Fundamental Growth in EPS by Sector (US)

Data Used: Multiple data services

Date of Analysis: Data used is as of January 2022

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

For global datasets: https://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 ROE Retention Ratio Fundamental Growth 
Advertising 49 20.18% -14.21% -2.87%
Aerospace/Defense 73 9.09% 19.65% 1.79%
Air Transport 21 -27.28% 100.00% -27.28%
Apparel 39 20.78% 70.73% 14.70%
Auto & Truck 26 13.68% 97.21% 13.30%
Auto Parts 38 6.72% 51.14% 3.43%
Bank (Money Center) 7 14.97% 80.30% 12.02%
Banks (Regional) 563 12.53% 73.92% 9.27%
Beverage (Alcoholic) 21 4.39% 15.55% 0.68%
Beverage (Soft) 32 32.80% 23.68% 7.77%
Broadcasting 28 19.35% 84.20% 16.29%
Brokerage & Investment Banking 31 21.61% 82.44% 17.82%
Building Materials 44 31.26% 84.90% 26.54%
Business & Consumer Services 160 13.67% 69.70% 9.53%
Cable TV 11 16.38% 80.25% 13.15%
Chemical (Basic) 35 47.24% 72.46% 34.23%
Chemical (Diversified) 4 28.12% 72.67% 20.43%
Chemical (Specialty) 81 16.00% 70.27% 11.24%
Coal & Related Energy 18 -14.40% 99.94% -14.39%
Computer Services 83 14.61% 24.31% 3.55%
Computers/Peripherals 46 0.61% 85.12% 0.52%
Construction Supplies 48 17.17% 63.38% 10.88%
Diversified 22 19.92% 93.04% 18.53%
Drugs (Biotechnology) 581 -0.76% 99.94% -0.76%
Drugs (Pharmaceutical) 298 14.55% 10.64% 1.55%
Education 35 8.61% 92.89% 8.00%
Electrical Equipment 104 16.80% 53.85% 9.05%
Electronics (Consumer & Office) 16 43.57% 100.00% 43.57%
Electronics (General) 137 14.72% 81.54% 12.01%
Engineering/Construction 48 6.48% 91.18% 5.91%
Entertainment 108 4.28% 84.07% 3.60%
Environmental & Waste Services 58 13.95% 53.52% 7.47%
Farming/Agriculture 36 26.60% 81.68% 21.73%
Financial Svcs. (Non-bank & Insurance) 223 0.28% 84.61% 0.23%
Food Processing 92 13.44% 53.87% 7.24%
Food Wholesalers 15 11.18% 15.92% 1.78%
Furn/Home Furnishings 32 25.40% 77.92% 19.79%
Green & Renewable Energy 20 -24.12% 99.80% -24.07%
Healthcare Products 244 14.18% 74.74% 10.60%
Healthcare Support Services 131 14.68% 72.77% 10.69%
Heathcare Information and Technology 142 19.74% 93.42% 18.44%
Homebuilding 29 27.38% 94.17% 25.78%
Hospitals/Healthcare Facilities 31 95.71% 91.24% 87.33%
Hotel/Gaming 66 -40.21% 99.96% -40.19%
Household Products 118 35.95% 42.21% 15.17%
Information Services 79 17.51% 72.30% 12.66%
Insurance (General) 23 13.50% 71.16% 9.61%
Insurance (Life) 24 7.86% 73.66% 5.79%
Insurance (Prop/Cas.) 52 15.64% 72.91% 11.40%
Investments & Asset Management 687 23.77% 68.56% 16.30%
Machinery 111 21.13% 72.25% 15.27%
Metals & Mining 74 28.96% 64.05% 18.55%
Office Equipment & Services 18 8.50% 28.66% 2.44%
Oil/Gas (Integrated) 4 1.15% -582.76% -6.68%
Oil/Gas (Production and Exploration) 183 3.30% -25.35% -0.84%
Oil/Gas Distribution 21 6.44% -96.71% -6.22%
Oilfield Svcs/Equip. 100 5.62% 11.10% 0.62%
Packaging & Container 26 21.02% 67.79% 14.25%
Paper/Forest Products 11 43.67% 89.00% 38.87%
Power 50 8.14% 17.97% 1.46%
Precious Metals 76 7.99% 21.76% 1.74%
Publishing & Newspapers 21 8.44% 65.35% 5.52%
R.E.I.T. 238 7.81% -12.38% -0.97%
Real Estate (Development) 19 -0.46% 100.00% -0.46%
Real Estate (General/Diversified) 10 6.29% 68.69% 4.32%
Real Estate (Operations & Services) 51 -10.81% 99.93% -10.81%
Recreation 60 22.76% 52.01% 11.84%
Reinsurance 2 5.83% 84.81% 4.94%
Restaurant/Dining 70 NA 52.57% NA
Retail (Automotive) 32 47.18% 95.74% 45.17%
Retail (Building Supply) 16 0.97% 66.10% 0.64%
Retail (Distributors) 68 19.55% 71.80% 14.03%
Retail (General) 16 20.06% 64.67% 12.97%
Retail (Grocery and Food) 15 14.88% 66.75% 9.93%
Retail (Online) 60 44.11% 98.66% 43.52%
Retail (Special Lines) 76 35.23% 76.50% 26.95%
Rubber& Tires 2 9.59% 100.00% 9.59%
Semiconductor 67 31.91% 71.06% 22.67%
Semiconductor Equip 34 46.38% 84.89% 39.37%
Shipbuilding & Marine 8 10.29% 85.14% 8.76%
Shoe 12 47.91% 76.08% 36.45%
Software (Entertainment) 88 31.40% 99.64% 31.29%
Software (Internet) 36 -11.29% 99.85% -11.27%
Software (System & Application) 375 30.47% 71.28% 21.72%
Steel 28 40.05% 91.55% 36.66%
Telecom (Wireless) 17 5.93% 97.56% 5.79%
Telecom. Equipment 82 24.93% 53.85% 13.42%
Telecom. Services 42 10.41% 1.97% 0.21%
Tobacco 16 NA -18.18% NA
Transportation 17 40.24% 67.94% 27.34%
Transportation (Railroads) 4 28.35% 64.37% 18.25%
Trucking 34 5.54% 65.59% 3.64%
Utility (General) 16 8.44% 19.23% 1.62%
Utility (Water) 14 18.12% 66.94% 12.13%
Total Market 7229 18.12% 66.94% 12.13%
Total Market (without financials) 5619 17.96% 62.93% 11.30%

Last updated in January 2022
By Aswath Damodaran