Debt
Fundamentals by Sector (US)Data Used: Multiple data services
Date of Analysis: Data used is as of January 2020
Download as an excel file instead: http://www.stern.nyu.edu/~adamodar/pc/datasets/dbtfund.xls
For global datasets: http://www.stern.nyu.edu/~adamodar/New_Home_Page/data.html
can be obtained by clicking here
on
which companies are included in each industry
| Industry Name | Number of firms | Book Debt to Capital | Market Debt to Capital (Unadjusted) | Market D/E (unadjusted) | Market Debt to Capital (adjusted for leases) | Market D/E (adjusted for leases) | Effective tax rate | Institutional Holdings | Std dev in Stock Prices | EBITDA/EV | Net PP&E/Total Assets | Capital Spending/Total Assets |
| Advertising | 47 | 79.94% | 39.98% | 66.60% | 45.97% | 85.08% | 4.13% | 37.55% | 62.38% | 10.19% | 15.42% | 1.26% |
| Aerospace/Defense | 77 | 58.04% | 18.51% | 22.71% | 19.54% | 24.28% | 8.54% | 57.10% | 38.74% | 6.65% | 13.37% | 1.97% |
| Air Transport | 18 | 63.28% | 42.38% | 73.56% | 50.84% | 103.43% | 18.47% | 73.02% | 31.74% | 15.30% | 64.93% | 7.89% |
| Apparel | 51 | 52.26% | 22.71% | 29.38% | 29.46% | 41.77% | 11.11% | 50.56% | 51.10% | 9.09% | 22.88% | 2.49% |
| Auto & Truck | 13 | 74.72% | 61.91% | 162.53% | 62.25% | 164.93% | 5.93% | 60.63% | 35.02% | 6.95% | 18.20% | 6.00% |
| Auto Parts | 46 | 47.44% | 31.67% | 46.35% | 33.72% | 50.86% | 7.25% | 59.91% | 50.43% | 15.53% | 28.81% | 5.33% |
| Bank (Money Center) | 7 | 68.98% | 63.63% | 174.97% | 64.00% | 177.75% | 19.36% | 58.45% | 17.74% | 0.24% | 1.01% | 0.06% |
| Banks (Regional) | 611 | 45.26% | 37.57% | 60.17% | 38.62% | 62.92% | 17.46% | 35.43% | 18.26% | 0.33% | 1.52% | 0.14% |
| Beverage (Alcoholic) | 21 | 47.64% | 23.31% | 30.39% | 23.83% | 31.28% | 6.62% | 45.56% | 42.46% | 6.11% | 19.05% | 2.73% |
| Beverage (Soft) | 34 | 60.07% | 15.75% | 18.70% | 16.13% | 19.24% | 4.00% | 26.11% | 57.08% | 5.01% | 15.60% | 2.54% |
| Broadcasting | 27 | 65.20% | 47.40% | 90.10% | 49.61% | 98.45% | 13.31% | 58.77% | 32.65% | 11.04% | 8.83% | 1.13% |
| Brokerage & Investment Banking | 39 | 77.12% | 72.57% | 264.62% | 72.85% | 268.39% | 12.83% | 65.66% | 27.36% | 0.29% | 1.45% | 0.49% |
| Building Materials | 42 | 54.02% | 22.76% | 29.47% | 24.28% | 32.07% | 16.26% | 68.57% | 30.78% | 8.12% | 24.53% | 3.08% |
| Business & Consumer Services | 165 | 57.29% | 21.14% | 26.81% | 23.26% | 30.31% | 8.32% | 52.47% | 43.80% | 7.03% | 15.11% | 2.82% |
| Cable TV | 14 | 60.46% | 36.93% | 58.56% | 37.57% | 60.17% | 14.55% | 57.09% | 25.03% | 9.53% | 19.38% | 4.08% |
| Chemical (Basic) | 43 | 54.19% | 35.86% | 55.91% | 37.92% | 61.09% | 6.66% | 37.53% | 51.96% | 11.98% | 39.20% | 4.06% |
| Chemical (Diversified) | 6 | 58.27% | 42.46% | 73.79% | 44.03% | 78.66% | 11.89% | 79.31% | 35.92% | 12.60% | 40.26% | 4.17% |
| Chemical (Specialty) | 94 | 40.60% | 20.74% | 26.17% | 22.19% | 28.53% | 11.01% | 57.42% | 48.36% | 9.40% | 25.17% | 3.63% |
| Coal & Related Energy | 22 | 39.04% | 42.74% | 74.63% | 44.35% | 79.69% | 0.97% | 36.23% | 54.71% | 29.42% | 61.86% | 5.84% |
| Computer Services | 106 | 60.40% | 28.60% | 40.05% | 30.87% | 44.65% | 8.92% | 54.94% | 45.52% | 9.42% | 9.68% | 1.46% |
| Computers/Peripherals | 48 | 61.32% | 12.57% | 14.38% | 13.41% | 15.49% | 6.21% | 45.72% | 50.41% | 6.57% | 9.29% | 2.83% |
| Construction Supplies | 44 | 56.85% | 27.88% | 38.66% | 28.64% | 40.14% | 15.82% | 72.80% | 29.91% | 9.51% | 18.28% | 4.23% |
| Diversified | 23 | 36.24% | 22.74% | 29.43% | 23.76% | 31.16% | 6.68% | 54.02% | 38.16% | 7.74% | 19.57% | 2.11% |
| Drugs (Biotechnology) | 503 | 49.14% | 12.01% | 13.65% | 12.73% | 14.58% | 0.61% | 36.14% | 67.45% | 2.59% | 9.41% | 1.55% |
| Drugs (Pharmaceutical) | 267 | 47.53% | 12.52% | 14.31% | 12.99% | 14.93% | 1.36% | 27.23% | 77.14% | 6.17% | 12.64% | 2.29% |
| Education | 35 | 37.85% | 19.53% | 24.26% | 25.19% | 33.68% | 6.56% | 53.93% | 37.64% | 6.80% | 20.53% | 3.03% |
| Electrical Equipment | 113 | 48.59% | 16.32% | 19.50% | 17.35% | 21.00% | 3.94% | 40.68% | 53.67% | 7.16% | 20.89% | 3.60% |
| Electronics (Consumer & Office) | 20 | 28.95% | 12.88% | 14.79% | 17.13% | 20.67% | 5.45% | 28.16% | 62.17% | 3.22% | 12.11% | 2.29% |
| Electronics (General) | 153 | 35.27% | 14.27% | 16.65% | 15.42% | 18.24% | 6.65% | 44.92% | 42.78% | 7.31% | 25.30% | 4.53% |
| Engineering/Construction | 54 | 37.22% | 24.11% | 31.77% | 28.20% | 39.27% | 9.44% | 67.62% | 33.19% | 9.75% | 12.12% | 2.28% |
| Entertainment | 107 | 38.65% | 14.54% | 17.02% | 16.71% | 20.07% | 1.93% | 43.91% | 55.57% | 4.40% | 16.40% | 2.25% |
| Environmental & Waste Services | 82 | 55.79% | 22.73% | 29.42% | 24.06% | 31.69% | 4.14% | 45.59% | 44.34% | 7.11% | 38.39% | 5.14% |
| Farming/Agriculture | 31 | 60.63% | 37.68% | 60.47% | 38.42% | 62.39% | 5.91% | 44.07% | 46.88% | 6.52% | 18.37% | 3.81% |
| Financial Svcs. (Non-bank & Insurance) | 232 | 95.14% | 89.80% | 880.35% | 89.82% | 882.21% | 14.42% | 38.83% | 25.70% | 0.33% | 0.67% | 0.23% |
| Food Processing | 88 | 48.04% | 26.37% | 35.82% | 27.21% | 37.38% | 6.44% | 49.76% | 31.53% | 7.00% | 15.43% | 2.22% |
| Food Wholesalers | 17 | 69.89% | 28.14% | 39.16% | 30.53% | 43.95% | 7.79% | 62.79% | 31.58% | 7.14% | 26.72% | 3.44% |
| Furn/Home Furnishings | 35 | 47.65% | 29.21% | 41.27% | 32.59% | 48.35% | 8.15% | 42.58% | 43.38% | 10.59% | 26.65% | 3.33% |
| Green & Renewable Energy | 22 | 64.15% | 51.54% | 106.36% | 52.97% | 112.64% | 1.52% | 34.20% | 53.76% | 5.78% | 74.52% | 4.28% |
| Healthcare Products | 242 | 39.12% | 11.13% | 12.53% | 11.70% | 13.25% | 3.52% | 46.13% | 53.09% | 3.97% | 11.82% | 2.36% |
| Healthcare Support Services | 128 | 49.95% | 25.86% | 34.87% | 28.52% | 39.91% | 8.26% | 49.12% | 49.95% | 8.42% | 8.51% | 1.23% |
| Heathcare Information and Technology | 129 | 41.65% | 11.90% | 13.51% | 12.79% | 14.67% | 3.84% | 50.57% | 53.86% | 3.84% | 9.98% | 2.04% |
| Homebuilding | 32 | 41.07% | 29.98% | 42.82% | 30.65% | 44.20% | 17.02% | 76.85% | 36.55% | 9.13% | 2.06% | 0.75% |
| Hospitals/Healthcare Facilities | 36 | 87.86% | 53.41% | 114.62% | 56.56% | 130.18% | 7.50% | 53.79% | 42.63% | 10.62% | 47.98% | 5.58% |
| Hotel/Gaming | 65 | 67.21% | 34.72% | 53.20% | 36.07% | 56.41% | 12.52% | 62.92% | 34.10% | 7.83% | 56.88% | 3.84% |
| Household Products | 127 | 56.36% | 13.61% | 15.75% | 14.66% | 17.17% | 5.93% | 33.81% | 50.91% | 6.01% | 20.58% | 3.06% |
| Information Services | 69 | 42.62% | 10.14% | 11.29% | 10.62% | 11.89% | 8.34% | 62.18% | 37.80% | 3.79% | 3.96% | 0.96% |
| Insurance (General) | 19 | 36.62% | 28.09% | 39.06% | 29.29% | 41.41% | 16.10% | 73.31% | 31.00% | 9.74% | 0.80% | 0.11% |
| Insurance (Life) | 24 | 40.50% | 48.89% | 95.64% | 49.37% | 97.50% | 14.78% | 65.79% | 25.13% | 10.48% | 0.16% | 0.01% |
| Insurance (Prop/Cas.) | 51 | 27.42% | 19.77% | 24.64% | 20.86% | 26.36% | 14.03% | 56.87% | 21.71% | 8.73% | 3.49% | 0.38% |
| Investments & Asset Management | 192 | 46.56% | 34.21% | 51.99% | 35.24% | 54.41% | 7.47% | 47.07% | 27.88% | 4.37% | 1.17% | 0.29% |
| Machinery | 120 | 47.97% | 18.40% | 22.55% | 19.26% | 23.86% | 12.32% | 67.31% | 35.39% | 7.19% | 13.40% | 2.13% |
| Metals & Mining | 92 | 40.86% | 27.09% | 37.16% | 27.65% | 38.21% | 1.96% | 20.82% | 73.25% | 10.01% | 64.47% | 5.30% |
| Office Equipment & Services | 22 | 58.37% | 32.12% | 47.33% | 35.43% | 54.88% | 15.29% | 60.25% | 31.28% | 11.40% | 19.21% | 3.19% |
| Oil/Gas (Integrated) | 4 | 26.28% | 20.23% | 25.37% | 21.15% | 26.82% | 24.54% | 72.96% | 28.62% | 10.90% | 69.81% | 6.00% |
| Oil/Gas (Production and Exploration) | 269 | 38.70% | 34.67% | 53.06% | 36.06% | 56.39% | 3.70% | 37.71% | 59.37% | 20.19% | 83.49% | 15.13% |
| Oil/Gas Distribution | 24 | 57.99% | 46.61% | 87.30% | 47.28% | 89.69% | 5.46% | 56.55% | 32.66% | 7.55% | 66.15% | 7.70% |
| Oilfield Svcs/Equip. | 136 | 38.92% | 30.29% | 43.45% | 32.73% | 48.65% | 5.06% | 52.96% | 53.50% | 11.48% | 39.05% | 4.94% |
| Packaging & Container | 24 | 65.96% | 38.49% | 62.56% | 39.74% | 65.94% | 12.18% | 69.45% | 33.14% | 10.46% | 33.99% | 3.89% |
| Paper/Forest Products | 15 | 36.78% | 26.83% | 36.67% | 28.29% | 39.45% | 10.41% | 75.42% | 37.37% | 13.21% | 49.70% | 5.84% |
| Power | 52 | 58.56% | 41.27% | 70.26% | 42.03% | 72.51% | 13.27% | 70.95% | 18.49% | 8.31% | 70.14% | 7.72% |
| Precious Metals | 83 | 23.88% | 15.25% | 17.99% | 15.52% | 18.37% | 1.75% | 20.26% | 82.64% | 7.10% | 63.37% | 3.40% |
| Publishing & Newspapers | 31 | 46.25% | 35.06% | 53.99% | 40.32% | 67.57% | 8.10% | 56.62% | 38.18% | 10.67% | 22.82% | 2.83% |
| R.E.I.T. | 234 | 64.46% | 44.52% | 80.24% | 45.76% | 84.38% | 1.92% | 76.56% | 19.86% | 3.92% | 49.82% | 0.37% |
| Real Estate (Development) | 20 | 50.85% | 39.57% | 65.47% | 41.18% | 70.02% | 2.19% | 30.84% | 47.22% | 3.60% | 65.33% | 0.67% |
| Real Estate (General/Diversified) | 12 | 27.65% | 30.18% | 43.23% | 31.24% | 45.43% | 6.55% | 53.10% | 21.35% | 6.41% | 15.78% | 0.32% |
| Real Estate (Operations & Services) | 57 | 56.46% | 33.46% | 50.28% | 37.03% | 58.80% | 5.58% | 34.20% | 39.15% | 7.40% | 12.17% | 1.17% |
| Recreation | 63 | 63.36% | 22.27% | 28.65% | 25.20% | 33.68% | 8.21% | 51.81% | 47.53% | 6.67% | 28.41% | 4.48% |
| Reinsurance | 2 | 22.48% | 21.53% | 27.44% | 22.49% | 29.01% | 17.55% | 89.82% | 14.87% | 6.70% | 0.41% | 0.05% |
| Restaurant/Dining | 77 | 115.11% | 23.49% | 30.70% | 29.41% | 41.65% | 6.57% | 59.78% | 38.76% | 5.88% | 58.22% | 5.59% |
| Retail (Automotive) | 26 | 78.92% | 36.72% | 58.02% | 42.15% | 72.87% | 14.04% | 74.19% | 37.37% | 6.87% | 37.38% | 3.24% |
| Retail (Building Supply) | 17 | 89.65% | 16.75% | 20.11% | 20.45% | 25.71% | 14.90% | 77.59% | 47.29% | 7.35% | 53.61% | 4.40% |
| Retail (Distributors) | 80 | 61.90% | 35.47% | 54.96% | 37.83% | 60.86% | 11.96% | 60.43% | 42.83% | 7.85% | 12.25% | 7.44% |
| Retail (General) | 18 | 54.20% | 19.63% | 24.43% | 24.30% | 32.10% | 15.49% | 72.86% | 40.40% | 8.08% | 52.48% | 5.00% |
| Retail (Grocery and Food) | 13 | 65.72% | 41.63% | 71.31% | 49.15% | 96.66% | 12.78% | 47.71% | 37.18% | 11.20% | 64.34% | 7.02% |
| Retail (Online) | 70 | 58.19% | 9.35% | 10.31% | 11.40% | 12.87% | 2.92% | 42.36% | 55.97% | 4.20% | 34.72% | 6.22% |
| Retail (Special Lines) | 89 | 64.29% | 28.27% | 39.40% | 41.37% | 70.57% | 11.89% | 67.43% | 44.95% | 10.28% | 40.95% | 3.86% |
| Rubber& Tires | 4 | 55.50% | 60.92% | 155.87% | 64.03% | 178.03% | 20.75% | 46.72% | 57.59% | 16.67% | 42.60% | 4.57% |
| Semiconductor | 72 | 36.18% | 10.16% | 11.31% | 10.55% | 11.80% | 6.15% | 58.82% | 43.69% | 7.22% | 26.25% | 7.22% |
| Semiconductor Equip | 39 | 40.49% | 10.42% | 11.63% | 10.85% | 12.17% | 9.71% | 64.09% | 41.06% | 6.29% | 13.54% | 2.99% |
| Shipbuilding & Marine | 10 | 39.65% | 32.90% | 49.03% | 35.78% | 55.71% | 4.89% | 38.46% | 34.05% | 8.64% | 65.96% | 6.60% |
| Shoe | 11 | 41.03% | 5.39% | 5.70% | 8.09% | 8.80% | 13.98% | 78.12% | 37.56% | 4.53% | 27.85% | 0.92% |
| Software (Entertainment) | 86 | 10.59% | 2.26% | 2.31% | 3.66% | 3.80% | 2.58% | 36.62% | 61.37% | 4.57% | 28.55% | 9.35% |
| Software (Internet) | 30 | 63.29% | 15.52% | 18.37% | 16.95% | 20.41% | 1.23% | 46.60% | 44.78% | 2.68% | 21.03% | 3.12% |
| Software (System & Application) | 363 | 46.04% | 7.92% | 8.60% | 8.82% | 9.67% | 2.60% | 48.09% | 49.50% | 3.59% | 11.89% | 2.92% |
| Steel | 32 | 38.70% | 30.56% | 44.00% | 31.96% | 46.97% | 9.25% | 66.78% | 39.39% | 15.95% | 39.47% | 6.43% |
| Telecom (Wireless) | 18 | 60.80% | 50.14% | 100.57% | 56.75% | 131.19% | 5.89% | 49.33% | 41.85% | 15.05% | 36.70% | 10.36% |
| Telecom. Equipment | 91 | 44.39% | 13.77% | 15.97% | 14.69% | 17.22% | 4.31% | 46.08% | 46.30% | 7.29% | 9.04% | 1.84% |
| Telecom. Services | 67 | 59.75% | 41.11% | 69.82% | 44.19% | 79.19% | 4.17% | 38.82% | 54.47% | 12.57% | 34.53% | 4.62% |
| Tobacco | 17 | 96.16% | 21.92% | 28.07% | 22.21% | 28.56% | 11.48% | 41.63% | 38.49% | 8.12% | 10.18% | 1.40% |
| Transportation | 18 | 67.42% | 29.57% | 41.99% | 35.16% | 54.23% | 12.76% | 82.45% | 27.99% | 8.07% | 58.19% | 8.74% |
| Transportation (Railroads) | 8 | 54.57% | 19.66% | 24.47% | 20.78% | 26.24% | 12.24% | 63.91% | 18.25% | 7.96% | 86.73% | 5.37% |
| Trucking | 33 | 58.89% | 33.76% | 50.96% | 36.66% | 57.88% | 16.73% | 55.91% | 41.85% | 2.12% | 23.91% | 12.58% |
| Utility (General) | 16 | 58.15% | 39.73% | 65.92% | 40.10% | 66.95% | 13.45% | 80.39% | 13.11% | 7.08% | 68.15% | 6.59% |
| Utility (Water) | 17 | 54.17% | 26.12% | 35.35% | 26.34% | 35.75% | 10.01% | 49.96% | 17.88% | 5.18% | 77.92% | 7.00% |
| Total Market | 7053 | 63.86% | 35.47% | 54.97% | 36.71% | 58.00% | 7.32% | 48.57% | 42.36% | 5.41% | 14.74% | 1.87% |
| Total Market (without financials) | 5878 | 52.55% | 22.18% | 28.50% | 24.01% | 31.60% | 5.81% | 50.03% | 46.41% | 6.86% | 32.99% | 4.14% |