Clear leader
4 companies value 441 bn revenue 280 bn margin 8.2% free cash flow 23 bn avg. score 5.8
HD holds 70.1% of the group's value, 2.8x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | HD | Home Depot United States · score 6.7 | 70% | 309 bn | 169 bn | 8.4% | 15 bn | 4.9% | 3.0% | Home improvement and building materials retail · World's largest home improvement retailer | |
| 2 | LOW | Lowe's Companies United States · score 5.2 | 25% | 110 bn | 90 bn | 7.3% | 7.0 bn | 6.4% | 2.5% | Home improvement and garden retail · 2nd largest; more focused on end consumers | |
| 3 | TSCO | Tractor Supply United States · score 5.5 | 4% | 17 bn | 16 bn | 11.9% | 0.3 bn | 1.8% | 2.9% | Rural retail: farm supplies, pet products and tools · Largest US rural lifestyle retailer; a niche with no direct competition from the big chains | |
| 4 | FND | Floor & Decor United States · score 5.7 | 1% | 4.7 bn | 4.7 bn | 4.9% | 0.2 bn | 4.5% | — | Flooring retail: tile, wood, vinyl and stone · Largest US specialty flooring chain, expanding |
Other industries in the same sector
- Sector overview
- Online retail and marketplaces 36 companies
- Automakers 6 companies
- Restaurants 35 companies
- Online travel and booking 14 companies
- Apparel and off-price retail 23 companies
- Hotels and cruises 16 companies
- Consumer electronics 15 companies
- Cruise lines 5 companies
- Auto parts retail 7 companies
- Homebuilders 16 companies
- Athletic apparel and brands 12 companies
- Branded apparel and accessories 30 companies
and 36 industries more
- Used car retail 5 companies
- Luxury goods 2 companies
- Casinos and resorts 15 companies
- Private education 39 companies
- Resale and handmade marketplaces 7 companies
- Electric vehicles (new entrants) 19 companies
- Casual dining restaurants 13 companies
- Home and decor retail 9 companies
- Beauty retail 7 companies
- Auto dealerships 9 companies
- Online sports betting 10 companies
- Electronics retail 3 companies
- Home appliances 10 companies
- Online classifieds 10 companies
- Car rental 5 companies
- Home and pool distribution 4 companies
- Recreational vehicles and boating 16 companies
- Toys and board games 8 companies
- Gyms and fitness 6 companies
- Sporting goods retail 4 companies
- Outdoor gear and apparel 12 companies
- Pizza and fast delivery 4 companies
- Mattresses and bedding 3 companies
- Grocery delivery 2 companies
- Leisure and entertainment 11 companies
- Movie theaters 5 companies
- Flooring and surfaces 3 companies
- Manufactured housing 4 companies
- Department stores 2 companies
- Automotive services 6 companies
- Education and consumer services 9 companies
- Jewelry retail 5 companies
- Residential furniture 8 companies
- Specialty retail (diversified) 12 companies
- Theme parks 3 companies
- EV charging 10 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.