap
0.0%
1y 3y 0.1% 0.2%
Small Cap
0.0%
1y 3y 0.9% 1.0%
Mid Cap
0.0%
1y 3y 3.3% 5.4%
Large Cap
0.2%
1y 3y 29.6% 34.7%
Mega Cap
99.8%
1y 3y 66.2% 58.7%
Micro: < $300M Small: $300Mā€“$2B Mid: $2Bā€“$10B Large: $10Bā€“$200B Mega: > $200B
Micro Cap
36.5%
1y 3y 35.3% 37.7%
Small Cap
24.8%
1y 3y 26.6% 23.2%
Mid Cap
18.0%
1y 3y 18.8% 21.5%
Large Cap
16.2%
1y 3y 17.0% 15.4%
Mega Cap
4.5%
1y 3y 2.3% 2.2%
Micro: < $300M Small: $300Mā€“$2B Mid: $2Bā€“$10B Large: $10Bā€“$200B Mega: > $200B

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Industries

50 total
Electronic Shopping
41 Companies ›
New Car Dealers
22 Companies ›
Supermarkets and Other Grocery (except Convenience) Stores
14 Companies ›
Family Clothing Stores
13 Companies ›

Average metrics of all companies in sector Last updated: Oct 25, 2026

Compare to
Market
Market Cap The average market value of companies in this sector. $422T
Dividend Yield Yearly payout to shareholders per share. The percentage indicates the payout in relation to the share price. 0.87 %
Beta Indicates the relationship between the price performance of a share and the market. 0.66
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. 44.06
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. 15.66
Price to Sales Ratio Market cap divided by the revenue in the most recent year. 0.64
Price to Book Ratio Price to Book Ratio is the Market cap divided by the Book value of the company. 3.92
Compare to
Market
Enterprise Value to EBIT Enterprise Value divided by EBIT. -
Enterprise Value to Revenue Enterprise value divided by revenue. -
Total Debt to Enterprise Value Total debt divided by enterprise value. 0.0
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. 0.25
Profit Margin Net income divided by revenue of the last 4 quarters. It indicates the company's profitability. 3.27%
Quarterly Earnings Growth (YoY) The rate at which the company's net income has increased to the same quarter one year ago. +26.0%
Return on Equity Equity divided by market cap. 26.19%
Return on Assets Indicates a company's profitability in relation to its total assets. 10.11%
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. 17.65%

Stock Screener

Select filters to narrow down the 373 companies below

373 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

Costco Wholesale Corp

COST

Costco Wholesale Corp

COST
Market Cap $735.05T
Dividends 0.6%
P/E Ratio 48.3
Revenue $95.7B +11.1%
Net Income $3B +14.9%
Profit Margin +3.1%
Employees 341K
View Stock

Costco Wholesale Corporation

COST.NE

Costco Wholesale Corporation

COST.NE
Market Cap $735.05T
Dividends 0.6%
P/E Ratio 48.3
Revenue $95.7B +11.1%
Net Income $3B +14.9%
Profit Margin +3.1%
Employees 341K
View Stock

Costco Wholesale Corporation

0I47.L

Costco Wholesale Corporation

0I47.L
Market Cap $735.05T
Dividends 0.6%
P/E Ratio 48.3
Revenue $95.7B +11.1%
Net Income $3B +14.9%
Profit Margin +3.1%
Employees 341K
View Stock

Costco Wholesale Corporation

COST.BA

Costco Wholesale Corporation

COST.BA
Market Cap $735.05T
Dividends 0.6%
P/E Ratio 48.3
Revenue $95.7B +11.1%
Net Income $3B +14.9%
Profit Margin +3.1%
Employees 341K
View Stock

Costco Wholesale Corporation

COST.TO

Costco Wholesale Corporation

COST.TO
Market Cap $735.05T
Dividends 0.6%
P/E Ratio 48.3
Revenue $95.7B +11.1%
Net Income $3B +14.9%
Profit Margin +3.1%
Employees 341K
View Stock

Costco Wholesale Corporation

CTO.DE

Costco Wholesale Corporation

CTO.DE
Market Cap $735.05T
Dividends 0.6%
P/E Ratio 48.3
Revenue $95.7B +11.1%
Net Income $3B +14.9%
Profit Margin +3.1%
Employees 341K
View Stock

Target Corp

TGT

Target Corp

TGT
Market Cap $109.77T
Dividends 3.0%
P/E Ratio 15.8
Revenue $26.5B +5.3%
Net Income $1.88B +100.7%
Profit Margin +7.1%
Employees 415K
View Stock

Target Corporation

0LD8.L

Target Corporation

0LD8.L
Market Cap $109.77T
Dividends 3.0%
P/E Ratio 15.8
Revenue $26.5B +5.3%
Net Income $1.88B +100.7%
Profit Margin +7.1%
Employees 415K
View Stock

Target Corporation

DYH.DE

Target Corporation

DYH.DE
Market Cap $109.77T
Dividends 3.0%
P/E Ratio 15.8
Revenue $26.5B +5.3%
Net Income $1.88B +100.7%
Profit Margin +7.1%
Employees 415K
View Stock

Target Corporation

TGT.BA

Target Corporation

TGT.BA
Market Cap $109.77T
Dividends 3.0%
P/E Ratio 15.8
Revenue $26.5B +5.3%
Net Income $1.88B +100.7%
Profit Margin +7.1%
Employees 415K
View Stock

Amazon.com Inc.

AMZN

Amazon.com Inc.

AMZN
Market Cap $3.55T
Dividends 0.0%
P/E Ratio 19.7
Revenue $201B +19.6%
Net Income $62.6B +244.9%
Profit Margin +31.2%
Employees 1.58M
View Stock

Amazon.com, Inc.

AMZ.DE

Amazon.com, Inc.

AMZ.DE
Market Cap $3.55T
Dividends 0.0%
P/E Ratio 19.7
Revenue $201B +19.6%
Net Income $62.6B +244.9%
Profit Margin +31.2%
Employees 1.58M
View Stock

Amazon.com, Inc.

0R1O.IL

Amazon.com, Inc.

0R1O.IL
Market Cap $3.55T
Dividends 0.0%
P/E Ratio 19.7
Revenue $201B +19.6%
Net Income $62.6B +244.9%
Profit Margin +31.2%
Employees 1.58M
View Stock

Amazon.com, Inc.

AMZN.NE

Amazon.com, Inc.

AMZN.NE
Market Cap $3.55T
Dividends 0.0%
P/E Ratio 19.7
Revenue $201B +19.6%
Net Income $62.6B +244.9%
Profit Margin +31.2%
Employees 1.58M
View Stock

Amazon.com, Inc.

AMZN.TO

Amazon.com, Inc.

AMZN.TO
Market Cap $3.55T
Dividends 0.0%
P/E Ratio 19.7
Revenue $201B +19.6%
Net Income $62.6B +244.9%
Profit Margin +31.2%
Employees 1.58M
View Stock

Walmart Inc

WMT

Walmart Inc

WMT
Market Cap $954.09B
Dividends 0.8%
P/E Ratio 43.3
Revenue $188B +5.9%
Net Income $6.37B -9.4%
Profit Margin +3.4%
Employees 2
View Stock

Walmart Inc.

WMT.NE

Walmart Inc.

WMT.NE
Market Cap $954.09B
Dividends 0.9%
P/E Ratio 40.2
Revenue $188B +5.9%
Net Income $6.37B -9.4%
Profit Margin +3.4%
Employees 2
View Stock

Walmart Inc.

WMT.DE

Walmart Inc.

WMT.DE
Market Cap $954.09B
Dividends 0.9%
P/E Ratio 40.2
Revenue $188B +5.9%
Net Income $6.37B -9.4%
Profit Margin +3.4%
Employees 2
View Stock

Walmart Inc.

WMT.SW

Walmart Inc.

WMT.SW
Market Cap $954.09B
Dividends 0.9%
P/E Ratio 40.2
Revenue $188B +5.9%
Net Income $6.37B -9.4%
Profit Margin +3.4%
Employees 2
View Stock

Walmart Inc.

WMT.TO

Walmart Inc.

WMT.TO
Market Cap $954.09B
Dividends 0.9%
P/E Ratio 40.2
Revenue $188B +5.9%
Net Income $6.37B -9.4%
Profit Margin +3.4%
Employees 2
View Stock