Fundamental Growth in EBIT by Sector

Data Used: S&P Capital IQ, Bloomberg and the Fed

Date of Analysis: Data used is as of January 2014

Download as an excel file instead: http://www.stern.nyu.edu/~adamodar/pc/datasets/fundgrEB.xls

can be obtained by clicking here

on which companies are included in each industry


Industry Name Number of Firms Lease Adjusted ROC Reinvestment Rate Expected Growth in EBIT
Advertising 65 51.55% 11.47% 5.91%
Aerospace/Defense 95 57.83% 55.04% 31.83%
Air Transport 25 13.27% 47.05% 6.24%
Apparel 70 22.17% 35.77% 7.93%
Auto & Truck 26 7.72% 238.22% 18.40%
Auto Parts 75 25.08% 71.18% 17.85%
Bank 7 NA NA NA
Banks (Regional) 721 NA NA NA
Beverage  47 27.28% 30.92% 8.43%
Beverage (Alcoholic) 19 12.86% 37.50% 4.82%
Biotechnology 349 12.92% 49.21% 6.36%
Broadcasting 30 26.24% -4.92% -1.29%
Brokerage & Investment Banking 49 NA NA NA
Building Materials 37 14.44% 65.94% 9.52%
Business & Consumer Services 179 23.39% 17.90% 4.19%
Cable TV 16 20.34% -3.10% -0.63%
Chemical (Basic) 47 14.86% 73.73% 10.96%
Chemical (Diversified) 10 13.69% 61.64% 8.44%
Chemical (Specialty) 100 29.31% 46.13% 13.52%
Coal & Related Energy 45 2.53% 27.81% 0.70%
Computer Services 129 57.15% 31.70% 18.12%
Computer Software 273 46.27% 14.58% 6.75%
Computers/Peripherals 66 42.04% 26.33% 11.07%
Construction 18 5.61% 122.87% 6.89%
Diversified 20 4.94% 79.67% 3.93%
Educational Services 40 13.61% 47.14% 6.41%
Electrical Equipment 135 35.15% 35.61% 12.52%
Electronics 191 11.52% 65.49% 7.54%
Electronics (Consumer & Office) 26 16.85% -7.15% -1.20%
Engineering 56 21.76% 54.16% 11.78%
Entertainment 85 29.60% 88.66% 26.25%
Environmental & Waste Services 108 20.22% 0.85% 0.17%
Farming/Agriculture 29 7.16% -85.79% -6.14%
Financial Svcs. 76 NA NA NA
Financial Svcs. (Non-bank & Insurance) 17 NA NA NA
Food Processing 97 25.29% 31.96% 8.08%
Food Wholesalers 18 25.57% 50.23% 12.84%
Furn/Home Furnishings 36 19.31% 36.76% 7.10%
Healthcare Equipment 193 29.20% 26.83% 7.83%
Healthcare Facilities 47 14.54% 85.99% 12.51%
Healthcare Products 58 14.47% 83.45% 12.08%
Healthcare Services 126 38.67% 8.84% 3.42%
Heathcare Information and Technology 125 21.23% 34.17% 7.25%
Heavy Construction 46 13.10% 76.11% 9.97%
Homebuilding 32 10.22% 190.81% 19.51%
Hotel/Gaming 89 10.37% -5.43% -0.56%
Household Products 139 37.25% 28.38% 10.57%
Information Services 71 47.15% 2.68% 1.27%
Insurance (General) 26 6.06% 14.01% 0.85%
Insurance (Life) 27 6.11% -36.63% -2.24%
Insurance (Prop/Cas.) 53 11.86% 10.03% 1.19%
Internet software and services 330 21.66% 67.45% 14.61%
Investment Co. 65 2.15% 40.61% 0.87%
Machinery 141 28.02% 28.81% 8.07%
Metals & Mining 134 15.12% 100.46% 15.19%
Office Equipment & Services 30 24.24% 40.51% 9.82%
Oil/Gas (Integrated) 8 18.99% 90.51% 17.19%
Oil/Gas (Production and Exploration) 411 -7.27% NA NA
Oil/Gas Distribution 80 10.78% 150.77% 16.26%
Oilfield Svcs/Equip. 163 19.64% 61.00% 11.98%
Packaging & Container 24 18.14% 50.76% 9.21%
Paper/Forest Products 21 13.25% 18.26% 2.42%
Pharma & Drugs 138 28.42% 10.91% 3.10%
Power 106 7.44% 133.86% 9.96%
Precious Metals 166 5.02% 128.72% 6.47%
Publshing & Newspapers 52 26.06% -54.10% -14.10%
R.E.I.T. 46 0.01% 11572.54% 0.95%
Railroad 10 16.13% 51.05% 8.24%
Real Estate (Development) 22 1.44% 71.14% 1.02%
Real Estate (General/Diversified) 11 1.33% 592.14% 7.89%
Real Estate (Operations & Services) 47 8.55% 25.68% 2.20%
Recreation 70 20.47% 19.23% 3.94%
Reinsurance 3 6.66% 11.20% 0.75%
Restaurant 84 16.51% 44.45% 7.34%
Retail (Automotive) 30 12.78% 66.92% 8.55%
Retail (Building Supply) 7 16.37% -8.42% -1.38%
Retail (Distributors) 87 15.52% 101.00% 15.67%
Retail (General) 21 13.23% 84.57% 11.19%
Retail (Grocery and Food) 21 7.07% 95.02% 6.72%
Retail (Internet) 47 33.24% 149.87% 49.82%
Retail (Special Lines) 137 13.40% 61.49% 8.24%
Rubber& Tires 4 23.80% 35.71% 8.50%
Semiconductor 104 18.35% 70.30% 12.90%
Semiconductor Equip 51 7.79% 137.12% 10.69%
Shipbuilding & Marine 14 6.64% 34.90% 2.32%
Shoe 14 25.11% 7.19% 1.81%
Steel 37 7.99% 100.15% 8.00%
Telecom (Wireless) 28 -0.60% NA NA
Telecom. Equipment 131 23.43% 24.42% 5.72%
Telecom. Services 82 14.48% 7.19% 1.04%
Thrift 223 NA NA NA
Tobacco 12 109.73% 8.48% 9.30%
Transportation 22 13.83% 55.41% 7.66%
Trucking 28 11.36% 192.84% 21.91%
Utility (General) 20 6.93% 114.73% 7.95%
Utility (Water) 20 8.54% 90.02% 7.69%
Total Market 7766 6.52% 59.23% 3.86%

 




Last updated in January 2014
By Aswath Damodaran