Consumer Discretionary Stocks: Quality Scores and Valuation
1,131 companies, scored on fundamentals computed from their own filings. 17 of them score 70 or above.
- Median quality
- 27 / 100
- Scoring 70+
- 17
- Median ROIC
- 3.2%
- Median op. margin
- 2.9%
- Pay a dividend
- 352 · 31%
Quality distribution936 scored
050100
Medians are computed across every consumer discretionary company we cover with the relevant figure available, from the most recent filings. See the methodology for how each score is calculated.
What to look at in consumer discretionary
Demand moves with the economic cycle, so a decade of history tells you far more than a trailing twelve months. Watch whether margins hold through downturns, and treat rapid revenue growth in a discretionary business with more scepticism than the same growth in a staple.
Highest quality scores in consumer discretionary
| Company | Quality |
|---|---|
| Ituran Location and Control ITRN | 92/100 |
| Brinker International EAT | 84/100 |
| China Automotive Systems CAAS | 83/100 |
| Elbit Systems ESLT | 82/100 |
| Melco Resorts & Entertainment MLCO | 81/100 |
| Luckin Coffee LKNCY | 78/100 |
| Tat Technologies TATT | 77/100 |
| Flexsteel Industries FLXS | 75/100 |
| Booking Holdings BKNG | 74/100 |
| Envela ELA | 74/100 |
| Genius Sports GENI | 73/100 |
| Atour Lifestyle Holdings ATAT | 73/100 |
| 51Talk Online Education COE | 73/100 |
| Lexibook Linguistic Electronic System ALLEX.XPAR | 72/100 |
| Inneova Holdings INEO | 71/100 |
| ZEAL Network TIMA.XETR | 71/100 |
| Netflix NFLX | 71/100 |
| Butler National BUKS | 69/100 |
| Oil-Dri Corporation of America ODC | 69/100 |
| Chewy CHWY | 69/100 |
| Yelp YELP | 69/100 |
| lululemon athletica LULU | 68/100 |
| TAL Education TAL | 67/100 |
| Gaotu Techedu GOTU | 67/100 |
| Perdoceo Education PRDO | 67/100 |
Strongest dividends in consumer discretionary
| Company | Dividend score |
|---|---|
| Williams-Sonoma WSM | 75/100 |
| Sherwin-Williams SHW | 75/100 |
| W.W. Grainger GWW | 73/100 |
| Ryder System R | 73/100 |
| Casey's General Stores CASY | 73/100 |
| McKesson MCK | 73/100 |
| Trinity Industries TRN | 71/100 |
| CDW CDW | 71/100 |
| Oshkosh OSK | 71/100 |
| Oil-Dri Corporation of America ODC | 70/100 |