Open contest
12 companies value 14 bn revenue 12 bn margin 2.4% free cash flow 1.2 bn avg. score 3.7
GOLF holds 32.3% of the group's value, 1.5x the runner-up · YETI leads the industry without being the largest
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GOLF | Acushnet Holdings Corp. United States · score 5.7 | 32% | 4.6 bn | 2.7 bn | 8.1% | 0.2 bn | 4.0% | 1.3% | High-performance golf equipment · Massachusetts — revenue of $2.7bn | |
| 2 | COLM | Columbia Sportswear United States · score 7.0 | 21% | 3.1 bn | 3.4 bn | 6.0% | 0.3 bn | 10.5% | 2.1% | Outdoor apparel and footwear: Columbia and Sorel · Technical outdoor apparel, with a very conservative balance sheet | |
| 3 | YETI | YETI Holdings United States · score 7.2 | 21% | 3.1 bn | 1.9 bn | 9.2% | 0.3 bn | 8.3% | — | Coolers, insulated bottles and outdoor products · Premium cooler and drinkware brand with luxury-goods margins | |
| 4 | CALY | Callaway Golf Co United States · score 5.4 | 17% | 2.5 bn | 2.1 bn | -12.4% | 0.3 bn | 13.8% | — | Golf clubs, balls, apparel and accessories · California — revenue of $2.1bn | |
| 5 | JOUT | Johnson Outdoors United States · score 5.1 | 3% | 0.4 bn | 0.7 bn | -1.2% | 0.0 bn | 6.7% | 3.0% | Fishing, camping and diving equipment · Fishing, diving and camping gear; lots of cash and no debt | |
| 6 | ESCA | ESCALADE INC United States · score 7.4 | 2% | 0.3 bn | 0.2 bn | 9.5% | 0.0 bn | 10.2% | 3.3% | Sporting goods · Indiana — revenue of $244m | |
| 7 | AOUT | American Outdoor Brands, Inc. United States · score 3.9 | 2% | 0.2 bn | 0.2 bn | -2.0% | 0.0 bn | 8.6% | — | Outdoor products for hunting, fishing and shooting sports · Missouri — revenue of $198m | |
| 8 | CLAR | Clarus Corp United States · score 1.5 | 1% | 0.1 bn | 0.3 bn | -12.4% | 0.0 bn | -0.3% | 2.8% | Mountain and vehicle gear: Black Diamond and Rhino-Rack · Utah — revenue of $253m | |
| 9 | KBSX | FST Corp. Taiwan · score 0.0 | 0% | 0.1 bn | 0.1 bn | -2.9% | 0.0 bn | -1.7% | 0.1% | Golf club shafts, from Taiwan · Taiwan — revenue of $52m | |
| 10 | NWTG | Newton Golf Company, Inc. United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -124.4% | -0.0 bn | -111.0% | — | Golf equipment: premium shafts and putters · California — revenue of $7m | |
| 11 | TRUG | TruGolf Holdings, Inc. United States · score 0.5 | — | — | 0.0 bn | -55.7% | 0.0 bn | — | — | Indoor golf simulation technology · Florida — revenue of $20m | |
| 12 | YMAT | J-Star Holding Co., Ltd. Taiwan · score 0.6 | — | — | 0.0 bn | -203.2% | 0.0 bn | — | — | Carbon fiber parts for bicycles and e-bikes, rackets and cars, from Taiwan · Taiwan — revenue of $10m |
Other industries in the same sector
- Sector overview
- Online retail and marketplaces 36 companies
- Automakers 6 companies
- Restaurants 35 companies
- Home improvement retail 4 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
and 36 industries more
- Branded apparel and accessories 30 companies
- 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
- 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.