S&P 500 Consumer Discretionary

“Buy” - “Sell” 6-year average, %/year (annualized from 3-month gains):+37.4%

These are annualized average 3-month performance results for annual and quarterly financial statements dates falling into a particular calendar year. The performance for the last in the calendar year statement is actually measured in the following year, but is “drawn back” for inclusion into the calendar year under consideration.

The valuation model performance presented on the chart consists of two lines. The green line shows the actual average performance in different years of all stocks in the stock index that were rated by our valuation model (called “Intrinsic value” in the stock table below) as “buy” and “strong buy”. The red line - those rated as “sell” and “strong sell”.

Such performance would be reflective of the performance of two portfolios: one including only “buy” stocks in the index, and another consisting only of sell stocks, with investment decisions taken upon publishing of financial statements for each individual stock in the index.

Though these performances are actual, they are the product of backtesting. That means that if we tweak our stock valuation model, the past performance also changes. The benefit of this is that you always see actual part performance of the current version of the stock valuation model.

TickerCompany NameStock
price, $
Up/down potential, %
Intrinsic
value
Graham
-Dodd
Graham
formula
AAPAdvance Auto Parts, Inc.166.15-29-6224
AMZNAmazon.com, Inc.3159.53-87-93-71
APTVAptiv PLC155.22-85-83-71
AZOAutoZone, Inc.1189.86premium content
BBYBest Buy Co., Inc.113.46premium content
BKNGBooking Holdings Inc.2443.50premium content
BWABorgWarner Inc.46.00premium content
CCLCarnival Corporation27.01premium content
CMGChipotle Mexican Grill, I1449.06premium content
CPRICapri Holdings Limited47.79premium content
DGDollar General Corporatio192.61premium content
DHID.R. Horton, Inc.80.05premium content
DLTRDollar Tree, Inc.101.13premium content
DRIDarden Restaurants, Inc.138.78premium content
EBAYeBay Inc.59.38premium content
EXPEExpedia Group, Inc.162.78premium content
FFord Motor Company12.27premium content
GMGeneral Motors Company52.90premium content
GPCGenuine Parts Company106.31premium content
GPSThe Gap, Inc.25.95premium content
GRMNGarmin Ltd.128.45premium content
HASHasbro, Inc.90.91premium content
HBIHanesbrands Inc.18.25premium content
HDThe Home Depot, Inc.259.97premium content
HLTHilton Worldwide Holdings127.26premium content
HOGHarley-Davidson, Inc.37.44premium content
HRBH&R Block, Inc.19.53premium content
JWNNordstrom, Inc.37.39premium content
KMXCarMax, Inc.121.84premium content
KSSKohl's Corporation55.69premium content
LBL Brands, Inc.51.65premium content
LEGLeggett & Platt, Incorpor44.47premium content
TickerCompany NameStock
price, $
Up/down potential, %
Intrinsic
value
Graham
-Dodd
Graham
formula
LENLennar Corporation86.2526-19177
LKQLKQ Corporation39.98-41-7855
LOWLowe's Companies, Inc.162.31-77-75-11
LVSLas Vegas Sands Corp.64.81premium content
MARMarriott International, I157.50premium content
MCDMcDonald's Corporation213.27premium content
MGMMGM Resorts International38.63premium content
MHKMohawk Industries, Inc.182.98premium content
NCLHNorwegian Cruise Line Hol31.27premium content
NKENIKE, Inc.135.65premium content
NVRNVR, Inc.4699.97premium content
NWLNewell Brands Inc.24.39premium content
ORLYO'Reilly Automotive, Inc.455.87premium content
PHMPulteGroup, Inc.46.92premium content
PVHPVH Corp.102.29premium content
RCLRoyal Caribbean Cruises L96.66premium content
RLRalph Lauren Corporation119.88premium content
ROSTRoss Stores, Inc.123.61premium content
SBUXStarbucks Corporation104.38premium content
TGTTarget Corporation187.08premium content
TIFTiffany & Company0.00n/an/an/a
TJXThe TJX Companies, Inc.69.86premium content
TPRTapestry, Inc.41.69premium content
TSCOTractor Supply Company161.08premium content
UAUnder Armour, Inc.18.30premium content
UAAUnder Armour, Inc.21.89premium content
ULTAUlta Beauty Inc.334.08premium content
VFCV.F. Corporation81.96premium content
WHRWhirlpool Corporation193.52premium content
WYNNWynn Resorts, Limited134.21premium content
YUMYum! Brands, Inc.104.68premium content