Consumer Defensive


The consumer defensive sector includes companies that provide essential goods and services like food, beverages, tobacco and household items. These goods and services are “consumer staples,” i.e., these products are in constant demand regardless of the state of the economy. Such companies include P&G (PG), Coke (KO), Phillip Morris International (PM), Walmart (WMT) and Costco (COST). One reason why we call this sector “consumer defensive” is because such companies offer a good option for investors seeking steady growth and dividends. The low volatility of consumer staples stocks allow investors to “stay defensive” when markets become significantly overvalued.

* Data in this page is the median value and it's updated daily. Sector and industry weightings are calculated using market capitalization which is converted to USD.


Industry Comparison Go to Screener

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Industry
PE Ratio PE Ratio without NRI Shiller PE Ratio EV-to-EBIT EV-to-EBITDA EV-to-Revenue PS Ratio PB Ratio Price-to-Tangible-Book Price-to-Free-Cash-Flow Price-to-Operating-Cash-Flow Price-to-Median-PS-Value Dividend Yield % Dividend Payout Ratio Gross Margin % Net Margin % Operating Margin % Pre-Tax Margin % ROE % ROA % ROC (Joel Greenblatt) % ROIC % WACC % Altman Z-Score Piotroski F-Score Beneish M-Score Debt-to-Equity Cash-to-Debt Equity-to-Asset Days Sales Outstanding Days Inventory Days Payable Cash Conversion Cycle Forward Rate of Return (Yacktman) % Current Ratio Quick Ratio Interest Coverage
Beverages - Alcoholic 31.07 23.27 13.51 10.97 2.57 2.85 2.49 3.57 30.13 22.12 0.96 45.31 6.43 12.27 7.86 4.02 2.85 7.81 4.81 5.59 2.96 4.00 -2.41 0.35 1.07 0.58 49.51 188.59 73.35 220.57 6.56 3.36 1.57 7.41
Beverages - Non-Alcoholic 33.63 33.63 -0.82 -0.88 3.31 2.70 8.73 17.83 27.42 17.31 1.34 39.46 -17.36 -6.65 -18.73 -23.98 -19.39 -108.67 -8.27 10.13 2.39 4.00 -2.49 0.77 0.31 0.32 41.02 59.79 45.64 49.27 17.83 1.14 0.94 10.15
Consumer Packaged Goods 20.65 20.91 23.98 12.90 11.47 1.89 1.29 1.88 2.16 19.18 13.86 1.00 2.51 0.41 32.68 2.92 5.10 4.26 7.81 2.40 14.87 6.26 6.62 3.23 5.00 -2.59 0.28 0.20 0.48 32.20 80.27 41.27 55.64 6.49 1.71 0.92 8.13
Education 23.83 23.51 7.79 9.52 1.50 1.60 2.28 4.53 25.97 15.99 0.84 50.61 3.87 4.42 4.87 7.36 2.52 31.72 7.35 7.31 2.81 5.00 -2.61 0.19 5.85 0.46 22.24 30.61 2.72 2.27 1.40 1.21 124.62
Retail - Defensive 18.30 18.37 18.21 12.54 7.56 0.56 0.35 2.68 3.37 22.13 9.75 0.94 2.02 25.10 1.68 2.73 2.05 8.92 4.40 16.30 9.18 6.45 4.03 6.00 -2.63 0.88 0.10 0.35 10.75 39.83 36.93 18.16 9.79 1.55 0.46 6.70
Tobacco Products 23.93 23.93 16.98 13.56 12.31 2.47 1.83 7.02 31.30 14.89 1.11 4.95 0.82 37.66 3.94 11.43 6.44 6.30 4.47 62.48 12.44 4.05 3.51 5.00 -2.52 1.74 0.22 0.19 21.52 144.65 16.42 176.50 6.06 1.65 0.73 6.94
Average 49.89 47.46 30.96 24.89 19.84 3.70 3.07 6.88 8.60 51.70 31.15 2.16 3.85 0.41 74.91 3.62 10.84 5.59 10.77 3.42 20.97 13.82 14.16 7.28 11.00 -5.55 1.34 1.62 0.91 59.27 177.00 92.03 160.81 17.40 3.99 1.92 35.98

* All ratios are median value


Sector Performance

Trading Data
Open $202.69
Volume 15,372
Day Low $201.57
Day High $203.81
52 Week Low $168.12
52 Week High $211.88
Fundamental Data
Market Cap (M) $853
Shares Outstanding 4
PE Ratio 21.50
PB Ratio 4.49
Dividend Yield % 0.77
Total Return % 1 Week 1 Month 3 Month 6 Month 1 Year YTD 3 Year 5 Year 10 Year
IYC 1.20 1.40 14.30 -2.60 8.00 12.30 40.70 69.30 450.60
SPY 0.10 1.10 14.40 -3.50 3.90 12.70 43.10 63.80 310.80
Relative to SPY 1.10 0.30 -0.10 0.90 4.10 -0.40 -2.40 5.50 139.80
Annual Total Return % IYC SPY
50
0
-50
2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
IYC 0.00 -24.64 32.67 10.72 -2.34 13.80 -7.70 -30.57 32.63 23.25 6.74 23.44 41.09 14.46 6.09 4.41 18.69
SPY -21.58 28.19 10.70 4.83 15.85 5.14 -36.79 26.35 15.05 1.90 15.99 32.30 13.47 1.24 11.99 21.71 -5.97

Historical Key Ratio Chart

* All ratios are median value

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