Sector
Consumer
Shops, restaurants, cars and brands people choose to spend on. Sensitive to how confident households feel.
Typical revenue growth
6.4%
a year, last decade
Typical operating margin
10.9%
Typical return on capital
24.3%
5-year average
Priced vs usual
+81%
0 cheaper · 2 dearer than usual
Standouts
All consumer companies
biggest first| Company | Size | Quality | Health | Return on capital | Growth | vs usual price |
|---|---|---|---|---|---|---|
| AMZN Amazon | $2.67tn | 4/7 | 6 | 17.6% | 21.0% | +1269% |
| TSLA Tesla | $1.47tn | 2/6 | 5 | 24.6% | 37.1% | +168% |
| HD Home Depot | $318bn | 7/7 | 5 | 38.8% | 6.4% | -6% |
| MCD McDonald's | $177bn | 4/7 | 5 | 23.4% | 0.6% | – |
| UBER Uber | $134bn | 2/6 | 5 | 1.5% | 26.5% | – |
| SBUX Starbucks | $117bn | 4/7 | 6 | 106.4% | 6.9% | – |
| LOW Lowe's | $111bn | 5/7 | 6 | 43.3% | 3.9% | -15% |
| TGT Target | $68bn | 5/6 | 6 | 23.9% | 3.4% | – |
| NKE Nike | $56bn | 2/4 | 5 | – | 3.7% | – |
Quality = long-term checks passed (growth, cash generation, returns, margins, dilution, debt). Health = Piotroski F-score. Standouts are facts, not recommendations.