← Portfolio Dashboard Sectors

Sector analysis

S&P 500 coverage by GICS sector.

Review imported statement and market-data coverage across the company universe.

Sectors 12

12

GICS groups in the local dataset

Industrials

20 sub-industries

79 statements · 3 prices

Net margin +12.9%

Q1 +7.5% · Q3 +17.0% · n=77

ROE +23.4%

Q1 +13.4% · Q3 +34.4% · n=74

Current ratio 1.23x

Q1 1.04x · Q3 1.69x · n=76

D/E (lower better) 1.55x

Q1 1.06x · Q3 2.61x · n=77

Financials

13 sub-industries

76 statements · 5 prices

Net margin +24.4%

Q1 +20.1% · Q3 +31.9% · n=43

ROE +14.1%

Q1 +9.8% · Q3 +21.0% · n=76

Current ratio 1.17x

Q1 1.01x · Q3 1.69x · n=15

D/E (lower better) 3.56x

Q1 1.71x · Q3 8.77x · n=76

Information Technology

12 sub-industries

69 statements · 9 prices

Net margin +16.9%

Q1 +10.2% · Q3 +25.2% · n=68

ROE +19.2%

Q1 +8.5% · Q3 +37.1% · n=69

Current ratio 1.59x

Q1 1.00x · Q3 2.62x · n=69

D/E (lower better) 0.98x

Q1 0.55x · Q3 1.92x · n=69

Health Care

10 sub-industries

60 statements · 0 prices

Net margin +13.2%

Q1 +7.7% · Q3 +20.2% · n=55

ROE +12.5%

Q1 +6.6% · Q3 +21.7% · n=59

Current ratio 1.58x

Q1 1.14x · Q3 2.31x · n=55

D/E (lower better) 1.10x

Q1 0.44x · Q3 1.81x · n=60

Consumer Discretionary

20 sub-industries

51 statements · 3 prices

Net margin +8.8%

Q1 +4.3% · Q3 +12.8% · n=51

ROE +13.7%

Q1 -16.9% · Q3 +34.4% · n=50

Current ratio 1.23x

Q1 0.95x · Q3 1.67x · n=47

D/E (lower better) 1.51x

Q1 0.39x · Q3 3.57x · n=51

Consumer Staples

11 sub-industries

37 statements · 0 prices

Net margin +6.4%

Q1 +1.3% · Q3 +12.1% · n=37

ROE +17.1%

Q1 +4.8% · Q3 +28.7% · n=37

Current ratio 0.96x

Q1 0.76x · Q3 1.25x · n=37

D/E (lower better) 1.80x

Q1 1.21x · Q3 3.06x · n=37

Utilities

5 sub-industries

31 statements · 1 prices

Net margin +13.8%

Q1 +11.2% · Q3 +16.9% · n=31

ROE +10.4%

Q1 +8.8% · Q3 +12.1% · n=30

Current ratio 0.77x

Q1 0.60x · Q3 0.91x · n=31

D/E (lower better) 2.88x

Q1 2.44x · Q3 3.35x · n=30

Real Estate

13 sub-industries

31 statements · 1 prices

Net margin +21.5%

Q1 +7.9% · Q3 +34.7% · n=31

ROE +7.3%

Q1 +2.3% · Q3 +11.5% · n=31

Current ratio 0.92x

Q1 0.32x · Q3 1.31x · n=8

D/E (lower better) 0.96x

Q1 0.77x · Q3 1.60x · n=31

Materials

10 sub-industries

26 statements · 1 prices

Net margin +6.3%

Q1 -2.6% · Q3 +12.6% · n=25

ROE +9.4%

Q1 -2.2% · Q3 +21.1% · n=25

Current ratio 1.53x

Q1 1.27x · Q3 2.49x · n=26

D/E (lower better) 1.46x

Q1 0.83x · Q3 1.97x · n=26

Communication Services

9 sub-industries

24 statements · 1 prices

Net margin +12.1%

Q1 +2.5% · Q3 +17.1% · n=24

ROE +16.8%

Q1 +5.6% · Q3 +26.0% · n=24

Current ratio 1.21x

Q1 0.95x · Q3 1.79x · n=24

D/E (lower better) 1.67x

Q1 0.80x · Q3 2.71x · n=24

Energy

5 sub-industries

22 statements · 0 prices

Net margin +10.5%

Q1 +5.9% · Q3 +17.3% · n=20

ROE +12.3%

Q1 +9.2% · Q3 +15.9% · n=21

Current ratio 1.15x

Q1 0.75x · Q3 1.33x · n=22

D/E (lower better) 1.11x

Q1 0.71x · Q3 1.60x · n=22

Unknown

1 sub-industry

10 statements · 0 prices

Net margin +2.3%

Q1 -14.8% · Q3 +21.5% · n=7

ROE +1.6%

Q1 -37.9% · Q3 +9.5% · n=7

Current ratio 1.64x

Q1 1.30x · Q3 2.27x · n=7

D/E (lower better) 1.56x

Q1 0.82x · Q3 3.02x · n=8