S&P 500 Industrials

“Buy” - “Sell” 6-year average, %/year (annualized from 3-month gains):-54.6%

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
AALAmerican Airlines Group I21.82-65-68440
ALKAlaska Air Group, Inc.67.45-47-16192
ALLEAllegion PLC109.33-55-81-13
AMEAMETEK, Inc.123.01premium content
AOSA. O. Smith Corporation61.30premium content
BAThe Boeing Company229.34premium content
CARRCarrier Global Corporatio0.00n/an/an/a
CATCaterpillar Inc.222.47premium content
CHRWC.H. Robinson Worldwide, 90.03premium content
CMICummins Inc.259.12premium content
CPRTCopart, Inc.110.56premium content
CSXCSX Corporation93.37premium content
CTASCintas Corporation338.31premium content
DALDelta Air Lines, Inc.49.60premium content
DEDeere & Company345.66premium content
DOVDover Corporation125.50premium content
EFXEquifax, Inc.170.70premium content
EMREmerson Electric Co.88.97premium content
ETNEaton Corporation, PLC132.68premium content
EXPDExpeditors International 92.06premium content
FASTFastenal Company46.90premium content
FBHSFortune Brands Home & Sec87.25premium content
FDXFedEx Corporation260.06premium content
FLSFlowserve Corporation38.75premium content
FTVFortive Corporation67.64premium content
GDGeneral Dynamics Corporat168.06premium content
GEGeneral Electric Company13.12premium content
GWWW.W. Grainger, Inc.385.57premium content
HIIHuntington Ingalls Indust188.10premium content
HONHoneywell International I211.03premium content
HWMHowmet Aerospace Inc.30.14premium content
IEXIDEX Corporation197.93premium content
INFOIHS Markit Ltd.91.16premium content
IRIngersoll Rand Inc.48.10premium content
ITWIllinois Tool Works Inc.203.45premium content
JJacobs Engineering Group 119.75premium content
TickerCompany NameStock
price, $
Up/down potential, %
Intrinsic
value
Graham
-Dodd
Graham
formula
JBHTJ.B. Hunt Transport Servi146.66-59-671
JCIJohnson Controls Internat56.10-100-93-46
KSUKansas City Southern218.81-81-61-34
LHXL3Harris Technologies Inc191.38premium content
LMTLockheed Martin Corporati346.53premium content
LUVSouthwest Airlines Co.59.29premium content
MASMasco Corporation53.81premium content
MMM3M Company177.63premium content
NLSNNielsen Holdings Plc24.32premium content
NOCNorthrop Grumman Corporat301.73premium content
NSCNorfolk Southern Corporat261.78premium content
ODFLOld Dominion Freight Line217.31premium content
OTISOtis Worldwide Corp [Otis0.00n/an/an/a
PCARPACCAR Inc.94.28premium content
PHParker-Hannifin Corporati297.07premium content
PNRPentair plc57.15premium content
PWRQuanta Services, Inc.81.13premium content
RHIRobert Half International82.15premium content
ROKRockwell Automation, Inc.247.04premium content
ROLRollins, Inc.35.46premium content
ROPRoper Technologies, Inc.378.82premium content
RSGRepublic Services, Inc.89.59premium content
RTXRaytheon Technologies Cor77.67premium content
SNASnap-On Incorporated206.82premium content
SWKStanley Black & Decker, I174.98premium content
TDGTransdigm Group Incorpora609.15premium content
TTTrane Technologies plc155.35premium content
TXTTextron Inc.53.48premium content
UALUnited Airlines Holdings 54.96premium content
UNPUnion Pacific Corporation211.15premium content
UPSUnited Parcel Service, In160.07premium content
URIUnited Rentals, Inc.312.52premium content
VRSKVerisk Analytics, Inc.167.53premium content
WABWestinghouse Air Brake Te74.74premium content
WMWaste Management, Inc.111.87premium content
XYLXylem Inc.101.09premium content